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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
PGFC
76
Peapack-Gladstone Financial Corp
New Jersey
$28.3M +$2.94M +58,163 +12%
Citigroup
77
Citigroup
New York
$28.2M +$18.9M +374,893 +203%
SLWA
78
San Luis Wealth Advisors
California
$27.5M +$5.95M +117,861 +27%
SCM
79
Sollinda Capital Management
Florida
$27.4M -$515K -10,203 -2%
Focus Partners Wealth
80
Focus Partners Wealth
Massachusetts
$27.4M +$20.4M +403,523 +291%
BB
81
Berkshire Bank
Massachusetts
$27.2M +$663K +13,131 +2%
Mariner
82
Mariner
Kansas
$26.3M +$1.62M +32,132 +7%
CFS
83
Compass Financial Services
Iowa
$25.8M +$25.9M +513,123 New
NG
84
Norden Group
Utah
$25.4M -$1.14M -22,573 -4%
CAAS
85
Capital Asset Advisory Services
Michigan
$25.2M +$350K +6,934 +1%
FHA
86
Flagship Harbor Advisors
Massachusetts
$25.2M +$1.86M +36,842 +8%
CAM
87
Cresset Asset Management
Illinois
$25.1M -$2.08M -41,246 -8%
CG
88
Clarus Group
Texas
$25.1M +$2.74M +54,322 +12%
AP
89
Appleton Partners
Massachusetts
$24.9M -$4.31M -85,396 -15%
AT
90
American Trust
Kentucky
$24.8M +$398K +7,883 +2%
SW
91
StrongBox Wealth
Missouri
$24.7M +$3.72M +73,609 +18%
SW
92
SkyOak Wealth
Michigan
$24.7M +$18.3K +362 +0.1%
NA
93
NewEdge Advisors
Louisiana
$24.7M +$4.83M +95,546 +24%
IWC
94
Integrated Wealth Concepts
Massachusetts
$24.6M +$8.69M +172,145 +54%
SIA
95
Soltis Investment Advisors
Utah
$24.5M -$545K -10,784 -2%
BIAS
96
Beacon Investment Advisory Services
New Jersey
$24.5M -$348K -6,888 -1%
Franklin Resources
97
Franklin Resources
California
$24.5M +$1.48M +29,299 +6%
MCM
98
Mainstream Capital Management
California
$24.2M +$10.6M +209,794 +77%
BMCM
99
Bryn Mawr Capital Management
Pennsylvania
$24M -$63.9K -1,266 -0.3%
FF
100
Fluent Financial
Texas
$24M +$24M +475,994 New

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.