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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
FDW
326
Fourth Dimension Wealth
Ohio
$853K +$42.4K +833 +5%
WIC
327
Woodmont Investment Counsel
Tennessee
$842K +$295K +5,790 +54%
RDFA
328
Ritter Daniher Financial Advisory
Ohio
$839K +$262K +5,149 +45%
AC
329
Apella Capital
Connecticut
$839K +$3.67K +72 +0.4%
PCM
330
Presidio Capital Management
California
$834K -$158K -3,108 -16%
KCIC
331
Kuhn & Co Investment Counsel
Illinois
$832K +$150K +2,936 +22%
IAN
332
Integrated Advisors Network
Texas
$824K -$1.74M -34,206 -68%
BFO
333
Boston Family Office
Massachusetts
$823K -$17.5K -344 -2%
BIA
334
BHK Investment Advisors
Alabama
$815K +$509K +10,000 +167%
JJBC
335
James J. Burns & Company
New York
$806K -$204K -4,008 -20%
EBWM
336
Eagle Bluffs Wealth Management
Missouri
$803K -$10.2K -200 -1%
CWP
337
Cyndeo Wealth Partners
Florida
$795K +$795K +15,612 New
CA
338
Claro Advisors
Massachusetts
$793K -$14.9K -292 -2%
SPA
339
Sound Portfolio Advisors
Connecticut
$784K +$784K +15,392 New
QWM
340
Quadcap Wealth Management
Texas
$770K -$70.8K -1,390 -8%
MCFP
341
Mallini Complete Financial Planning
Florida
$759K +$5.14K +101 +0.7%
MFS
342
Mattson Financial Services
Michigan
$758K +$162K +3,171 +27%
Comerica Bank
343
Comerica Bank
Texas
$752K +$19K +373 +3%
RDWM
344
Red Door Wealth Management
Tennessee
$749K +$749K +14,695 New
MP
345
McDonald Partners
Ohio
$744K
CFS
346
Commonwealth Financial Services
West Virginia
$740K +$20.6K +404 +3%
PGFC
347
Peapack-Gladstone Financial Corp
New Jersey
$734K -$17.5K -344 -2%
SHWA
348
Safe Harbor Wealth Advisors
Ohio
$725K +$722K +14,181 New
SB
349
Strategic Blueprint
Georgia
$723K +$255 +5 +0%
CWM
350
Centurion Wealth Management
Virginia
$715K