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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
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$26.9M -$3.23M -63,409 -11%
CAMG
27
CWA Asset Management Group
Florida
$26.8M -$239K -4,698 -0.9%
AC
28
AlphaCore Capital
California
$25.4M -$97K -1,904 -0.4%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$23.6M +$395K +7,744 +2%
HighTower Advisors
30
HighTower Advisors
Illinois
$22.9M -$477K -9,349 -2%
TC
31
Trust Company
Kansas
$22.5M +$4.35M +85,269 +24%
GSIS
32
Global Strategic Investment Solutions
Arizona
$20.9M +$649K +12,737 +3%
KeyBank National Association
33
KeyBank National Association
Ohio
$20.9M -$66.1K -1,296 -0.3%
FT
34
Fiduciary Trust
Massachusetts
$20.4M -$1.93M -37,780 -9%
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$20.2M +$1.1M +21,598 +6%
CCWA
36
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$19.7M -$466K -9,141 -2%
Corient Private Wealth
37
Corient Private Wealth
Florida
$19M -$26.5M -520,895 -58%
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$18.4M -$6.39M -125,386 -26%
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$18.2M +$1.32M +25,981 +8%
Focus Partners Wealth
40
Focus Partners Wealth
Massachusetts
$16.8M -$3.9M -76,486 -19%
Lido Advisors
41
Lido Advisors
California
$15.5M -$1.36M -26,711 -8%
AA
42
Auxano Advisors
Washington
$14.9M +$4.14M +81,277 +38%
Franklin Resources
43
Franklin Resources
California
$14.8M +$3.7M +72,685 +34%
AWM
44
Axxcess Wealth Management
California
$14.5M +$1.07M +21,019 +8%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$13.8M +$2.84M +55,759 +26%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$13.7M +$1.01M +19,752 +8%
PAG
47
Private Advisor Group
New Jersey
$13.6M +$958K +18,792 +8%
BIG
48
Boothe Investment Group
Delaware
$13.1M +$1.35M +26,528 +11%
MWC
49
MBM Wealth Consultants
Missouri
$13.1M +$428K +8,401 +3%
AWE
50
Avidian Wealth Enterprises
Texas
$13.1M -$8.64M -169,477 -40%