We are live on ! Find out more
JPST icon

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
BRA
826
Biechele Royce Advisors
Indiana
$243K
TB
827
Terril Brothers
Missouri
$242K -$7.3K -145 -3%
WIA
828
Westbourne Investment Advisors
Maryland
$242K -$169K -3,365 -41%
PG
829
Proffitt & Goodson
Tennessee
$242K -$2.67K -53 -1%
HSWM
830
Hubbell Strickland Wealth Management
Louisiana
$237K -$3.73K -74 -2%
HPFG
831
Hart & Patterson Financial Group
Massachusetts
$237K -$52.8K -1,048 -18%
IA
832
IFG Advisors
Missouri
$236K
LJHT
833
Laurie J. Hall Trustee
$234K +$233K +4,630 New
HWA
834
HHM Wealth Advisors
Tennessee
$232K
MGIA
835
Moneta Group Investment Advisors
Missouri
$229K +$229K +4,543 New
BA
836
Bluesphere Advisors
Pennsylvania
$227K -$226K -4,491 -50%
OCM
837
Orion Capital Management
California
$224K -$1.51K -30 -0.7%
PGF
838
Plan Group Financial
Oklahoma
$220K -$96.7K -1,920 -31%
BBA
839
Braun-Bostich & Associates
Pennsylvania
$219K -$6.34K -126 -3%
PCS
840
Personal CFO Solutions
New Jersey
$217K +$217K +4,304 New
KIG
841
Kennedy Investment Group
New Jersey
$216K -$6.8K -135 -3%
EWM
842
Elevatus Welath Management
New York
$212K +$554 +11 +0.3%
HIS
843
Harvest Investment Services
Illinois
$211K +$211K +4,190 New
HKAM
844
Horizon Kinetics Asset Management
New York
$210K -$760K -15,089 -78%
PA
845
Planning Alternatives
Michigan
$210K
PFPT
846
Pinnacle Financial Partners (Tennessee)
Tennessee
$209K +$209K +4,149 New
FOA
847
Five Oceans Advisors
California
$209K +$208K +4,138 New
AAS
848
Asset Allocation Strategies
Michigan
$208K +$207K +4,118 New
KIA
849
Kraematon Investment Advisors
Massachusetts
$206K +$755 +15 +0.4%
PS
850
Planned Solutions
California
$203K

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.