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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
SC
51
SouthState Corp
Florida
$14.6M +$14.4M +282,280 +6,342%
Lido Advisors
52
Lido Advisors
California
$14.5M -$1.02M -20,008 -7%
CAAS
53
Capital Asset Advisory Services
Michigan
$14.4M +$1.77M +34,766 +14%
BIG
54
Boothe Investment Group
Delaware
$13.6M +$491K +9,638 +4%
MHR
55
Matthew Hamilton Rosenberg
$13.5M +$614K +12,049 +5%
OHIS
56
Oak Harvest Investment Services
Texas
$13.4M +$796K +15,628 +6%
NA
57
NewEdge Advisors
Louisiana
$12.9M +$1.18M +23,238 +10%
AWE
58
Avidian Wealth Enterprises
Texas
$12.6M -$424K -8,331 -3%
PAG
59
Private Advisor Group
New Jersey
$12.6M -$1.05M -20,626 -8%
MWC
60
MBM Wealth Consultants
Missouri
$12.1M -$984K -19,319 -8%
DWM
61
Dynasty Wealth Management
Florida
$11.9M +$11.9M +233,996 New
Thrivent Financial for Lutherans
62
Thrivent Financial for Lutherans
Minnesota
$11.9M -$8.28M -162,476 -41%
TCM
63
TD Capital Management
Tennessee
$11.7M -$765K -15,019 -6%
Stifel Financial
64
Stifel Financial
Missouri
$11.4M -$9.47K -186 -0.1%
PWP
65
Principle Wealth Partners
Connecticut
$11.4M +$150K +2,944 +1%
Rockefeller Capital Management
66
Rockefeller Capital Management
New York
$11M -$1.05M -20,683 -9%
GVAG
67
Great Valley Advisor Group
Delaware
$10.8M +$531K +10,429 +5%
GI
68
Gradient Investments
Minnesota
$10.6M +$3.22M +63,204 +43%
OWA
69
Opal Wealth Advisors
New York
$10.6M +$139K +2,735 +1%
SQA
70
Simon Quick Advisors
New Jersey
$10.5M +$10.5M +205,738 New
CTA
71
Chesley Taft & Associates
Illinois
$10.3M +$1.85M +36,350 +22%
DIA
72
Davidson Investment Advisors
Montana
$10.3M -$2.58M -50,672 -20%
SFA
73
Sequoia Financial Advisors
Ohio
$9.79M +$1.74M +34,232 +22%
PWA
74
Phoenix Wealth Advisors
North Carolina
$9.52M +$112K +2,200 +1%
WIC
75
Whitegate Investment Counselors
New Hampshire
$9.21M +$1.81M +35,565 +24%