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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
MAWCM
926
Mine & Arao Wealth Creation & Management
California
$14.8K -$14.8K -294 -50%
S
927
Sachetta
Massachusetts
$14.2K
EAM
928
Eukles Asset Management
Ohio
$14.1K
FWM
929
FSA Wealth Management
Massachusetts
$10.1K
TPCW
930
TD Private Client Wealth
New York
$9.69K +$9.67K +192 New
JFG
931
JDM Financial Group
Texas
$8.27K
CJH
932
Christopher J. Hasenberg
Wisconsin
$7.67K +$7.65K +152 New
PCM
933
Penserra Capital Management
California
$7K +$252 +5 +3%
ACA
934
American Capital Advisory
Idaho
$5.64K +$5.64K +112 New
GI
935
Gradient Investments
Minnesota
$4.63K +$2.42K +48 +109%
RWM
936
Ruedi Wealth Management
Illinois
$4.11K +$2.97K +59 +268%
OA
937
Operose Advisors
Wisconsin
$3.08K +$3.07K +61 New
DJSG
938
D.J. St. Germain
Massachusetts
$2.77K +$2.77K +55 New
T
939
Tidemark
California
$2.32K
C
940
Covestor
United Kingdom
$2K +$503 +10 +38%
BAM
941
Bellevue Asset Management
Washington
$1.72K
CAM
942
Clarity Asset Management
Iowa
$1.33K
TC
943
Trust Company
Kansas
$1.28K +$1.26K +25 New
RIL
944
Rothschild Investment LLC
Illinois
$908
OIA
945
Optimum Investment Advisors
Illinois
$555
BIM
946
Breakwater Investment Management
Washington
$555 +$554 +11 New
BWL
947
Bogart Wealth LLC
Virginia
$454 -$50 -1 -10%
CPG
948
Cornerstone Planning Group
New Jersey
$403
BlackRock
949
BlackRock
New York
$54
RS
950
Rakuten Securities
Japan
$50 +$50 +1 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.