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JPMorgan Ultra-Short Income ETF

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: 987977 (-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: 134128 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
REMPR
126
Roof Eidam Maycock Peralta (REMP)
California
$18.4M +$4.75M +93,920 +35%
SWP
127
Summit Wealth Partners
Florida
$18.3M +$389K +7,703 +2%
CCWA
128
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$18.1M -$131K -2,601 -0.7%
AAS
129
Ameritas Advisory Services
Nebraska
$17.4M -$15M -296,473 -46%
RWA
130
Roberts Wealth Advisors
California
$17.2M +$711K +14,074 +4%
AF
131
Advisornet Financial
Minnesota
$17.1M +$3.55M +70,342 +26%
WA
132
Waverly Advisors
Alabama
$16.7M -$100K -1,985 -0.6%
TSW
133
Three Seasons Wealth
Utah
$16.5M +$16.5M +325,887 New
FFG
134
Frisch Financial Group
New York
$16.5M -$14.2M -281,621 -46%
RW
135
REDW Wealth
New Mexico
$16.4M +$2.33M +46,024 +17%
IWC
136
Integrated Wealth Concepts
Massachusetts
$16.1M -$753K -14,903 -4%
MIS
137
Morningstar Investment Services
Illinois
$15.9M +$803K +15,889 +5%
CFG
138
Citizens Financial Group
Rhode Island
$15.8M -$1.25M -24,727 -7%
WWWM
139
White Wing Wealth Management
Texas
$15.7M +$74.2K +1,468 +0.5%
SFA
140
Souders Financial Advisors
Ohio
$15.5M +$985K +19,500 +7%
CWM
141
Cahaba Wealth Management
Georgia
$15.4M +$642K +12,703 +4%
SHGA
142
Sand Hill Global Advisors
California
$14.9M +$6.59M +130,407 +80%
RA
143
Rockingstone Advisors
Massachusetts
$14.9M +$7.02M +138,955 +90%
AC
144
Avestar Capital
New York
$14.5M -$7.44M -147,305 -34%
RA
145
Ruggaard & Associates
Ohio
$14.5M -$67.7K -1,339 -0.5%
Comerica Bank
146
Comerica Bank
Texas
$14.4M -$345K -6,832 -2%
VWM
147
Valley Wealth Managers
New Jersey
$14.3M +$2.21M +43,639 +18%
MFP
148
Meridian Financial Partners
Virginia
$14.3M +$362K +7,168 +3%
Thrivent Financial for Lutherans
149
Thrivent Financial for Lutherans
Minnesota
$14.1M -$6.62M -130,934 -32%
PI
150
Parkside Investments
Illinois
$14.1M -$4.7M -92,965 -25%

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.