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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
ZIMP
801
Zimmermann Investment Management & Planning
Pennsylvania
$299K -$247K -4,892 -45%
PWA
802
Physician Wealth Advisors
Utah
$297K +$297K +5,879 New
SIG
803
Spinnaker Investment Group
California
$297K +$296K +5,849 New
ODA
804
One Degree Advisors
California
$296K +$296K +5,853 New
ME
805
McIlrath & Eck
Washington
$294K +$3.39K +67 +1%
PWM
806
Prosperity Wealth Management
California
$292K -$238K -4,702 -45%
SAF
807
Smith Anglin Financial
Texas
$288K +$3.13K +62 +1%
BFG
808
Berger Financial Group
Minnesota
$288K -$20.9K -414 -7%
AAS
809
Asset Allocation Strategies
Michigan
$286K +$31.8K +629 +13%
CPA
810
Clear Point Advisors
New York
$282K -$48.4K -957 -15%
PCS
811
Private Client Services
Kentucky
$280K +$279K +5,513 New
IAP
812
Indie Asset Partners
Indiana
$279K -$2.73K -54 -1%
PG
813
Proffitt & Goodson
Tennessee
$277K +$38.8K +767 +16%
CCIA
814
Cherry Creek Investment Advisors
Colorado
$277K -$125K -2,470 -31%
KCM
815
Kathmere Capital Management
Pennsylvania
$276K
VWA
816
Visionary Wealth Advisors
Illinois
$274K -$2.58K -51 -0.9%
AOG
817
Alpha Omega Group
Virginia
$271K +$5.46K +108 +2%
TW
818
TritonPoint Wealth
Maryland
$270K
APIM
819
Agate Pass Investment Management
Washington
$268K -$50.5K -1,000 -16%
ICMM
820
Integrated Capital Management (Michigan)
Michigan
$267K +$266K +5,257 New
CFIM
821
Client First Investment Management
Wisconsin
$264K -$51K -1,010 -16%
CRC
822
Curi RMB Capital
Illinois
$262K +$32.7K +647 +14%
Bank of Nova Scotia
823
Bank of Nova Scotia
Ontario, Canada
$259K -$56.7K -1,123 -18%
EWS
824
Evergreen Wealth Solutions
Pennsylvania
$259K
MA
825
McBroom & Associates
Nevada
$257K +$256K +5,064 New

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.