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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
LCGC
201
Legacy Capital Group California
California
$9.39M -$393K -7,814 -4%
SAS
202
Sage Advisory Services
Texas
$9.34M -$6.13M -121,750 -40%
CWA
203
Choice Wealth Advisors
Maine
$9.26M +$207K +4,107 +2%
MF
204
Meridian Financial
Massachusetts
$9.03M -$392K -7,795 -4%
IIA
205
Integral Investment Advisors
California
$9.02M +$898K +17,832 +11%
TYCC
206
Texas Yale Capital Corp
Florida
$9M -$297K -5,900 -3%
TCM
207
TD Capital Management
Tennessee
$8.91M +$4.24M +84,196 +91%
RW
208
REDW Wealth
New Mexico
$8.89M +$296K +5,879 +3%
Millennium Management
209
Millennium Management
New York
$8.86M -$5.04M -100,159 -36%
SFS
210
Sowell Financial Services
Arkansas
$8.82M -$2.04M -40,504 -19%
CCA
211
Cobblestone Capital Advisors
New York
$8.77M +$175K +3,471 +2%
RA
212
Rockingstone Advisors
Massachusetts
$8.72M -$377K -7,491 -4%
JWM
213
Janiczek Wealth Management
Colorado
$8.72M +$105K +2,078 +1%
EL
214
Essex LLC
Illinois
$8.71M +$4.35M +86,334 +100%
SCM
215
SOL Capital Management
Maryland
$8.67M +$568K +11,288 +7%
EFS
216
Econ Financial Services
Pennsylvania
$8.67M +$8.65M +171,869 New
OIA
217
OneDigital Investment Advisors
Kansas
$8.65M -$2.74M -54,460 -24%
LL
218
LPWM LLC
Minnesota
$8.64M -$87.8K -1,744 -1%
PA
219
Perennial Advisors
New York
$8.57M +$463K +9,190 +6%
KCM
220
Kendall Capital Management
Maryland
$8.49M +$171K +3,395 +2%
ACA
221
Ascension Capital Advisors
Texas
$8.48M +$386K +7,667 +5%
FSA
222
Financial Security Advisor
Virginia
$8.43M +$2.59M +51,394 +44%
BRWA
223
B. Riley Wealth Advisors
Florida
$8.31M +$569K +11,301 +7%
KF
224
Krilogy Financial
Missouri
$8.21M -$1.82M -36,130 -18%
WAM
225
WNY Asset Management
New York
$8.18M +$412K +8,183 +5%

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.