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JPMorgan Ultra-Short Income ETF

977 hedge funds and large institutions have $18.9B invested in JPMorgan Ultra-Short Income ETF in 2024 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 424 increasing their positions, 382 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 424 | Existing positions reduced: 382

6% more capital invested

Capital invested by funds: $17.7B → $18.9B (+$1.13B)

5% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 74

1% less funds holding

Funds holding: 987977 (-10)

1.15% less ownership

Funds ownership: 73.11%71.96% (-1.1%)

4% less funds holding in top 10

Funds holding in top 10: 134128 (-6)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $238K

Holders
977
Holders Change
-10
Holders Change %
-1.01%
% of All Funds
14.03%
Holding in Top 10
128
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-4.48%
% of All Funds
1.84%
New
78
Increased
424
Reduced
382
Closed
74
Calls
Puts
$238K
Net Calls
-$238K
Net Calls Change
-$238K
Name Holding Trade Value Shares
Change
Change in
Stake
4WM
701
49 Wealth Management
Texas
$545K +$52.9K +1,047 +11%
EFG
702
Ethos Financial Group
Pennsylvania
$542K -$170K -3,369 -24%
AP
703
Atwood & Palmer
Missouri
$539K
SFG
704
Sowa Financial Group
Rhode Island
$536K -$13.8K -273 -3%
SFI
705
SPC Financial Inc
Maryland
$532K -$45.6K -902 -8%
LCWP
706
Legacy Capital Wealth Partners
Arkansas
$531K +$8.54K +169 +2%
RFA
707
Resurgent Financial Advisors
Georgia
$531K -$35.4K -700 -6%
SC
708
Slow Capital
California
$531K +$529K +10,459 New
ATS
709
Ashton Thomas Securities
New York
$527K -$522K -10,324 -50%
BEAM
710
Baker Ellis Asset Management
Washington
$523K -$25.3K -500 -5%
ISWM
711
Independent Solutions Wealth Management
New York
$521K +$519K +10,276 New
FPCP
712
Fort Point Capital Partners
California
$516K -$56.4K -1,116 -10%
MTWM
713
Masso Torrence Wealth Management
New Jersey
$511K -$5.05K -100 -1%
CWM
714
Centurion Wealth Management
Virginia
$505K +$503K +9,960 New
MC
715
Middleton & Co
Massachusetts
$498K
GPA
716
Guerra Pan Advisors
New Jersey
$496K
DCM
717
Dudley Capital Management
Virginia
$492K +$182K +3,594 +59%
NEPWA
718
New England Private Wealth Advisors
Massachusetts
$489K +$6.37K +126 +1%
FIC
719
Family Investment Center
Missouri
$488K -$23.5K -465 -5%
LWM
720
Lionsbridge Wealth Management
Florida
$488K -$3.59M -71,054 -88%
KSWA
721
Kathleen S. Wright Associates
Pennsylvania
$484K +$1.36K +27 +0.3%
BFG
722
Bleakley Financial Group
New Jersey
$481K -$31.1K -615 -6%
BWM
723
BCGM Wealth Management
Indiana
$473K -$7.98K -158 -2%
TCA
724
Transcend Capital Advisors
New Jersey
$472K
RFA
725
Rollins Financial Advisors
New York
$471K +$469K +9,281 New

JPST Hedge Fund Activity: Q3 2024 in Review

977 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q3 2024, worth a combined $18.9B — up 6.3% from $17.7B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new JPST positions and 74 closed out — a net gain of 4 holders — while 424 added to existing stakes and 382 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $770M. The largest seller was Bank of America, cutting an estimated $36.6M.

  • 977 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q3 2024, down from 987 in Q2 2024.
  • Funds reported $18.9B of JPMorgan Ultra-Short Income ETF stock for Q3 2024, up 6.3% quarter-over-quarter.
  • 78 funds opened new JPMorgan Ultra-Short Income ETF positions in Q3 2024 and 74 closed out, a net change of +4 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q3 2024 was JP Morgan Chase, an estimated $770M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q3 2024 was Bank of America, an estimated $36.6M sold.

Based on aggregated 13F filings for Q3 2024.