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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
AP
101
Appleton Partners
Massachusetts
$6.09M +$58.1K +1,140 +1%
MWM
102
MY Wealth Management
Maryland
$6.06M -$6.62M -129,907 -52%
YIA
103
YHB Investment Advisors
Connecticut
$5.91M +$514K +10,086 +10%
AFG
104
Albion Financial Group
Utah
$5.88M +$84.3K +1,654 +1%
REMPR
105
Roof Eidam Maycock Peralta (REMP)
California
$5.82M +$446K +8,750 +8%
WAP
106
Wealthcare Advisory Partners
Pennsylvania
$5.75M +$1.45M +28,498 +34%
VA
107
VestGen Advisors
Illinois
$5.71M +$5.71M +112,070 New
MML Investors Services
108
MML Investors Services
Massachusetts
$5.71M +$1.57M +30,743 +38%
FWM
109
Forza Wealth Management
Florida
$5.56M -$102K -2,000 -2%
BF
110
BOK Financial
Oklahoma
$5.5M +$404K +7,934 +8%
MNA
111
Manning & Napier Advisors
New York
$5.37M +$690K +13,536 +15%
SW
112
StrongBox Wealth
Missouri
$5.29M +$459K +9,009 +9%
SA
113
Sanctuary Advisors
Indiana
$5.26M +$2.13M +41,773 +68%
PP
114
PDS Planning
Ohio
$5.23M -$71.7K -1,408 -1%
RPSA
115
Richard P. Slaughter Associates
Texas
$5.2M +$200K +3,919 +4%
CAWM
116
Capital Advisors Wealth Management
Washington
$5.16M +$4.46M +87,485 +630%
SWP
117
Stratos Wealth Partners
Ohio
$5.16M +$1.33M +26,061 +35%
JSAM
118
J. Safra Asset Management
New York
$5.13M +$531K +10,433 +12%
HSG
119
Helen Stephens Group
Texas
$5.08M +$1.42M +27,861 +39%
GLLW
120
Graves Light Lenhart Wealth
Virginia
$5.03M +$937K +18,399 +23%
BIAS
121
Beacon Investment Advisory Services
New Jersey
$4.95M +$928K +18,212 +23%
GWM
122
Geneos Wealth Management
Colorado
$4.94M -$406K -7,971 -8%
AWM
123
Able Wealth Management
New Jersey
$4.91M +$1.62M +31,840 +49%
OCM
124
One Capital Management
California
$4.9M -$3.81M -74,874 -44%
EFS
125
Essex Financial Services
Connecticut
$4.79M +$104K +2,051 +2%