We are live on ! Find out more
JPST icon

JPMorgan Ultra-Short Income ETF

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: 987977 (-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: 134128 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
RW
1001
RVW Wealth
California
-$555K -11,002 Closed
SW
1002
Simplicity Wealth
New Jersey
-$510K -10,103 Closed
GI
1003
Gradient Investments
Minnesota
-$493K -9,767 Closed
ACA
1004
Atlas Capital Advisors
Wyoming
-$453K -8,983 Closed
FF
1005
Fluent Financial
Texas
-$433K -8,578 Closed
PFA
1006
Pathway Financial Advisors
Vermont
-$426K -8,447 Closed
TSS
1007
Two Sigma Securities
New York
-$414K -8,197 Closed
BFIM
1008
Beese Fulmer Investment Management
Ohio
-$396K -7,850 Closed
OHWA
1009
Oak Hill Wealth Advisors
Virginia
-$386K -7,638 Closed
AWM
1010
Accurate Wealth Management
Florida
-$374K -7,422 Closed
SIAG
1011
Safeguard Investment Advisory Group
California
-$361K -7,149 Closed
BFWA
1012
Benchmark Financial Wealth Advisors
Florida
-$358K -7,098 Closed
AllianceBernstein
1013
AllianceBernstein
Tennessee
-$334K -6,625 Closed
GF
1014
Gries Financial
Ohio
-$330K -6,530 Closed
MFG
1015
Merit Financial Group
Georgia
-$312K -6,178 Closed
Fisher Asset Management
1016
Fisher Asset Management
Washington
-$305K -6,038 Closed
LSA
1017
Lion Street Advisors
Texas
-$273K -5,405 Closed
Koshinski Asset Management
1018
Koshinski Asset Management
Illinois
-$271K -5,388 Closed
EIP
1019
Ellis Investment Partners
Pennsylvania
-$269K -5,332 Closed
FLPIM
1020
F.L. Putnam Investment Management
Massachusetts
-$269K -5,323 Closed
BBHC
1021
Brown Brothers Harriman & Co
New York
-$265K -5,245 Closed
EA
1022
Everpar Advisors
Oklahoma
-$263K -5,210 Closed
SCA
1023
Snowden Capital Advisors
New York
-$257K -5,084 Closed
CAM
1024
Concorde Asset Management
Michigan
-$252K -4,993 Closed
SIMG
1025
Sonora Investment Management Group
Arizona
-$250K -4,963 Closed

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.