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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
MM
876
Main Management
California
$99K
SMA
877
Sage Mountain Advisors
Georgia
$95.4K
National Bank of Canada
878
National Bank of Canada
Quebec, Canada
$95.1K
MCM
879
MidAtlantic Capital Management
Virginia
$91.3K -$3.02K -60 -3%
AIC
880
Archer Investment Corporation
Indiana
$90.9K -$35.2K -700 -28%
HNB
881
Huntington National Bank
Ohio
$89K
KFI
882
Key Financial Inc
Pennsylvania
$86.3K
WTC
883
WhitTier Trust Company
Nevada
$85.8K
MIM
884
Macroview Investment Management
Maryland
$85K
VAG
885
VisionPoint Advisory Group
Texas
$83.7K -$1.36K -27 -2%
DFA
886
DHJJ Financial Advisors
Illinois
$75.5K -$2.37K -47 -3%
AI
887
Arvest Investments
Arkansas
$75.1K +$74.9K +1,488 New
VL
888
Vima LLC
Michigan
$72.4K +$16.1K +320 +29%
PA
889
PSI Advisors
Florida
$71.1K -$25.7K -510 -27%
MFA
890
McClarren Financial Advisors
Pennsylvania
$70K
EBA
891
Eagle Bay Advisors
New York
$69.9K +$69.8K +1,386 New
GJIA
892
Glass Jacobson Investment Advisors
Maryland
$64.6K
AWM
893
Activest Wealth Management
Florida
$60.4K
WAS
894
Winch Advisory Services
Wisconsin
$52.4K
WT
895
Whittier Trust
California
$50.5K
SRCM
896
Signature Resources Capital Management
California
$49.9K
SS
897
Sunbelt Securities
Texas
$49.3K +$3.78K +75 +8%
NS
898
NBC Securities
Alabama
$47K
CSC
899
Caldwell Sutter Capital
California
$46.4K +$40.3K +800 +667%
PCWA
900
Pacific Capital Wealth Advisors
California
$45.4K

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.