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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
AC
26
AlphaCore Capital
California
$29.8M +$4.38M +85,971 +17%
KeyBank National Association
27
KeyBank National Association
Ohio
$27.2M +$6.3M +123,715 +30%
Cerity Partners
28
Cerity Partners
New York
$26.8M -$562K -11,036 -2%
GWM
29
Global Wealth Management
New Jersey
$26.6M -$452K -8,880 -2%
TC
30
Trust Company
Kansas
$25.7M +$3.25M +63,732 +14%
Focus Partners Wealth
31
Focus Partners Wealth
Massachusetts
$25.2M +$8.41M +165,179 +50%
WWA
32
WCG Wealth Advisors
Nevada
$25.1M +$18.2M +356,972 +262%
HighTower Advisors
33
HighTower Advisors
Illinois
$23.8M +$928K +18,221 +4%
CCWA
34
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$23.6M +$3.87M +75,894 +20%
CAMG
35
CWA Asset Management Group
Florida
$22.5M -$4.31M -84,511 -16%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$22.1M +$9.55M +187,545 +76%
GSIS
37
Global Strategic Investment Solutions
Arizona
$22M +$1.13M +22,109 +5%
IWC
38
Integrated Wealth Concepts
Massachusetts
$21M -$9.53M -187,126 -31%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$20M +$6.27M +123,144 +46%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$19.9M +$6.2M +121,782 +45%
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$18.7M +$467K +9,158 +3%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$18M -$335K -6,576 -2%
TWP
43
TFO Wealth Partners
Ohio
$17.5M +$14.2M +279,117 +439%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$17.2M -$9.63M -189,107 -36%
FT
45
Fiduciary Trust
Massachusetts
$16.8M -$3.59M -70,551 -18%
AWM
46
Axxcess Wealth Management
California
$16.5M +$1.99M +39,033 +14%
Jones Financial Companies
47
Jones Financial Companies
Missouri
$16.4M +$3.54M +69,587 +28%
Franklin Resources
48
Franklin Resources
California
$16.3M +$1.54M +30,290 +10%
DPI
49
Diversified Portfolios Inc
Michigan
$15.1M +$2.23M +43,792 +17%
AA
50
Auxano Advisors
Washington
$14.9M +$22.8K +448 +0.2%