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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
NP
876
NorthRock Partners
Minnesota
$180K +$2.73K +54 +2%
PB
877
Pinnacle Bancorp
Nebraska
$178K -$202K -4,000 -53%
HCA
878
Heck Capital Advisors
Wisconsin
$172K +$48.6K +961 +40%
MCM
879
MidAtlantic Capital Management
Virginia
$161K +$77.7K +1,538 +94%
IHWM
880
Iron Horse Wealth Management
Iowa
$156K -$15.4K -305 -9%
TFA
881
Toth Financial Advisory
Virginia
$154K +$1.16K +23 +0.8%
AWM
882
Avior Wealth Management
Nebraska
$136K -$115K -2,281 -46%
PFPT
883
Pinnacle Financial Partners (Tennessee)
Tennessee
$135K -$86K -1,701 -39%
AFS
884
Annapolis Financial Services
Maryland
$134K
HIA
885
Harbor Investment Advisory
Maryland
$128K -$11.1K -220 -8%
SAM
886
Sectoral Asset Management
Quebec, Canada
$127K +$126K +2,500 New
FW
887
Fairway Wealth
Ohio
$126K
PNC Financial Services Group
888
PNC Financial Services Group
Pennsylvania
$116K -$66.1K -1,309 -36%
CA
889
Clearstead Advisors
Ohio
$115K
PS
890
Planned Solutions
California
$115K +$114K +2,260 New
AIM
891
Acropolis Investment Management
Missouri
$107K +$1.42K +28 +1%
HPC
892
HM Payson & Co
Maine
$106K
SWA
893
SOA Wealth Advisors
New York
$105K
AFWM
894
Abich Financial Wealth Management
Virginia
$101K
MM
895
Main Management
California
$99K
CIBC Private Wealth Group
896
CIBC Private Wealth Group
Georgia
$98.3K -$4.8K -95 -5%
PFBT
897
Parkside Financial Bank & Trust
Missouri
$92.4K
DFA
898
DHJJ Financial Advisors
Illinois
$92.2K +$16.2K +320 +21%
AIC
899
Archer Investment Corporation
Indiana
$91.5K
WWMSC
900
Wagner Wealth Management (South Carolina)
South Carolina
$85.9K +$55.9K +1,106 +188%

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.