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JPMorgan Ultra-Short Income ETF

952 hedge funds and large institutions have $16.7B invested in JPMorgan Ultra-Short Income ETF in 2024 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 375 increasing their positions, 423 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 70

1% less funds holding

Funds holding: 966952 (-14)

11% less funds holding in top 10

Funds holding in top 10: 158141 (-17)

11% less repeat investments, than reductions

Existing positions increased: 375 | Existing positions reduced: 423

14.36% less ownership

Funds ownership: 88.15%73.8% (-14%)

15% less capital invested

Capital invested by funds: $19.6B → $16.7B (-$2.94B)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $434K

Holders
952
Holders Change
-14
Holders Change %
-1.45%
% of All Funds
13.71%
Holding in Top 10
141
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-10.76%
% of All Funds
2.03%
New
73
Increased
375
Reduced
423
Closed
70
Calls
Puts
$434K
Net Calls
-$434K
Net Calls Change
-$434K
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$75.9M +$358K +7,110 +0.5%
RJA
27
Raymond James & Associates
Florida
$70M +$7.79M +154,712 +13%
LWMT
28
Legacy Wealth Management (Tennessee)
Tennessee
$66.3M +$2.66M +52,813 +4%
CM
29
Cornerstone Management
Georgia
$65.3M +$4.65M +92,286 +8%
AWM
30
Axxcess Wealth Management
California
$64.7M +$5.96M +118,274 +10%
CAN
31
Cetera Advisor Networks
California
$62.7M +$91.8K +1,823 +0.1%
AssetMark Inc
32
AssetMark Inc
California
$62.2M -$1.67M -33,199 -3%
QCG
33
Quadrant Capital Group
Ohio
$61.9M +$8.28M +164,486 +15%
AA
34
Ancora Advisors
Ohio
$61.1M +$139K +2,765 +0.2%
EH
35
Equitable Holdings
New York
$59.2M +$36.3M +720,465 +159%
SEI Investments
36
SEI Investments
Pennsylvania
$56.2M -$6.09M -120,989 -10%
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$55.7M +$6.33M +125,786 +13%
MML Investors Services
38
MML Investors Services
Massachusetts
$53.8M -$4.88M -96,887 -8%
UCFA
39
United Capital Financial Advisors
Texas
$50.3M -$214K -4,249 -0.4%
PWA
40
Peterson Wealth Advisors
Utah
$49M +$9.29M +184,434 +23%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$46.2M +$4.23M +84,049 +10%
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
$45.3M -$186K -3,703 -0.4%
AAS
43
Avantax Advisory Services
Texas
$44.8M -$81.1K -1,611 -0.2%
AA
44
Acorns Advisers
California
$43.1M +$562K +11,171 +1%
AWM
45
AE Wealth Management
Kansas
$41.2M -$57.3M -1,137,111 -58%
RCG
46
Rock Creek Group
District of Columbia
$40.5M +$11.4M +226,035 +39%
SI
47
Stephens Inc
Arkansas
$39.5M -$5.74M -114,056 -13%
AOWM
48
Alpha Omega Wealth Management
Virginia
$39M +$173K +3,445 +0.4%
PAG
49
Private Advisor Group
New Jersey
$38.5M -$12.9M -255,923 -25%
LNC
50
Lincoln National Corp
Pennsylvania
$36.3M +$4.89M +97,040 +16%

JPST Hedge Fund Activity: Q1 2024 in Review

952 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q1 2024, worth a combined $16.7B — down 15% from $19.6B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new JPST positions and 70 closed out — a net gain of 3 holders — while 375 added to existing stakes and 423 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $531M. The largest seller was Morgan Stanley, cutting an estimated $2.92B.

  • 952 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q1 2024, down from 966 in Q4 2023.
  • Funds reported $16.7B of JPMorgan Ultra-Short Income ETF stock for Q1 2024, down 15% quarter-over-quarter.
  • 73 funds opened new JPMorgan Ultra-Short Income ETF positions in Q1 2024 and 70 closed out, a net change of +3 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q1 2024 was JP Morgan Chase, an estimated $531M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q1 2024 was Morgan Stanley, an estimated $2.92B sold.

Based on aggregated 13F filings for Q1 2024.