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JPMorgan Ultra-Short Income ETF

1,075 hedge funds and large institutions have $21.2B invested in JPMorgan Ultra-Short Income ETF in 2024 Q4 according to their latest regulatory filings, with 174 funds opening new positions, 476 increasing their positions, 345 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

195% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 59

38% more repeat investments, than reductions

Existing positions increased: 476 | Existing positions reduced: 345

18% more funds holding in top 10

Funds holding in top 10: 128151 (+23)

12% more capital invested

Capital invested by funds: $18.9B → $21.2B (+$2.35B)

10% more funds holding

Funds holding: 9771,075 (+98)

3.07% more ownership

Funds ownership: 71.96%75.03% (+3.1%)

Holders
1,075
Holders Change
+98
Holders Change %
+10.03%
% of All Funds
14.16%
Holding in Top 10
151
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+17.97%
% of All Funds
1.99%
New
174
Increased
476
Reduced
345
Closed
59
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IPW
201
IronBridge Private Wealth
Texas
$11.6M -$690K -13,657 -6%
MWA
202
Mills Wealth Advisors
Texas
$11.3M -$1.58M -31,314 -12%
SCM
203
SOL Capital Management
Maryland
$11.2M +$755K +14,946 +7%
PMWMG
204
Parr McKnight Wealth Management Group
Minnesota
$11.1M +$11.1M +220,455 New
TSWM
205
Tyler-Stone Wealth Management
Ohio
$11.1M -$324K -6,416 -3%
HSG
206
Helen Stephens Group
Texas
$11.1M -$1.8M -35,705 -14%
MSA
207
Mason Street Advisors
Wisconsin
$10.9M
EWA
208
Encompass Wealth Advisors
Oregon
$10.9M +$905K +17,922 +9%
PCIA
209
Prime Capital Investment Advisors
Kansas
$10.8M +$5.8M +114,808 +115%
OC
210
Oarsman Capital
Wisconsin
$10.7M -$828K -16,393 -7%
VWM
211
VCI Wealth Management
Missouri
$10.7M +$1.48M +29,388 +16%
I
212
INVST
Indiana
$10.7M +$195K +3,869 +2%
SAA
213
Southeast Asset Advisors
Georgia
$10.7M +$3.15M +62,409 +42%
RCA
214
Resonant Capital Advisors
Wisconsin
$10.6M +$357K +7,065 +3%
PFWA
215
Paces Ferry Wealth Advisors
Georgia
$10.5M +$870K +17,235 +9%
CWA
216
Choice Wealth Advisors
Maine
$10.5M +$446K +8,836 +4%
JWCA
217
J.W. Cole Advisors
Florida
$10.4M +$442K +8,758 +4%
FBFS
218
First Business Financial Services
Wisconsin
$10.4M +$233K +4,609 +2%
TCM
219
TD Capital Management
Tennessee
$10.2M -$711K -14,073 -6%
Millennium Management
220
Millennium Management
New York
$10.2M +$8.46M +167,529 +486%
SA
221
Sovran Advisors
California
$10.1M +$10.1M +200,785 New
NCM
222
Noesis Capital Mangement
Florida
$10.1M +$1.28M +25,319 +15%
LWA
223
Lowe Wealth Advisors
Maryland
$10M +$2.52K +50 +0%
ACG
224
Allen Capital Group
Nebraska
$10M +$1.13M +22,424 +13%
CCG
225
Chatham Capital Group
Georgia
$10M -$136K -2,700 -1%

JPST Hedge Fund Activity: Q4 2024 in Review

1,075 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q4 2024, worth a combined $21.2B — up 12% from $18.9B a quarter earlier.

Buyers outnumbered sellers: 174 funds opened new JPST positions and 59 closed out — a net gain of 115 holders — while 476 added to existing stakes and 345 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.21B. The largest seller was Charles Schwab, cutting an estimated $132M.

  • 1,075 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q4 2024, up from 977 in Q3 2024.
  • Funds reported $21.2B of JPMorgan Ultra-Short Income ETF stock for Q4 2024, up 12% quarter-over-quarter.
  • 174 funds opened new JPMorgan Ultra-Short Income ETF positions in Q4 2024 and 59 closed out, a net change of +115 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q4 2024 was JP Morgan Chase, an estimated $1.21B added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q4 2024 was Charles Schwab, an estimated $132M sold.

Based on aggregated 13F filings for Q4 2024.