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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
GT
776
Glenview Trust
Kentucky
$325K -$201 -4 -0.1%
HTC
777
Haverford Trust Company
Pennsylvania
$320K +$320K +6,350 New
TA
778
TFB Advisors
Kansas
$319K +$320K +6,361 New
WP
779
WealthPLAN Partners
Nebraska
$319K -$10.9K -217 -3%
BFG
780
Bleakley Financial Group
New Jersey
$317K -$437K -8,689 -58%
SW
781
Simplicity Wealth
New Jersey
$317K +$316K +6,282 New
SFG
782
Sterling Financial Group
California
$316K +$316K +6,270 New
BFG
783
Berger Financial Group
Minnesota
$313K +$21.6K +430 +7%
EWA
784
Etesian Wealth Advisors
Oregon
$311K +$28.3K +562 +10%
MA
785
Mosaic Advisors
Texas
$309K +$4.08K +81 +1%
SWA
786
Strategies Wealth Advisors
Michigan
$308K -$127K -2,532 -29%
DCM
787
Dudley Capital Management
Virginia
$304K -$36.1K -717 -11%
GAM
788
Gemmer Asset Management
California
$303K
CF
789
Clarity Financial
Texas
$299K +$298K +5,917 New
ACP
790
Aveo Capital Partners
Colorado
$296K +$297K +5,896 New
STA
791
Summit Trail Advisors
New York
$296K +$296K +5,876 New
VCP
792
Verus Capital Partners
Arizona
$294K -$49.4K -982 -14%
SAF
793
Smith Anglin Financial
Texas
$290K -$47.2K -937 -14%
SPFA
794
Summit Place Financial Advisors
New Jersey
$287K
ME
795
McIlrath & Eck
Washington
$286K +$2.12K +42 +0.7%
SWP
796
Semus Wealth Partners
Florida
$283K -$59.6K -1,184 -17%
SW
797
SteelPeak Wealth
California
$281K +$281K +5,577 New
GFS
798
GYL Financial Synergies
Connecticut
$281K -$249K -4,955 -47%
TW
799
TritonPoint Wealth
Maryland
$281K -$8.96K -178 -3%
IAP
800
Indie Asset Partners
Indiana
$279K -$6.09K -121 -2%

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.