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JPMorgan Ultra-Short Income ETF

977 hedge funds and large institutions have $18.9B invested in JPMorgan Ultra-Short Income ETF in 2024 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 424 increasing their positions, 382 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 424 | Existing positions reduced: 382

6% more capital invested

Capital invested by funds: $17.7B → $18.9B (+$1.13B)

5% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 74

1% less funds holding

Funds holding: 987977 (-10)

1.15% less ownership

Funds ownership: 73.11%71.96% (-1.1%)

4% less funds holding in top 10

Funds holding in top 10: 134128 (-6)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $238K

Holders
977
Holders Change
-10
Holders Change %
-1.01%
% of All Funds
14.03%
Holding in Top 10
128
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-4.48%
% of All Funds
1.84%
New
78
Increased
424
Reduced
382
Closed
74
Calls
Puts
$238K
Net Calls
-$238K
Net Calls Change
-$238K
Name Holding Trade Value Shares
Change
Change in
Stake
PCG
176
Prosperity Consulting Group
Maryland
$12.1M +$11.7M +231,197 +3,352%
SCA
177
Scott Capital Advisors
Oregon
$12M +$1.62M +32,074 +16%
WWA
178
WCG Wealth Advisors
Nevada
$12M -$1.51M -29,824 -11%
MA
179
Mutual Advisors
Nebraska
$11.9M +$61.1K +1,210 +0.5%
OC
180
Oarsman Capital
Wisconsin
$11.6M +$7.88K +156 +0.1%
TSWM
181
Tyler-Stone Wealth Management
Ohio
$11.5M +$9.21M +182,188 +411%
EL
182
Essex LLC
Illinois
$11.1M +$2.77M +54,906 +34%
CCMG
183
Clark Capital Management Group
Pennsylvania
$11M +$11M +217,545 New
TCM
184
TD Capital Management
Tennessee
$11M +$1.22M +24,054 +12%
MSA
185
Mason Street Advisors
Wisconsin
$11M
IWM
186
IHT Wealth Management
Illinois
$10.7M +$44.6K +883 +0.4%
I
187
INVST
Indiana
$10.6M -$1.78M -35,215 -14%
SCM
188
SOL Capital Management
Maryland
$10.6M -$455K -9,014 -4%
GLA
189
Good Life Advisors
Pennsylvania
$10.4M +$3.53M +69,954 +51%
Bank of Montreal
190
Bank of Montreal
Ontario, Canada
$10.4M +$4.69M +92,775 +82%
HFRG
191
Houlihan Financial Resource Group
Virginia
$10.4M -$604K -11,954 -6%
VAM
192
Vienna Asset Management
California
$10.3M +$8.48M +167,848 +465%
RCA
193
Resonant Capital Advisors
Wisconsin
$10.3M +$220K +4,352 +2%
AI
194
Atria Investments
North Carolina
$10.3M +$1.26M +24,883 +14%
FBFS
195
First Business Financial Services
Wisconsin
$10.2M -$1.19M -23,549 -10%
CCG
196
Chatham Capital Group
Georgia
$10.2M +$39.9K +790 +0.4%
KPWS
197
Kestra Private Wealth Services
Texas
$10.2M +$6.2M +122,706 +157%
CWA
198
Choice Wealth Advisors
Maine
$10.1M +$363K +7,186 +4%
LWA
199
Lowe Wealth Advisors
Maryland
$10.1M -$189K -3,731 -2%
DWM
200
Diversify Wealth Management
Utah
$10.1M +$4.88M +96,533 +93%

JPST Hedge Fund Activity: Q3 2024 in Review

977 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q3 2024, worth a combined $18.9B — up 6.3% from $17.7B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new JPST positions and 74 closed out — a net gain of 4 holders — while 424 added to existing stakes and 382 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $770M. The largest seller was Bank of America, cutting an estimated $36.6M.

  • 977 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q3 2024, down from 987 in Q2 2024.
  • Funds reported $18.9B of JPMorgan Ultra-Short Income ETF stock for Q3 2024, up 6.3% quarter-over-quarter.
  • 78 funds opened new JPMorgan Ultra-Short Income ETF positions in Q3 2024 and 74 closed out, a net change of +4 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q3 2024 was JP Morgan Chase, an estimated $770M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q3 2024 was Bank of America, an estimated $36.6M sold.

Based on aggregated 13F filings for Q3 2024.