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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
MHR
51
Matthew Hamilton Rosenberg
$12.9M +$1.69M +33,075 +15%
DPI
52
Diversified Portfolios Inc
Michigan
$12.9M +$1.25M +24,542 +11%
Jones Financial Companies
53
Jones Financial Companies
Missouri
$12.9M +$3.57M +69,995 +38%
DIA
54
Davidson Investment Advisors
Montana
$12.9M +$2.92M +57,304 +29%
MWM
55
MY Wealth Management
Maryland
$12.7M -$2.58M -50,638 -17%
EC
56
Elequin Capital
New York
$12.6M +$8.11M +159,197 +181%
CAAS
57
Capital Asset Advisory Services
Michigan
$12.6M +$869K +17,056 +7%
OHIS
58
Oak Harvest Investment Services
Texas
$12.6M +$375K +7,366 +3%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$12.5M -$304K -5,957 -2%
TCM
60
TD Capital Management
Tennessee
$12.5M -$272K -5,340 -2%
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$12.1M -$1.62M -31,843 -12%
NA
62
NewEdge Advisors
Louisiana
$11.7M -$10.1M -197,884 -46%
Stifel Financial
63
Stifel Financial
Missouri
$11.5M -$1.51M -29,602 -12%
PWP
64
Principle Wealth Partners
Connecticut
$11.2M +$1.16M +22,761 +12%
SB
65
Sunflower Bank
Texas
$10.5M -$722K -14,172 -6%
OWA
66
Opal Wealth Advisors
New York
$10.5M +$816K +16,016 +8%
GVAG
67
Great Valley Advisor Group
Delaware
$10.3M -$1.37M -26,928 -12%
PWA
68
Phoenix Wealth Advisors
North Carolina
$9.43M +$105K +2,052 +1%
TIM
69
Tortoise Investment Management
New York
$8.94M +$94.3K +1,850 +1%
OCM
70
One Capital Management
California
$8.73M +$7.16M +140,540 +460%
QWP
71
Quotient Wealth Partners
Texas
$8.58M -$669K -13,125 -7%
CTA
72
Chesley Taft & Associates
Illinois
$8.44M +$52.5K +1,030 +0.6%
BWA
73
Boulder Wealth Advisors
Colorado
$8.13M +$8.12M +159,342 New
CFG
74
Cooper Financial Group
California
$8.08M +$1.47M +28,746 +22%
SFA
75
Sequoia Financial Advisors
Ohio
$8.07M -$188K -3,692 -2%