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JPMorgan Ultra-Short Income ETF

1,114 hedge funds and large institutions have $22.4B invested in JPMorgan Ultra-Short Income ETF in 2025 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 528 increasing their positions, 394 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 73

34% more repeat investments, than reductions

Existing positions increased: 528 | Existing positions reduced: 394

2% more funds holding

Funds holding: 1,0961,114 (+18)

2% less capital invested

Capital invested by funds: $22.8B → $22.4B (-$400M)

2.22% less ownership

Funds ownership: 72.53%70.31% (-2.2%)

5% less funds holding in top 10

Funds holding in top 10: 171162 (-9)

Holders
1,114
Holders Change
+18
Holders Change %
+1.64%
% of All Funds
14.67%
Holding in Top 10
162
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-5.26%
% of All Funds
2.13%
New
105
Increased
528
Reduced
394
Closed
73
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
$4.51B -$564M -11,157,843 -11%
Morgan Stanley
2
Morgan Stanley
New York
$3.07B +$258M +5,112,080 +9%
LPL Financial
3
LPL Financial
California
$857M +$88.7M +1,755,456 +12%
Bank of America
4
Bank of America
North Carolina
$826M +$109M +2,162,615 +15%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$669M +$62.5M +1,238,229 +10%
Betterment LLC
6
Betterment LLC
New York
$572M +$106M +2,105,432 +23%
Charles Schwab
7
Charles Schwab
California
$562M +$4.75M +94,082 +0.9%
UBS Group
8
UBS Group
Switzerland
$473M +$25.4M +502,393 +6%
HWM
9
HB Wealth Management
Georgia
$450M +$17.3M +342,791 +4%
Wells Fargo
10
Wells Fargo
California
$411M +$33M +653,314 +9%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$346M +$63.9M +1,265,522 +23%
Cerity Partners
12
Cerity Partners
New York
$265M +$14.1M +279,573 +6%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$244M +$52.8M +1,044,337 +28%
Raymond James Financial
14
Raymond James Financial
Florida
$235M +$35M +692,186 +18%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$221M +$44.5M +880,202 +25%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$202M +$51.9M +1,027,118 +35%
FDCP
17
Foster Dykema Cabot & Partners
Massachusetts
$193M +$57.2M +1,132,264 +42%
Ameriprise
18
Ameriprise
Minnesota
$182M +$33.6M +664,511 +23%
Osaic Holdings
19
Osaic Holdings
Arizona
$139M +$15.8M +312,721 +13%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$124M +$17.9M +354,053 +17%
Kovitz Investment Group Partners
21
Kovitz Investment Group Partners
Illinois
$124M +$46.3M +917,099 +60%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$121M -$30.7M -607,541 -20%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$98.2M -$2.11M -41,682 -2%
BA
24
Bridgewater Advisors
New York
$97.6M -$5.2M -102,943 -5%
CM
25
Cornerstone Management
Georgia
$86.9M +$3.17M +62,742 +4%

JPST Hedge Fund Activity: Q2 2025 in Review

1,114 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Ultra-Short Income ETF (JPST) for Q2 2025, worth a combined $22.4B — down 1.8% from $22.8B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new JPST positions and 73 closed out — a net gain of 32 holders — while 528 added to existing stakes and 394 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $258M. The largest seller was Temasek Holdings, exiting entirely with an estimated $843M sold.

  • 1,114 institutional investors held JPMorgan Ultra-Short Income ETF (JPST) as of Q2 2025, up from 1,096 in Q1 2025.
  • Funds reported $22.4B of JPMorgan Ultra-Short Income ETF stock for Q2 2025, down 1.8% quarter-over-quarter.
  • 105 funds opened new JPMorgan Ultra-Short Income ETF positions in Q2 2025 and 73 closed out, a net change of +32 holders.
  • The largest JPMorgan Ultra-Short Income ETF buyer in Q2 2025 was Morgan Stanley, an estimated $258M added.
  • The largest JPMorgan Ultra-Short Income ETF seller in Q2 2025 was Temasek Holdings, an estimated $843M sold.

Based on aggregated 13F filings for Q2 2025.