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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
AF
126
Allworth Financial
California
$19.4M -$3.32M -65,745 -15%
KF
127
Krilogy Financial
Missouri
$19.3M +$9.69M +191,839 +100%
PA
128
Paragon Advisors
Texas
$19.3M +$14.9M +294,807 +336%
CG
129
Cynosure Group
Utah
$19.2M -$60.5K -1,197 -0.3%
IA
130
IFP Advisors
Florida
$19.2M +$36.9K +730 +0.2%
AIA
131
Arbor Investment Advisors
North Carolina
$19.2M +$353K +6,990 +2%
HI
132
Harbour Investments
Wisconsin
$19.1M -$1.04M -20,501 -5%
WWS
133
Wellington Wealth Strategies
Indiana
$19M +$15.5M +307,388 +326%
RA
134
Rockingstone Advisors
Massachusetts
$18.8M +$4.05M +80,200 +27%
IA
135
IMZ Advisory
Florida
$18.7M -$552K -10,924 -3%
NW
136
Naviter Wealth
Arkansas
$18.2M -$3.87M -76,653 -18%
CCWA
137
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$17.9M -$36.3K -719 -0.2%
RCM
138
Ridgepath Capital Management
Tennessee
$17.7M +$8.07M +159,861 +84%
DCM
139
Donaldson Capital Management
Indiana
$17.6M +$10M +198,292 +132%
CL
140
Choreo LLC
Illinois
$17.4M +$14.8M +292,546 +566%
SWP
141
Summit Wealth Partners
Florida
$17.4M -$761K -15,069 -4%
FFG
142
Frisch Financial Group
New York
$17.3M +$911K +18,031 +6%
SFA
143
Souders Financial Advisors
Ohio
$17.1M +$1.75M +34,575 +11%
PSIWM
144
Paradigm Strategies in Wealth Management
Minnesota
$17.1M -$1.86M -36,922 -10%
LCGC
145
Legacy Capital Group California
California
$17M -$2.48M -49,058 -13%
WWWM
146
White Wing Wealth Management
Texas
$16.4M +$889K +17,607 +6%
SF
147
Strategent Financial
Virginia
$16.4M +$16.5M +326,131 New
Mercer Global Advisors
148
Mercer Global Advisors
Colorado
$16.2M -$3.63M -71,821 -18%
CWM
149
Cahaba Wealth Management
Georgia
$16.2M +$925K +18,324 +6%
VWM
150
Valley Wealth Managers
New Jersey
$16M +$1.76M +34,865 +12%

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.