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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
KOC
1101
Koss-Olinger Consulting
Florida
-$354K -6,984 Closed
CSPIA
1102
Cary Street Partners Investment Advisory
Virginia
-$353K -6,959 Closed
WP
1103
WealthPLAN Partners
Nebraska
-$333K -6,554 Closed
OWM
1104
Opes Wealth Management
California
-$327K -6,450 Closed
SFG
1105
Sterling Financial Group
California
-$313K -6,178 Closed
FWM
1106
FMA Wealth Management
Massachusetts
-$309K -6,086 Closed
ZIMP
1107
Zimmermann Investment Management & Planning
Pennsylvania
-$299K -5,885 Closed
SIG
1108
Spinnaker Investment Group
California
-$297K -5,849 Closed
PWM
1109
Prosperity Wealth Management
California
-$292K -5,754 Closed
TW
1110
TritonPoint Wealth
Maryland
-$270K -5,321 Closed
Bank of Nova Scotia
1111
Bank of Nova Scotia
Ontario, Canada
-$259K -5,109 Closed
CA
1112
Calton & Associates
Florida
-$256K -5,045 Closed
CTI
1113
Community Trust & Investment
Kentucky
-$238K -4,700 Closed
SIA
1114
SkyView Investment Advisors
New Jersey
-$235K -4,628 Closed
HL
1115
HeadInvest LLC
Maine
-$234K -4,620 Closed
TI
1116
TrueMark Investments
Illinois
-$221K -4,357 Closed
ACP
1117
Aveo Capital Partners
Colorado
-$220K -4,334 Closed
FSG
1118
Financial Strategies Group
Michigan
-$219K -4,328 Closed
RWM
1119
Revisor Wealth Management
Ohio
-$218K -4,288 Closed
LFAS
1120
Level Four Advisory Services
Texas
-$213K -4,213 Closed
CWA
1121
Centennial Wealth Advisory
Michigan
-$209K -4,115 Closed
Goldman Sachs
1122
Goldman Sachs
New York
-$208K -4,094 Closed
WIA
1123
Westbourne Investment Advisors
Maryland
-$207K -4,075 Closed
SAM
1124
Sectoral Asset Management
Quebec, Canada
-$127K -2,500 Closed
PS
1125
Planned Solutions
California
-$115K -2,260 Closed

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.