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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
PWA
276
Peterson Wealth Advisors
Utah
$1.29M -$132K -2,585 -9%
Morgan Stanley
277
Morgan Stanley
New York
$1.28M +$334K +6,554 +35%
SFG
278
Sage Financial Group
Pennsylvania
$1.27M +$97.5K +1,914 +8%
NC
279
NewSquare Capital
Pennsylvania
$1.21M -$164K -3,214 -12%
BVP
280
Bristlecone Value Partners
California
$1.2M +$1.2M +23,560 New
PAS
281
Park Avenue Securities
New York
$1.2M +$1.2M +23,467 New
SB
282
Sunflower Bank
Texas
$1.17M -$9.35M -183,553 -89%
SWM
283
SFG Wealth Management
Maryland
$1.17M -$130K -2,549 -10%
TVAMP
284
Tennessee Valley Asset Management Partners
Tennessee
$1.17M -$43.9K -861 -4%
PTC
285
Private Trust Company
Ohio
$1.16M -$191K -3,754 -14%
AWM
286
Apollon Wealth Management
South Carolina
$1.16M -$96.8K -1,901 -8%
KL
287
KWMG LLC
Kansas
$1.15M -$159K -3,113 -12%
VWM
288
Venturi Wealth Management
Texas
$1.15M -$2.64M -51,894 -70%
YWS
289
Yarger Wealth Strategies
Ohio
$1.15M -$147K -2,876 -11%
ESB
290
Essex Savings Bank
Connecticut
$1.14M +$509K +10,000 +80%
WA
291
Waverly Advisors
Alabama
$1.13M +$189K +3,716 +20%
UA
292
URS Advisory
Florida
$1.13M +$1.13M +22,179 New
CPA
293
Clear Point Advisors
New York
$1.1M -$210K -4,121 -16%
Natixis Advisors
294
Natixis Advisors
Massachusetts
$1.09M +$1.1M +21,501 New
Janney Montgomery Scott
295
Janney Montgomery Scott
Pennsylvania
$1.09M +$144K +2,819 +15%
TWM
296
Thryve Wealth Management
Texas
$1.08M +$1.08M +21,231 New
CWL
297
Causey Wealth LLC
Colorado
$1.08M +$356K +6,988 +49%
RWA
298
Rooted Wealth Advisors
Illinois
$1.06M -$23.2K -456 -2%
TDC
299
Thompson Davis & Co
Virginia
$1.03M
CFA
300
Cahill Financial Advisors
Minnesota
$1.03M +$99.9K +1,962 +11%