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
WIC
751
Woodmont Investment Counsel
Tennessee
$595K -$231K -4,583 -28%
WP
752
WealthShield Partners
North Carolina
$588K -$1.92K -38 -0.3%
SAM
753
SignalPoint Asset Management
Missouri
$587K -$5.2K -103 -0.9%
RFN
754
Redwood Financial Network
Ohio
$586K +$3.13K +62 +0.5%
LWM
755
Lighthouse Wealth Management
Ohio
$582K +$584K +11,560 New
SWM
756
Seed Wealth Management
Illinois
$579K -$25.3K -500 -4%
BWP
757
Balboa Wealth Partners
Arizona
$573K -$1.16M -22,890 -67%
TW
758
Transform Wealth
Colorado
$572K -$9.09K -180 -2%
TFA
759
Tobias Financial Advisors
Florida
$570K -$29.4K -582 -5%
LPAM
760
Lodestar Private Asset Management
California
$568K -$63.4K -1,255 -10%
PA
761
Prossimo Advisors
California
$567K
CFGS
762
Concourse Financial Group Securities
Alabama
$566K +$111K +2,194 +24%
TCWM
763
Total Clarity Wealth Management
Illinois
$564K -$12.7K -251 -2%
MSWMA
764
Market Street Wealth Management Advisors
Indiana
$562K -$110K -2,186 -16%
CAG
765
Csenge Advisory Group
Florida
$552K -$3.54K -70 -0.6%
CW
766
CreativeOne Wealth
Kansas
$542K +$238K +4,713 +78%
MWM
767
Mittelman Wealth Management
Massachusetts
$542K
MBT
768
Montecito Bank & Trust
California
$541K -$105K -2,079 -16%
PA
769
Pinnacle Associates
New York
$539K +$131K +2,598 +32%
AP
770
Atwood & Palmer
Missouri
$535K
BMWM
771
Brown Miller Wealth Management
Virginia
$534K -$70.3K -1,391 -12%
BWM
772
BCGM Wealth Management
Indiana
$532K +$61.9K +1,226 +13%
ATS
773
Ashton Thomas Securities
New York
$531K +$8.03K +159 +2%
LCWP
774
Legacy Capital Wealth Partners
Arkansas
$528K +$657 +13 +0.1%
VT
775
Vise Technologies
New York
$520K +$521K +10,321 New

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.