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JPMorgan Ultra-Short Municipal Income ETF

498 hedge funds and large institutions have $3.07B invested in JPMorgan Ultra-Short Municipal Income ETF in 2025 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 248 increasing their positions, 158 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 158

35% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 31

3% more capital invested

Capital invested by funds: $2.99B → $3.07B (+$78.5M)

0% less funds holding

Funds holding: 499498 (-1)

5% less funds holding in top 10

Funds holding in top 10: 1918 (-1)

8.42% less ownership

Funds ownership: 73.92%65.5% (-8.4%)

Holders
498
Holders Change
-1
Holders Change %
-0.2%
% of All Funds
6.54%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.24%
New
42
Increased
248
Reduced
158
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WCFA
226
Walkner Condon Financial Advisors
Wisconsin
$1.65M +$796K +15,627 +94%
PNC Financial Services Group
227
PNC Financial Services Group
Pennsylvania
$1.65M -$142K -2,789 -8%
DWP
228
Daymark Wealth Partners
Ohio
$1.61M +$463K +9,083 +40%
FFS
229
Founders Financial Securities
Maryland
$1.61M +$137K +2,691 +9%
NL
230
NWAM LLC
Washington
$1.6M -$723K -14,179 -31%
KA
231
Kooman & Associates
Pennsylvania
$1.57M +$75.7K +1,486 +5%
KPWS
232
Kestra Private Wealth Services
Texas
$1.56M +$440K +8,625 +39%
RYIA
233
Roehl & Yi Investment Advisors
Oregon
$1.56M +$83.2K +1,633 +6%
CFGF
234
Compass Financial Group (Florida)
Florida
$1.54M -$117K -2,305 -7%
UWM
235
USAdvisors Wealth Management
Minnesota
$1.54M +$393K +7,714 +34%
WCM
236
WealthBridge Capital Management
Ohio
$1.53M +$28.8K +566 +2%
HIM
237
Harbour Investment Management
Washington
$1.52M -$124K -2,428 -8%
OPWM
238
Oakwell Private Wealth Management
Texas
$1.51M
RFP
239
Root Financial Partners
California
$1.49M +$1.01M +19,862 +215%
PIA
240
Perennial Investment Advisors
California
$1.49M -$7.24K -142 -0.5%
EH
241
Equitable Holdings
New York
$1.44M +$14.5K +285 +1%
IWP
242
IAG Wealth Partners
Wisconsin
$1.44M -$1.17M -22,944 -45%
PWA
243
Peterson Wealth Advisors
Utah
$1.42M -$2.55K -50 -0.2%
SAM
244
Strive Asset Management
Ohio
$1.41M +$243K +4,765 +21%
SPIA
245
Steward Partners Investment Advisory
New York
$1.4M +$12.2K +240 +0.9%
NC
246
NewSquare Capital
Pennsylvania
$1.38M +$73.5K +1,442 +6%
UAG
247
United Advisor Group
Ohio
$1.36M +$8.21K +161 +0.6%
PTC
248
Private Trust Company
Ohio
$1.36M -$1.13M -22,202 -46%
CWAF
249
Core Wealth Advisors (Florida)
Florida
$1.32M -$197K -3,856 -13%
PCM
250
Parsons Capital Management
Rhode Island
$1.31M +$1.31M +25,711 New