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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
SFC
851
SYM Financial Corp
Indiana
$226K -$396K -7,843 -64%
MWA
852
Muirfield Wealth Advisors
North Carolina
$225K +$20.4K +403 +10%
TI
853
TrueMark Investments
Illinois
$221K -$58.2K -1,151 -21%
ACP
854
Aveo Capital Partners
Colorado
$220K -$5.91K -117 -3%
FSG
855
Financial Strategies Group
Michigan
$219K +$101 +2 +0%
RWM
856
Revisor Wealth Management
Ohio
$218K +$217K +4,288 New
JAG
857
Journey Advisory Group
Kentucky
$215K -$7.98K -158 -4%
PGF
858
Plan Group Financial
Oklahoma
$214K -$606 -12 -0.3%
LFAS
859
Level Four Advisory Services
Texas
$213K -$78.6K -1,556 -27%
PA
860
Planning Alternatives
Michigan
$211K
FOA
861
Five Oceans Advisors
California
$210K -$3.23K -64 -2%
CWA
862
Centennial Wealth Advisory
Michigan
$209K -$3.15M -62,341 -94%
BSSFA
863
Baron Silver Stevens Financial Advisors
Florida
$209K -$4.8K -95 -2%
KIA
864
Kraematon Investment Advisors
Massachusetts
$208K +$758 +15 +0.4%
Goldman Sachs
865
Goldman Sachs
New York
$208K -$721K -14,262 -78%
WIA
866
Westbourne Investment Advisors
Maryland
$207K
GFS
867
GYL Financial Synergies
Connecticut
$205K -$117K -2,318 -36%
AWM
868
Angeles Wealth Management
California
$203K
FA
869
Financial Alternatives
California
$203K
FRA
870
Front Row Advisors
California
$203K
GSEP
871
Golden State Equity Partners
California
$197K -$1.64M -32,521 -89%
SMA
872
Sage Mountain Advisors
Georgia
$196K +$99.4K +1,967 +104%
FCT
873
Family Capital Trust
Massachusetts
$191K +$24.6K +486 +15%
BC
874
Barrett & Company
Rhode Island
$186K
FHA
875
First Horizon Advisors
Tennessee
$181K +$18.8K +373 +12%

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.