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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
SWM
701
StoneCrest Wealth Management
Arizona
$569K -$156K -3,102 -22%
PA
702
Prossimo Advisors
California
$568K – – –
RFA
703
Resurgent Financial Advisors
Georgia
$564K +$76.8K +1,525 +16%
AWM
704
Avaii Wealth Management
Wisconsin
$557K +$23.2K +460 +4%
RW
705
RVW Wealth
California
$555K -$226K -4,496 -29%
TW
706
Transform Wealth
Colorado
$551K +$10.1K +200 +2%
DWM
707
Drive Wealth Management
Utah
$550K -$83.4K -1,657 -13%
TPA
708
Trivium Point Advisory
Connecticut
$548K +$547K +10,853 New
SFG
709
Sowa Financial Group
Rhode Island
$547K -$294K -5,840 -35%
BEAM
710
Baker Ellis Asset Management
Washington
$546K -$75.5K -1,500 -12%
ZIMP
711
Zimmermann Investment Management & Planning
Pennsylvania
$544K -$1.4M -27,880 -72%
SCM
712
Saxony Capital Management
Missouri
$541K +$540K +10,715 New
AP
713
Atwood & Palmer
Missouri
$536K – – –
PWM
714
Prosperity Wealth Management
California
$528K -$505K -10,030 -49%
LCWP
715
Legacy Capital Wealth Partners
Arkansas
$520K +$519K +10,300 New
WI
716
Wintrust Investments
Illinois
$519K +$114K +2,263 +28%
MTWM
717
Masso Torrence Wealth Management
New Jersey
$513K -$11K -218 -2%
BFG
718
Bleakley Financial Group
New Jersey
$510K +$192K +3,821 +61%
SW
719
Simplicity Wealth
New Jersey
$510K +$192K +3,821 +61%
FIC
720
Family Investment Center
Missouri
$509K -$83.1K -1,651 -14%
HFS
721
Horizon Financial Services
North Carolina
$506K -$119K -2,365 -19%
GC
722
Gratus Capital
Georgia
$500K -$13.7K -272 -3%
MC
723
Middleton & Co
Massachusetts
$495K +$494K +9,807 New
GPA
724
Guerra Pan Advisors
New Jersey
$493K – – –
GI
725
Gradient Investments
Minnesota
$493K +$487K +9,675 +10,516%
27 28
29
30 31

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.