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JPMorgan Ultra-Short Income ETF

1,075 hedge funds and large institutions have $21.2B invested in JPMorgan Ultra-Short Income ETF in 2024 Q4 according to their latest regulatory filings, with 174 funds opening new positions, 476 increasing their positions, 345 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

195% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 59

38% more repeat investments, than reductions

Existing positions increased: 476 | Existing positions reduced: 345

18% more funds holding in top 10

Funds holding in top 10: 128151 (+23)

12% more capital invested

Capital invested by funds: $18.9B → $21.2B (+$2.35B)

10% more funds holding

Funds holding: 9771,075 (+98)

3.07% more ownership

Funds ownership: 71.96%75.03% (+3.1%)

Holders
1,075
Holders Change
+98
Holders Change %
+10.03%
% of All Funds
14.16%
Holding in Top 10
151
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+17.97%
% of All Funds
1.99%
New
174
Increased
476
Reduced
345
Closed
59
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
626
TriaGen Wealth Management
California
$1.24M -$41.4K -820 -3%
VWM
627
Venturi Wealth Management
Texas
$1.23M -$82.3K -1,630 -6%
AWS
628
Aspen Wealth Strategies
Colorado
$1.22M -$139K -2,753 -10%
BTIM
629
BancFirst Trust & Investment Management
Oklahoma
$1.22M
MA
630
McBroom & Associates
Nevada
$1.21M +$962K +19,055 +376%
PCM
631
Parsons Capital Management
Rhode Island
$1.21M +$375K +7,434 +45%
LI
632
LifeWealth Investments
Florida
$1.21M +$1.21M +23,932 New
SPL
633
Smart Portfolios LLC
Washington
$1.2M +$21.2K +420 +2%
BCP
634
Blue Chip Partners
Michigan
$1.2M -$38.3K -759 -3%
DAS
635
Diversify Advisory Services
Utah
$1.19M -$98.3K -1,946 -8%
TWM
636
Tradition Wealth Management
Minnesota
$1.19M -$315K -6,228 -21%
RFG
637
RFP Financial Group
Georgia
$1.19M +$1.18M +23,458 New
PAS
638
Park Avenue Securities
New York
$1.17M +$129K +2,554 +12%
CWM
639
Congress Wealth Management
Massachusetts
$1.16M +$91.6K +1,814 +9%
WCM
640
WealthTrak Capital Management
Virginia
$1.14M +$1.15M +22,698 New
IFO
641
Intrepid Family Office
Florida
$1.13M +$1.14M +22,500 New
MFG
642
Mosaic Financial Group
Illinois
$1.13M +$100K +1,988 +10%
NCM
643
Nelson Capital Management
California
$1.12M -$149K -2,949 -12%
BTWM
644
Baker Tilly Wealth Management
Wisconsin
$1.12M -$25.8K -510 -2%
AWC
645
Adamsbrown Wealth Consultants
Kansas
$1.12M +$511K +10,123 +84%
Envestnet Portfolio Solutions
646
Envestnet Portfolio Solutions
Illinois
$1.12M -$3.96M -78,494 -78%
GL
647
Graypoint LLC
New York
$1.1M -$455K -9,000 -29%
SNWA
648
Siligmueller & Norvid Wealth Advisors
Illinois
$1.1M +$1.1M +21,743 New
CA
649
CGN Advisors
Kansas
$1.09M +$15.3K +303 +1%
SFG
650
Seamount Financial Group
Colorado
$1.09M +$20.7K +410 +2%

JPST Hedge Fund Activity: Q4 2024 in Review

1,075 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q4 2024, worth a combined $21.2B — up 12% from $18.9B a quarter earlier.

Buyers outnumbered sellers: 174 funds opened new JPST positions and 59 closed out — a net gain of 115 holders — while 476 added to existing stakes and 345 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.21B. The largest seller was Charles Schwab, cutting an estimated $132M.

  • 1,075 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q4 2024, up from 977 in Q3 2024.
  • Funds reported $21.2B of JPMorgan Ultra-Short Income ETF stock for Q4 2024, up 12% quarter-over-quarter.
  • 174 funds opened new JPMorgan Ultra-Short Income ETF positions in Q4 2024 and 59 closed out, a net change of +115 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q4 2024 was JP Morgan Chase, an estimated $1.21B added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q4 2024 was Charles Schwab, an estimated $132M sold.

Based on aggregated 13F filings for Q4 2024.