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JPMorgan Ultra-Short Income ETF

977 hedge funds and large institutions have $18.9B invested in JPMorgan Ultra-Short Income ETF in 2024 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 424 increasing their positions, 382 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 424 | Existing positions reduced: 382

6% more capital invested

Capital invested by funds: $17.7B → $18.9B (+$1.13B)

5% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 74

1% less funds holding

Funds holding: 987977 (-10)

1.15% less ownership

Funds ownership: 73.11%71.96% (-1.1%)

4% less funds holding in top 10

Funds holding in top 10: 134128 (-6)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $238K

Holders
977
Holders Change
-10
Holders Change %
-1.01%
% of All Funds
14.03%
Holding in Top 10
128
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-4.48%
% of All Funds
1.84%
New
78
Increased
424
Reduced
382
Closed
74
Calls
Puts
$238K
Net Calls
-$238K
Net Calls Change
-$238K
Name Holding Trade Value Shares
Change
Change in
Stake
PP
576
PDS Planning
Ohio
$1.21M +$159K +3,149 +15%
BBA
577
BLB&B Advisors
Pennsylvania
$1.2M -$107K -2,123 -8%
BCM
578
Brookstone Capital Management
Illinois
$1.2M -$135K -2,679 -10%
SPL
579
Smart Portfolios LLC
Washington
$1.19M +$132K +2,620 +13%
TWC
580
TD Waterhouse Canada
Ontario, Canada
$1.19M -$483K -9,554 -29%
RL
581
Retireful LLC
Michigan
$1.18M -$414K -8,190 -26%
CWS
582
Confluence Wealth Services
Pennsylvania
$1.16M +$421K +8,340 +58%
BTWM
583
Baker Tilly Wealth Management
Wisconsin
$1.16M -$1.37M -27,205 -54%
TFA
584
TPG Financial Advisors
Oregon
$1.15M +$31.4K +621 +3%
WIP
585
WealthCare Investment Partners
Rhode Island
$1.14M -$256K -5,058 -18%
CWA
586
Continuum Wealth Advisors
New York
$1.13M -$8.58M -169,729 -88%
FFA
587
Fragasso Financial Advisors
Pennsylvania
$1.11M -$274K -5,417 -20%
JIC
588
Joel Isaacson & Co
New York
$1.1M
VIM
589
Vista Investment Management
Pennsylvania
$1.09M +$109K +2,153 +11%
CA
590
CGN Advisors
Kansas
$1.08M +$156K +3,092 +17%
SFG
591
Seamount Financial Group
Colorado
$1.08M -$94.2K -1,864 -8%
CWM
592
Congress Wealth Management
Massachusetts
$1.07M +$818K +16,182 +324%
PTC
593
Private Trust Company
Ohio
$1.07M +$14.9K +294 +1%
RA
594
RFG Advisory
Alabama
$1.06M +$484K +9,584 +85%
HZ
595
Hixon Zuercher
Ohio
$1.06M +$345K +6,827 +49%
PAS
596
Park Avenue Securities
New York
$1.05M +$581K +11,492 +125%
MFG
597
Mosaic Financial Group
Illinois
$1.04M -$207K -4,104 -17%
WWP
598
WR Wealth Planners
Missouri
$1.04M -$1.5M -29,755 -59%
FEM
599
Fulcrum Equity Management
Texas
$1.03M -$720K -14,246 -41%
LFA
600
Laraway Financial Advisors
Minnesota
$1.01M +$33.3K +659 +3%

JPST Hedge Fund Activity: Q3 2024 in Review

977 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q3 2024, worth a combined $18.9B — up 6.3% from $17.7B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new JPST positions and 74 closed out — a net gain of 4 holders — while 424 added to existing stakes and 382 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $770M. The largest seller was Bank of America, cutting an estimated $36.6M.

  • 977 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q3 2024, down from 987 in Q2 2024.
  • Funds reported $18.9B of JPMorgan Ultra-Short Income ETF stock for Q3 2024, up 6.3% quarter-over-quarter.
  • 78 funds opened new JPMorgan Ultra-Short Income ETF positions in Q3 2024 and 74 closed out, a net change of +4 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q3 2024 was JP Morgan Chase, an estimated $770M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q3 2024 was Bank of America, an estimated $36.6M sold.

Based on aggregated 13F filings for Q3 2024.