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JPMorgan Ultra-Short Income ETF
JPST

987 hedge funds and large institutions have $17.7B invested in JPMorgan Ultra-Short Income ETF in 2024 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 397 increasing their positions, 401 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 59

6% more capital invested

Capital invested by funds: $16.7B → $17.7B (+$1.05B)

4% more funds holding

Funds holding: 952 → 987 (+35)

0.69% less ownership

Funds ownership: 73.8% → 73.11% (-0.69%)

1% less repeat investments, than reductions

Existing positions increased: 397 | Existing positions reduced: 401

5% less funds holding in top 10

Funds holding in top 10: 141 → 134 (-7)

Holders
987
Holders Change
+35
Holders Change %
+3.68%
% of All Funds
14.25%
Holding in Top 10
134
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-4.96%
% of All Funds
1.94%
New
107
Increased
397
Reduced
401
Closed
59
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$635M
2
Morgan Stanley
Morgan Stanley
New York
+$88.2M
3
LPL Financial
LPL Financial
California
+$62.2M
4
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$57.9M
5
SWM
Spire Wealth Management
Virginia
+$51.5M

Top Sellers

1
LNC
Lincoln National Corp
Pennsylvania
-$36.3M
2
RJA
Raymond James & Associates
Florida
-$19.9M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$19.9M
4
MWM
Magnolia Wealth Management
Alabama
-$18.2M
5
BTWM
Baker Tilly Wealth Management
Wisconsin
-$17.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
576
Able Wealth Management
New Jersey
$1.3M +$58.8K +1,167 +5%
BBA
577
BLB&B Advisors
Pennsylvania
$1.3M +$244K +4,837 +23%
AWA
578
Authentikos Wealth Advisory
California
$1.28M +$139K +2,755 +12%
IAIM
579
International Assets Investment Management
Florida
$1.27M +$250K +4,963 +25%
FFA
580
First Foundation Advisors
California
$1.26M -$644K -12,798 -34%
AQR Capital Management
581
AQR Capital Management
Connecticut
$1.24M -$168K -3,330 -12%
MFG
582
Mosaic Financial Group
Illinois
$1.24M – – –
BTIM
583
BancFirst Trust & Investment Management
Oklahoma
$1.21M – – –
BFA
584
Beacon Financial Advisory
Ohio
$1.21M +$157K +3,112 +15%
MCM
585
Maple Capital Management
Vermont
$1.19M +$1.18M +23,498 New
RA
586
Rise Advisors
New York
$1.18M +$53.1K +1,054 +5%
CFS
587
CRA Financial Services
New Jersey
$1.18M +$531K +10,541 +82%
ZF
588
Zega Financial
Florida
$1.17M +$1.17M +23,158 New
SFG
589
Seamount Financial Group
Colorado
$1.17M -$192K -3,803 -14%
WOC
590
West Oak Capital
California
$1.17M +$95.8K +1,903 +9%
SWP
591
Strategic Wealth Partners
Ohio
$1.15M -$100K -1,989 -8%
MCC
592
Money Concepts Capital
Florida
$1.15M +$277K +5,498 +32%
PA
593
Parallel Advisors
California
$1.14M -$98.8K -1,963 -8%
TFA
594
TPG Financial Advisors
Oregon
$1.11M +$1.11M +21,996 New
SAM
595
Smartleaf Asset Management
Massachusetts
$1.11M +$1.1M +21,926 New
JIC
596
Joel Isaacson & Co
New York
$1.09M – – –
MA
597
MONECO Advisors
Connecticut
$1.09M +$339K +6,736 +45%
SPA
598
Shore Point Advisors
New Jersey
$1.07M +$6.65K +132 +0.6%
HKIMG
599
Hutchens & Kramer Investment Management Group
Indiana
$1.05M +$1.05M +20,926 New
SPL
600
Smart Portfolios LLC
Washington
$1.05M -$2.53M -50,298 -71%
22 23
24
25 26

JPST Hedge Fund Activity: Q2 2024 in Review

987 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q2 2024, worth a combined $17.7B — up 6.3% from $16.7B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new JPST positions and 59 closed out — a net gain of 48 holders — while 397 added to existing stakes and 401 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $635M. The largest seller was Lincoln National Corp, exiting entirely with an estimated $36.3M sold.

  • 987 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q2 2024, up from 952 in Q1 2024.
  • Funds reported $17.7B of JPMorgan Ultra-Short Income ETF stock for Q2 2024, up 6.3% quarter-over-quarter.
  • 107 funds opened new JPMorgan Ultra-Short Income ETF positions in Q2 2024 and 59 closed out, a net change of +48 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q2 2024 was JP Morgan Chase, an estimated $635M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q2 2024 was Lincoln National Corp, an estimated $36.3M sold.

Based on aggregated 13F filings for Q2 2024.