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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
FAT
851
First American Trust
California
$203K +$1.11K +22 +0.6%
AWM
852
Angeles Wealth Management
California
$202K
CWG
853
Cornerstone Wealth Group
North Carolina
$202K
DWT
854
Dorsey & Whitney Trust
South Dakota
$202K
FA
855
Financial Alternatives
California
$202K
FRA
856
Front Row Advisors
California
$202K
BC
857
Barrett & Company
Rhode Island
$185K
AAM
858
Advisors Asset Management
Colorado
$183K -$73.4K -1,457 -29%
TFA
859
Toth Financial Advisory
Virginia
$182K +$1.16K +23 +0.6%
IHWM
860
Iron Horse Wealth Management
Iowa
$177K -$116K -2,313 -40%
IGWM
861
ICA Group Wealth Management
Colorado
$169K +$97.2K +1,930 +136%
FGAM
862
Financial Gravity Asset Management
Texas
$158K -$7.02M -139,392 -98%
RG
863
Retirement Group
California
$153K
RWA
864
Redmont Wealth Advisors
Illinois
$151K -$975K -19,363 -87%
PNC Financial Services Group
865
PNC Financial Services Group
Pennsylvania
$141K -$75.5K -1,500 -35%
HIA
866
Harbor Investment Advisory
Maryland
$138K -$21.1K -419 -13%
LFG
867
Larson Financial Group
Missouri
$137K +$1.16K +23 +0.9%
FHA
868
First Horizon Advisors
Tennessee
$136K -$42.8K -850 -24%
ACM
869
Anfield Capital Management
California
$127K -$137K -2,714 -52%
FW
870
Fairway Wealth
Ohio
$126K +$50K +993 +66%
EWP
871
Elevation Wealth Partners
California
$117K -$100K -1,995 -46%
HCA
872
Heck Capital Advisors
Wisconsin
$117K +$12.7K +252 +12%
SWA
873
SOA Wealth Advisors
New York
$107K
AIM
874
Acropolis Investment Management
Missouri
$105K +$1.36K +27 +1%
CIBC Private Wealth Group
875
CIBC Private Wealth Group
Georgia
$102K +$102K +2,033 New

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.