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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
AMIM
851
Aull & Monroe Investment Management
Alabama
$357K -$10.1K -200 -3%
AWM
852
Avaii Wealth Management
Wisconsin
$354K -$91.6K -1,814 -21%
EWM
853
Executive Wealth Management
Michigan
$354K +$32.8K +649 +10%
EWM
854
EPG Wealth Management
Georgia
$352K +$1.92K +38 +0.5%
HIA
855
Harbor Investment Advisory
Maryland
$350K +$224K +4,433 +176%
KFI
856
Key Financial Inc
Pennsylvania
$350K +$305K +6,030 +663%
HAM
857
Hickory Asset Management
Ohio
$344K +$345K +6,825 New
SF
858
Slagle Financial
Illinois
$343K -$56.6K -1,120 -14%
PCS
859
Private Client Services
Kentucky
$340K +$62.9K +1,245 +23%
KW
860
KWB Wealth
California
$335K -$88.1K -1,744 -21%
APIM
861
Agate Pass Investment Management
Washington
$334K +$68.2K +1,350 +26%
TPWM
862
Twelve Points Wealth Management
Massachusetts
$330K -$25.3K -500 -7%
CSC
863
Caldwell Sutter Capital
California
$328K +$101K +2,001 +44%
IWA
864
Integrity Wealth Advisors
California
$326K +$327K +6,476 New
GT
865
Glenview Trust
Kentucky
$325K +$808 +16 +0.2%
ICP
866
Ironvine Capital Partners
Nebraska
$324K
IIM
867
InTrack Investment Management
Vermont
$324K -$43.3K -858 -12%
SW
868
SteelPeak Wealth
California
$323K +$13.1K +260 +4%
AG
869
Ascent Group
Virginia
$323K -$13.8K -274 -4%
MA
870
Mosaic Advisors
Texas
$320K +$3.94K +78 +1%
SB
871
Strategic Blueprint
Georgia
$318K -$931K -18,432 -74%
EWS
872
Evergreen Wealth Solutions
Pennsylvania
$311K +$53.8K +1,066 +21%
GPW
873
Gentry Private Wealth
Kansas
$310K -$7.02K -139 -2%
IAP
874
Indie Asset Partners
Indiana
$307K +$29.7K +588 +11%
ODA
875
One Degree Advisors
California
$306K +$11.2K +222 +4%

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.