We are live on ! Find out more
JPST icon

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
PWA
51
Peterson Wealth Advisors
Utah
$47.8M +$96.4K +1,909 +0.2%
AA
52
Acorns Advisers
California
$46.2M +$842K +16,681 +2%
BlackRock
53
BlackRock
New York
$44.8M +$129K +2,554 +0.3%
MOS
54
MGO One Seven
Ohio
$42.1M -$932K -18,455 -2%
BPWM
55
Badgley Phelps Wealth Managers
Washington
$40.5M +$844K +16,708 +2%
EH
56
Equitable Holdings
New York
$40.2M -$37.4M -740,015 -48%
PWA
57
Phoenix Wealth Advisors
North Carolina
$39.2M +$9.85M +195,052 +33%
VA
58
Valmark Advisers
Ohio
$38.7M +$3.34M +66,046 +9%
GG
59
Greenwood Gearhart
Arkansas
$38.4M +$6.55M +129,709 +20%
SI
60
Stephens Inc
Arkansas
$38.2M +$161K +3,195 +0.4%
AOWM
61
Alpha Omega Wealth Management
Virginia
$37.8M -$577K -11,433 -2%
REMPR
62
Roof Eidam Maycock Peralta (REMP)
California
$37.7M +$19.5M +385,586 +106%
FCIM
63
Fairview Capital Investment Management
California
$36.2M +$6.36M +125,961 +21%
RRA
64
Round Rock Advisors
Connecticut
$35.8M +$29.4M +581,437 +451%
FA
65
Fountainhead AM
New Jersey
$35.7M +$13.7M +272,221 +62%
TNBTD
66
Trustmark National Bank Trust Department
Mississippi
$35.3M +$10.2M +202,548 +41%
AAS
67
Avantax Advisory Services
Texas
$35.2M -$450K -8,906 -1%
DF
68
Donoghue Forlines
Massachusetts
$32M +$9.25M +183,204 +41%
ACA
69
Aptus Capital Advisors
Alabama
$31.8M +$25.2M +499,070 +379%
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
$31.7M -$4.91M -97,278 -13%
MHR
71
Matthew Hamilton Rosenberg
$31.6M +$1.3M +25,725 +4%
GPWA
72
Great Point Wealth Advisors
Massachusetts
$29.6M +$172K +3,409 +0.6%
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$29.6M +$3.22M +63,831 +12%
BI
74
Bramshill Investments
Florida
$29.3M
Thrivent Financial for Lutherans
75
Thrivent Financial for Lutherans
Minnesota
$29M +$15M +297,190 +107%

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.