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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
Ameriprise
701
Ameriprise
Minnesota
$517K +$118K +2,352 +30%
JSW
702
Journey Strategic Wealth
New Jersey
$515K -$1.83M -36,278 -78%
GC
703
Gratus Capital
Georgia
$513K +$10.1K +201 +2%
CSIA
704
Charles Schwab Investment Advisory
California
$507K -$34.4K -684 -6%
SMC
705
Smith, Moore & Co
Missouri
$501K +$1.41K +28 +0.3%
SFA
706
Source Financial Advisors
New York
$495K +$494K +9,818 New
GPA
707
Guerra Pan Advisors
New Jersey
$493K -$116K -2,300 -19%
RFA
708
Resurgent Financial Advisors
Georgia
$486K +$284K +5,647 +141%
LSIA
709
LaSalle St. Investment Advisors
Illinois
$484K -$371K -7,371 -43%
RSWM
710
Robertson Stephens Wealth Management
California
$483K +$197K +3,905 +69%
TPWM
711
Twelve Points Wealth Management
Massachusetts
$481K -$55.4K -1,100 -10%
BWM
712
Birchcreek Wealth Management
Ohio
$476K +$3.52K +70 +0.7%
PFA
713
Pathway Financial Advisors
Vermont
$475K +$137K +2,715 +41%
MWM
714
Mittelman Wealth Management
Massachusetts
$473K +$472K +9,379 New
KSWA
715
Kathleen S. Wright Associates
Pennsylvania
$470K +$11.4K +226 +2%
PP
716
Patten & Patten
Tennessee
$469K +$468K +9,301 New
SNB
717
Security National Bank
Nebraska
$468K -$29.3K -582 -6%
OWM
718
Opes Wealth Management
California
$461K
AMIM
719
Aull & Monroe Investment Management
Alabama
$453K
IIM
720
InTrack Investment Management
Vermont
$443K -$54.5K -1,083 -11%
SB
721
Strategic Blueprint
Georgia
$442K +$206K +4,091 +88%
EWM
722
Executive Wealth Management
Michigan
$439K +$19.7K +391 +5%
HL
723
HeadInvest LLC
Maine
$438K -$474K -9,408 -52%
VWA
724
Visionary Wealth Advisors
Illinois
$437K -$1.01K -20 -0.2%
SWP
725
Significant Wealth Partners
Illinois
$435K +$434K +8,616 New

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.