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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
PA
301
Paragon Advisors
Texas
$763K +$762K +14,952 New
SI
302
Stephens Inc
Arkansas
$760K +$94.8K +1,860 +14%
MCFP
303
Mallini Complete Financial Planning
Florida
$755K +$5.25K +103 +0.7%
PGFC
304
Peapack-Gladstone Financial Corp
New Jersey
$753K -$53.1K -1,042 -7%
CAM
305
Cozad Asset Management
Illinois
$753K -$324K -6,361 -30%
CWA
306
Canvas Wealth Advisors
Kansas
$750K +$60.7K +1,190 +9%
MP
307
McDonald Partners
Ohio
$745K
OPAM
308
Ocean Park Asset Management
California
$740K +$739K +14,500 New
Comerica Bank
309
Comerica Bank
Texas
$735K -$132K -2,591 -15%
SFG
310
Shum Financial Group
California
$725K +$724K +14,203 New
SB
311
Strategic Blueprint
Georgia
$724K +$152K +2,981 +27%
ACG
312
Allen Capital Group
Nebraska
$723K +$34.7K +680 +5%
MWM
313
Marion Wealth Management
Pennsylvania
$722K +$66.3K +1,301 +10%
CFS
314
Commonwealth Financial Services
West Virginia
$721K -$6.78K -133 -0.9%
CWL
315
Causey Wealth LLC
Colorado
$721K -$56.5K -1,108 -7%
CWM
316
Centurion Wealth Management
Virginia
$717K +$38.9K +764 +6%
CGH
317
Crossmark Global Holdings
Texas
$712K -$741K -14,543 -51%
BWP
318
BSW Wealth Partners
Colorado
$712K +$5K +98 +0.7%
CAWM
319
Capital Advisors Wealth Management
Washington
$709K +$287K +5,640 +68%
DWM
320
Dakota Wealth Management
Florida
$705K +$10.2K +200 +1%
LWA
321
Lifelong Wealth Advisors
Minnesota
$695K -$32.7K -642 -5%
TSS
322
Two Sigma Securities
New York
$688K +$331K +6,489 +93%
KCIC
323
Kuhn & Co Investment Counsel
Illinois
$684K -$152K -2,973 -18%
ICP
324
Impact Capital Partners
Colorado
$678K -$40.5K -795 -6%
ST
325
Sentinel Trust
Texas
$666K -$19.1K -374 -3%