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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
CWAF
651
Core Wealth Advisors (Florida)
Florida
$684K
MCA
652
MSH Capital Advisors
Arizona
$682K +$467K +9,285 +219%
PCG
653
Prosperity Consulting Group
Maryland
$676K +$60K +1,191 +10%
SFI
654
SPC Financial Inc
Maryland
$674K -$330K -6,547 -33%
NWMG
655
National Wealth Management Group
Ohio
$659K -$431K -8,569 -40%
RIA
656
Regal Investment Advisors
Michigan
$650K -$28K -557 -4%
BMWM
657
Brown Miller Wealth Management
Virginia
$648K -$252K -5,001 -28%
CFS
658
CRA Financial Services
New Jersey
$646K +$645K +12,808 New
CWS
659
Confluence Wealth Services
Pennsylvania
$645K +$119K +2,373 +23%
JAG
660
Journey Advisory Group
Kentucky
$639K -$9.18M -182,327 -94%
RCG
661
Regatta Capital Group
California
$638K +$17.1K +339 +3%
TFA
662
Tobias Financial Advisors
Florida
$634K
DWM
663
Drive Wealth Management
Utah
$633K -$121K -2,413 -16%
WJWM
664
Williams Jones Wealth Management
New York
$626K
HFS
665
Horizon Financial Services
North Carolina
$625K -$113K -2,247 -15%
LAM
666
Lifestyle Asset Management
Texas
$623K -$8.11M -161,149 -93%
BEAM
667
Baker Ellis Asset Management
Washington
$621K -$265K -5,270 -30%
WP
668
WealthShield Partners
North Carolina
$619K -$150K -2,983 -20%
PCA
669
Pallas Capital Advisors
Massachusetts
$616K -$48.7K -967 -7%
ES
670
ETF Store
Kansas
$616K +$81.3K +1,615 +15%
RBFC
671
Roman Butler Fullerton & Co
Missouri
$612K +$72.6K +1,441 +13%
RJT
672
Raymond James Trust
Florida
$609K +$3.83K +76 +0.6%
IPAM
673
Investment Partners Asset Management
New Jersey
$607K -$5.04K -100 -0.8%
AFS
674
Access Financial Services
Minnesota
$606K +$2.77K +55 +0.5%
BWM
675
BCGM Wealth Management
Indiana
$593K +$66.9K +1,329 +13%

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.