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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
VIM
651
Vista Investment Management
Pennsylvania
$1.08M -$1.11K -22 -0.1%
RL
652
Retireful LLC
Michigan
$1.08M -$93.7K -1,856 -8%
BFA
653
Beaumont Financial Advisors
Massachusetts
$1.08M +$126K +2,501 +13%
CWA
654
Continuum Wealth Advisors
New York
$1.07M -$45.7K -904 -4%
FNWA
655
Financial Network Wealth Advisors
Utah
$1.06M -$1.2M -23,702 -53%
M1FG
656
Mach-1 Financial Group
Arkansas
$1.05M -$5.08M -100,633 -83%
BCM
657
Birch Capital Management
Texas
$1.05M -$846K -16,756 -45%
CTWM
658
Cherry Tree Wealth Management
Minnesota
$1.03M +$107K +2,109 +11%
JFG
659
JDM Financial Group
Texas
$1.02M +$1.02M +20,167 +12,297%
WWP
660
WR Wealth Planners
Missouri
$1.02M -$6.97K -138 -0.7%
CSP
661
Cary Street Partners
Virginia
$1.02M +$1.02M +20,224 New
NFG
662
Nations Financial Group
Iowa
$1.02M +$474K +9,392 +87%
CPL
663
CAP Partners LLC
Tennessee
$1.01M +$276K +5,472 +38%
WEG
664
World Equity Group
Illinois
$1M +$619K +12,253 +161%
AAS
665
Asset Allocation Strategies
Michigan
$995K +$712K +14,103 +250%
LFA
666
Laraway Financial Advisors
Minnesota
$995K -$3.69K -73 -0.4%
FFA
667
Fragasso Financial Advisors
Pennsylvania
$994K -$109K -2,150 -10%
AC
668
Apella Capital
Connecticut
$969K +$26.3K +520 +3%
EW
669
Entruity Wealth
California
$969K +$971K +19,229 New
MKW
670
Mullaney, Keating & Wright
Connecticut
$968K +$524K +10,385 +118%
CWS
671
Confluence Wealth Services
Pennsylvania
$963K -$189K -3,752 -16%
MSFS
672
Main Street Financial Solutions
Pennsylvania
$962K -$1.25M -24,813 -57%
AWE
673
Avidian Wealth Enterprises
Texas
$958K +$260K +5,142 +37%
UW
674
Unique Wealth
Florida
$956K +$13.2K +262 +1%
MWG
675
Martin Worley Group
Utah
$954K +$956K +18,939 New

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.