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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
CAG
776
Centerpoint Advisory Group
Kansas
$519K +$521K +10,309 New
MAS
777
MPWM Advisory Solutions
Georgia
$515K +$516K +10,221 New
AMM
778
American Money Management
California
$509K -$349K -6,910 -41%
FIC
779
Family Investment Center
Missouri
$507K +$22.7K +449 +5%
DCM
780
Dudley Capital Management
Virginia
$504K +$16.1K +318 +3%
BEAM
781
Baker Ellis Asset Management
Washington
$504K -$15.2K -300 -3%
WA
782
Whipplewood Advisors
Colorado
$504K +$505K +10,003 New
EAM
783
Evanson Asset Management
California
$504K -$253K -5,000 -33%
CMMS
784
Comprehensive Money Management Services
Florida
$504K +$505K +10,000 New
GCM
785
Generation Capital Management
New York
$504K +$505K +10,000 New
PIWA
786
Prevail Innovative Wealth Advisors
Kansas
$504K +$151K +2,980 +42%
FPCP
787
Fort Point Capital Partners
California
$502K -$9.85K -195 -2%
CWM
788
Centurion Wealth Management
Virginia
$502K
KSWA
789
Kathleen S. Wright Associates
Pennsylvania
$499K +$18.4K +365 +4%
FWM
790
FSR Wealth Management
Illinois
$494K +$495K +9,806 New
GPA
791
Guerra Pan Advisors
New Jersey
$492K
AWM
792
Atticus Wealth Management
Florida
$492K -$94.6K -1,874 -16%
SFI
793
SPC Financial Inc
Maryland
$489K -$39.4K -780 -7%
EA
794
Emerald Advisors
Washington
$488K +$490K +9,697 New
NWMG
795
National Wealth Management Group
Ohio
$488K +$90.5K +1,791 +23%
CWMS
796
Cannon Wealth Management Services
North Carolina
$482K -$260K -5,155 -35%
LWM
797
Lionsbridge Wealth Management
Florida
$480K -$3.54K -70 -0.7%
PIMG
798
Patriot Investment Management Group
Tennessee
$480K +$84.2K +1,667 +21%
LRWM
799
Lord & Richards Wealth Management
Colorado
$480K +$481K +9,521 New
SPFA
800
Summit Place Financial Advisors
New Jersey
$477K +$50.6K +1,002 +12%

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.