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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
JP Morgan Chase
1
JP Morgan Chase
New York
$4.91B +$1.21B +23,971,471 +33%
Morgan Stanley
2
Morgan Stanley
New York
$2.76B -$83M -1,644,425 -3%
Bank of America
3
Bank of America
North Carolina
$727M +$37.7M +746,626 +5%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$717M +$134K +2,657 +0%
LPL Financial
5
LPL Financial
California
$639M +$76.9M +1,522,758 +14%
Charles Schwab
6
Charles Schwab
California
$553M -$132M -2,619,797 -19%
UBS Group
7
UBS Group
Switzerland
$473M +$40.1M +793,976 +9%
HWM
8
HB Wealth Management
Georgia
$417M +$42.3M +838,189 +11%
Wells Fargo
9
Wells Fargo
California
$359M +$11.4M +224,833 +3%
Betterment LLC
10
Betterment LLC
New York
$313M +$25M +494,436 +9%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$256M -$34M -673,112 -12%
Cerity Partners
12
Cerity Partners
New York
$230M +$49.9M +987,602 +28%
Koshinski Asset Management
13
Koshinski Asset Management
Illinois
$209M +$209K +4,147 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$190M +$103M +2,048,587 +118%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$183M +$8.21M +162,519 +5%
Raymond James Financial
16
Raymond James Financial
Florida
$174M +$174M +3,452,138 New
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$170M +$46.5M +921,133 +38%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$135M -$18.2M -360,640 -12%
FDCP
19
Foster Dykema Cabot & Partners
Massachusetts
$126M +$6.09M +120,527 +5%
TC
20
TownSquare Capital
Utah
$116M -$4.61M -91,360 -4%
Kovitz Investment Group Partners
21
Kovitz Investment Group Partners
Illinois
$111M +$26.5M +524,428 +31%
SWM
22
Spire Wealth Management
Virginia
$111M +$9.09M +179,975 +9%
Osaic Holdings
23
Osaic Holdings
Arizona
$110M -$5.81M -114,982 -5%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$102M -$17M -336,564 -14%
Ameriprise
25
Ameriprise
Minnesota
$101M +$42.5M +841,915 +72%

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.