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JPMorgan Ultra-Short Income ETF
JPST

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: 128 → 151 (+23)

12% more capital invested

Capital invested by funds: $18.9B → $21.2B (+$2.35B)

10% more funds holding

Funds holding: 977 → 1,075 (+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
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$1.21B
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$103M
3
FTUS
Flow Traders U.S.
New York
+$100M
4
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
+$91.2M
5
LPL Financial
LPL Financial
California
+$76.9M

Top Sellers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
-$132M
2
Morgan Stanley
Morgan Stanley
New York
-$83M
3
Temasek Holdings
Temasek Holdings
Singapore
-$50.1M
4
EFS
Econ Financial Services
Pennsylvania
-$43.7M
5
EH
Equitable Holdings
New York
-$37.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
FGC
1051
Financial Gravity Companies
Texas
$9.47K – – –
LIS
1052
Legacy Investment Solutions
Idaho
$8.62K -$13.3K -263 -61%
LWMI
1053
Legacy Wealth Management (Idaho)
Idaho
$8.62K -$13.3K -263 -61%
RS
1054
Rakuten Securities
Japan
$7.76K +$7.37K +146 +1,825%
OWP
1055
ORG Wealth Partners
Texas
$7.76K – – –
FLP
1056
Financial Life Planners
Arizona
$7.46K +$7.47K +148 New
GWSG
1057
GPS Wealth Strategies Group
Colorado
$5.99K -$31K -614 -84%
RWM
1058
Ruedi Wealth Management
Illinois
$5.68K +$354 +7 +7%
SAM
1059
Synergy Asset Management
Washington
$5.23K +$5.2K +103 New
HFS
1060
Hantz Financial Services
Michigan
$5K -$3.99K -79 -45%
PMFA
1061
Plante Moran Financial Advisors
Michigan
$4.48K – – –
CW
1062
Curio Wealth
Maryland
$4.28K +$4.29K +85 New
AI
1063
Arvest Investments
Arkansas
$3.17K – – –
OA
1064
Operose Advisors
Wisconsin
$3.07K – – –
VHAM
1065
Van Hulzen Asset Management
California
$2.52K +$2.52K +50 New
DWM
1066
Darwin Wealth Management
Florida
$1.91K -$13.5K -268 -88%
BAM
1067
Bellevue Asset Management
Washington
$1.78K +$51 +1 +3%
HNB
1068
Huntington National Bank
Ohio
$1.56K – – –
MG
1069
Mather Group
Illinois
$1.26K – – –
Q1WB
1070
Quest 10 Wealth Builders
Virginia
$1.2K +$1.21K +24 New
AWM
1071
Abound Wealth Management
Tennessee
$958 +$960 +19 New
RIL
1072
Rothschild Investment LLC
Illinois
$907 – – –
ACM
1073
Anfield Capital Management
California
$806 – – –
RDFA
1074
Ritter Daniher Financial Advisory
Ohio
$756 – – –
OIA
1075
Optimum Investment Advisors
Illinois
$554 – – –
41 42
43
44 45

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.