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JPMorgan Ultra-Short Income ETF
JPST

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: 987 → 977 (-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: 134 → 128 (-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

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$770M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$53.2M
3
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Florida
+$50.5M
4
Temasek Holdings
Temasek Holdings
Singapore
+$49.9M
5
EFS
Econ Financial Services
Pennsylvania
+$43.5M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$36.6M
2
Wells Fargo
Wells Fargo
California
-$34.5M
3
AA
ACT Advisors
North Carolina
-$30.6M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$29.5M
5
HOWA
Heritage Oak Wealth Advisors
Florida
-$27.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$3.73B +$770M +15,245,816 +26%
Morgan Stanley
2
Morgan Stanley
New York
$2.87B +$22.1M +437,764 +0.8%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$722M -$16M -317,105 -2%
Bank of America
4
Bank of America
North Carolina
$694M -$36.6M -724,742 -5%
Charles Schwab
5
Charles Schwab
California
$690M +$4.64M +91,729 +0.7%
LPL Financial
6
LPL Financial
California
$567M +$39.9M +789,054 +8%
UBS Group
7
UBS Group
Switzerland
$436M +$1.07M +21,180 +0.2%
HWM
8
HB Wealth Management
Georgia
$377M -$14.1M -279,274 -4%
Wells Fargo
9
Wells Fargo
California
$350M -$34.5M -682,174 -9%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$292M +$53.2M +1,053,392 +22%
Betterment LLC
11
Betterment LLC
New York
$290M +$27.4M +541,269 +10%
Cerity Partners
12
Cerity Partners
New York
$181M +$15.6M +308,312 +9%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$177M +$11.3M +224,359 +7%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$154M -$29.5M -584,074 -16%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$124M +$19M +376,896 +18%
TC
16
TownSquare Capital
Utah
$122M +$1.26M +24,874 +1%
FDCP
17
Foster Dykema Cabot & Partners
Massachusetts
$120M +$2.65M +52,464 +2%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$120M +$510K +10,087 +0.4%
Osaic Holdings
19
Osaic Holdings
Arizona
$117M +$2.11M +41,771 +2%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$115M +$2.83M +56,079 +3%
SWM
21
Spire Wealth Management
Virginia
$103M +$25.7M +508,268 +34%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$88.2M +$123K +2,430 +0.1%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$87.9M +$10.5M +208,013 +14%
BA
24
Bridgewater Advisors
New York
$87.5M +$3.38M +66,962 +4%
QCG
25
Quadrant Capital Group
Ohio
$85.8M +$8.3M +164,185 +11%
1
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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.