We are live on ! Find out more
JPST icon

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
GWAM
526
Guardian Wealth Advisors (Minnesota)
Minnesota
$2.08M +$418K +8,276 +25%
SFG
527
Sage Financial Group
Pennsylvania
$2.07M +$228K +4,507 +12%
NL
528
NVWM LLC
Pennsylvania
$2.07M -$56.6K -1,120 -3%
FP
529
Financial Perspectives
Minnesota
$2.06M -$257K -5,092 -11%
HIP
530
HUB Investment Partners
Texas
$2.03M +$596K +11,794 +42%
BCG
531
BayBridge Capital Group
California
$2.01M +$455K +9,010 +29%
MA
532
MONECO Advisors
Connecticut
$2.01M +$791K +15,671 +65%
PPWM
533
Paragon Private Wealth Management
Kentucky
$2M -$424K -8,387 -17%
MWM
534
Mosley Wealth Management
California
$1.99M +$256K +5,060 +15%
SWM
535
Sagace Wealth Management
Florida
$1.99M +$2M +39,596 New
FFP
536
FourThought Financial Partners
Florida
$1.98M -$169K -3,347 -8%
PCM
537
Pennsylvania Capital Management
Pennsylvania
$1.98M +$1.23M +24,353 +163%
BMA
538
Brooks Moore & Associates
Tennessee
$1.98M +$576K +11,415 +41%
HIC
539
Holderness Investments Company
North Carolina
$1.98M +$188K +3,725 +10%
GSWM
540
Golden State Wealth Management
California
$1.97M +$1.98M +39,142 New
GC
541
GatePass Capital
Ohio
$1.97M +$1.97M +39,106 New
FAIM
542
Financial Advocates Investment Management
Washington
$1.96M -$504K -9,989 -20%
FA
543
Fermata Advisors
California
$1.95M -$77.4K -1,533 -4%
AQR Capital Management
544
AQR Capital Management
Connecticut
$1.95M +$430K +8,514 +28%
CAM
545
Cozad Asset Management
Illinois
$1.94M -$27.8K -550 -1%
WFS
546
WealthGarden F.S.
California
$1.94M +$225K +4,459 +13%
IIC
547
Ironwood Investment Counsel
Arizona
$1.93M -$2.55M -50,540 -57%
MHS
548
M Holdings Securities
Oregon
$1.93M -$9.29K -184 -0.5%
HFS
549
Horizon Financial Services
North Carolina
$1.92M +$1.49M +29,523 +340%
WWM
550
Western Wealth Management
Colorado
$1.92M +$178K +3,532 +10%

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.