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
BCG
551
BayBridge Capital Group
California
$1.26M -$81.9K -1,627 -6%
WA
552
Win Advisors
Florida
$1.25M +$1.25M +24,862 New
SWP
553
Strategic Wealth Partners
Ohio
$1.25M -$43.8K -869 -3%
WWM
554
Western Wealth Management
Colorado
$1.25M +$7.65K +152 +0.6%
AWM
555
Able Wealth Management
New Jersey
$1.24M +$145K +2,874 +13%
MFG
556
Mosaic Financial Group
Illinois
$1.24M +$1.24M +24,538 New
PA
557
Parallel Advisors
California
$1.24M -$147K -2,922 -11%
AWM
558
Avior Wealth Management
Nebraska
$1.23M -$1.3M -25,874 -51%
LWL
559
Leo Wealth LLC
Texas
$1.23M -$3.07M -61,069 -71%
LI
560
LVZ Inc
Michigan
$1.22M +$82.6K +1,641 +7%
BTIM
561
BancFirst Trust & Investment Management
Oklahoma
$1.21M +$53.4K +1,060 +5%
VIM
562
Vista Investment Management
Pennsylvania
$1.21M -$94.8K -1,882 -7%
DAS
563
Diversify Advisory Services
Utah
$1.21M +$1.21M +24,039 New
FPCP
564
Fort Point Capital Partners
California
$1.18M -$397K -7,892 -25%
KWM
565
Kingsview Wealth Management
Oregon
$1.18M +$109K +2,158 +10%
BCM
566
Brookstone Capital Management
Illinois
$1.15M -$113K -2,237 -9%
IPWA
567
International Private Wealth Advisors
California
$1.15M +$111K +2,211 +11%
FFWA
568
FRG Family Wealth Advisors
Washington
$1.15M -$765K -15,190 -40%
AWA
569
Authentikos Wealth Advisory
California
$1.15M +$69.8K +1,387 +7%
PIA
570
Pinion Investment Advisors
Kansas
$1.14M -$535K -10,628 -32%
BWP
571
Balboa Wealth Partners
Arizona
$1.14M +$107K +2,135 +10%
FFN
572
Focus Financial Network
Minnesota
$1.14M -$431K -8,559 -27%
PP
573
PDS Planning
Ohio
$1.13M -$92.5K -1,837 -8%
RA
574
Rise Advisors
New York
$1.13M +$2.47K +49 +0.2%
LNWWM
575
Laird Norton Wetherby Wealth Management
California
$1.13M -$27.3K -543 -2%

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.