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JPMorgan Ultra-Short Income ETF

977 hedge funds and large institutions have $18.9B invested in JPMorgan Ultra-Short Income ETF in 2024 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 424 increasing their positions, 382 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 424 | Existing positions reduced: 382

6% more capital invested

Capital invested by funds: $17.7B → $18.9B (+$1.13B)

5% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 74

1% less funds holding

Funds holding: 987977 (-10)

1.15% less ownership

Funds ownership: 73.11%71.96% (-1.1%)

4% less funds holding in top 10

Funds holding in top 10: 134128 (-6)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $238K

Holders
977
Holders Change
-10
Holders Change %
-1.01%
% of All Funds
14.03%
Holding in Top 10
128
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-4.48%
% of All Funds
1.84%
New
78
Increased
424
Reduced
382
Closed
74
Calls
Puts
$238K
Net Calls
-$238K
Net Calls Change
-$238K
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
776
EPG Wealth Management
Georgia
$353K +$351K +6,955 New
GSIAS
777
Garden State Investment Advisory Services
New Jersey
$349K +$39.9K +789 +13%
AG
778
Ascent Group
Virginia
$340K -$910 -18 -0.3%
DPI
779
Diversified Portfolios Inc
Michigan
$337K +$115K +2,281 +52%
WP
780
WealthPLAN Partners
Nebraska
$333K +$25.3K +500 +8%
SMC
781
Smith, Moore & Co
Missouri
$331K +$3.18K +63 +1%
OWM
782
Opes Wealth Management
California
$327K +$5.05K +100 +2%
ICP
783
Ironvine Capital Partners
Nebraska
$327K
GT
784
Glenview Trust
Kentucky
$326K
EWM
785
Executive Wealth Management
Michigan
$323K -$143K -2,824 -31%
BCA
786
Ballentine Capital Advisors
South Carolina
$323K +$321K +6,361 New
HTC
787
Haverford Trust Company
Pennsylvania
$322K
GPW
788
Gentry Private Wealth
Kansas
$319K +$318K +6,293 New
MA
789
Mosaic Advisors
Texas
$319K +$4.14K +82 +1%
SFS
790
Security Financial Services
Indiana
$316K -$9.9K -196 -3%
SFG
791
Sterling Financial Group
California
$313K +$312K +6,178 New
SW
792
SteelPeak Wealth
California
$311K +$19.9K +394 +7%
FWM
793
FMA Wealth Management
Massachusetts
$309K -$48.6K -962 -14%
CW
794
CreativeOne Wealth
Kansas
$307K -$7.58K -150 -2%
RFC
795
Regions Financial Corp
Alabama
$306K +$96.5K +1,910 +46%
GAM
796
Gemmer Asset Management
California
$304K
EWA
797
Etesian Wealth Advisors
Oregon
$304K -$19.9K -394 -6%
STA
798
Summit Trail Advisors
New York
$303K
IA
799
Inspire Advisors
Idaho
$302K +$84.7K +1,677 +39%
RWPA
800
Richard W. Paul & Associates
Michigan
$302K -$559K -11,061 -65%

JPST Hedge Fund Activity: Q3 2024 in Review

977 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q3 2024, worth a combined $18.9B — up 6.3% from $17.7B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new JPST positions and 74 closed out — a net gain of 4 holders — while 424 added to existing stakes and 382 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $770M. The largest seller was Bank of America, cutting an estimated $36.6M.

  • 977 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q3 2024, down from 987 in Q2 2024.
  • Funds reported $18.9B of JPMorgan Ultra-Short Income ETF stock for Q3 2024, up 6.3% quarter-over-quarter.
  • 78 funds opened new JPMorgan Ultra-Short Income ETF positions in Q3 2024 and 74 closed out, a net change of +4 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q3 2024 was JP Morgan Chase, an estimated $770M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q3 2024 was Bank of America, an estimated $36.6M sold.

Based on aggregated 13F filings for Q3 2024.