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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
CFG
101
Cooper Financial Group
California
$24M +$3.75M +74,280 +19%
FMP
102
Financial Management Professionals
Texas
$23.8M -$7.12M -141,023 -23%
EK
103
Evensky & Katz
Florida
$23.1M +$341K +6,744 +1%
WAM
104
Weatherly Asset Management
California
$23.1M +$1.3M +25,732 +6%
TNB
105
Thomasville National Bank
Georgia
$22.9M +$2.09M +41,444 +10%
Jones Financial Companies
106
Jones Financial Companies
Missouri
$22.8M +$13.7M +271,107 +149%
IWMWV
107
Ironwood Wealth Management (West Virginia)
West Virginia
$22.4M +$681K +13,491 +3%
Janney Montgomery Scott
108
Janney Montgomery Scott
Pennsylvania
$22.4M +$2.26M +44,795 +11%
CA
109
Crane Advisory
California
$21.8M +$21.8M +431,560 New
AWS
110
Atria Wealth Solutions
New York
$21.3M -$3.79M -75,097 -15%
WOC
111
West Oak Capital
California
$21.2M +$419K +8,291 +25%
HI
112
Hudock Inc
Pennsylvania
$21.1M -$1.62M -32,167 -7%
RWA
113
Roberts Wealth Advisors
California
$21.1M +$3.92M +77,597 +23%
AF
114
Advisornet Financial
Minnesota
$21.1M +$4.13M +81,769 +24%
KAS
115
Kestra Advisory Services
Texas
$21M -$15.6M -308,716 -43%
ESL
116
Endurance Services Ltd
New York
$20.9M
NI
117
Nepsis Inc
Minnesota
$20.9M +$29.6K +586 +2%
PWM
118
Palumbo Wealth Management
New York
$20.9M +$20.9M +414,088 New
MWM
119
Mascoma Wealth Management
New Hampshire
$20.6M +$177K +3,496 +0.9%
AWM
120
AE Wealth Management
Kansas
$20.3M -$643K -12,736 -3%
ACA
121
Ascension Capital Advisors
Texas
$19.9M +$11.1M +220,658 +126%
HOWA
122
Heritage Oak Wealth Advisors
Florida
$19.9M +$19.9M +394,183 New
CIAS
123
Capital Investment Advisory Services
North Carolina
$19.7M -$422K -8,350 -2%
WA
124
Waverly Advisors
Alabama
$19.6M +$3.01M +59,650 +18%
PWG
125
Portside Wealth Group
Utah
$19.5M -$1.07M -21,281 -5%

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.