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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
JWCA
201
J.W. Cole Advisors
Florida
$10.1M +$2.52M +49,801 +34%
EWA
202
Encompass Wealth Advisors
Oregon
$10.1M +$45.8K +907 +0.5%
LPT
203
Legacy Private Trust
Wisconsin
$9.96M -$25K -495 -0.3%
SC
204
Savant Capital
Illinois
$9.96M -$2.11M -41,839 -18%
CAM
205
Cobblestone Asset Management
Virginia
$9.84M -$1.33M -26,344 -12%
KF
206
Krilogy Financial
Missouri
$9.76M +$1.65M +32,567 +20%
PFWA
207
Paces Ferry Wealth Advisors
Georgia
$9.74M +$757K +14,972 +8%
RCM
208
Ridgepath Capital Management
Tennessee
$9.71M -$8.88M -175,797 -48%
WAM
209
WNY Asset Management
New York
$9.67M +$1.08M +21,435 +13%
DADC
210
D.A. Davidson & Co
Montana
$9.59M +$4.97M +98,352 +108%
MF
211
Meridian Financial
Massachusetts
$9.53M -$99.3K -1,965 -1%
CWC
212
Carolinas Wealth Consulting
North Carolina
$9.4M +$471K +9,327 +5%
Citigroup
213
Citigroup
New York
$9.38M -$242K -4,796 -3%
VWM
214
VCI Wealth Management
Missouri
$9.31M +$954K +18,879 +11%
SA
215
Stewardship Advisors
Pennsylvania
$9.22M +$2.96M +58,623 +48%
SAS
216
Sage Advisory Services
Texas
$9.22M
Jones Financial Companies
217
Jones Financial Companies
Missouri
$9.21M +$5.5M +108,836 +150%
I2I
218
Insight 2811 Inc
Illinois
$9.13M -$347K -6,872 -4%
EFS
219
Essex Financial Services
Connecticut
$9.12M -$1.23M -24,344 -12%
BL
220
BFSG LLC
California
$9.1M +$4.2M +83,092 +86%
TYCC
221
Texas Yale Capital Corp
Florida
$9.05M
IWN
222
Independent Wealth Network
Iowa
$8.99M +$2.89M +57,201 +48%
ACG
223
Allen Capital Group
Nebraska
$8.97M +$603K +11,941 +7%
ACA
224
Ascension Capital Advisors
Texas
$8.89M +$114K +2,265 +1%
NF
225
NavPoint Financial
Minnesota
$8.85M -$438K -8,674 -5%

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.