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JPMorgan Ultra-Short Income ETF
JPST

987 hedge funds and large institutions have $17.7B invested in JPMorgan Ultra-Short Income ETF in 2024 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 397 increasing their positions, 401 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 59

6% more capital invested

Capital invested by funds: $16.7B → $17.7B (+$1.05B)

4% more funds holding

Funds holding: 952 → 987 (+35)

0.69% less ownership

Funds ownership: 73.8% → 73.11% (-0.69%)

1% less repeat investments, than reductions

Existing positions increased: 397 | Existing positions reduced: 401

5% less funds holding in top 10

Funds holding in top 10: 141 → 134 (-7)

Holders
987
Holders Change
+35
Holders Change %
+3.68%
% of All Funds
14.25%
Holding in Top 10
134
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-4.96%
% of All Funds
1.94%
New
107
Increased
397
Reduced
401
Closed
59
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$635M
2
Morgan Stanley
Morgan Stanley
New York
+$88.2M
3
LPL Financial
LPL Financial
California
+$62.2M
4
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$57.9M
5
SWM
Spire Wealth Management
Virginia
+$51.5M

Top Sellers

1
LNC
Lincoln National Corp
Pennsylvania
-$36.3M
2
RJA
Raymond James & Associates
Florida
-$19.9M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$19.9M
4
MWM
Magnolia Wealth Management
Alabama
-$18.2M
5
BTWM
Baker Tilly Wealth Management
Wisconsin
-$17.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
SOS
501
Silver Oak Securities
Tennessee
$1.83M -$26.3K -522 -1%
WWM
502
WT Wealth Management
Arizona
$1.83M +$18.9K +376 +1%
SCM
503
Stonehearth Capital Management
Massachusetts
$1.83M -$109K -2,173 -6%
FM
504
Family Management
New York
$1.82M -$12K -238 -0.7%
VAM
505
Vienna Asset Management
California
$1.82M -$732K -14,539 -29%
ESB
506
Essex Savings Bank
Connecticut
$1.8M +$481K +9,545 +36%
MSWMA
507
Market Street Wealth Management Advisors
Indiana
$1.8M -$369K -7,325 -17%
BAM
508
Belpointe Asset Management
Nevada
$1.79M +$1.79M +35,507 New
EWM
509
Endowment Wealth Management
Wisconsin
$1.77M +$208K +4,140 +13%
VCM
510
Virtue Capital Management
Tennessee
$1.76M -$77.7K -1,543 -4%
FEM
511
Fulcrum Equity Management
Texas
$1.74M +$1.74M +34,502 New
WAG
512
Wallace Advisory Group
California
$1.73M -$187K -3,715 -10%
PBF
513
Petix & Botte Financial
California
$1.73M +$954K +18,945 +124%
SFA
514
Sequoia Financial Advisors
Ohio
$1.72M -$848K -16,847 -33%
BFEC
515
Benjamin F. Edwards & Company
Missouri
$1.72M +$72.5K +1,440 +4%
AA
516
Auxano Advisors
Washington
$1.7M -$61.9K -1,230 -4%
MWM
517
Mission Wealth Management
California
$1.7M -$311K -6,182 -15%
BWP
518
Balboa Wealth Partners
Arizona
$1.69M +$543K +10,785 +48%
FC
519
FCA Corp
Texas
$1.66M +$37.3K +740 +2%
GC
520
Guidance Capital
Kentucky
$1.66M -$115K -2,281 -6%
KP
521
Keel Point
Alabama
$1.66M -$1.78M -35,425 -52%
TWC
522
TD Waterhouse Canada
Ontario, Canada
$1.65M +$328K +6,519 +25%
AWA
523
Arete Wealth Advisors
Illinois
$1.65M +$48.7K +967 +3%
SAG
524
SageView Advisory Group
California
$1.64M – – –
NCM
525
New Capital Management
Texas
$1.64M -$38.7K -768 -2%
19 20
21
22 23

JPST Hedge Fund Activity: Q2 2024 in Review

987 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q2 2024, worth a combined $17.7B — up 6.3% from $16.7B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new JPST positions and 59 closed out — a net gain of 48 holders — while 397 added to existing stakes and 401 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $635M. The largest seller was Lincoln National Corp, exiting entirely with an estimated $36.3M sold.

  • 987 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q2 2024, up from 952 in Q1 2024.
  • Funds reported $17.7B of JPMorgan Ultra-Short Income ETF stock for Q2 2024, up 6.3% quarter-over-quarter.
  • 107 funds opened new JPMorgan Ultra-Short Income ETF positions in Q2 2024 and 59 closed out, a net change of +48 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q2 2024 was JP Morgan Chase, an estimated $635M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q2 2024 was Lincoln National Corp, an estimated $36.3M sold.

Based on aggregated 13F filings for Q2 2024.