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JPMorgan Ultra-Short Income ETF

952 hedge funds and large institutions have $16.7B invested in JPMorgan Ultra-Short Income ETF in 2024 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 375 increasing their positions, 423 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 70

1% less funds holding

Funds holding: 966952 (-14)

11% less funds holding in top 10

Funds holding in top 10: 158141 (-17)

11% less repeat investments, than reductions

Existing positions increased: 375 | Existing positions reduced: 423

14.36% less ownership

Funds ownership: 88.15%73.8% (-14%)

15% less capital invested

Capital invested by funds: $19.6B → $16.7B (-$2.94B)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $434K

Holders
952
Holders Change
-14
Holders Change %
-1.45%
% of All Funds
13.71%
Holding in Top 10
141
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-10.76%
% of All Funds
2.03%
New
73
Increased
375
Reduced
423
Closed
70
Calls
Puts
$434K
Net Calls
-$434K
Net Calls Change
-$434K
Name Holding Trade Value Shares
Change
Change in
Stake
FA
126
Fountainhead AM
New Jersey
$17.4M -$2.35M -46,682 -12%
CAAS
127
Capital Asset Advisory Services
Michigan
$17.1M +$6.09M +121,025 +55%
RWA
128
Roberts Wealth Advisors
California
$16.8M -$121K -2,401 -0.7%
WA
129
Waverly Advisors
Alabama
$16.6M +$16.5M +328,566 New
IWC
130
Integrated Wealth Concepts
Massachusetts
$16.6M +$4.26M +84,598 +35%
SC
131
Savant Capital
Illinois
$16.2M -$1.33M -26,340 -8%
HighTower Advisors
132
HighTower Advisors
Illinois
$16.1M -$1.08M -21,415 -6%
WWWM
133
White Wing Wealth Management
Texas
$16M -$743K -14,758 -4%
PJWM
134
Philip James Wealth Mangement
Georgia
$15.9M -$200K -3,969 -1%
MWA
135
Mills Wealth Advisors
Texas
$15.9M -$973K -19,330 -6%
WWA
136
WCG Wealth Advisors
Nevada
$15.8M -$702K -13,938 -4%
AC
137
Abbrea Capital
California
$15.8M +$530K +10,536 +3%
CW
138
Connectus Wealth
Ohio
$15.6M -$42.8M -850,654 -73%
CFG
139
Cooper Financial Group
California
$15.5M -$270K -5,366 -2%
Comerica Bank
140
Comerica Bank
Texas
$15.4M -$514K -10,203 -3%
IA
141
IFP Advisors
Florida
$14.5M +$6.44M +127,884 +80%
MA
142
Mutual Advisors
Nebraska
$14.4M -$874K -17,363 -6%
TWM
143
TMD Wealth Management
Arizona
$14.3M +$704K +13,984 +5%
WCM
144
Wunderlich Capital Managemnt
Tennessee
$14.2M +$2.82M +56,107 +25%
RA
145
Ruggaard & Associates
Ohio
$14.2M +$540K +10,729 +4%
SC
146
Saiph Capital
New Jersey
$14.2M +$369K +7,326 +3%
I
147
INVST
Indiana
$14.2M +$928K +18,436 +7%
CAWM
148
Capital Advisors Wealth Management
Washington
$14.1M +$992K +19,710 +8%
SLWA
149
San Luis Wealth Advisors
California
$14M -$8.17M -162,273 -37%
SQA
150
Simon Quick Advisors
New Jersey
$14M -$652K -12,949 -4%

JPST Hedge Fund Activity: Q1 2024 in Review

952 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q1 2024, worth a combined $16.7B — down 15% from $19.6B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new JPST positions and 70 closed out — a net gain of 3 holders — while 375 added to existing stakes and 423 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $531M. The largest seller was Morgan Stanley, cutting an estimated $2.92B.

  • 952 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q1 2024, down from 966 in Q4 2023.
  • Funds reported $16.7B of JPMorgan Ultra-Short Income ETF stock for Q1 2024, down 15% quarter-over-quarter.
  • 73 funds opened new JPMorgan Ultra-Short Income ETF positions in Q1 2024 and 70 closed out, a net change of +3 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q1 2024 was JP Morgan Chase, an estimated $531M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q1 2024 was Morgan Stanley, an estimated $2.92B sold.

Based on aggregated 13F filings for Q1 2024.