We are live on ! Find out more
JPST icon

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
GC
1026
Grimes & Company
Massachusetts
– -$250K -4,955 Closed
OMC
1027
Old Mission Capital
Illinois
– -$247K -4,900 Closed
SFA
1028
Source Financial Advisors
New York
– -$236K -4,685 Closed
SA
1029
SpiderRock Advisors
Delaware
– -$220K -4,357 Closed
PWMAG
1030
Pinnacle Wealth Management Advisory Group
New Jersey
– -$218K -4,310 Closed
RMDI
1031
R.M. Davis Inc
Maine
– -$217K -4,300 Closed
GFA
1032
Gallagher Fiduciary Advisors
Illinois
– -$212K -4,197 Closed
HKAM
1033
Horizon Kinetics Asset Management
New York
– -$211K -4,172 Closed
AG
1034
Advocate Group
Minnesota
– -$208K -4,130 Closed
MWM
1035
Modern Wealth Management
Kansas
– -$201K -3,980 Closed
EWP
1036
Elevation Wealth Partners
California
– -$117K -2,339 Closed
AAM
1037
Advisors Asset Management
Colorado
– -$87.6K -1,736 Closed
LIA
1038
Lynx Investment Advisory
District of Columbia
– -$69.3K -1,373 Closed
OSAM
1039
O'Shaughnessy Asset Management
Connecticut
– -$58.5K -1,160 Closed
CBT
1040
Central Bank & Trust
Kentucky
– -$50.5K -1,000 Closed
NS
1041
NBC Securities
Alabama
– -$47K -940 Closed
HDIM
1042
Hanson & Doremus Investment Management
Vermont
– -$44K -881 Closed
MFG
1043
Mendota Financial Group
Wisconsin
– -$33.7K -668 Closed
TWP
1044
Triad Wealth Partners
Kansas
– -$32.2K -638 Closed
FPF
1045
First Pacific Financial
Washington
– -$27.2K -538 Closed
CJ
1046
Caitlin John
Michigan
– -$10.1K -200 Closed
PCM
1047
Penserra Capital Management
California
– -$8K -157 Closed
CJH
1048
Christopher J. Hasenberg
Wisconsin
– -$7.67K -152 Closed
MPWT
1049
MassMutual Private Wealth & Trust
Connecticut
– -$4.24K -84 Closed
KFS
1050
Kelly Financial Services
Massachusetts
– -$1.04K -21 Closed
39 40 41
42
43

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.