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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
PTC
601
Private Trust Company
Ohio
$1.05M +$19.4K +385 +2%
PP
602
PDS Planning
Ohio
$1.04M -$89.2K -1,772 -8%
HWP
603
Heritage Wealth Partners
Ohio
$1.03M -$349K -6,936 -25%
EMAM
604
Encompass More Asset Management
California
$1.03M +$1.03M +20,357 New
OWM
605
OneAscent Wealth Management
Alabama
$1.02M -$493K -9,800 -33%
IDA
606
Intelligence Driven Advisers
California
$1.01M +$116K +2,300 +13%
MCA
607
MSH Capital Advisors
Arizona
$1M +$321K +6,370 +47%
CI
608
CX Institutional
Indiana
$987K -$56.5K -1,122 -5%
VIM
609
Vista Investment Management
Pennsylvania
$977K -$232K -4,617 -19%
UW
610
Unique Wealth
Florida
$976K +$457K +9,085 +89%
BB
611
Bell Bank
North Dakota
$972K – – –
LFA
612
Laraway Financial Advisors
Minnesota
$967K -$25K -496 -3%
AF
613
Affiance Financial
Minnesota
$966K -$52.5K -1,042 -5%
SSW
614
Stone Summit Wealth
Florida
$954K -$87.1K -1,730 -8%
RCM
615
Rivernorth Capital Management
Florida
$934K – – –
BFA
616
Beaumont Financial Advisors
Massachusetts
$933K -$41.2K -818 -4%
Goldman Sachs
617
Goldman Sachs
New York
$926K -$512K -10,169 -36%
CA
618
CGN Advisors
Kansas
$922K -$55.6K -1,104 -6%
FA
619
Flagstar Advisors
New York
$922K +$11.5K +229 +1%
NCM
620
Northwest Capital Management
Oregon
$921K -$527K -10,465 -36%
AC
621
Apella Capital
Connecticut
$918K +$7.4K +147 +0.8%
PCM
622
Pennsylvania Capital Management
Pennsylvania
$917K -$74.2K -1,473 -8%
GSIS
623
Global Strategic Investment Solutions
Arizona
$915K -$503K -9,998 -36%
LI
624
LVZ Inc
Michigan
$904K -$312K -6,198 -26%
FFWA
625
FRG Family Wealth Advisors
Washington
$898K -$252K -4,997 -22%
23 24
25
26 27

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.