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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
HTC
876
Haverford Trust Company
Pennsylvania
$305K -$15.2K -300 -5%
5W
877
5T Wealth
California
$305K +$306K +6,050 New
GAM
878
Gemmer Asset Management
California
$302K
BFWA
879
Benchmark Financial Wealth Advisors
Florida
$301K +$302K +5,980 New
MFA
880
Mayflower Financial Advisors
Massachusetts
$300K +$301K +5,952 New
PWA
881
Physician Wealth Advisors
Utah
$297K +$808 +16 +0.3%
ME
882
McIlrath & Eck
Washington
$295K +$3.13K +62 +1%
DWS
883
Discipline Wealth Solutions
South Carolina
$293K +$67.3K +1,333 +30%
CFIM
884
Client First Investment Management
Wisconsin
$292K +$29.8K +590 +11%
EWA
885
Etesian Wealth Advisors
Oregon
$284K -$17.8K -353 -6%
TCM
886
TABR Capital Management
California
$283K +$284K +5,622 New
EAM
887
Empirical Asset Management
Massachusetts
$282K -$356K -7,043 -56%
PWMAG
888
Pinnacle Wealth Management Advisory Group
New Jersey
$278K +$279K +5,525 New
CCIA
889
Cherry Creek Investment Advisors
Colorado
$278K +$2.78K +55 +1%
PB
890
Pinnacle Bancorp
Nebraska
$277K +$101K +2,000 +57%
RWPA
891
Richard W. Paul & Associates
Michigan
$277K -$22.8K -452 -8%
FW
892
Fairway Wealth
Ohio
$277K +$151K +2,999 +120%
MIC
893
Means Investment Company
Maine
$276K +$277K +5,489 New
MQWP
894
Morey & Quinn Wealth Partners
Nebraska
$276K +$277K +5,486 New
BFG
895
Berger Financial Group
Minnesota
$276K -$10.1K -200 -4%
FA
896
Faithward Advisors
Pennsylvania
$274K +$274K +5,434 New
BW
897
BostonPremier Wealth
Massachusetts
$270K +$271K +5,364 New
HC
898
Hurley Capital
New York
$268K +$268K +5,309 New
ICMM
899
Integrated Capital Management (Michigan)
Michigan
$264K -$758 -15 -0.3%
RWA
900
Redmont Wealth Advisors
Illinois
$264K -$541K -10,721 -67%

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.