We are live on ! Find out more
JMST icon

JPMorgan Ultra-Short Municipal Income ETF

550 hedge funds and large institutions have $3.47B invested in JPMorgan Ultra-Short Municipal Income ETF in 2026 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 250 increasing their positions, 178 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 36

40% more repeat investments, than reductions

Existing positions increased: 250 | Existing positions reduced: 178

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

2% more capital invested

Capital invested by funds: $3.41B → $3.47B (+$56.6M)

1% more funds holding

Funds holding: 545550 (+5)

0.43% more ownership

Funds ownership: 55.23%55.66% (+0.43%)

Holders
550
Holders Change
+5
Holders Change %
+0.92%
% of All Funds
6.77%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.26%
New
52
Increased
250
Reduced
178
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$213M +$11.6M +227,838 +6%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$198M -$4.97M -97,284 -2%
LPL Financial
3
LPL Financial
California
$157M +$2.81M +54,986 +2%
HWM
4
HB Wealth Management
Georgia
$130M +$19.1M +374,070 +17%
RCA
5
Resonant Capital Advisors
Wisconsin
$87.6M +$14.7M +287,225 +20%
Wells Fargo
6
Wells Fargo
California
$79.1M +$3.59M +70,284 +5%
NP
7
NorthRock Partners
Minnesota
$76M +$15.7M +307,333 +26%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$70.5M +$31.5K +618 +0%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$64.3M +$8.26M +161,844 +15%
SL
10
Salomon & Ludwin
Virginia
$60.9M +$909K +17,811 +2%
UBS Group
11
UBS Group
Switzerland
$52.8M -$624K -12,222 -1%
JP Morgan Chase
12
JP Morgan Chase
New York
$50.2M -$18.1M -354,065 -26%
Raymond James Financial
13
Raymond James Financial
Florida
$48.1M +$2.49M +48,711 +5%
Mariner
14
Mariner
Kansas
$45.3M -$48.1K -942 -0.1%
Corient Private Wealth
15
Corient Private Wealth
Florida
$45.1M -$46.1M -902,579 -51%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$39.9M +$21.9M +428,177 +121%
AC
17
AlphaCore Capital
California
$39.2M +$9.52M +186,546 +32%
WAM
18
Weatherly Asset Management
California
$37M +$967K +18,950 +3%
Osaic Holdings
19
Osaic Holdings
Arizona
$36.7M +$3.23M +63,325 +10%
FLPIM
20
F.L. Putnam Investment Management
Massachusetts
$33.1M +$1.57M +30,721 +5%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$32.8M +$2.68M +52,593 +9%
Cerity Partners
22
Cerity Partners
New York
$32.8M +$5.99M +117,442 +22%
BA
23
Bridgewater Advisors
New York
$31.9M -$3.18M -62,262 -9%
IWC
24
Integrated Wealth Concepts
Massachusetts
$31.3M +$10.2M +200,236 +49%
SMA
25
Sage Mountain Advisors
Georgia
$27.9M -$2.22M -43,434 -7%