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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
AWM
951
Angeles Wealth Management
California
$201K
FA
952
Financial Alternatives
California
$201K
MWA
953
Muirfield Wealth Advisors
North Carolina
$200K -$23K -455 -10%
CMS
954
Capital Market Strategies
Florida
$200K +$201K +3,971 New
FHA
955
First Horizon Advisors
Tennessee
$195K +$15.2K +300 +8%
IHWM
956
Iron Horse Wealth Management
Iowa
$195K +$39.5K +783 +25%
BC
957
Barrett & Company
Rhode Island
$185K
NP
958
NorthRock Partners
Minnesota
$170K -$10.1K -199 -6%
MCM
959
MidAtlantic Capital Management
Virginia
$165K +$5.35K +106 +3%
HCA
960
Heck Capital Advisors
Wisconsin
$158K -$12.4K -246 -7%
CIBC Private Wealth Group
961
CIBC Private Wealth Group
Georgia
$151K +$53.2K +1,054 +54%
PG
962
Proffitt & Goodson
Tennessee
$136K -$139K -2,750 -50%
PFPT
963
Pinnacle Financial Partners (Tennessee)
Tennessee
$135K
WA
964
WPG Advisers
Maryland
$125K +$125K +2,477 New
CA
965
Clearstead Advisors
Ohio
$119K +$5.05K +100 +4%
EWP
966
Elevation Wealth Partners
California
$118K +$118K +2,339 New
SC
967
Stephens Consulting
Michigan
$116K -$113K -2,234 -49%
NB
968
NBT Bank
New York
$112K -$142K -2,819 -56%
VAG
969
VisionPoint Advisory Group
Texas
$110K -$1.53M -30,196 -93%
AWM
970
Avior Wealth Management
Nebraska
$109K -$26.4K -522 -19%
TSMHT
971
Thurston Springer Miller Herd & Titak
Indiana
$108K +$22.7K +450 +27%
HPC
972
HM Payson & Co
Maine
$105K
TFA
973
Toth Financial Advisory
Virginia
$105K -$48.5K -961 -32%
CAL
974
Capital Analysts LLC
Pennsylvania
$103K +$24.2K +479 +30%
PCMC
975
Private Capital Management (Colorado)
Colorado
$103K -$4.8M -95,108 -98%

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.