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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
EAM
676
Empirical Asset Management
Massachusetts
$638K +$636K +12,633 New
TCWM
677
Total Clarity Wealth Management
Illinois
$634K +$237K +4,704 +60%
TFA
678
Tobias Financial Advisors
Florida
$632K -$1.91K -38 -0.3%
RFN
679
Redwood Financial Network
Ohio
$631K -$94.8K -1,882 -13%
NL
680
NWAM LLC
Washington
$631K +$51.8K +1,028 +9%
Brown Advisory
681
Brown Advisory
Maryland
$630K +$73.5K +1,459 +13%
OFS
682
OneAscent Financial Services
Alabama
$627K +$625K +12,418 New
WJWM
683
Williams Jones Wealth Management
New York
$626K – – –
WP
684
WealthShield Partners
North Carolina
$621K +$2.57K +51 +0.4%
SFC
685
SYM Financial Corp
Indiana
$620K -$747K -14,842 -55%
RBFC
686
Roman Butler Fullerton & Co
Missouri
$619K +$7K +139 +1%
RJT
687
Raymond James Trust
Florida
$617K +$7.25K +144 +1%
PCA
688
Pallas Capital Advisors
Massachusetts
$616K – – –
RIA
689
Regal Investment Advisors
Michigan
$615K -$34.2K -680 -5%
CI
690
CPR Investments
Michigan
$615K +$613K +12,179 New
AFS
691
Access Financial Services
Minnesota
$614K +$8.11K +161 +1%
LAM
692
Lifestyle Asset Management
Texas
$607K -$16.4K -325 -3%
IPAM
693
Investment Partners Asset Management
New Jersey
$607K – – –
FPAS
694
Focus Partners Advisor Solutions
Missouri
$603K +$340K +6,748 +130%
TDC
695
Thompson Davis & Co
Virginia
$586K +$210K +4,161 +56%
JSW
696
Journey Strategic Wealth
New Jersey
$582K +$66.2K +1,315 +13%
SFI
697
SPC Financial Inc
Maryland
$575K -$99K -1,966 -15%
SAM
698
SignalPoint Asset Management
Missouri
$571K -$5.04K -100 -0.9%
RA
699
RFG Advisory
Alabama
$570K +$569K +11,291 New
FPCP
700
Fort Point Capital Partners
California
$569K -$610K -12,119 -52%
26 27
28
29 30

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.