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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
IP
351
Indivisible Partners
Florida
$714K +$714K +14,009 New
IFG
352
Independent Financial Group
California
$702K +$307K +6,019 +78%
RWP
353
Revolve Wealth Partners
New Jersey
$693K +$693K +13,612 New
BAM
354
Belpointe Asset Management
Nevada
$687K +$265K +5,203 +63%
BFIM
355
Beese Fulmer Investment Management
Ohio
$686K +$76K +1,491 +12%
SFG
356
Shum Financial Group
California
$682K -$41.5K -814 -6%
LWA
357
Lifelong Wealth Advisors
Minnesota
$674K -$20.4K -400 -3%
AIM
358
Acropolis Investment Management
Missouri
$670K +$670K +13,148 New
CAM
359
Cozad Asset Management
Illinois
$661K -$90K -1,767 -12%
TL
360
Tradewinds LLC
North Carolina
$641K -$1.02K -20 -0.2%
AWS
361
Aspen Wealth Strategies
Colorado
$636K
OPA
362
Old Port Advisors
Maine
$625K +$317K +6,232 +103%
DWM
363
Dakota Wealth Management
Florida
$624K -$80K -1,570 -11%
GPW
364
Genesis Private Wealth
Virginia
$618K -$21.9K -429 -3%
PW
365
Paladin Wealth
Minnesota
$616K +$212K +4,154 +52%
PA
366
PFW Advisors
Georgia
$616K +$292K +5,723 +90%
BEI
367
Benjamin Edwards Inc
Missouri
$615K +$5.91K +116 +1%
ST
368
Sentinel Trust
Texas
$601K -$64.2K -1,260 -10%
AHC
369
Adell Harriman & Carpenter
Texas
$599K
LSIA
370
LaSalle St. Investment Advisors
Illinois
$587K +$90.3K +1,773 +18%
CIA
371
Concurrent Investment Advisors
Florida
$585K +$163K +3,206 +39%
MWM
372
Madrid Wealth Management
New Mexico
$573K +$573K +11,245 New
JBA
373
Johnson Bixby & Associates
Washington
$565K
SFA
374
Souders Financial Advisors
Ohio
$561K +$40.4K +794 +8%
BWM
375
BlackDiamond Wealth Management
New York
$557K -$56.4K -1,108 -9%