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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
CFG
76
Citizens Financial Group
Rhode Island
$8.86M +$1.9M +37,323 +27%
IA
77
IF Advisors
Texas
$8.7M +$8.7M +170,850 New
Mercer Global Advisors
78
Mercer Global Advisors
Colorado
$8.59M +$2.65M +51,937 +44%
ACA
79
Aptus Capital Advisors
Alabama
$8.47M +$1.84M +36,048 +28%
GPWA
80
Great Point Wealth Advisors
Massachusetts
$8.25M +$1.17M +23,030 +17%
QWP
81
Quotient Wealth Partners
Texas
$8.18M -$381K -7,485 -4%
MFS
82
McNamara Financial Services
Massachusetts
$8.16M +$862K +16,925 +12%
TIM
83
Tortoise Investment Management
New York
$7.9M -$1.02M -20,121 -11%
EWM
84
Elmwood Wealth Management
California
$7.86M +$443K +8,705 +6%
FFA
85
Farther Finance Advisors
California
$7.77M +$2.4M +47,183 +45%
SAA
86
Southeast Asset Advisors
Georgia
$7.67M +$1.95M +38,320 +34%
IA
87
Insight Advisors
Pennsylvania
$7.52M +$661K +12,984 +10%
RFC
88
Regions Financial Corp
Alabama
$7.35M -$50.4K -989 -0.7%
CAL
89
Capital Analysts LLC
Pennsylvania
$7.31M +$626K +12,283 +9%
EC
90
Elequin Capital
New York
$7.18M -$5.42M -106,330 -43%
SC
91
Sierra Capital
Florida
$7.01M +$2M +39,244 +40%
PCG
92
Prosperity Consulting Group
Maryland
$6.94M +$579K +11,370 +9%
CTC
93
Central Trust Company
Missouri
$6.81M -$19.9K -390 -0.3%
SF
94
Summit Financial
New Jersey
$6.69M -$155K -3,035 -2%
EWA
95
EP Wealth Advisors
California
$6.67M +$6.67M +130,874 New
SPWG
96
Syntegra Private Wealth Group
Missouri
$6.58M +$1.17M +23,010 +22%
PSCM
97
Per Stirling Capital Management
Texas
$6.57M +$431K +8,460 +7%
WFA
98
Websterrogers Financial Advisors
South Carolina
$6.35M +$240K +4,717 +4%
VFA
99
Valeo Financial Advisors
Indiana
$6.21M +$6.21M +121,913 New
SCM
100
SOL Capital Management
Maryland
$6.11M +$18.1K +355 +0.3%