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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
FIC
676
Family Investment Center
Missouri
$592K -$546K -10,842 -48%
BFW
677
Brady Family Wealth
Missouri
$591K +$1.76K +35 +0.3%
MC
678
Moors & Cabot
Massachusetts
$584K +$583K +11,571 New
LAS
679
Lloyd Advisory Services
Georgia
$579K +$578K +11,472 New
NL
680
NWAM LLC
Washington
$577K -$624K -12,384 -52%
FA
681
Fiduciary Alliance
South Carolina
$576K +$278K +5,523 +93%
ETIA
682
Epic Trust Investment Advisors
Washington
$576K -$116K -2,308 -17%
SAM
683
SignalPoint Asset Management
Missouri
$576K -$900K -17,869 -61%
CGA
684
Crescent Grove Advisors
Illinois
$567K
PA
685
Prossimo Advisors
California
$567K
WAOI
686
Wealth Advisors of Iowa
Iowa
$560K +$559K +11,098 New
CAG
687
Csenge Advisory Group
Florida
$558K -$10.5K -209 -2%
Brown Advisory
688
Brown Advisory
Maryland
$556K
QWM
689
Quaker Wealth Management
New Jersey
$548K -$20.6K -409 -4%
CPL
690
CAP Partners LLC
Tennessee
$546K +$77.7K +1,543 +17%
TW
691
Transform Wealth
Colorado
$541K -$116K -2,308 -18%
FFA
692
Fortune Financial Advisors
Kansas
$540K +$539K +10,712 New
AP
693
Atwood & Palmer
Missouri
$536K
AWM
694
Avaii Wealth Management
Wisconsin
$533K -$276K -5,485 -34%
PCM
695
Presidio Capital Management
California
$530K +$529K +10,500 New
FHC
696
First Heartland Consultants
Missouri
$528K +$96.7K +1,921 +22%
MTWM
697
Masso Torrence Wealth Management
New Jersey
$524K +$151 +3 +0%
NFG
698
Nations Financial Group
Iowa
$524K -$31.4K -623 -6%
CWM
699
Centurion Wealth Management
Virginia
$519K +$18.1K +360 +4%
UW
700
Unique Wealth
Florida
$517K +$10.5K +208 +2%

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.