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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
CB
751
Cadence Bank
Mississippi
$429K +$10.1K +200 +2%
SPFA
752
Summit Place Financial Advisors
New Jersey
$427K +$140K +2,778 +49%
PFA
753
Pathway Financial Advisors
Vermont
$426K -$48.3K -959 -10%
AHIA
754
Andrew Hill Investment Advisors
Florida
$424K -$4.83K -96 -1%
SF
755
Slagle Financial
Illinois
$419K -$9.52K -189 -2%
TSS
756
Two Sigma Securities
New York
$414K +$413K +8,197 New
LF
757
Lee Financial
Texas
$412K – – –
MWM
758
Mittelman Wealth Management
Massachusetts
$411K -$62.2K -1,235 -13%
ES
759
ETF Store
Kansas
$406K -$210K -4,162 -34%
CPA
760
Capital Planning Advisors
California
$406K – – –
MMM
761
Mendel Money Management
Illinois
$405K – – –
SC
762
Summa Corp
Texas
$404K – – –
CCIA
763
Cherry Creek Investment Advisors
Colorado
$400K +$302 +6 +0.1%
NB
764
NBT Bank
New York
$400K -$18.3K -364 -4%
BFIM
765
Beese Fulmer Investment Management
Ohio
$396K -$12.6K -250 -3%
BWM
766
BlackDiamond Wealth Management
New York
$392K +$49.5K +983 +14%
LW
767
Linscomb Wealth
Texas
$391K +$1.86K +37 +0.5%
SB
768
Sunflower Bank
Texas
$390K – – –
OHWA
769
Oak Hill Wealth Advisors
Virginia
$385K +$385K +7,638 New
GAM
770
GEM Asset Management
Michigan
$384K – – –
BWM
771
BKM Wealth Management
Wisconsin
$383K -$1.71K -34 -0.4%
KW
772
KWB Wealth
California
$381K – – –
MC
773
Moors & Cabot
Massachusetts
$380K -$204K -4,051 -35%
PB
774
Pinnacle Bancorp
Nebraska
$379K – – –
AWM
775
Accurate Wealth Management
Florida
$374K +$374K +7,422 New
29 30
31
32 33

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.