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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
RS
976
Rakuten Securities
Japan
$406 -$1.11K -22 -73%
CPA
977
Capital Performance Advisors
California
$203 +$202 +4 New
NMG
978
New Millennium Group
Utah
$31 – – –
BHWM
979
Beaird Harris Wealth Management
Texas
$30 +$51 +1 New
HOWA
980
Heritage Oak Wealth Advisors
Florida
– -$27.6M -546,678 Closed
Nisa Investment Advisors
981
Nisa Investment Advisors
Missouri
– -$27.2M -539,300 Closed
WSFS
982
Wilmington Savings Fund Society
Delaware
– -$22.9M -453,867 Closed
SW
983
SVB Wealth
Massachusetts
– -$15.4M -304,154 Closed
Jane Street
984
Jane Street
New York
– -$12.5M -248,439 Closed
Susquehanna International Group
985
Susquehanna International Group
Pennsylvania
– -$3.7M -73,230 Closed
ACM
986
ADAR1 Capital Management
Texas
– -$2.73M -54,000 Closed
IC
987
Innealta Capital
Texas
– -$2.52M -49,942 Closed
FTUS
988
Flow Traders U.S.
New York
– -$2.06M -40,918 Closed
CAG
989
Curtis Advisory Group
California
– -$1.87M -37,124 Closed
LWM
990
Liberty Wealth Management
California
– -$35K -35,127 Closed
FFA
991
Fortune Financial Advisors
Kansas
– -$1.51M -29,952 Closed
SL
992
SWMG LLC
Texas
– -$1.46M -28,932 Closed
IAIM
993
International Assets Investment Management
Florida
– -$1.27M -25,109 Closed
HKIMG
994
Hutchens & Kramer Investment Management Group
Indiana
– -$1.05M -20,926 Closed
CI
995
CX Institutional
Indiana
– -$987K -19,552 Closed
RCM
996
Rivernorth Capital Management
Florida
– -$934K -18,500 Closed
SFB
997
STAR Financial Bank
Indiana
– -$890K -17,625 Closed
HT
998
Headlands Technologies
Illinois
– -$653K -12,943 Closed
VVP
999
Venture Visionary Partners
Ohio
– -$646K -12,800 Closed
OFS
1000
OneAscent Financial Services
Alabama
– -$627K -12,418 Closed
38 39
40
41 42

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.