We are live on ! Find out more
JMST icon

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
HA
426
Herold Advisors
New York
$296K
FCM
427
Firestone Capital Management
Florida
$294K -$11.5K -225 -4%
ZIM
428
Zacks Investment Management
Illinois
$291K +$204 +4 +0.1%
AAS
429
Annex Advisory Services
Wisconsin
$283K +$283K +5,546 New
PWG
430
Private Wealth Group
Florida
$279K -$100K -1,970 -27%
AWM
431
Aries Wealth Management
Maine
$277K +$277K +5,430 New
ICM
432
IMS Capital Management
Oregon
$272K
WWM
433
Western Wealth Management
Colorado
$268K -$28K -549 -9%
NW
434
NewEdge Wealth
Pennsylvania
$265K +$265K +5,205 New
DWM
435
Dogwood Wealth Management
Kansas
$256K -$204 -4 -0.1%
WFA
436
WMG Financial Advisors
Tennessee
$255K -$204K -4,000 -44%
BFA
437
Brown Financial Advisors
Ohio
$254K +$254K +4,979 New
AF
438
Amara Financial
California
$252K +$3.82K +75 +2%
HG
439
Harbor Group
New Hampshire
$252K -$17.1K -336 -6%
CRI
440
Colonial River Investments
Virginia
$247K +$247K +4,839 New
WCM
441
WealthTrak Capital Management
Virginia
$244K +$71.2K +1,397 +41%
NFG
442
Nations Financial Group
Iowa
$242K +$242K +4,740 New
SMC
443
Smith, Moore & Co
Missouri
$235K +$235K +4,605 New
HFW
444
Horizon Family Wealth
Illinois
$234K +$561 +11 +0.2%
FCFC
445
First Citizens Financial Corp
Iowa
$234K -$30K -589 -11%
SAM
446
Smithbridge Asset Management
Pennsylvania
$234K +$234K +4,582 New
EA
447
Ergawealth Advisors
Illinois
$233K +$1.58K +31 +0.7%
GAA
448
Guardian Asset Advisors
Pennsylvania
$231K +$1.27K +25 +0.6%
SC
449
Saiph Capital
New Jersey
$230K +$229K +4,500 New
CPIG
450
Chicago Partners Investment Group
Illinois
$229K