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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
Morgan Stanley
1
Morgan Stanley
New York
$2.74B -$2.92B -57,923,737 -52%
JP Morgan Chase
2
JP Morgan Chase
New York
$2.31B +$531M +10,546,138 +30%
Bank of America
3
Bank of America
North Carolina
$731M -$104M -2,065,046 -12%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$714M +$6.23M +123,798 +0.9%
Charles Schwab
5
Charles Schwab
California
$687M +$8M +158,913 +1%
LPL Financial
6
LPL Financial
California
$461M -$33M -654,730 -7%
UBS Group
7
UBS Group
Switzerland
$435M -$16.9M -335,769 -4%
HWM
8
HB Wealth Management
Georgia
$405M +$22.3M +443,033 +6%
Wells Fargo
9
Wells Fargo
California
$388M +$12.3M +244,614 +3%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$244M +$66.3M +1,317,710 +37%
Betterment LLC
11
Betterment LLC
New York
$236M +$56.3M +1,118,756 +31%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$182M +$44.8M +890,558 +33%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$176M -$9.66M -191,920 -5%
Cerity Partners
14
Cerity Partners
New York
$169M -$59.3M -1,177,651 -26%
Osaic Holdings
15
Osaic Holdings
Arizona
$127M -$7.69M -152,672 -6%
FDCP
16
Foster Dykema Cabot & Partners
Massachusetts
$120M +$667K +13,240 +0.6%
TC
17
TownSquare Capital
Utah
$119M -$3.4M -67,581 -3%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$104M -$1.1M -21,946 -1%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$102M +$15.7M +310,930 +18%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$92.1M -$4.42M -87,858 -5%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$90.3M +$81.4M +1,616,273 +927%
S
22
SignatureFD
Georgia
$86.1M +$3.74M +74,235 +5%
BA
23
Bridgewater Advisors
New York
$78.8M +$8.1M +160,843 +11%
Renaissance Technologies
24
Renaissance Technologies
New York
$77.8M
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$76.9M +$12M +238,654 +19%

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.