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JPMorgan Ultra-Short Income ETF

977 hedge funds and large institutions have $18.9B invested in JPMorgan Ultra-Short Income ETF in 2024 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 424 increasing their positions, 382 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 424 | Existing positions reduced: 382

6% more capital invested

Capital invested by funds: $17.7B → $18.9B (+$1.13B)

5% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 74

1% less funds holding

Funds holding: 987977 (-10)

1.15% less ownership

Funds ownership: 73.11%71.96% (-1.1%)

4% less funds holding in top 10

Funds holding in top 10: 134128 (-6)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $238K

Holders
977
Holders Change
-10
Holders Change %
-1.01%
% of All Funds
14.03%
Holding in Top 10
128
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-4.48%
% of All Funds
1.84%
New
78
Increased
424
Reduced
382
Closed
74
Calls
Puts
$238K
Net Calls
-$238K
Net Calls Change
-$238K
Name Holding Trade Value Shares
Change
Change in
Stake
NL
476
NVWM LLC
Pennsylvania
$2.14M
NCM
477
Next Capital Management
New York
$2.1M -$191K -3,778 -8%
SSWM
478
Sheets Smith Wealth Management
North Carolina
$2.09M -$280K -5,546 -12%
KWA
479
Kingswood Wealth Advisors
California
$2.08M -$328K -6,486 -14%
FA
480
Fermata Advisors
California
$2.05M -$9.8K -194 -0.5%
FFWM
481
Future Financial Wealth Management
Ohio
$2.05M +$642K +12,711 +46%
PIA
482
Perennial Investment Advisors
California
$2.04M -$303K -5,995 -13%
RBC
483
Roble Belko & Company
Pennsylvania
$2.02M -$131K -2,595 -6%
SWM
484
Silverlake Wealth Management
Vermont
$2.01M +$66.4K +1,314 +3%
CFS
485
CRA Financial Services
New Jersey
$2M +$813K +16,093 +69%
AWA
486
Arkadios Wealth Advisors
Georgia
$1.99M +$5.61K +111 +0.3%
CAM
487
Cozad Asset Management
Illinois
$1.99M -$67.7K -1,339 -3%
NI
488
Nepsis Inc
Minnesota
$1.98M +$73.4K +1,452 +4%
AWM
489
Apollon Wealth Management
South Carolina
$1.97M -$201K -3,980 -9%
TA
490
TFG Advisers
Michigan
$1.97M +$1.16M +22,933 +145%
MHS
491
M Holdings Securities
Oregon
$1.95M -$63.2K -1,251 -3%
EWM
492
Endowment Wealth Management
Wisconsin
$1.94M +$156K +3,094 +9%
RIG
493
RiverFront Investment Group
Virginia
$1.93M -$13.7M -270,318 -88%
TFO
494
Tarbox Family Office
California
$1.92M -$94.2K -1,865 -5%
RMF
495
Red Mountain Financial
Colorado
$1.9M +$29K +574 +2%
BCM
496
Birch Capital Management
Texas
$1.9M -$169K -3,341 -8%
MWA
497
Midland Wealth Advisors
Illinois
$1.9M +$550K +10,884 +41%
IF
498
Intrua Financial
Texas
$1.88M -$1.08M -21,326 -37%
SFG
499
Sage Financial Group
Pennsylvania
$1.85M +$258K +5,112 +16%
AA
500
ACT Advisors
North Carolina
$1.84M -$30.6M -604,897 -94%

JPST Hedge Fund Activity: Q3 2024 in Review

977 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q3 2024, worth a combined $18.9B — up 6.3% from $17.7B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new JPST positions and 74 closed out — a net gain of 4 holders — while 424 added to existing stakes and 382 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $770M. The largest seller was Bank of America, cutting an estimated $36.6M.

  • 977 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q3 2024, down from 987 in Q2 2024.
  • Funds reported $18.9B of JPMorgan Ultra-Short Income ETF stock for Q3 2024, up 6.3% quarter-over-quarter.
  • 78 funds opened new JPMorgan Ultra-Short Income ETF positions in Q3 2024 and 74 closed out, a net change of +4 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q3 2024 was JP Morgan Chase, an estimated $770M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q3 2024 was Bank of America, an estimated $36.6M sold.

Based on aggregated 13F filings for Q3 2024.