We are live on ! Find out more
JMST icon

JPMorgan Ultra-Short Municipal Income ETF

545 hedge funds and large institutions have $3.41B invested in JPMorgan Ultra-Short Municipal Income ETF in 2025 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 245 increasing their positions, 158 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

224% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 25

55% more repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 158

11% more capital invested

Capital invested by funds: $3.07B → $3.41B (+$348M)

9% more funds holding

Funds holding: 498545 (+47)

6% more funds holding in top 10

Funds holding in top 10: 1819 (+1)

10.27% less ownership

Funds ownership: 65.5%55.23% (-10%)

Holders
545
Holders Change
+47
Holders Change %
+9.44%
% of All Funds
6.63%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.23%
New
81
Increased
245
Reduced
158
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UWM
251
USAdvisors Wealth Management
Minnesota
$1.57M +$15.2K +298 +1%
WCM
252
WealthBridge Capital Management
Ohio
$1.55M +$28K +550 +2%
AWM
253
Apex Wealth Management
New Hampshire
$1.55M -$5.61M -110,112 -78%
CFGF
254
Compass Financial Group (Florida)
Florida
$1.53M -$7.84K -154 -0.5%
RYIA
255
Roehl & Yi Investment Advisors
Oregon
$1.52M -$39K -765 -3%
OPWM
256
Oakwell Private Wealth Management
Texas
$1.51M
SFS
257
Security Financial Services
Indiana
$1.48M +$451K +8,855 +44%
SWA
258
Strategic Wealth Advisors
Arizona
$1.48M +$1.48M +28,993 New
LFG
259
Leverty Financial Group
Wisconsin
$1.46M +$465K +9,134 +47%
FGWP
260
Founders Grove Wealth Partners
Virginia
$1.46M +$573K +11,258 +65%
VT
261
Vise Technologies
New York
$1.42M +$1.09M +21,450 +333%
CCMG
262
Clark Capital Management Group
Pennsylvania
$1.41M +$1.41M +27,773 New
CWA
263
Canvas Wealth Advisors
Kansas
$1.4M +$646K +12,675 +86%
KMWM
264
Keudell/Morrison Wealth Management
Oregon
$1.39M +$1.39M +27,304 New
OCA
265
OpenArc Corporate Advisory
Georgia
$1.37M +$1.37M +26,970 New
EH
266
Equitable Holdings
New York
$1.37M -$66.1K -1,298 -5%
BPA
267
Beacon Pointe Advisors
California
$1.37M +$353K +6,936 +35%
UAG
268
United Advisor Group
Ohio
$1.35M -$3.26K -64 -0.2%
PS
269
Principal Securities
Iowa
$1.34M +$773K +15,179 +135%
VA
270
Valmark Advisers
Ohio
$1.34M +$28.3K +556 +2%
VIM
271
Vista Investment Management
Pennsylvania
$1.32M +$215K +4,215 +19%
SPIA
272
Steward Partners Investment Advisory
New York
$1.32M -$82.1K -1,612 -6%
CWAF
273
Core Wealth Advisors (Florida)
Florida
$1.31M -$2.09K -41 -0.2%
PGAM
274
Princeton Global Asset Management
New Jersey
$1.31M +$30K +588 +2%
SCA
275
Sandy Cove Advisors
Massachusetts
$1.3M -$392K -7,698 -23%