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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
LPT
76
Legacy Private Trust
Wisconsin
$7.73M +$1.41M +27,675 +22%
GI
77
Gradient Investments
Minnesota
$7.44M +$2.52M +49,405 +51%
EWM
78
Elmwood Wealth Management
California
$7.43M +$210K +4,128 +3%
RFC
79
Regions Financial Corp
Alabama
$7.41M +$50.7K +995 +0.7%
WIC
80
Whitegate Investment Counselors
New Hampshire
$7.41M +$400K +7,855 +6%
MFS
81
McNamara Financial Services
Massachusetts
$7.31M +$146K +2,860 +2%
AWM
82
Apex Wealth Management
New Hampshire
$7.17M +$500K +9,815 +8%
GPWA
83
Great Point Wealth Advisors
Massachusetts
$7.09M +$7.08M +138,940 New
CFG
84
Citizens Financial Group
Rhode Island
$6.95M +$6.69M +131,254 +2,678%
WWA
85
WCG Wealth Advisors
Nevada
$6.95M -$2.06M -40,384 -23%
IA
86
Insight Advisors
Pennsylvania
$6.87M +$90.6K +1,777 +1%
CTC
87
Central Trust Company
Missouri
$6.85M +$1.32M +25,859 +24%
SF
88
Summit Financial
New Jersey
$6.85M +$6.84M +134,131 New
CAL
89
Capital Analysts LLC
Pennsylvania
$6.7M +$1.45M +28,477 +28%
ACA
90
Aptus Capital Advisors
Alabama
$6.65M -$1.16M -22,769 -15%
PCG
91
Prosperity Consulting Group
Maryland
$6.38M +$671K +13,165 +12%
GIM
92
Goelzer Investment Management
Indiana
$6.22M +$597K +11,722 +11%
PSCM
93
Per Stirling Capital Management
Texas
$6.15M +$1.92M +37,753 +46%
WFA
94
Websterrogers Financial Advisors
South Carolina
$6.12M +$23.1K +454 +0.4%
SCM
95
SOL Capital Management
Maryland
$6.1M -$43.3K -850 -0.7%
AP
96
Appleton Partners
Massachusetts
$6.04M +$276K +5,420 +5%
Mercer Global Advisors
97
Mercer Global Advisors
Colorado
$5.96M -$403K -7,915 -6%
AFG
98
Albion Financial Group
Utah
$5.81M +$223K +4,367 +4%
SAA
99
Southeast Asset Advisors
Georgia
$5.73M -$344K -6,749 -6%
FWM
100
Forza Wealth Management
Florida
$5.68M +$510K +10,000 +10%