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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
RC
801
Rovin Capital
Arizona
$476K +$477K +9,444 New
USCWA
802
U.S. Capital Wealth Advisors
Texas
$475K +$477K +9,437 New
NFC
803
Northstar Financial Companies
Pennsylvania
$474K +$475K +9,409 New
CFS
804
Coordinated Financial Services
Colorado
$473K +$475K +9,400 New
NC
805
NewSquare Capital
Pennsylvania
$473K +$15.1K +299 +3%
MC
806
Moors & Cabot
Massachusetts
$472K +$42.2K +835 +10%
RFC
807
Regions Financial Corp
Alabama
$471K +$168K +3,317 +55%
MTWM
808
Masso Torrence Wealth Management
New Jersey
$469K -$37.9K -750 -7%
IA
809
Integrity Alliance
Iowa
$469K +$470K +9,308 New
JSW
810
Journey Strategic Wealth
New Jersey
$468K -$1.18M -23,411 -72%
RFA
811
Rollins Financial Advisors
New York
$467K
FGA
812
Fortis Group Advisors
New Jersey
$465K +$54.5K +1,080 +13%
RSWM
813
Robertson Stephens Wealth Management
California
$455K -$3.13K -62 -0.7%
LLWM
814
Life Line Wealth Management
California
$450K +$5.45K +108 +1%
AWA
815
Authentikos Wealth Advisory
California
$450K -$452K -8,952 -50%
WIP
816
WealthCare Investment Partners
Rhode Island
$449K -$694K -13,733 -61%
EFG
817
Ethos Financial Group
Pennsylvania
$449K -$91.6K -1,813 -17%
Brown Advisory
818
Brown Advisory
Maryland
$447K -$270K -5,350 -38%
WC
819
Waterloo Capital
Texas
$446K -$284K -5,625 -39%
SMC
820
Smith, Moore & Co
Missouri
$446K +$117K +2,314 +35%
BWM
821
BlackDiamond Wealth Management
New York
$438K +$22.2K +439 +5%
AC
822
AIFG Consultants
New York
$432K +$2.68K +53 +0.6%
MWM
823
Modera Wealth Management
New Jersey
$432K +$433K +8,569 New
CB
824
Cadence Bank
Mississippi
$428K
AWA
825
Arete Wealth Advisors
Illinois
$419K +$185K +3,661 +79%

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.