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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
TL
326
Tradewinds LLC
North Carolina
$643K +$642K +12,600 New
GPW
327
Genesis Private Wealth
Virginia
$641K
AWS
328
Aspen Wealth Strategies
Colorado
$638K -$102K -2,004 -14%
ESB
329
Essex Savings Bank
Connecticut
$636K -$16.3K -320 -3%
EA
330
Enclave Advisors
Texas
$630K +$55.5K +1,088 +10%
AWA
331
Aletheian Wealth Advisors
Washington
$627K +$2.55K +50 +0.4%
TWM
332
Tradition Wealth Management
Minnesota
$616K -$162K -3,172 -21%
BWM
333
BlackDiamond Wealth Management
New York
$614K +$19.9K +390 +3%
BEI
334
Benjamin Edwards Inc
Missouri
$610K -$9.58K -188 -2%
BFIM
335
Beese Fulmer Investment Management
Ohio
$610K +$51K +1,000 +9%
MAC
336
Mason & Associates (California)
California
$607K -$166K -3,249 -21%
William Blair & Company
337
William Blair & Company
Illinois
$605K +$87.1K +1,708 +17%
AHC
338
Adell Harriman & Carpenter
Texas
$600K
MFS
339
Mattson Financial Services
Michigan
$597K +$597K +11,704 New
CFA
340
Capstone Financial Advisors
Illinois
$592K -$72.2K -1,416 -11%
RDFA
341
Ritter Daniher Financial Advisory
Ohio
$578K +$160K +3,135 +38%
KWM
342
Kingsview Wealth Management
Oregon
$576K -$34.8K -683 -6%
PS
343
Principal Securities
Iowa
$572K +$14.5K +285 +3%
JBA
344
Johnson Bixby & Associates
Washington
$566K -$37K -726 -6%
SPA
345
Shore Point Advisors
New Jersey
$566K +$245K +4,813 +77%
CW
346
CreativeOne Wealth
Kansas
$562K +$8K +157 +1%
RA
347
Ruggaard & Associates
Ohio
$557K +$17.3K +340 +3%
TNBTD
348
Trustmark National Bank Trust Department
Mississippi
$556K -$45.9K -900 -8%
GCA
349
Gradient Capital Advisors
California
$550K
FOR
350
Family Office Research
Maryland
$550K +$3.87K +76 +0.7%