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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
SWA
826
Sax Wealth Advisors
New Jersey
$413K +$414K +8,202 New
WS
827
Wedbush Securities
California
$413K -$42.3K -837 -9%
VCP
828
Verus Capital Partners
Arizona
$413K +$55.4K +1,097 +15%
AFP
829
Ausdal Financial Partners
Iowa
$412K +$413K +8,183 New
MFG
830
Merit Financial Group
Georgia
$412K +$413K +8,173 New
AFG
831
Albion Financial Group
Utah
$411K -$25.3K -500 -6%
SFS
832
Security Financial Services
Indiana
$406K +$92.2K +1,825 +29%
IA
833
Inspire Advisors
Idaho
$405K +$106K +2,091 +35%
IPA
834
Investment Planning Advisors
Georgia
$405K -$5.05M -99,919 -93%
OCM
835
Orion Capital Management
California
$405K
LW
836
Linscomb Wealth
Texas
$404K +$12.2K +241 +3%
4WM
837
49 Wealth Management
Texas
$403K -$139K -2,752 -26%
AHIA
838
Andrew Hill Investment Advisors
Florida
$398K -$7.73K -153 -2%
DPI
839
Diversified Portfolios Inc
Michigan
$397K +$62.1K +1,230 +19%
MMM
840
Mendel Money Management
Illinois
$396K
GAM
841
GEM Asset Management
Michigan
$386K +$2.83K +56 +0.7%
WJWM
842
Williams Jones Wealth Management
New York
$385K -$241K -4,770 -38%
CIBC World Market
843
CIBC World Market
Ontario, Canada
$383K +$9.09K +180 +2%
LSA
844
L & S Advisors
California
$373K -$48K -950 -11%
NAS
845
NWF Advisory Services
California
$370K +$370K +7,318 New
TA
846
TrueWealth Advisors
Alabama
$370K +$371K +7,343 New
BOJHT
847
Bank of Jackson Hole Trust
Wyoming
$369K +$370K +7,331 New
AFG
848
Atomi Financial Group
New York
$366K +$132K +2,618 +56%
NAM
849
NorthCrest Asset Manangement
Minnesota
$365K +$366K +7,254 New
SCM
850
Stonehearth Capital Management
Massachusetts
$359K -$40.2K -796 -10%

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.