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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
MC
76
McMorgan & Co
California
$26.6M -$26.5M -526,878 -50%
FMP
77
Financial Management Professionals
Texas
$26.6M +$546K +10,853 +2%
MHR
78
Matthew Hamilton Rosenberg
$26.2M +$1.79M +35,567 +7%
HI
79
Harbour Investments
Wisconsin
$26M +$10M +199,507 +63%
TNBTD
80
Trustmark National Bank Trust Department
Mississippi
$25.9M -$3.2M -63,619 -11%
BB
81
Berkshire Bank
Massachusetts
$25.7M +$8.66M +172,043 +51%
AF
82
Allworth Financial
California
$25.1M -$952K -18,898 -4%
MSA
83
Mason Street Advisors
Wisconsin
$24.9M
SWM
84
Spire Wealth Management
Virginia
$24.9M -$55.6M -1,103,971 -69%
Mariner
85
Mariner
Kansas
$24.7M +$2M +39,633 +9%
AC
86
Avestar Capital
New York
$24.6M -$11.9M -237,160 -33%
BIAS
87
Beacon Investment Advisory Services
New Jersey
$24.2M +$784K +15,571 +3%
RCM
88
Requisite Capital Management
Texas
$24.1M -$4.35M -86,351 -15%
KAS
89
Kestra Advisory Services
Texas
$23.7M +$1.55M +30,769 +7%
AWS
90
Atria Wealth Solutions
New York
$23.7M +$2.76M +54,734 +13%
GVAG
91
Great Valley Advisor Group
Delaware
$23.5M +$4.43M +88,015 +23%
Janney Montgomery Scott
92
Janney Montgomery Scott
Pennsylvania
$23.5M +$7.38M +146,667 +46%
RCM
93
Ridgepath Capital Management
Tennessee
$22.5M +$19.4M +386,261 +656%
CIAS
94
Capital Investment Advisory Services
North Carolina
$22.3M -$25.9M -513,891 -54%
FFG
95
Frisch Financial Group
New York
$22.1M +$21.2M +420,101 +2,324%
PGFC
96
Peapack-Gladstone Financial Corp
New Jersey
$22M +$346K +6,867 +2%
Thrivent Financial for Lutherans
97
Thrivent Financial for Lutherans
Minnesota
$22M +$1.79M +35,500 +9%
EK
98
Evensky & Katz
Florida
$21.9M +$305K +6,060 +1%
SW
99
SkyOak Wealth
Michigan
$21.6M +$1.33M +26,393 +7%
Franklin Resources
100
Franklin Resources
California
$21.5M -$1.51M -30,024 -7%

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.