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JPMorgan Ultra-Short Municipal Income ETF

550 hedge funds and large institutions have $3.47B invested in JPMorgan Ultra-Short Municipal Income ETF in 2026 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 250 increasing their positions, 178 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 36

40% more repeat investments, than reductions

Existing positions increased: 250 | Existing positions reduced: 178

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

2% more capital invested

Capital invested by funds: $3.41B → $3.47B (+$56.6M)

1% more funds holding

Funds holding: 545550 (+5)

0.43% more ownership

Funds ownership: 55.23%55.66% (+0.43%)

Holders
550
Holders Change
+5
Holders Change %
+0.92%
% of All Funds
6.77%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.26%
New
52
Increased
250
Reduced
178
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
76
Phoenix Wealth Advisors
North Carolina
$10.4M +$922K +18,068 +10%
FFA
77
Farther Finance Advisors
California
$10.3M +$2.58M +50,478 +33%
SF
78
Summit Financial
New Jersey
$9.99M +$3.31M +64,943 +50%
BWA
79
Boulder Wealth Advisors
Colorado
$9.82M +$5.63M +110,337 +134%
RFC
80
Regions Financial Corp
Alabama
$9.28M +$1.93M +37,777 +26%
CFG
81
Citizens Financial Group
Rhode Island
$8.96M +$111K +2,180 +1%
RDWM
82
Red Door Wealth Management
Tennessee
$8.93M +$8.19M +160,503 +1,092%
WIC
83
Whitegate Investment Counselors
New Hampshire
$8.87M -$345K -6,763 -4%
MFS
84
McNamara Financial Services
Massachusetts
$8.38M +$215K +4,207 +3%
HSG
85
Helen Stephens Group
Texas
$8.36M +$3.29M +64,362 +65%
VFA
86
Valeo Financial Advisors
Indiana
$8.35M +$2.13M +41,799 +34%
GPWA
87
Great Point Wealth Advisors
Massachusetts
$8.31M +$50.3K +985 +0.6%
IA
88
IF Advisors
Texas
$8.05M -$656K -12,850 -8%
VPP
89
Vertex Planning Partners
Illinois
$7.97M +$3.71M +72,670 +87%
SWP
90
Stratos Wealth Partners
Ohio
$7.59M +$2.43M +47,684 +47%
SPWG
91
Syntegra Private Wealth Group
Missouri
$7.54M +$956K +18,729 +14%
EWM
92
Elmwood Wealth Management
California
$7.51M -$363K -7,111 -5%
PSCM
93
Per Stirling Capital Management
Texas
$7.42M +$852K +16,688 +13%
QWP
94
Quotient Wealth Partners
Texas
$7.3M -$881K -17,259 -11%
SAA
95
Southeast Asset Advisors
Georgia
$7.3M -$376K -7,368 -5%
AWM
96
Apex Wealth Management
New Hampshire
$7.22M +$5.68M +111,364 +367%
CTC
97
Central Trust Company
Missouri
$7.17M +$349K +6,836 +5%
CAWM
98
Capital Advisors Wealth Management
Washington
$7.09M +$1.92M +37,615 +37%
SC
99
Sierra Capital
Florida
$7.02M
ACA
100
Aptus Capital Advisors
Alabama
$6.72M -$1.77M -34,590 -21%