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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
E
626
ETFidea
New York
$897K -$170K -3,381 -16%
US Bancorp
627
US Bancorp
Minnesota
$895K -$170K -3,383 -16%
SFB
628
STAR Financial Bank
Indiana
$890K -$132K -2,613 -13%
BMWM
629
Brown Miller Wealth Management
Virginia
$874K +$226K +4,482 +35%
LCM
630
Lunt Capital Management
Utah
$870K – – –
SEIA
631
Signature Estate & Investment Advisors
California
$867K +$865K +17,182 New
RWPA
632
Richard W. Paul & Associates
Michigan
$858K -$12.7K -252 -1%
CCP
633
Clarkston Capital Partners
Michigan
$858K – – –
PIA
634
Pinion Investment Advisors
Kansas
$857K -$288K -5,710 -25%
RIA
635
Realta Investment Advisors
Delaware
$851K +$3.12K +62 +0.4%
KCFA
636
Key Client Fiduciary Advisors
New Jersey
$850K +$50 +1 +0%
HCA
637
Horan Capital Advisors
Ohio
$844K -$29.1K -577 -3%
WOSD
638
WFA of San Diego
California
$841K +$839K +16,670 New
CTWM
639
Cherry Tree Wealth Management
Minnesota
$837K -$5.04K -100 -0.6%
WIA
640
World Investment Advisors
California
$836K +$452K +8,986 +118%
5SA
641
5th Street Advisors
Connecticut
$833K +$141K +2,804 +20%
LSPW
642
Lake Street Private Wealth
Illinois
$826K +$5.34K +106 +0.7%
RVPG
643
Relative Value Partners Group
$826K +$824K +16,363 New
WC
644
Waterloo Capital
Texas
$824K -$15.5K -307 -2%
AWE
645
Avidian Wealth Enterprises
Texas
$819K -$195K -3,868 -19%
ERIC
646
Eagle Rock Investment Company
Georgia
$817K – – –
TA
647
TFG Advisers
Michigan
$797K +$541K +10,739 +212%
ML
648
McAdam LLC
Pennsylvania
$789K -$220K -4,362 -22%
PGAM
649
Princeton Global Asset Management
New Jersey
$770K +$5.24K +104 +0.7%
WIC
650
Woodmont Investment Counsel
Tennessee
$764K -$136K -2,702 -15%
24 25
26
27 28

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.