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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
SCM
476
Stonehearth Capital Management
Massachusetts
$1.93M -$10.3M -205,203 -84%
GWM
477
Gray Wealth Management
Maine
$1.93M +$110K +2,186 +6%
WAG
478
Wallace Advisory Group
California
$1.91M -$264K -5,247 -12%
FFA
479
First Foundation Advisors
California
$1.91M +$924K +18,355 +94%
CWM
480
Cornerstone Wealth Management
Missouri
$1.9M -$24.2K -480 -1%
BOH
481
Bank of Hawaii
Hawaii
$1.88M +$39.9K +793 +2%
MHS
482
M Holdings Securities
Oregon
$1.88M +$967K +19,200 +106%
CAM
483
Cozad Asset Management
Illinois
$1.87M -$431K -8,558 -19%
HPC
484
HM Payson & Co
Maine
$1.87M -$813K -16,150 -30%
AMM
485
American Money Management
California
$1.86M -$31.9K -633 -2%
SOS
486
Silver Oak Securities
Tennessee
$1.85M -$48.5K -963 -3%
FM
487
Family Management
New York
$1.83M -$469K -9,322 -20%
VCM
488
Virtue Capital Management
Tennessee
$1.83M -$1.36M -26,994 -43%
WWM
489
WT Wealth Management
Arizona
$1.81M -$3.68M -73,059 -67%
FIM
490
Freedom Investment Management
Connecticut
$1.8M -$27.5K -547 -2%
CAC
491
Certified Advisory Corp
Florida
$1.79M +$216K +4,295 +14%
GC
492
Guidance Capital
Kentucky
$1.77M +$1.77M +35,106 New
AA
493
Auxano Advisors
Washington
$1.76M +$2.67K +53 +0.2%
NA
494
Nottingham Advisors
New York
$1.75M +$261K +5,182 +18%
H
495
HoyleCohen
California
$1.74M +$130K +2,589 +8%
HF
496
HRT Financial
New York
$1.72M +$1.71M +34,054 New
CAG
497
Curtis Advisory Group
California
$1.7M +$280K +5,562 +20%
DC
498
Davenport & Co
Virginia
$1.69M -$893K -17,741 -35%
AWM
499
AllSquare Wealth Management
New York
$1.69M +$101K +2,000 +6%
NCM
500
New Capital Management
Texas
$1.68M +$21.4K +425 +1%

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.