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JPMorgan Ultra-Short Income ETF

1,096 hedge funds and large institutions have $22.8B invested in JPMorgan Ultra-Short Income ETF in 2025 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 527 increasing their positions, 369 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 62

43% more repeat investments, than reductions

Existing positions increased: 527 | Existing positions reduced: 369

13% more funds holding in top 10

Funds holding in top 10: 151171 (+20)

7% more capital invested

Capital invested by funds: $21.2B → $22.8B (+$1.59B)

2% more funds holding

Funds holding: 1,0751,096 (+21)

2.5% less ownership

Funds ownership: 75.03%72.53% (-2.5%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $56K

Holders
1,096
Holders Change
+21
Holders Change %
+1.95%
% of All Funds
14.7%
Holding in Top 10
171
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+13.25%
% of All Funds
2.29%
New
106
Increased
527
Reduced
369
Closed
62
Calls
Puts
$56K
Net Calls
-$56K
Net Calls Change
-$56K
Name Holding Trade Value Shares
Change
Change in
Stake
AP
101
Appleton Partners
Massachusetts
$24.4M -$567K -11,229 -2%
FMP
102
Financial Management Professionals
Texas
$24.3M +$380K +7,525 +2%
EK
103
Evensky & Katz
Florida
$24.1M +$921K +18,234 +4%
BMCM
104
Bryn Mawr Capital Management
Pennsylvania
$24M -$171K -3,393 -0.7%
WAM
105
Weatherly Asset Management
California
$23.9M +$830K +16,425 +4%
CG
106
Clarus Group
Texas
$23.9M -$1.3M -25,668 -5%
FPF
107
First Pacific Financial
Washington
$23.5M +$19.6M +388,312 +513%
DCM
108
Donaldson Capital Management
Indiana
$23.4M +$5.68M +112,485 +32%
PWA
109
Phoenix Wealth Advisors
North Carolina
$23M -$16.4M -323,828 -42%
NW
110
Naviter Wealth
Arkansas
$22.9M +$4.65M +92,131 +26%
HI
111
Harbour Investments
Wisconsin
$22.1M +$2.9M +57,379 +15%
IWMWV
112
Ironwood Wealth Management (West Virginia)
West Virginia
$21.9M -$474K -9,390 -2%
TNB
113
Thomasville National Bank
Georgia
$21.5M -$1.53M -30,364 -7%
CAM
114
Cresset Asset Management
Illinois
$21.4M -$3.79M -75,107 -15%
MWM
115
Mascoma Wealth Management
New Hampshire
$21M +$309K +6,114 +1%
ESL
116
Endurance Services Ltd
New York
$21M
CFG
117
Cooper Financial Group
California
$20.9M -$3.14M -62,207 -13%
CIAS
118
Capital Investment Advisory Services
North Carolina
$20.9M +$1.05M +20,821 +5%
RWA
119
Roberts Wealth Advisors
California
$20.9M -$325K -6,426 -2%
PWG
120
Portside Wealth Group
Utah
$20.6M +$1.01M +19,989 +5%
MC
121
McMorgan & Co
California
$20.4M -$32.9M -651,028 -62%
HOWA
122
Heritage Oak Wealth Advisors
Florida
$20.2M +$225K +4,459 +1%
AIA
123
Arbor Investment Advisors
North Carolina
$20.2M +$890K +17,625 +5%
IA
124
IFP Advisors
Florida
$20M +$743K +14,710 +4%
IA
125
IMZ Advisory
Florida
$19.9M +$1.16M +22,872 +6%

JPST Hedge Fund Activity: Q1 2025 in Review

1,096 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q1 2025, worth a combined $22.8B — up 7.5% from $21.2B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new JPST positions and 62 closed out — a net gain of 44 holders — while 527 added to existing stakes and 369 trimmed.

The largest buyer was Temasek Holdings, opening a new position worth an estimated $841M. The largest seller was Fidelity Investments, cutting an estimated $115M.

  • 1,096 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q1 2025, up from 1,075 in Q4 2024.
  • Funds reported $22.8B of JPMorgan Ultra-Short Income ETF stock for Q1 2025, up 7.5% quarter-over-quarter.
  • 106 funds opened new JPMorgan Ultra-Short Income ETF positions in Q1 2025 and 62 closed out, a net change of +44 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q1 2025 was Temasek Holdings, an estimated $841M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q1 2025 was Fidelity Investments, an estimated $115M sold.

Based on aggregated 13F filings for Q1 2025.