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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
LLWM
726
Life Line Wealth Management
California
$434K +$5.69K +113 +1%
MFG
727
Merit Financial Group
Georgia
$430K -$216K -4,286 -33%
CFGS
728
Concourse Financial Group Securities
Alabama
$430K +$59.3K +1,178 +16%
SF
729
Slagle Financial
Illinois
$429K -$367K -7,282 -46%
AHIA
730
Andrew Hill Investment Advisors
Florida
$429K -$21.3K -424 -5%
CIBC World Market
731
CIBC World Market
Ontario, Canada
$428K -$5.04K -100 -1%
NFSG
732
Newbridge Financial Services Group
Florida
$428K -$1.27M -25,276 -75%
AFG
733
Atomi Financial Group
New York
$425K -$357K -7,086 -46%
CB
734
Cadence Bank
Mississippi
$418K
NB
735
NBT Bank
New York
$418K -$127K -2,520 -23%
LF
736
Lee Financial
Texas
$412K -$21.8K -433 -5%
FAG
737
Financial Advisory Group
Texas
$409K -$169K -3,355 -29%
BFIM
738
Beese Fulmer Investment Management
Ohio
$409K -$10.1K -200 -2%
HZ
739
Hixon Zuercher
Ohio
$409K +$408K +8,099 New
CPA
740
Capital Planning Advisors
California
$405K
MMM
741
Mendel Money Management
Illinois
$405K +$4.53K +90 +1%
WI
742
Wintrust Investments
Illinois
$404K -$16K -318 -4%
SC
743
Summa Corp
Texas
$404K
EIP
744
Ellis Investment Partners
Pennsylvania
$403K +$5.29K +105 +1%
CCIA
745
Cherry Creek Investment Advisors
Colorado
$400K +$4.93K +98 +1%
CSPIA
746
Cary Street Partners Investment Advisory
Virginia
$399K +$10.1K +200 +3%
TCWM
747
Total Clarity Wealth Management
Illinois
$397K -$16.1K -320 -4%
SB
748
Sunflower Bank
Texas
$390K
LW
749
Linscomb Wealth
Texas
$389K -$102K -2,034 -21%
NC
750
NewSquare Capital
Pennsylvania
$385K -$256K -5,080 -40%

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.