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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
DWM
176
Dakota Wealth Management
Florida
$11.3M -$133K -2,651 -1%
FBFS
177
First Business Financial Services
Wisconsin
$11.3M +$386K +7,664 +4%
SCA
178
Scott Capital Advisors
Oregon
$11.3M +$310K +6,154 +3%
IPW
179
IronBridge Private Wealth
Texas
$11.3M +$346K +6,867 +3%
NF
180
NavPoint Financial
Minnesota
$11.3M +$142K +2,811 +1%
HFRG
181
Houlihan Financial Resource Group
Virginia
$11M +$105K +2,078 +1%
RCA
182
Resonant Capital Advisors
Wisconsin
$10.9M +$2.07M +41,078 +23%
SWP
183
Stratos Wealth Partners
Ohio
$10.9M -$1.81M -35,899 -14%
OLVIG
184
Oliver Lagore Vanvalin Investment Group
Michigan
$10.8M +$2.28M +45,357 +27%
Bank of Montreal
185
Bank of Montreal
Ontario, Canada
$10.6M +$8.81M +175,027 +511%
HSG
186
Helen Stephens Group
Texas
$10.5M +$367K +7,286 +4%
LHC
187
Little House Capital
Massachusetts
$10.3M +$4.48M +89,006 +77%
CA
188
Crewe Advisors
Utah
$10.3M +$50.5K +1,003 +0.5%
LA
189
LexAurum Advisors
Kansas
$10.1M -$144K -2,853 -1%
LWA
190
Lowe Wealth Advisors
Maryland
$10.1M +$125K +2,489 +1%
EFS
191
Essex Financial Services
Connecticut
$9.98M +$648K +12,871 +7%
TCM
192
Triumph Capital Management
Colorado
$9.95M -$3.67M -72,848 -27%
JFGIW
193
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9.94M -$7.57M -150,419 -43%
AF
194
Advisornet Financial
Minnesota
$9.87M +$3.5M +69,416 +55%
NW
195
Naviter Wealth
Arkansas
$9.85M -$5.52M -109,584 -36%
LPT
196
Legacy Private Trust
Wisconsin
$9.58M +$1.36M +27,056 +17%
CCG
197
Chatham Capital Group
Georgia
$9.56M -$137K -2,715 -1%
KWM
198
Keating Wealth Management
Colorado
$9.55M -$5.14M -102,012 -35%
Citigroup
199
Citigroup
New York
$9.52M -$658K -13,061 -6%
EWA
200
Encompass Wealth Advisors
Oregon
$9.42M -$175K -3,475 -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.