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JPMorgan Ultra-Short Income ETF

1,075 hedge funds and large institutions have $21.2B invested in JPMorgan Ultra-Short Income ETF in 2024 Q4 according to their latest regulatory filings, with 174 funds opening new positions, 476 increasing their positions, 345 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

195% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 59

38% more repeat investments, than reductions

Existing positions increased: 476 | Existing positions reduced: 345

18% more funds holding in top 10

Funds holding in top 10: 128151 (+23)

12% more capital invested

Capital invested by funds: $18.9B → $21.2B (+$2.35B)

10% more funds holding

Funds holding: 9771,075 (+98)

3.07% more ownership

Funds ownership: 71.96%75.03% (+3.1%)

Holders
1,075
Holders Change
+98
Holders Change %
+10.03%
% of All Funds
14.16%
Holding in Top 10
151
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+17.97%
% of All Funds
1.99%
New
174
Increased
476
Reduced
345
Closed
59
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KCFA
701
Key Client Fiduciary Advisors
New Jersey
$833K -$12.1K -240 -1%
BCA
702
Ballentine Capital Advisors
South Carolina
$822K +$503K +9,962 +157%
ERIC
703
Eagle Rock Investment Company
Georgia
$815K
PIA
704
Pinion Investment Advisors
Kansas
$808K -$58.3K -1,154 -7%
TPA
705
Trivium Point Advisory
Connecticut
$806K +$13K +258 +2%
PP
706
Patten & Patten
Tennessee
$801K +$57.9K +1,146 +8%
HCA
707
Horan Capital Advisors
Ohio
$798K -$22.7K -450 -3%
MIS
708
Morningstar Investment Services
Illinois
$798K -$15M -297,712 -95%
BFF
709
Byrne Financial Freedom
Massachusetts
$793K +$796K +15,753 New
CWAF
710
Core Wealth Advisors (Florida)
Florida
$791K +$99.9K +1,979 +14%
BAS
711
Brueske Advisory Services
Washington
$784K +$786K +15,563 New
VCM
712
Virtue Capital Management
Tennessee
$782K +$105K +2,070 +15%
RIA
713
Regal Investment Advisors
Michigan
$775K +$74.4K +1,474 +11%
PGAM
714
Princeton Global Asset Management
New Jersey
$769K +$152 +3 +0%
RBFC
715
Roman Butler Fullerton & Co
Missouri
$761K -$14.6K -289 -2%
PAM
716
PCG Asset Management
New Jersey
$757K +$759K +15,020 New
FA
717
Fiduciary Alliance
South Carolina
$751K +$128K +2,535 +20%
RIA
718
Realta Investment Advisors
Delaware
$745K +$88.1K +1,744 +13%
LSPW
719
Lake Street Private Wealth
Illinois
$744K -$15.2K -301 -2%
ATC
720
Argent Trust Co
Tennessee
$739K
MSAM
721
Moloney Securities Asset Management
Missouri
$739K +$11.3K +224 +2%
PWM
722
Prentice Wealth Management
New York
$736K +$502K +9,937 +212%
OFS
723
OneAscent Financial Services
Alabama
$731K +$730K +14,454 New
LSIA
724
LaSalle St. Investment Advisors
Illinois
$721K +$39.2K +776 +6%
DA
725
Detalus Advisors
Missouri
$716K +$718K +14,220 New

JPST Hedge Fund Activity: Q4 2024 in Review

1,075 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q4 2024, worth a combined $21.2B — up 12% from $18.9B a quarter earlier.

Buyers outnumbered sellers: 174 funds opened new JPST positions and 59 closed out — a net gain of 115 holders — while 476 added to existing stakes and 345 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.21B. The largest seller was Charles Schwab, cutting an estimated $132M.

  • 1,075 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q4 2024, up from 977 in Q3 2024.
  • Funds reported $21.2B of JPMorgan Ultra-Short Income ETF stock for Q4 2024, up 12% quarter-over-quarter.
  • 174 funds opened new JPMorgan Ultra-Short Income ETF positions in Q4 2024 and 59 closed out, a net change of +115 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q4 2024 was JP Morgan Chase, an estimated $1.21B added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q4 2024 was Charles Schwab, an estimated $132M sold.

Based on aggregated 13F filings for Q4 2024.