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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
LPT
151
Legacy Private Trust
Wisconsin
$15.8M +$5.94M +117,570 +60%
SF
152
Synovus Financial
Georgia
$15.8M -$15.6M -309,667 -50%
RFWA
153
RPg Family Wealth Advisory
Massachusetts
$15.7M +$1.71M +33,852 +12%
HWP
154
Highline Wealth Partners
California
$15.7M -$7.92M -156,872 -34%
CAWM
155
Capital Advisors Wealth Management
Washington
$15.6M +$2.29M +45,412 +17%
SWP
156
Stratos Wealth Partners
Ohio
$15.6M +$1.62M +32,145 +12%
AAS
157
Ameritas Advisory Services
Nebraska
$15.5M -$1.77M -35,065 -10%
JWBC
158
John W. Brooker & Co
California
$15.4M +$3.31M +65,467 +27%
VP
159
Verum Partners
North Carolina
$15.4M -$10.5M -207,121 -40%
RWP
160
Ridgeline Wealth Planning
Ohio
$15.3M +$15.4M +304,576 New
RCM
161
Requisite Capital Management
Texas
$15.1M -$5.36M -106,172 -26%
SWM
162
Schwallier Wealth Management
Michigan
$15M -$3.28M -65,006 -18%
RA
163
Ruggaard & Associates
Ohio
$14.8M +$474K +9,389 +3%
DWM
164
Dakota Wealth Management
Florida
$14.8M +$1.87M +37,078 +14%
CFG
165
Citizens Financial Group
Rhode Island
$14.8M -$932K -18,464 -6%
MWC
166
MBM Wealth Consultants
Missouri
$14.8M +$2.66M +52,744 +22%
Comerica Bank
167
Comerica Bank
Texas
$14.5M +$115K +2,272 +0.8%
DAS
168
Dynamic Advisor Solutions
Arizona
$14.4M +$563K +11,155 +4%
SQA
169
Simon Quick Advisors
New Jersey
$14.1M +$103K +2,039 +0.7%
RW
170
REDW Wealth
New Mexico
$14.1M -$2.25M -44,525 -14%
PCG
171
Prosperity Consulting Group
Maryland
$14M +$2.01M +39,837 +17%
PA
172
Prism Advisors
California
$14M +$233K +4,620 +2%
AWAU
173
Alliance Wealth Advisors (Utah)
Utah
$13.9M +$19.8K +393 +0.1%
KL
174
KWMG LLC
Kansas
$13.8M +$190K +3,763 +1%
FAM
175
Flaharty Asset Management
Florida
$13.8M -$14.2M -281,106 -51%

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.