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JPMorgan Ultra-Short Income ETF
JPST

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: 987 → 977 (-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: 134 → 128 (-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

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$770M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$53.2M
3
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Florida
+$50.5M
4
Temasek Holdings
Temasek Holdings
Singapore
+$49.9M
5
EFS
Econ Financial Services
Pennsylvania
+$43.5M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$36.6M
2
Wells Fargo
Wells Fargo
California
-$34.5M
3
AA
ACT Advisors
North Carolina
-$30.6M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$29.5M
5
HOWA
Heritage Oak Wealth Advisors
Florida
-$27.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
951
FWL Investment Management
Texas
$11.8K +$11.7K +232 New
W
952
WealthCollab
Washington
$11K +$11K +217 New
FWM
953
FSA Wealth Management
Massachusetts
$10.1K +$10.1K +200 New
FGC
954
Financial Gravity Companies
Texas
$9.54K +$9.5K +188 New
HFS
955
Hantz Financial Services
Michigan
$9K +$8.94K +177 New
JFG
956
JDM Financial Group
Texas
$8.32K – – –
OWP
957
ORG Wealth Partners
Texas
$7.81K +$7.78K +154 New
RWM
958
Ruedi Wealth Management
Illinois
$5.4K +$1.06K +21 +25%
PMFA
959
Plante Moran Financial Advisors
Michigan
$4.52K +$4.5K +89 New
PPWM
960
PFG Private Wealth Management
Florida
$4.21K +$4.19K +83 New
AI
961
Arvest Investments
Arkansas
$3.2K -$27.7K -549 -90%
OA
962
Operose Advisors
Wisconsin
$3.1K – – –
CFS
963
CGC Financial Services
Oregon
$2.54K -$12.9K -255 -84%
CAM
964
Clarity Asset Management
Iowa
$2.14K +$758 +15 +56%
BAM
965
Bellevue Asset Management
Washington
$1.77K – – –
HNB
966
Huntington National Bank
Ohio
$1.57K – – –
BWP
967
Baldwin Wealth Partners
Massachusetts
$1.47K – – –
TC
968
Trust Company
Kansas
$1.28K – – –
MG
969
Mather Group
Illinois
$1.27K -$6.52K -129 -84%
PFG
970
Peterson Financial Group
Iowa
$1.15K +$1.16K +23 New
RIL
971
Rothschild Investment LLC
Illinois
$913 – – –
ACM
972
Anfield Capital Management
California
$812 – – –
RDFA
973
Ritter Daniher Financial Advisory
Ohio
$762 +$758 +15 New
OIA
974
Optimum Investment Advisors
Illinois
$558 – – –
BWL
975
Bogart Wealth LLC
Virginia
$457 – – –
37 38
39
40 41

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.