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JPMorgan Ultra-Short Income ETF
JPST

987 hedge funds and large institutions have $17.7B invested in JPMorgan Ultra-Short Income ETF in 2024 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 397 increasing their positions, 401 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 59

6% more capital invested

Capital invested by funds: $16.7B → $17.7B (+$1.05B)

4% more funds holding

Funds holding: 952 → 987 (+35)

0.69% less ownership

Funds ownership: 73.8% → 73.11% (-0.69%)

1% less repeat investments, than reductions

Existing positions increased: 397 | Existing positions reduced: 401

5% less funds holding in top 10

Funds holding in top 10: 141 → 134 (-7)

Holders
987
Holders Change
+35
Holders Change %
+3.68%
% of All Funds
14.25%
Holding in Top 10
134
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-4.96%
% of All Funds
1.94%
New
107
Increased
397
Reduced
401
Closed
59
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$635M
2
Morgan Stanley
Morgan Stanley
New York
+$88.2M
3
LPL Financial
LPL Financial
California
+$62.2M
4
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$57.9M
5
SWM
Spire Wealth Management
Virginia
+$51.5M

Top Sellers

1
LNC
Lincoln National Corp
Pennsylvania
-$36.3M
2
RJA
Raymond James & Associates
Florida
-$19.9M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$19.9M
4
MWM
Magnolia Wealth Management
Alabama
-$18.2M
5
BTWM
Baker Tilly Wealth Management
Wisconsin
-$17.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
726
Csenge Advisory Group
Florida
$492K -$66.1K -1,312 -12%
4WM
727
49 Wealth Management
Texas
$487K -$332K -6,599 -40%
PIMG
728
Patriot Investment Management Group
Tennessee
$484K -$288K -5,711 -37%
RSWM
729
Robertson Stephens Wealth Management
California
$483K – – –
KSWA
730
Kathleen S. Wright Associates
Pennsylvania
$480K +$10.4K +206 +2%
NEPWA
731
New England Private Wealth Advisors
Massachusetts
$480K +$479K +9,513 New
WEG
732
World Equity Group
Illinois
$480K +$479K +9,505 New
BWM
733
BCGM Wealth Management
Indiana
$479K -$114K -2,263 -19%
NWMG
734
National Wealth Management Group
Ohio
$476K -$183K -3,640 -28%
TCA
735
Transcend Capital Advisors
New Jersey
$470K +$192K +3,821 +70%
CFGS
736
Concourse Financial Group Securities
Alabama
$469K +$38.3K +760 +9%
EWM
737
Executive Wealth Management
Michigan
$464K +$23.3K +462 +5%
PAS
738
Park Avenue Securities
New York
$463K +$203K +4,036 +79%
LWL
739
Leo Wealth LLC
Texas
$457K -$769K -15,273 -63%
ETIA
740
Epic Trust Investment Advisors
Washington
$456K -$120K -2,377 -21%
PP
741
Patten & Patten
Tennessee
$454K -$15.1K -300 -3%
IIM
742
InTrack Investment Management
Vermont
$454K +$10.5K +209 +2%
ACA
743
Atlas Capital Advisors
Wyoming
$453K +$452K +8,983 New
LSA
744
L & S Advisors
California
$451K +$450K +8,931 New
ATS
745
Ashton Thomas Securities
New York
$444K +$1.04M +20,710 New
SIM
746
Stratos Investment Management
Ohio
$440K +$98K +1,946 +29%
LLWM
747
Life Line Wealth Management
California
$440K +$5.79K +115 +1%
SFC
748
Strategic Financial Concepts
Texas
$437K +$16.4M +324,967 +1,742%
NC
749
NewSquare Capital
Pennsylvania
$435K +$49.3K +980 +13%
FF
750
Fluent Financial
Texas
$433K +$432K +8,578 New
28 29
30
31 32

JPST Hedge Fund Activity: Q2 2024 in Review

987 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q2 2024, worth a combined $17.7B — up 6.3% from $16.7B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new JPST positions and 59 closed out — a net gain of 48 holders — while 397 added to existing stakes and 401 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $635M. The largest seller was Lincoln National Corp, exiting entirely with an estimated $36.3M sold.

  • 987 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q2 2024, up from 952 in Q1 2024.
  • Funds reported $17.7B of JPMorgan Ultra-Short Income ETF stock for Q2 2024, up 6.3% quarter-over-quarter.
  • 107 funds opened new JPMorgan Ultra-Short Income ETF positions in Q2 2024 and 59 closed out, a net change of +48 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q2 2024 was JP Morgan Chase, an estimated $635M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q2 2024 was Lincoln National Corp, an estimated $36.3M sold.

Based on aggregated 13F filings for Q2 2024.