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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
FTUS
26
Flow Traders U.S.
New York
$99.7M +$100M +1,979,154 New
BA
27
Bridgewater Advisors
New York
$97M +$9.78M +193,580 +11%
QCG
28
Quadrant Capital Group
Ohio
$93.7M +$8.64M +171,161 +10%
Renaissance Technologies
29
Renaissance Technologies
New York
$92.2M +$9.24M +182,900 +11%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$91.3M +$3.69M +73,093 +4%
State of Tennessee, Department of Treasury
31
State of Tennessee, Department of Treasury
Tennessee
$91M +$91.2M +1,806,758 New
AA
32
Ancora Advisors
Ohio
$81.6M +$2.09M +41,318 +3%
CM
33
Cornerstone Management
Georgia
$81.3M +$1.71M +33,823 +2%
Stifel Financial
34
Stifel Financial
Missouri
$75.8M +$268K +5,306 +0.4%
MCAI
35
Members Capital Advisors Inc
Wisconsin
$75.3M +$25M +495,000 +50%
RCG
36
Rock Creek Group
District of Columbia
$73.2M +$36.2M +717,220 +98%
LWMT
37
Legacy Wealth Management (Tennessee)
Tennessee
$72.8M +$3.19M +63,095 +5%
AssetMark Inc
38
AssetMark Inc
California
$64.9M +$1.08M +21,452 +2%
S
39
SignatureFD
Georgia
$60.8M -$8.52M -168,701 -12%
MML Investors Services
40
MML Investors Services
Massachusetts
$59.2M +$11.7M +231,811 +25%
SEI Investments
41
SEI Investments
Pennsylvania
$56.1M +$1.18M +23,438 +2%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$55.4M +$2.87M +56,780 +5%
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$54.4M +$6.97M +137,918 +15%
MC
44
McMorgan & Co
California
$53.1M +$9.78M +193,556 +22%
UCFA
45
United Capital Financial Advisors
Texas
$51.7M -$735K -14,557 -1%
AHSSHC
46
Adventist Health System Sunbelt Healthcare Corp
Florida
$50.4M
AWM
47
Axxcess Wealth Management
California
$50.3M +$17.9K +354 +0%
GVAG
48
Great Valley Advisor Group
Delaware
$49.8M +$8.03M +158,909 +19%
NEWAS
49
N.E.W. Advisory Services
Wisconsin
$48.6M +$3.91M +77,358 +9%
PAG
50
Private Advisor Group
New Jersey
$47.9M +$7.18M +142,101 +18%

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.