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JPMorgan Ultra-Short Municipal Income ETF

496 hedge funds and large institutions have $2.98B invested in JPMorgan Ultra-Short Municipal Income ETF in 2025 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 240 increasing their positions, 156 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
496
Holders Change
+9
Holders Change %
+1.85%
% of All Funds
6.65%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.25%
New
50
Increased
240
Reduced
156
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HI
226
Harbour Investments
Wisconsin
$1.52M +$888K +17,444 +140%
CWA
227
Core Wealth Advisors
Florida
$1.51M -$215K -4,223 -12%
OPWM
228
Oakwell Private Wealth Management
Texas
$1.51M +$1.51M +29,565 New
WCM
229
WealthBridge Capital Management
Ohio
$1.49M +$391K +7,676 +35%
PIA
230
Perennial Investment Advisors
California
$1.49M +$23.1K +453 +2%
SCA
231
Sandy Cove Advisors
Massachusetts
$1.49M +$557K +10,933 +60%
KA
232
Kooman & Associates
Pennsylvania
$1.49M -$178K -3,490 -11%
BCG
233
BayBridge Capital Group
California
$1.47M +$194K +3,815 +15%
FFS
234
Founders Financial Securities
Maryland
$1.47M -$81.5K -1,600 -5%
BEAM
235
Baker Ellis Asset Management
Washington
$1.47M
CGH
236
Crossmark Global Holdings
Texas
$1.45M -$75.3K -1,480 -5%
PWA
237
Peterson Wealth Advisors
Utah
$1.43M +$840K +16,497 +143%
EH
238
Equitable Holdings
New York
$1.42M -$336K -6,590 -19%
CPA
239
Clear Point Advisors
New York
$1.4M +$4.53K +89 +0.3%
SPIA
240
Steward Partners Investment Advisory
New York
$1.39M +$355K +6,971 +34%
KL
241
KWMG LLC
Kansas
$1.37M -$199K -3,903 -13%
UAG
242
United Advisor Group
Ohio
$1.35M -$26.3K -516 -2%
VA
243
Valmark Advisers
Ohio
$1.31M +$2.39K +47 +0.2%
BNP Paribas Financial Markets
244
BNP Paribas Financial Markets
France
$1.3M +$1.1M +21,518 +525%
NC
245
NewSquare Capital
Pennsylvania
$1.3M +$21.9K +430 +2%
USCWA
246
U.S. Capital Wealth Advisors
Texas
$1.29M +$1.29M +25,329 New
KA
247
Klingman & Associates
New York
$1.27M -$373K -7,324 -23%
AssetMark Inc
248
AssetMark Inc
California
$1.27M +$1.04M +20,432 +460%
ZIC
249
ZWJ Investment Counsel
Georgia
$1.23M -$400K -7,864 -25%
AAS
250
Avantax Advisory Services
Texas
$1.2M -$1.57M -30,927 -57%