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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
GWAM
576
Guardian Wealth Advisors (Minnesota)
Minnesota
$1.1M +$42.5K +845 +4%
JIC
577
Joel Isaacson & Co
New York
$1.09M -$1.01M -20,070 -48%
GF
578
Gries Financial
Ohio
$1.09M +$338K +6,722 +45%
WOC
579
West Oak Capital
California
$1.07M +$7.05K +140 +0.7%
E
580
ETFidea
New York
$1.07M -$923K -18,328 -46%
US Bancorp
581
US Bancorp
Minnesota
$1.06M +$291K +5,787 +38%
SPA
582
Shore Point Advisors
New Jersey
$1.06M -$110K -2,194 -9%
BBA
583
BLB&B Advisors
Pennsylvania
$1.05M +$16.1K +320 +2%
BFA
584
Beacon Financial Advisory
Ohio
$1.05M -$41.6K -826 -4%
CI
585
CX Institutional
Indiana
$1.04M -$13.3M -263,696 -93%
SSW
586
Stone Summit Wealth
Florida
$1.04M -$702K -13,948 -40%
PWM
587
Prosperity Wealth Management
California
$1.03M -$250K -4,969 -20%
PTC
588
Private Trust Company
Ohio
$1.03M +$54.5K +1,083 +6%
SFB
589
STAR Financial Bank
Indiana
$1.02M -$17.6K -350 -2%
AF
590
Affiance Financial
Minnesota
$1.02M -$68.7K -1,364 -6%
AWE
591
Avidian Wealth Enterprises
Texas
$1.01M -$948K -18,825 -48%
IAIM
592
International Assets Investment Management
Florida
$1.01M +$28.5K +566 +3%
ML
593
McAdam LLC
Pennsylvania
$1.01M +$1.01M +20,001 New
LFA
594
Laraway Financial Advisors
Minnesota
$992K +$99K +1,967 +11%
PCM
595
Pennsylvania Capital Management
Pennsylvania
$991K -$604K -12,000 -38%
CA
596
CGN Advisors
Kansas
$978K -$70.8K -1,406 -7%
BFA
597
Beaumont Financial Advisors
Massachusetts
$974K -$1.16M -23,121 -54%
BB
598
Bell Bank
North Dakota
$972K -$847K -16,828 -47%
SFC
599
Strategic Financial Concepts
Texas
$941K +$504K +10,018 +116%
RCM
600
Rivernorth Capital Management
Florida
$933K -$3.6M -71,500 -79%

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.