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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
BCM
901
Barometer Capital Management
Ontario, Canada
$44.7K -$66K -1,310 -60%
HDIM
902
Hanson & Doremus Investment Management
Vermont
$44K
LWCFA
903
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$42.2K +$42.1K +837 New
Bessemer Group
904
Bessemer Group
New Jersey
$40K
TLA
905
Tanglewood Legacy Advisors
Texas
$39.1K
EWA
906
EverSource Wealth Advisors
Alabama
$37K +$27.3K +542 +282%
GWSG
907
GPS Wealth Strategies Group
Colorado
$36.3K +$30.2K +600 +504%
PCM
908
Perritt Capital Management
Illinois
$36.1K -$19.5K -387 -35%
MFG
909
Mendota Financial Group
Wisconsin
$33.7K
EWM
910
Evermay Wealth Management
Virginia
$33K -$340K -6,743 -91%
FPF
911
First Pacific Financial
Washington
$29.5K +$27K +536 +1,094%
GTAM
912
Global Trust Asset Management
Florida
$26.9K
NSIM
913
North Star Investment Management
Illinois
$24.2K
LF
914
LifeSteps Financial
California
$23.7K +$23.7K +470 New
CFS
915
CGC Financial Services
Oregon
$23.1K +$7.86K +156 +52%
TAM
916
Tucker Asset Management
Colorado
$21.1K -$16K -317 -43%
CIA
917
Cape Investment Advisory
Georgia
$20.9K
GIA
918
GHP Investment Advisors
Colorado
$20.4K +$252 +5 +1%
PWA
919
Provenance Wealth Advisors
Florida
$20.1K +$20.1K +399 New
LWANC
920
Laurel Wealth Advisors (North Carolina)
North Carolina
$19.8K -$4.38K -87 -18%
HNB
921
Hilltop National Bank
Wyoming
$19.7K +$19.7K +391 New
AAP
922
Arax Advisory Partners
Colorado
$18K
SIS
923
Sound Income Strategies
Florida
$17K +$50 +1 +0.3%
CA
924
Centerpoint Advisors
Massachusetts
$15K
PP
925
PrairieView Partners
Minnesota
$15K +$14K +279 New

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.