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
RBC
551
Roble Belko & Company
Pennsylvania
$1.89M -$117K -2,321 -6%
SL
552
SWMG LLC
Texas
$1.88M +$1.88M +37,307 New
MFN
553
Midwest Financial Network
Illinois
$1.87M +$1.87M +37,027 New
SWP
554
Strategic Wealth Partners
Ohio
$1.84M +$486K +9,626 +36%
MAM
555
MMA Asset Management
Pennsylvania
$1.82M -$594K -11,768 -25%
SWM
556
StoneCrest Wealth Management
Arizona
$1.82M +$355K +7,026 +24%
IF
557
Intrua Financial
Texas
$1.8M -$65.1K -1,289 -3%
BFA
558
Beacon Financial Advisory
Ohio
$1.8M +$134K +2,657 +8%
DLCIG
559
D.L. Carlson Investment Group
New Hampshire
$1.77M +$20.7K +409 +1%
RMF
560
Red Mountain Financial
Colorado
$1.77M -$123K -2,426 -6%
FC
561
FCA Corp
Texas
$1.77M +$100K +1,989 +6%
AWA
562
Arkadios Wealth Advisors
Georgia
$1.74M -$238K -4,707 -12%
IAN
563
Integrated Advisors Network
Texas
$1.73M -$24.9K -493 -1%
RCG
564
Regatta Capital Group
California
$1.72M +$185K +3,661 +12%
SWA
565
Strategies Wealth Advisors
Michigan
$1.72M -$2.07M -41,081 -55%
AA
566
Auxano Advisors
Washington
$1.72M -$3.89K -77 -0.2%
SFA
567
Sequoia Financial Advisors
Ohio
$1.71M +$206K +4,071 +14%
AWM
568
Able Wealth Management
New Jersey
$1.69M +$477K +9,448 +39%
LFA
569
Legacy Financial Advisors
Kentucky
$1.66M +$1.67M +32,994 New
MCC
570
Money Concepts Capital
Florida
$1.66M -$1.75M -34,554 -51%
MWM
571
Mascagni Wealth Management
Mississippi
$1.65M +$1.64M +32,566 New
SSW
572
Stone Summit Wealth
Florida
$1.64M +$317K +6,267 +24%
PP
573
PDS Planning
Ohio
$1.62M +$418K +8,267 +35%
Bank of New York Mellon
574
Bank of New York Mellon
New York
$1.62M -$2.03M -40,193 -56%
HIM
575
Harbour Investment Management
Washington
$1.61M +$1.15M +22,722 +247%

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.