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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
BCI
101
Brinker Capital Investments
Pennsylvania
$5.48M -$1.19M -23,440 -18%
SA
102
Stewardship Advisors
Pennsylvania
$5.48M +$180K +3,538 +3%
SPWG
103
Syntegra Private Wealth Group
Missouri
$5.42M +$2.43M +47,617 +81%
YIA
104
YHB Investment Advisors
Connecticut
$5.4M +$306K +6,007 +6%
REMPR
105
Roof Eidam Maycock Peralta (REMP)
California
$5.38M +$102K +2,000 +2%
FFA
106
Farther Finance Advisors
California
$5.37M +$2.79M +54,735 +108%
GWM
107
Geneos Wealth Management
Colorado
$5.36M +$3.26M +64,000 +156%
IIC
108
Ironwood Investment Counsel
Arizona
$5.32M +$3.77M +73,974 +245%
PP
109
PDS Planning
Ohio
$5.31M -$268K -5,260 -5%
KIM
110
Kestra Investment Management
Texas
$5.12M -$7.09M -139,030 -58%
BF
111
BOK Financial
Oklahoma
$5.1M +$10.2K +200 +0.2%
CG
112
CFO4Life Group
Texas
$5.06M -$111K -2,186 -2%
SC
113
Sierra Capital
Florida
$5.02M
RPSA
114
Richard P. Slaughter Associates
Texas
$5.01M +$677K +13,292 +16%
WAAG
115
Wealth Alliance Advisory Group
Kansas
$4.92M -$147K -2,892 -3%
SW
116
StrongBox Wealth
Missouri
$4.84M +$342K +6,704 +8%
MWA
117
Mills Wealth Advisors
Texas
$4.84M +$1.11M +21,694 +30%
MA
118
Mutual Advisors
Nebraska
$4.77M +$123K +2,409 +3%
SAI
119
Savvy Advisors Inc
New York
$4.76M +$1.17M +23,039 +33%
EFS
120
Essex Financial Services
Connecticut
$4.69M +$1.53M +30,102 +49%
MNA
121
Manning & Napier Advisors
New York
$4.68M +$48.4K +950 +1%
CM
122
Capital Management
Virginia
$4.67M +$586K +11,492 +14%
RFWA
123
RPg Family Wealth Advisory
Massachusetts
$4.62M -$35.1K -688 -0.8%
JSAM
124
J. Safra Asset Management
New York
$4.6M +$91.2K +1,790 +2%
PA
125
Parallel Advisors
California
$4.52M +$1.91M +37,394 +73%