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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
DWA
501
Delos Wealth Advisors
Texas
$2.39M +$78.6K +1,556 +3%
WIA
502
Wealthedge Investment Advisors
New York
$2.37M +$2.37M +46,975 New
PFA
503
Pathway Financial Advisors
Vermont
$2.36M +$2.37M +46,945 New
EWM
504
Endowment Wealth Management
Wisconsin
$2.35M +$423K +8,366 +22%
FFN
505
Focus Financial Network
Minnesota
$2.32M -$2.74M -54,205 -54%
NF
506
Nikulski Financial
Iowa
$2.32M +$29K +575 +1%
FNT
507
First National Trust
Pennsylvania
$2.3M +$785K +15,552 +52%
SCM
508
Saxony Capital Management
Missouri
$2.26M +$15.4K +304 +0.7%
SWM
509
Silverlake Wealth Management
Vermont
$2.25M +$263K +5,201 +13%
AWM
510
AllSquare Wealth Management
New York
$2.24M +$455K +9,000 +25%
CA
511
Cambridge Advisors
Nebraska
$2.21M +$74.6K +1,477 +3%
NCM
512
Next Capital Management
New York
$2.2M +$118K +2,338 +6%
UB
513
UMB Bank
Missouri
$2.19M -$975K -19,305 -31%
ISWM
514
Independent Solutions Wealth Management
New York
$2.18M +$1.67M +33,036 +321%
JFA
515
JNBA Financial Advisors
Minnesota
$2.16M +$39.1K +774 +2%
RPSA
516
Richard P. Slaughter Associates
Texas
$2.15M -$22.8K -451 -1%
HFM
517
Hartford Financial Management
Connecticut
$2.15M -$120K -2,384 -5%
SSWM
518
Sheets Smith Wealth Management
North Carolina
$2.14M +$67.4K +1,334 +3%
KTA
519
Keeley-Teton Advisors
Illinois
$2.14M +$2.14M +42,430 New
RIG
520
RiverFront Investment Group
Virginia
$2.12M +$205K +4,052 +11%
TWC
521
TD Waterhouse Canada
Ontario, Canada
$2.12M +$944K +18,684 +80%
BB
522
Bell Bank
North Dakota
$2.11M +$1.15M +22,724 +118%
FFWM
523
Future Financial Wealth Management
Ohio
$2.11M +$79.1K +1,566 +4%
PIA
524
Perennial Investment Advisors
California
$2.11M +$79K +1,565 +4%
FT
525
Fiduciary Trust
Massachusetts
$2.08M -$1.26M -24,854 -38%

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.