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JPMorgan Ultra-Short Municipal Income ETF

496 hedge funds and large institutions have $2.98B invested in JPMorgan Ultra-Short Municipal Income ETF in 2025 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 240 increasing their positions, 156 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
496
Holders Change
+9
Holders Change %
+1.85%
% of All Funds
6.65%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.25%
New
50
Increased
240
Reduced
156
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NF
126
NavPoint Financial
Minnesota
$4.21M +$2.09M +40,959 +98%
FCIM
127
Fairview Capital Investment Management
California
$4.18M +$519K +10,200 +14%
LL
128
LPWM LLC
Minnesota
$4.15M +$485K +9,520 +13%
EWS
129
Evergreen Wealth Solutions
Pennsylvania
$4.09M -$193K -3,800 -5%
JWM
130
Jupiter Wealth Management
Colorado
$4.08M
CM
131
Capital Management
Virginia
$4.07M -$212K -4,159 -5%
T
132
Transce3nd
Texas
$4.05M +$746K +14,651 +23%
PWM
133
Perigon Wealth Management
California
$3.8M -$6.67M -130,939 -64%
MWA
134
Mills Wealth Advisors
Texas
$3.73M -$2.13M -41,877 -36%
PA
135
Perennial Advisors
New York
$3.7M -$170K -3,339 -4%
EFL
136
ERn Financial LLC
Wisconsin
$3.68M +$144K +2,820 +4%
SAI
137
Savvy Advisors Inc
New York
$3.57M +$2.71M +53,123 +312%
SFM
138
Signet Financial Management
New Jersey
$3.55M -$161K -3,163 -4%
SWP
139
Stratos Wealth Partners
Ohio
$3.5M +$1.09M +21,388 +45%
TBWA
140
Three Bridge Wealth Advisors
California
$3.5M -$23.6K -463 -0.7%
KMWM
141
Keudell/Morrison Wealth Management
Oregon
$3.48M +$1.43M +28,016 +70%
SFG
142
Sterling Financial Group
California
$3.42M +$44.1K +866 +1%
SFG
143
Stonebridge Financial Group
Pennsylvania
$3.38M -$81.8K -1,607 -2%
KCM
144
KM Capital Management
Texas
$3.26M +$1.18M +23,181 +57%
GLLW
145
Graves Light Lenhart Wealth
Virginia
$3.21M +$73.3K +1,439 +2%
DAS
146
Dynamic Advisor Solutions
Arizona
$3.18M +$15.4K +303 +0.5%
EFS
147
Essex Financial Services
Connecticut
$3.15M +$1.59M +31,181 +102%
SFG
148
Sunburst Financial Group
Alabama
$3.14M -$128K -2,514 -4%
MWM
149
Modern Wealth Management
Kansas
$3.13M -$388K -7,623 -11%
RSWA
150
Robinson Smith Wealth Advisors
Maine
$3.02M +$385K +7,563 +15%