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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
SIAP
651
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$758K -$42.8K -850 -5%
EAM
652
Evanson Asset Management
California
$757K – – –
MSAM
653
Moloney Securities Asset Management
Missouri
$756K -$9.06K -180 -1%
PCM
654
Parsons Capital Management
Rhode Island
$748K -$12.6K -250 -2%
CWS
655
Confluence Wealth Services
Pennsylvania
$731K +$85.3K +1,693 +13%
BFW
656
Brady Family Wealth
Missouri
$727K +$135K +2,678 +23%
SWC
657
Spectrum Wealth Counsel
Indiana
$726K – – –
RCG
658
Regatta Capital Group
California
$721K +$82.8K +1,644 +13%
APW
659
Acima Private Wealth
Virginia
$720K – – –
National Bank of Canada
660
National Bank of Canada
Quebec, Canada
$714K +$617K +12,246 +646%
CPW
661
Catalyst Private Wealth
California
$711K – – –
EFG
662
Ethos Financial Group
Pennsylvania
$709K -$2.36M -46,917 -77%
HZ
663
Hixon Zuercher
Ohio
$707K +$298K +5,913 +73%
CCM
664
Condor Capital Management
New Jersey
$701K -$147K -2,918 -17%
WS
665
Wedbush Securities
California
$696K -$148K -2,939 -18%
CWAF
666
Core Wealth Advisors (Florida)
Florida
$693K +$8.86K +176 +1%
LPAM
667
Lodestar Private Asset Management
California
$676K -$14.7K -291 -2%
MBT
668
Montecito Bank & Trust
California
$672K -$675K -13,406 -50%
AIM
669
Alhambra Investment Management
Florida
$672K -$25.2K -500 -4%
SWA
670
Strategies Wealth Advisors
Michigan
$660K +$350K +6,955 +114%
FA
671
Fiduciary Alliance
South Carolina
$657K +$80.7K +1,602 +14%
HT
672
Headlands Technologies
Illinois
$653K +$652K +12,943 New
CPL
673
CAP Partners LLC
Tennessee
$651K +$104K +2,072 +19%
VVP
674
Venture Visionary Partners
Ohio
$646K +$645K +12,800 New
BMA
675
Brooks Moore & Associates
Tennessee
$640K -$50.4K -1,000 -7%
25 26
27
28 29

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.