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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
ERIC
626
Eagle Rock Investment Company
Georgia
$816K
GC
627
Grimes & Company
Massachusetts
$816K +$7.8K +155 +1%
SIAP
628
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$800K -$40.3K -800 -5%
Jones Financial Companies
629
Jones Financial Companies
Missouri
$800K +$644K +12,794 +418%
BONH
630
Bank of New Hampshire
New Hampshire
$794K
RW
631
RVW Wealth
California
$782K -$39.9K -793 -5%
PIMG
632
Patriot Investment Management Group
Tennessee
$772K -$192K -3,811 -20%
PBF
633
Petix & Botte Financial
California
$771K -$769K -15,275 -50%
PGAM
634
Princeton Global Asset Management
New Jersey
$765K +$201 +4 +0%
MSAM
635
Moloney Securities Asset Management
Missouri
$764K +$763K +15,150 New
PCM
636
Parsons Capital Management
Rhode Island
$760K -$47.3K -940 -6%
EAM
637
Evanson Asset Management
California
$757K -$1.15M -22,912 -60%
MA
638
MONECO Advisors
Connecticut
$752K -$89.5K -1,777 -11%
RFN
639
Redwood Financial Network
Ohio
$725K -$33.2K -660 -4%
SWC
640
Spectrum Wealth Counsel
Indiana
$725K
SWM
641
StoneCrest Wealth Management
Arizona
$725K +$21.8K +432 +3%
APW
642
Acima Private Wealth
Virginia
$720K -$68.2K -1,354 -9%
SPI
643
Sutton Place Investors
New York
$714K +$713K +14,154 New
CPW
644
Catalyst Private Wealth
California
$711K
AIM
645
Alhambra Investment Management
Florida
$697K -$10.1K -200 -1%
5SA
646
5th Street Advisors
Connecticut
$692K -$6.85M -135,995 -91%
LPAM
647
Lodestar Private Asset Management
California
$691K -$119K -2,366 -15%
BMA
648
Brooks Moore & Associates
Tennessee
$690K +$10.9K +217 +2%
ICP
649
Interchange Capital Partners
Pennsylvania
$686K -$131K -2,606 -16%
PWM
650
Prentice Wealth Management
New York
$686K +$127K +2,518 +23%

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.