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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
RA
376
Ruggaard & Associates
Ohio
$556K
TNBTD
377
Trustmark National Bank Trust Department
Mississippi
$555K
FOR
378
Family Office Research
Maryland
$553K +$3.72K +73 +0.7%
CF
379
Carter Financial
California
$545K +$545K +10,692 New
RAM
380
Redmond Asset Management
Virginia
$540K
CIC
381
Carnegie Investment Counsel
Ohio
$539K +$163K +3,199 +43%
SIA
382
Soltis Investment Advisors
Utah
$539K +$22.9K +449 +4%
UW
383
Unique Wealth
Florida
$535K +$535K +10,494 New
SAM
384
Smithbridge Asset Management
Pennsylvania
$533K +$300K +5,882 +128%
HFM
385
Hartford Financial Management
Connecticut
$532K
BHPW
386
Beverly Hills Private Wealth
California
$524K +$160K +3,144 +44%
AWM
387
Avaii Wealth Management
Wisconsin
$524K -$15.2K -299 -3%
GCA
388
Gradient Capital Advisors
California
$524K -$25K -490 -5%
KWM
389
Kingsview Wealth Management
Oregon
$523K -$51.8K -1,016 -9%
CW
390
CreativeOne Wealth
Kansas
$522K -$38.4K -753 -7%
SI
391
Stephens Inc
Arkansas
$520K -$239K -4,700 -32%
GIA
392
Gladstone Institutional Advisory
Florida
$517K +$54.5K +1,069 +12%
FCM
393
Firestone Capital Management
Florida
$512K +$219K +4,305 +75%
PCA
394
Pallas Capital Advisors
Massachusetts
$509K
IA
395
IFC Advisors
California
$509K +$509K +10,000 New
SPA
396
Shore Point Advisors
New Jersey
$500K -$64.8K -1,272 -11%
OP
397
ORG Partners
Indiana
$497K +$58.6K +1,151 +13%
SCG
398
Sonata Capital Group
Washington
$497K
TC
399
Town Capital
Maryland
$486K +$486K +9,534 New
GSIAS
400
Garden State Investment Advisory Services
New Jersey
$481K +$38.6K +758 +9%