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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
NEWAS
51
N.E.W. Advisory Services
Wisconsin
$35.4M +$924K +18,343 +3%
AAS
52
Ameritas Advisory Services
Nebraska
$35.3M +$28.7M +570,110 +443%
FHA
53
Flagship Harbor Advisors
Massachusetts
$34.4M +$4.64M +92,143 +16%
PI
54
Parkside Investments
Illinois
$33.5M +$12.5M +247,550 +59%
CAPTRUST Financial Advisors
55
CAPTRUST Financial Advisors
North Carolina
$32.8M -$8.89M -176,551 -21%
AP
56
Appleton Partners
Massachusetts
$32.6M -$10.6M -211,485 -25%
SW
57
SVB Wealth
Massachusetts
$32.3M -$4.72M -93,672 -13%
MAM
58
McCarthy Asset Management
California
$31.5M -$324K -6,442 -1%
VA
59
Valmark Advisers
Ohio
$31.4M -$660K -13,116 -2%
MA
60
Montag & Associates
Georgia
$31.1M -$4.26M -84,703 -12%
FPIS
61
Financial Planning & Information Services
Wisconsin
$30.8M +$815K +16,177 +3%
FCIM
62
Fairview Capital Investment Management
California
$30.7M +$880K +17,469 +3%
GG
63
Greenwood Gearhart
Arkansas
$30.1M +$1.01M +20,014 +3%
SCM
64
Sollinda Capital Management
Florida
$30.1M -$10.9M -215,943 -27%
BNP Paribas Financial Markets
65
BNP Paribas Financial Markets
France
$29.3M +$26.2M +520,253 +851%
Citadel Advisors
66
Citadel Advisors
Florida
$29.3M +$29.2M +580,302 New
CAM
67
Cresset Asset Management
Illinois
$29.2M +$2.57M +50,999 +10%
SIA
68
Soltis Investment Advisors
Utah
$29.1M -$7.26M -144,284 -20%
RIG
69
RiverFront Investment Group
Virginia
$28.8M +$23.4M +463,935 +433%
PSIWM
70
Paradigm Strategies in Wealth Management
Minnesota
$28.2M +$6.37M +126,557 +29%
BMCM
71
Bryn Mawr Capital Management
Pennsylvania
$27.6M -$661K -13,134 -2%
GPWA
72
Great Point Wealth Advisors
Massachusetts
$27.5M +$26.8M +532,660 +4,497%
BPWM
73
Badgley Phelps Wealth Managers
Washington
$27.4M +$253K +5,029 +0.9%
FAM
74
Flaharty Asset Management
Florida
$27.3M +$3.53M +70,112 +15%
WSFS
75
Wilmington Savings Fund Society
Delaware
$26.9M +$26.8M +532,880 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.