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JPMorgan Ultra-Short Income ETF

1,096 hedge funds and large institutions have $22.8B invested in JPMorgan Ultra-Short Income ETF in 2025 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 527 increasing their positions, 369 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 62

43% more repeat investments, than reductions

Existing positions increased: 527 | Existing positions reduced: 369

13% more funds holding in top 10

Funds holding in top 10: 151171 (+20)

7% more capital invested

Capital invested by funds: $21.2B → $22.8B (+$1.59B)

2% more funds holding

Funds holding: 1,0751,096 (+21)

2.5% less ownership

Funds ownership: 75.03%72.53% (-2.5%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $56K

Holders
1,096
Holders Change
+21
Holders Change %
+1.95%
% of All Funds
14.7%
Holding in Top 10
171
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+13.25%
% of All Funds
2.29%
New
106
Increased
527
Reduced
369
Closed
62
Calls
Puts
$56K
Net Calls
-$56K
Net Calls Change
-$56K
Name Holding Trade Value Shares
Change
Change in
Stake
RFWA
151
RPg Family Wealth Advisory
Massachusetts
$16.4M +$642K +12,719 +4%
VP
152
Verum Partners
North Carolina
$16.2M +$716K +14,169 +5%
LL
153
LPWM LLC
Minnesota
$16.1M +$6.81M +134,762 +73%
AAS
154
Ameritas Advisory Services
Nebraska
$16M +$497K +9,831 +3%
PCIA
155
Prime Capital Investment Advisors
Kansas
$15.9M +$5.01M +99,147 +46%
CWM
156
Congress Wealth Management
Massachusetts
$15.8M +$14.6M +289,620 +1,259%
MWC
157
MBM Wealth Consultants
Missouri
$15.8M +$982K +19,437 +7%
RWP
158
Ridgeline Wealth Planning
Ohio
$15.7M +$258K +5,105 +2%
SHGA
159
Sand Hill Global Advisors
California
$15.7M +$3.96M +78,480 +34%
LA
160
LexAurum Advisors
Kansas
$15.5M +$6.03M +119,453 +64%
RCM
161
Requisite Capital Management
Texas
$15.4M +$337K +6,673 +2%
AWAU
162
Alliance Wealth Advisors (Utah)
Utah
$15.2M +$1.27M +25,144 +9%
RA
163
Ruggaard & Associates
Ohio
$15.2M +$253K +5,001 +2%
FAM
164
Flaharty Asset Management
Florida
$15.1M +$1.27M +25,170 +9%
FFG
165
Frisch Financial Group
New York
$15.1M -$2.28M -45,043 -13%
RCM
166
Ridgepath Capital Management
Tennessee
$14.9M -$2.9M -57,426 -16%
SF
167
Synovus Financial
Georgia
$14.8M -$1.05M -20,833 -7%
JWA
168
JFS Wealth Advisors
Pennsylvania
$14.7M +$1.08M +21,396 +8%
CFG
169
Citizens Financial Group
Rhode Island
$14.7M -$112K -2,218 -0.8%
SC
170
Scotia Capital
Ontario, Canada
$14.6M +$5.47M +108,342 +60%
HA
171
Helium Advisors
Washington
$14.4M +$2.59M +51,271 +22%
RW
172
REDW Wealth
New Mexico
$14.1M +$8.03K +159 +0.1%
SQA
173
Simon Quick Advisors
New Jersey
$14M -$137K -2,711 -1%
PA
174
Prism Advisors
California
$14M -$21.1K -418 -0.2%
DADC
175
D.A. Davidson & Co
Montana
$13.9M +$1.83M +36,311 +15%

JPST Hedge Fund Activity: Q1 2025 in Review

1,096 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q1 2025, worth a combined $22.8B — up 7.5% from $21.2B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new JPST positions and 62 closed out — a net gain of 44 holders — while 527 added to existing stakes and 369 trimmed.

The largest buyer was Temasek Holdings, opening a new position worth an estimated $841M. The largest seller was Fidelity Investments, cutting an estimated $115M.

  • 1,096 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q1 2025, up from 1,075 in Q4 2024.
  • Funds reported $22.8B of JPMorgan Ultra-Short Income ETF stock for Q1 2025, up 7.5% quarter-over-quarter.
  • 106 funds opened new JPMorgan Ultra-Short Income ETF positions in Q1 2025 and 62 closed out, a net change of +44 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q1 2025 was Temasek Holdings, an estimated $841M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q1 2025 was Fidelity Investments, an estimated $115M sold.

Based on aggregated 13F filings for Q1 2025.