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JPMorgan Ultra-Short Income ETF

1,075 hedge funds and large institutions have $21.2B invested in JPMorgan Ultra-Short Income ETF in 2024 Q4 according to their latest regulatory filings, with 174 funds opening new positions, 476 increasing their positions, 345 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

195% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 59

38% more repeat investments, than reductions

Existing positions increased: 476 | Existing positions reduced: 345

18% more funds holding in top 10

Funds holding in top 10: 128151 (+23)

12% more capital invested

Capital invested by funds: $18.9B → $21.2B (+$2.35B)

10% more funds holding

Funds holding: 9771,075 (+98)

3.07% more ownership

Funds ownership: 71.96%75.03% (+3.1%)

Holders
1,075
Holders Change
+98
Holders Change %
+10.03%
% of All Funds
14.16%
Holding in Top 10
151
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+17.97%
% of All Funds
1.99%
New
174
Increased
476
Reduced
345
Closed
59
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VNA
451
Valley National Advisers
Pennsylvania
$3.05M -$176K -3,486 -5%
Creative Planning
452
Creative Planning
Kansas
$3.01M +$25.6K +506 +0.9%
SIG
453
Sargent Investment Group
Maryland
$2.98M -$633K -12,535 -17%
BPA
454
Beacon Pointe Advisors
California
$2.97M -$547K -10,836 -16%
CAC
455
Certified Advisory Corp
Florida
$2.95M +$783K +15,504 +36%
ZI
456
ZEGA Investments
Florida
$2.94M +$2.94M +58,265 New
PFS
457
Prospera Financial Services
Texas
$2.94M -$1.21M -23,948 -29%
OPA
458
Old Port Advisors
Maine
$2.94M +$60.7K +1,202 +2%
DIM
459
Delta Investment Management
California
$2.94M +$96.8K +1,916 +3%
DC
460
Davenport & Co
Virginia
$2.91M +$576K +11,411 +25%
GWM
461
Greenwich Wealth Management
Connecticut
$2.91M +$1.34M +26,447 +84%
EA
462
Enclave Advisors
Texas
$2.87M +$390K +7,723 +16%
FHB
463
First Hawaiian Bank
Hawaii
$2.86M +$452K +8,958 +19%
RPCA
464
Running Point Capital Advisors
California
$2.84M +$439K +8,688 +18%
WWM
465
WT Wealth Management
Arizona
$2.83M -$510K -10,094 -15%
TA
466
TFG Advisers
Michigan
$2.83M +$877K +17,362 +45%
AFO
467
Arrowroot Family Office
California
$2.8M +$1.19M +23,613 +74%
EBWM
468
Eagle Bluffs Wealth Management
Missouri
$2.8M +$189K +3,750 +7%
FFWA
469
FRG Family Wealth Advisors
Washington
$2.8M +$384K +7,600 +16%
VF
470
Vawter Financial
Ohio
$2.79M +$398K +7,880 +17%
SFGP
471
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$2.79M +$2.79M +55,300 New
MA
472
MBA Advisors
Pennsylvania
$2.78M +$391K +7,740 +16%
SOS
473
Silver Oak Securities
Tennessee
$2.77M +$1.13M +22,356 +69%
NA
474
Nottingham Advisors
New York
$2.74M -$207K -4,104 -7%
CM
475
Capital Management
Virginia
$2.73M +$183K +3,626 +7%

JPST Hedge Fund Activity: Q4 2024 in Review

1,075 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q4 2024, worth a combined $21.2B — up 12% from $18.9B a quarter earlier.

Buyers outnumbered sellers: 174 funds opened new JPST positions and 59 closed out — a net gain of 115 holders — while 476 added to existing stakes and 345 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.21B. The largest seller was Charles Schwab, cutting an estimated $132M.

  • 1,075 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q4 2024, up from 977 in Q3 2024.
  • Funds reported $21.2B of JPMorgan Ultra-Short Income ETF stock for Q4 2024, up 12% quarter-over-quarter.
  • 174 funds opened new JPMorgan Ultra-Short Income ETF positions in Q4 2024 and 59 closed out, a net change of +115 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q4 2024 was JP Morgan Chase, an estimated $1.21B added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q4 2024 was Charles Schwab, an estimated $132M sold.

Based on aggregated 13F filings for Q4 2024.