We are live on ! Find out more
JPST icon

JPMorgan Ultra-Short Income ETF

952 hedge funds and large institutions have $16.7B invested in JPMorgan Ultra-Short Income ETF in 2024 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 375 increasing their positions, 423 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 70

1% less funds holding

Funds holding: 966952 (-14)

11% less funds holding in top 10

Funds holding in top 10: 158141 (-17)

11% less repeat investments, than reductions

Existing positions increased: 375 | Existing positions reduced: 423

14.36% less ownership

Funds ownership: 88.15%73.8% (-14%)

15% less capital invested

Capital invested by funds: $19.6B → $16.7B (-$2.94B)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $434K

Holders
952
Holders Change
-14
Holders Change %
-1.45%
% of All Funds
13.71%
Holding in Top 10
141
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-10.76%
% of All Funds
2.03%
New
73
Increased
375
Reduced
423
Closed
70
Calls
Puts
$434K
Net Calls
-$434K
Net Calls Change
-$434K
Name Holding Trade Value Shares
Change
Change in
Stake
SDH
526
Sloy Dahl & Holst
Washington
$1.42M -$5.04K -100 -0.4%
CWA
527
Canvas Wealth Advisors
Kansas
$1.42M +$95.4K +1,894 +7%
GSIS
528
Global Strategic Investment Solutions
Arizona
$1.42M +$1.42M +28,120 New
AQR Capital Management
529
AQR Capital Management
Connecticut
$1.41M +$589K +11,702 +72%
CGH
530
Crossmark Global Holdings
Texas
$1.41M -$32.7K -649 -2%
FFWM
531
Future Financial Wealth Management
Ohio
$1.4M +$85K +1,689 +6%
AWM
532
Aries Wealth Management
Maine
$1.4M
FFA
533
Fragasso Financial Advisors
Pennsylvania
$1.39M +$407K +8,091 +41%
DFG
534
Delta Financial Group
New Jersey
$1.39M +$64.7K +1,285 +5%
CA
535
CoreCap Advisors
Michigan
$1.38M +$891K +17,703 +184%
HWP
536
Heritage Wealth Partners
Ohio
$1.37M
SFC
537
SYM Financial Corp
Indiana
$1.37M -$2.5M -49,672 -65%
VWM
538
Venturi Wealth Management
Texas
$1.36M +$62.8K +1,248 +5%
SFG
539
Seamount Financial Group
Colorado
$1.36M -$102K -2,029 -7%
MBT
540
Montecito Bank & Trust
California
$1.35M -$736K -14,610 -35%
PCA
541
Prosperity Capital Advisors
Ohio
$1.34M +$1.34M +26,631 New
TWM
542
Tradition Wealth Management
Minnesota
$1.34M -$197K -3,910 -13%
AFO
543
Arrowroot Family Office
California
$1.34M -$10.3K -205 -0.8%
TWC
544
TD Waterhouse Canada
Ontario, Canada
$1.33M +$863K +17,145 +185%
CWA
545
Clarity Wealth Advisors
California
$1.33M +$75.5K +1,500 +6%
NCM
546
Nelson Capital Management
California
$1.32M -$36.4K -723 -3%
ESB
547
Essex Savings Bank
Connecticut
$1.31M
CIA
548
Concurrent Investment Advisors
Florida
$1.3M +$170K +3,370 +15%
CA
549
Continuum Advisory
Idaho
$1.28M -$96.4K -1,914 -7%
Envestnet Portfolio Solutions
550
Envestnet Portfolio Solutions
Illinois
$1.28M -$646K -12,830 -34%

JPST Hedge Fund Activity: Q1 2024 in Review

952 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q1 2024, worth a combined $16.7B — down 15% from $19.6B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new JPST positions and 70 closed out — a net gain of 3 holders — while 375 added to existing stakes and 423 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $531M. The largest seller was Morgan Stanley, cutting an estimated $2.92B.

  • 952 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q1 2024, down from 966 in Q4 2023.
  • Funds reported $16.7B of JPMorgan Ultra-Short Income ETF stock for Q1 2024, down 15% quarter-over-quarter.
  • 73 funds opened new JPMorgan Ultra-Short Income ETF positions in Q1 2024 and 70 closed out, a net change of +3 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q1 2024 was JP Morgan Chase, an estimated $531M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q1 2024 was Morgan Stanley, an estimated $2.92B sold.

Based on aggregated 13F filings for Q1 2024.