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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
SAM
1001
Summit Asset Management
Tennessee
-$225K -4,480 Closed
TFA
1002
Teamwork Financial Advisors
Texas
-$224K -4,452 Closed
GCP
1003
Gill Capital Partners
Colorado
-$223K -4,430 Closed
AWAP
1004
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
-$221K -4,401 Closed
AHC
1005
Anderson Hoagland & Co
Missouri
-$212K -4,215 Closed
CWM
1006
Curi Wealth Management
North Carolina
-$207K -4,128 Closed
CFO
1007
Collective Family Office
Pennsylvania
-$204K -4,059 Closed
RDFA
1008
Ritter Daniher Financial Advisory
Ohio
-$117K -2,335 Closed
HCP
1009
Hexagon Capital Partners
Arkansas
-$81.6K -1,625 Closed
TFG
1010
Team Financial Group
California
-$67.3K -1,340 Closed
SFA
1011
Semmax Financial Advisors
North Carolina
-$44.8K -891 Closed
CA
1012
Clearstead Advisors
Ohio
-$40K -796 Closed
CW
1013
Cooksen Wealth
Texas
-$35.8K -712 Closed
RCM
1014
Raleigh Capital Management
North Carolina
-$33.5K -667 Closed
SPIS
1015
Steward Partners Investment Solutions
Oregon
-$20.3K -405 Closed
HF
1016
Halpern Financial
Virginia
-$14.8K -294 Closed
NFA
1017
Northwest Financial Advisors
Virginia
-$6.96K -139 Closed
SA
1018
Scarborough Advisors
Maryland
-$5.68K -113 Closed
CFB
1019
Cullen/Frost Bankers
Texas
-$2.01K -40 Closed
TVAMP
1020
Tennessee Valley Asset Management Partners
Tennessee
-$1.76K -35 Closed
GA
1021
GoalVest Advisory
New York
-$1.46K -29 Closed
LC
1022
Lindbrook Capital
California
-$1K -20 Closed
FCAS
1023
First Command Advisory Services
Texas
+$8.71K +173 New

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.