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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
ACA
976
Atlas Capital Advisors
Wyoming
-$566K -11,261 Closed
LCWP
977
Legacy Capital Wealth Partners
Arkansas
-$520K -10,349 Closed
DPI
978
Diversified Portfolios Inc
Michigan
-$487K -9,697 Closed
NEPWA
979
New England Private Wealth Advisors
Massachusetts
-$465K -9,264 Closed
OHWA
980
Oak Hill Wealth Advisors
Virginia
-$441K -8,768 Closed
KOC
981
Koss-Olinger Consulting
Florida
-$372K -7,398 Closed
AFP
982
Ausdal Financial Partners
Iowa
-$370K -7,366 Closed
WAM
983
Walker Asset Management
Missouri
-$352K -7,015 Closed
FFS
984
Founders Financial Securities
Maryland
-$350K -6,973 Closed
BAM
985
Belpointe Asset Management
Nevada
-$338K -6,735 Closed
FCA
986
Fortis Capital Advisors
Kansas
-$338K -6,735 Closed
CPC
987
Consolidated Planning Corp
Georgia
-$335K -6,673 Closed
CIA
988
Compass Ion Advisors
Pennsylvania
-$316K -6,284 Closed
CCWM
989
Correct Capital Wealth Management
Missouri
-$313K -6,231 Closed
NRI
990
NFP Retirement Inc
California
-$312K -6,219 Closed
WDG
991
Wealth Dimensions Group
Ohio
-$295K -5,880 Closed
RFA
992
Rollins Financial Advisors
New York
-$284K -5,660 Closed
CD
993
Chapin Davis
Maryland
-$271K -5,400 Closed
GHA
994
Granite Harbor Advisors
Texas
-$252K -5,014 Closed
BSSFA
995
Baron Silver Stevens Financial Advisors
Florida
-$251K -4,993 Closed
KFG
996
Kingdom Financial Group
Arizona
-$242K -4,823 Closed
CL
997
Cabana LLC
Arkansas
-$242K -4,809 Closed
SEIA
998
Signature Estate & Investment Advisors
California
-$236K -4,689 Closed
AWC
999
Adamsbrown Wealth Consultants
Kansas
-$229K -4,566 Closed
AWA
1000
Amplius Wealth Advisors
Pennsylvania
-$226K -4,502 Closed

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.