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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
FA
101
Fountainhead AM
New Jersey
$22.2M +$6.83M +135,203 +45%
WAM
102
Weatherly Asset Management
California
$21.8M +$328K +6,493 +2%
SLWA
103
San Luis Wealth Advisors
California
$21.8M +$2.08M +41,087 +11%
IWMWV
104
Ironwood Wealth Management (West Virginia)
West Virginia
$21.7M +$540K +10,680 +3%
SW
105
StrongBox Wealth
Missouri
$21.2M +$41.2K +815 +0.2%
AWM
106
AE Wealth Management
Kansas
$21.1M -$21.4M -424,150 -51%
ESL
107
Endurance Services Ltd
New York
$21.1M +$21M +415,000 New
TNB
108
Thomasville National Bank
Georgia
$21M -$333K -6,593 -2%
PWG
109
Portside Wealth Group
Utah
$20.7M +$406K +8,028 +2%
MWM
110
Mascoma Wealth Management
New Hampshire
$20.6M +$490K +9,699 +2%
RCM
111
Requisite Capital Management
Texas
$20.5M +$1.1M +21,718 +6%
CFG
112
Cooper Financial Group
California
$20.4M +$3.21M +63,581 +19%
CIAS
113
Capital Investment Advisory Services
North Carolina
$20.3M -$3.38M -66,871 -14%
Janney Montgomery Scott
114
Janney Montgomery Scott
Pennsylvania
$20.3M -$1.78M -35,284 -8%
HI
115
Harbour Investments
Wisconsin
$20.3M -$1.64M -32,489 -8%
NA
116
NewEdge Advisors
Louisiana
$20M +$2.2M +43,443 +12%
Mercer Global Advisors
117
Mercer Global Advisors
Colorado
$19.9M -$1.93M -38,292 -9%
LCGC
118
Legacy Capital Group California
California
$19.6M +$10.2M +201,947 +110%
CG
119
Cynosure Group
Utah
$19.4M -$275K -5,436 -1%
IA
120
IFP Advisors
Florida
$19.3M -$758K -15,006 -4%
IA
121
IMZ Advisory
Florida
$19.2M +$1.22M +24,091 +7%
MAM
122
McCarthy Asset Management
California
$19.2M +$85.4K +1,691 +0.4%
PSIWM
123
Paradigm Strategies in Wealth Management
Minnesota
$19.1M -$9M -178,057 -32%
AIA
124
Arbor Investment Advisors
North Carolina
$18.9M +$554K +10,956 +3%
SWM
125
Schwallier Wealth Management
Michigan
$18.4M +$2.96M +58,496 +19%
3 4
5
6 7

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.