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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
LAM
401
Lifestyle Asset Management
Texas
$355K -$97.8K -1,919 -22%
CAL
402
Capital Advisors Ltd
Ohio
$355K
RWP
403
RWA Wealth Partners
Massachusetts
$352K -$35.4K -694 -9%
CAG
404
Csenge Advisory Group
Florida
$349K -$23K -452 -6%
GCP
405
Gill Capital Partners
Colorado
$346K
TFO
406
Tarbox Family Office
California
$344K
CFP
407
Curran Financial Partners
South Carolina
$342K +$126K +2,472 +58%
FA
408
Flagstar Advisors
New York
$338K +$84.4K +1,656 +33%
CQWA
409
Chokshi & Queen Wealth Advisors
California
$337K +$26.9K +527 +9%
SAG
410
SageView Advisory Group
California
$336K
SWM
411
Schwallier Wealth Management
Michigan
$331K +$113K +2,219 +52%
VT
412
Vise Technologies
New York
$329K +$77.3K +1,516 +31%
PA
413
PFW Advisors
Georgia
$325K -$85.8K -1,684 -21%
CAM
414
Cresset Asset Management
Illinois
$325K +$2.29K +45 +0.7%
GTAM
415
Global Trust Asset Management
Florida
$324K
CPL
416
CAP Partners LLC
Tennessee
$318K +$5.05K +99 +2%
OPA
417
Old Port Advisors
Maine
$308K +$308K +6,037 New
RCM
418
Requisite Capital Management
Texas
$306K -$181K -3,545 -37%
BIA
419
BHK Investment Advisors
Alabama
$306K
SJL
420
Shayne & Jacobs LLC
Tennessee
$306K
MF
421
Meridian Financial
Massachusetts
$303K +$30.8K +604 +11%
BP
422
Ballentine Partners
Massachusetts
$302K -$2.04K -40 -0.7%
CWA
423
Choice Wealth Advisors
Maine
$301K
WCG
424
Weaver Consulting Group
California
$301K +$15.3K +300 +5%
CWM
425
Cahaba Wealth Management
Georgia
$301K +$31.8K +623 +12%