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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
FLPIM
801
F.L. Putnam Investment Management
Massachusetts
$278K
EWS
802
Evergreen Wealth Solutions
Pennsylvania
$277K -$83.9K -1,667 -23%
TCA
803
Transcend Capital Advisors
New Jersey
$277K +$68.9K +1,369 +33%
KCM
804
Kathmere Capital Management
Pennsylvania
$277K
IC
805
Inscription Capital
Texas
$275K -$7.75K -154 -3%
CFIM
806
Client First Investment Management
Wisconsin
$273K +$26.4K +525 +11%
FSG
807
Financial Strategies Group
Michigan
$270K -$302 -6 -0.1%
BC
808
Brio Consultants
California
$265K +$5.99K +119 +2%
PA
809
Pinnacle Associates
New York
$263K -$145K -2,880 -36%
PWMAG
810
Pinnacle Wealth Management Advisory Group
New Jersey
$263K -$145K -2,880 -36%
EA
811
Everpar Advisors
Oklahoma
$263K -$101K -2,000 -28%
FPAS
812
Focus Partners Advisor Solutions
Missouri
$262K +$15.1K +299 +6%
PAS
813
Park Avenue Securities
New York
$259K -$29K -576 -10%
SG
814
StoneX Group
New York
$256K -$89.7K -1,781 -26%
TA
815
TFG Advisers
Michigan
$255K +$3.32K +66 +1%
SCA
816
Snowden Capital Advisors
New York
$255K +$10.1K +200 +4%
CRC
817
Curi RMB Capital
Illinois
$253K +$253K +5,022 New
AGWCA
818
Annis Gardner Whiting Capital Advisors
Florida
$252K +$252K +5,000 New
LSA
819
Lion Street Advisors
Texas
$251K
SIMG
820
Sonora Investment Management Group
Arizona
$250K +$250K +4,963 New
RFC
821
Regions Financial Corp
Alabama
$249K -$81.2K -1,612 -25%
MFC
822
Morris Financial Concepts
South Carolina
$249K -$25.3K -503 -9%
AOG
823
Alpha Omega Group
Virginia
$248K -$21K -418 -8%
NP
824
NorthRock Partners
Minnesota
$248K +$52.7K +1,047 +27%
JMFC
825
J.M. Forbes & Co
Massachusetts
$244K -$50 -1 -0%

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.