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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
RWM
476
Rialto Wealth Management
New York
$2.72M +$2.73M +53,963 New
SFG
477
Sunburst Financial Group
Alabama
$2.72M -$145K -2,865 -5%
CPA
478
Clear Point Advisors
New York
$2.71M +$2.44M +48,221 +868%
MWA
479
Midland Wealth Advisors
Illinois
$2.69M +$805K +15,940 +43%
NCM
480
Novare Capital Management
North Carolina
$2.67M -$102K -2,029 -4%
BOH
481
Bank of Hawaii
Hawaii
$2.64M -$80K -1,585 -3%
PI
482
PFG Investments
New York
$2.63M +$28.9K +572 +1%
GGS
483
Galvin Gaustad & Stein
Arizona
$2.62M +$240K +4,760 +10%
KA
484
Klingman & Associates
New York
$2.61M +$8.59K +170 +0.3%
CWM
485
Cornerstone Wealth Management
Missouri
$2.6M +$110K +2,178 +4%
BF
486
Brooklyn FI
New York
$2.59M +$472K +9,341 +22%
CG
487
CFO4Life Group
Texas
$2.59M -$79.7K -1,579 -3%
FM
488
Foster & Motley
Ohio
$2.58M -$1M -19,879 -28%
SDWIA
489
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.58M +$179K +3,541 +7%
BWMG
490
Barnes Wealth Management Group
California
$2.54M +$2.55M +50,454 New
ACM
491
Alpha Capital Management
Texas
$2.53M +$408K +8,075 +19%
AWA
492
Acorn Wealth Advisors
Michigan
$2.52M -$105K -2,076 -4%
EA
493
Ellsworth Advisors
Ohio
$2.51M +$1.77M +35,000 +236%
UWM
494
USAdvisors Wealth Management
Minnesota
$2.51M +$48.2K +955 +2%
PA
495
Promethium Advisors
Maryland
$2.5M +$304K +6,010 +14%
GIA
496
Gladstone Institutional Advisory
Florida
$2.45M +$151K +2,988 +7%
CP
497
Castleview Partners
Texas
$2.44M -$12.9K -256 -0.5%
FFA
498
First Foundation Advisors
California
$2.42M +$1.78M +35,316 +278%
EWM
499
Elevatus Welath Management
New York
$2.41M +$1.1M +21,824 +84%
SIC
500
Salem Investment Counselors
North Carolina
$2.4M +$104K +2,051 +5%

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.