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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
KL
251
KWMG LLC
Kansas
$1.31M -$61.4K -1,204 -4%
CPA
252
Clear Point Advisors
New York
$1.31M -$95.6K -1,875 -7%
VA
253
Valmark Advisers
Ohio
$1.31M +$2.19K +43 +0.2%
BCG
254
BayBridge Capital Group
California
$1.3M -$175K -3,425 -12%
SWM
255
SFG Wealth Management
Maryland
$1.3M +$1.3M +25,464 New
YWS
256
Yarger Wealth Strategies
Ohio
$1.29M -$305K -5,986 -19%
PGAM
257
Princeton Global Asset Management
New Jersey
$1.28M -$1.14M -22,310 -47%
AWM
258
Apollon Wealth Management
South Carolina
$1.25M -$450K -8,835 -26%
TVAMP
259
Tennessee Valley Asset Management Partners
Tennessee
$1.21M +$1.21M +23,756 New
FMWA
260
Forvis Mazars Wealth Advisors
Missouri
$1.18M +$946K +18,555 +410%
SFG
261
Sage Financial Group
Pennsylvania
$1.18M +$158K +3,099 +16%
PFS
262
Prospera Financial Services
Texas
$1.12M +$38.4K +754 +4%
AF
263
Advisornet Financial
Minnesota
$1.11M +$460K +9,032 +71%
VIM
264
Vista Investment Management
Pennsylvania
$1.11M +$306K +6,000 +38%
LWA
265
Lineweaver Wealth Advisors
Ohio
$1.09M +$120K +2,358 +12%
RWA
266
Rooted Wealth Advisors
Illinois
$1.09M +$5.61K +110 +0.5%
TDC
267
Thompson Davis & Co
Virginia
$1.04M
SFS
268
Security Financial Services
Indiana
$1.03M +$6.78K +133 +0.7%
TP
269
Tranquility Partners
Tennessee
$1.02M
SPFA
270
Summit Place Financial Advisors
New Jersey
$1.02M +$1.01M +19,895 New
BPA
271
Beacon Pointe Advisors
California
$1.01M +$357K +7,007 +54%
JJBC
272
James J. Burns & Company
New York
$1.01M +$557K +10,929 +123%
MSFS
273
Main Street Financial Solutions
Pennsylvania
$1.01M -$57.2K -1,122 -5%
PCM
274
Presidio Capital Management
California
$994K +$42.9K +841 +5%
LFG
275
Leverty Financial Group
Wisconsin
$993K +$68.7K +1,347 +7%