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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
HIC
501
Holderness Investments Company
North Carolina
$1.8M +$172K +3,406 +11%
AWM
502
AllSquare Wealth Management
New York
$1.8M +$177K +3,500 +11%
IAN
503
Integrated Advisors Network
Texas
$1.77M -$81.3K -1,608 -4%
DLCIG
504
D.L. Carlson Investment Group
New Hampshire
$1.76M -$2.05M -40,658 -54%
WWM
505
Western Wealth Management
Colorado
$1.76M +$340K +6,723 +24%
Millennium Management
506
Millennium Management
New York
$1.75M -$6.83M -135,133 -80%
MWM
507
Mosley Wealth Management
California
$1.74M +$173K +3,415 +11%
BWP
508
Balboa Wealth Partners
Arizona
$1.74M +$40.5K +802 +2%
AA
509
Auxano Advisors
Washington
$1.73M +$21.6K +427 +1%
WFS
510
WealthGarden F.S.
California
$1.73M +$203K +4,019 +13%
PBF
511
Petix & Botte Financial
California
$1.72M -$12.6K -250 -0.7%
FC
512
FCA Corp
Texas
$1.68M +$4.85K +96 +0.3%
BFA
513
Beacon Financial Advisory
Ohio
$1.68M +$461K +9,124 +38%
GWAM
514
Guardian Wealth Advisors (Minnesota)
Minnesota
$1.67M +$252K +4,988 +18%
Wealthfront Advisers
515
Wealthfront Advisers
California
$1.67M +$138K +2,736 +9%
JSW
516
Journey Strategic Wealth
New Jersey
$1.66M +$1.07M +21,183 +184%
SOS
517
Silver Oak Securities
Tennessee
$1.65M -$191K -3,785 -10%
VAG
518
VisionPoint Advisory Group
Texas
$1.64M -$1.07M -21,136 -39%
YWS
519
Yarger Wealth Strategies
Ohio
$1.64M -$258K -5,104 -14%
NCM
520
New Capital Management
Texas
$1.63M -$23.4K -464 -1%
AFO
521
Arrowroot Family Office
California
$1.63M +$315K +6,228 +24%
WAG
522
Wallace Advisory Group
California
$1.63M -$108K -2,140 -6%
GC
523
Guidance Capital
Kentucky
$1.6M -$58.7K -1,161 -4%
CA
524
Continuum Advisory
Idaho
$1.6M +$273K +5,395 +21%
GWM
525
Greenwich Wealth Management
Connecticut
$1.59M -$1.26K -25 -0.1%

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.