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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
DAS
151
Dynamic Advisor Solutions
Arizona
$14M -$54K -1,072 -0.4%
SFA
152
Souders Financial Advisors
Ohio
$14M -$1.21M -23,975 -8%
MIS
153
Morningstar Investment Services
Illinois
$13.7M -$13.2M -261,237 -49%
MFP
154
Meridian Financial Partners
Virginia
$13.7M +$238K +4,721 +2%
CWM
155
Cahaba Wealth Management
Georgia
$13.5M +$935K +18,580 +7%
RFWA
156
RPg Family Wealth Advisory
Massachusetts
$13.5M +$475K +9,432 +4%
MMA
157
Miracle Mile Advisors
California
$13.3M -$10.7M -212,709 -45%
GFG
158
Goldstone Financial Group
Illinois
$13.2M +$1.12M +22,189 +9%
RHP
159
Royal Harbor Partners
Texas
$13.2M +$270K +5,365 +2%
FTUS
160
Flow Traders U.S.
New York
$13.1M +$9.44M +187,480 +260%
REMPR
161
Roof Eidam Maycock Peralta (REMP)
California
$13.1M +$318K +6,307 +2%
GKWIM
162
Gerber Kawasaki Wealth & Investment Management
California
$12.9M -$2.86M -56,853 -18%
AWAU
163
Alliance Wealth Advisors (Utah)
Utah
$12.8M +$1.58M +31,354 +14%
NG
164
Norden Group
Utah
$12.8M +$1.73M +34,319 +16%
SWM
165
Schwallier Wealth Management
Michigan
$12.6M +$12.3M +244,896 +6,011%
JWBC
166
John W. Brooker & Co
California
$12.5M -$1.55M -30,720 -11%
PA
167
Prism Advisors
California
$12.5M +$1.53M +30,352 +14%
KL
168
KWMG LLC
Kansas
$12.3M +$398K +7,895 +3%
Truist Financial
169
Truist Financial
North Carolina
$12.3M +$2.08M +41,259 +20%
JWA
170
JFS Wealth Advisors
Pennsylvania
$12.1M +$2.48M +49,249 +26%
HFS
171
Heritage Financial Services
Massachusetts
$12M +$3.31M +65,646 +38%
HWP
172
Highline Wealth Partners
California
$11.9M +$1.42M +28,254 +14%
MWC
173
MBM Wealth Consultants
Missouri
$11.9M +$440K +8,737 +4%
Corient Private Wealth
174
Corient Private Wealth
Florida
$11.8M -$1.9M -37,786 -14%
VWM
175
Valley Wealth Managers
New Jersey
$11.5M +$260K +5,170 +2%

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.