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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
SIM
1001
Synergy Investment Management
Florida
$50.4K +$50.5K +1,000 New
WT
1002
Whittier Trust
California
$50.4K -$14.9K -295 -23%
SMAM
1003
Sugar Maple Asset Management
Wisconsin
$50K +$50.1K +993 New
WWMSC
1004
Wagner Wealth Management (South Carolina)
South Carolina
$49.3K -$36.1K -714 -42%
WSFS
1005
Wilmington Savings Fund Society
Delaware
$49.3K +$49.4K +979 New
SRCM
1006
Signature Resources Capital Management
California
$48.7K
FWA
1007
Flagship Wealth Advisors
Massachusetts
$47.3K +$47.4K +939 New
SS
1008
Sunbelt Securities
Texas
$45.6K -$4.6K -91 -9%
PCWA
1009
Pacific Capital Wealth Advisors
California
$45.3K -$35.4K -701 -44%
WI
1010
Wintrust Investments
Illinois
$44K -$36.1K -715 -45%
LWCFA
1011
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$42.3K
IRC
1012
Investors Research Corp
Georgia
$41.7K
Bessemer Group
1013
Bessemer Group
New Jersey
$40K
TLA
1014
Tanglewood Legacy Advisors
Texas
$39K
WTA
1015
Washington Trust Advisors
Massachusetts
$38.4K +$38.5K +763 New
SIS
1016
Sound Income Strategies
Florida
$37.7K +$17.1K +338 +82%
PCM
1017
Perritt Capital Management
Illinois
$37.5K +$455 +9 +1%
BWL
1018
Bogart Wealth LLC
Virginia
$35.6K +$35.2K +697 +7,744%
CFB
1019
Cullen/Frost Bankers
Texas
$33.1K +$33.2K +658 New
MCA
1020
Maryland Capital Advisors
Maryland
$31.3K +$31.4K +621 New
CJL
1021
Cyrus J. Lawrence
New York
$31K +$32.1K +635 New
CPG
1022
Cornerstone Planning Group
New Jersey
$28K -$101 -2 -0.4%
LCM
1023
Logan Capital Management
Pennsylvania
$27.4K +$27.4K +543 New
GTAM
1024
Global Trust Asset Management
Florida
$26.8K
HR
1025
Howe & Rusling
New York
$26.4K +$26.5K +524 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.