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JPMorgan Ultra-Short Income ETF
JPST

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: 987 → 977 (-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: 134 → 128 (-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

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$770M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$53.2M
3
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Florida
+$50.5M
4
Temasek Holdings
Temasek Holdings
Singapore
+$49.9M
5
EFS
Econ Financial Services
Pennsylvania
+$43.5M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$36.6M
2
Wells Fargo
Wells Fargo
California
-$34.5M
3
AA
ACT Advisors
North Carolina
-$30.6M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$29.5M
5
HOWA
Heritage Oak Wealth Advisors
Florida
-$27.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
EFS
51
Econ Financial Services
Pennsylvania
$43.7M +$43.5M +860,910 New
MOS
52
MGO One Seven
Ohio
$43.3M +$6.67M +132,051 +18%
GVAG
53
Great Valley Advisor Group
Delaware
$42.1M +$15.7M +311,150 +60%
PAG
54
Private Advisor Group
New Jersey
$41M -$66.3K -1,312 -0.2%
BPWM
55
Badgley Phelps Wealth Managers
Washington
$39.8M +$747K +14,774 +2%
BNP Paribas Financial Markets
56
BNP Paribas Financial Markets
France
$39.8M +$11.6M +228,981 +41%
AOWM
57
Alpha Omega Wealth Management
Virginia
$38.6M +$118K +2,339 +0.3%
SI
58
Stephens Inc
Arkansas
$38.3M -$2.12M -41,980 -5%
RCG
59
Rock Creek Group
District of Columbia
$37.2M +$616K +12,196 +2%
CAPTRUST Financial Advisors
60
CAPTRUST Financial Advisors
North Carolina
$36.8M +$1.89M +37,392 +5%
KAS
61
Kestra Advisory Services
Texas
$36.8M +$5.17M +102,344 +16%
AAS
62
Avantax Advisory Services
Texas
$35.9M -$15.2M -301,288 -30%
VA
63
Valmark Advisers
Ohio
$35.7M +$2.06M +40,773 +6%
GG
64
Greenwood Gearhart
Arkansas
$32.1M +$1.74M +34,355 +6%
SF
65
Synovus Financial
Georgia
$31.6M +$14M +277,669 +80%
FMP
66
Financial Management Professionals
Texas
$31.1M +$2.32M +45,967 +8%
MHR
67
Matthew Hamilton Rosenberg
$30.5M +$2.88M +56,895 +10%
FCIM
68
Fairview Capital Investment Management
California
$30M +$734K +14,528 +3%
GPWA
69
Great Point Wealth Advisors
Massachusetts
$29.7M +$324K +6,405 +1%
PWA
70
Phoenix Wealth Advisors
North Carolina
$29.6M +$27.3M +540,264 +1,245%
BI
71
Bramshill Investments
Florida
$29.5M – – –
AP
72
Appleton Partners
Massachusetts
$29.4M -$1.17M -23,082 -4%
FAM
73
Flaharty Asset Management
Florida
$28.2M +$221K +4,377 +0.8%
SCM
74
Sollinda Capital Management
Florida
$28.1M -$170K -3,364 -0.6%
CAM
75
Cresset Asset Management
Illinois
$27.3M +$929K +18,384 +4%
1 2
3
4 5

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.