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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
LL
126
LPWM LLC
Minnesota
$4.48M +$324K +6,361 +8%
SW
127
SkyOak Wealth
Michigan
$4.47M -$20K -392 -0.4%
EFL
128
ERn Financial LLC
Wisconsin
$4.46M +$770K +15,099 +21%
AA
129
Ancora Advisors
Ohio
$4.39M +$2.71M +53,210 +162%
Kovitz Investment Group Partners
130
Kovitz Investment Group Partners
Illinois
$4.38M +$1.98M +38,759 +82%
IA
131
IMZ Advisory
Florida
$4.32M -$1.29M -25,327 -23%
WAP
132
Wealthcare Advisory Partners
Pennsylvania
$4.31M -$1.62M -31,721 -27%
BOPW
133
Brandywine Oak Private Wealth
Pennsylvania
$4.26M -$73K -1,432 -2%
SFGP
134
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$4.21M +$818K +16,042 +24%
FCIM
135
Fairview Capital Investment Management
California
$4.19M -$8.92K -175 -0.2%
MML Investors Services
136
MML Investors Services
Massachusetts
$4.15M -$206K -4,040 -5%
GLLW
137
Graves Light Lenhart Wealth
Virginia
$4.1M +$880K +17,267 +27%
KCM
138
KM Capital Management
Texas
$4.08M +$818K +16,055 +25%
JWM
139
Jupiter Wealth Management
Colorado
$4.08M
BIAS
140
Beacon Investment Advisory Services
New Jersey
$4.03M -$3.06M -60,061 -43%
Truist Financial
141
Truist Financial
North Carolina
$4.02M -$222K -4,357 -5%
NF
142
NavPoint Financial
Minnesota
$3.96M -$257K -5,051 -6%
RSWA
143
Robinson Smith Wealth Advisors
Maine
$3.93M +$906K +17,772 +30%
BWM
144
BCGM Wealth Management
Indiana
$3.89M -$360K -7,057 -8%
VPP
145
Vertex Planning Partners
Illinois
$3.88M +$995K +19,526 +35%
PA
146
Perennial Advisors
New York
$3.86M +$147K +2,881 +4%
SWP
147
Stratos Wealth Partners
Ohio
$3.84M +$331K +6,504 +9%
VWM
148
Venturi Wealth Management
Texas
$3.8M +$985K +19,318 +35%
USCWA
149
U.S. Capital Wealth Advisors
Texas
$3.79M +$2.5M +48,965 +193%
EWS
150
Evergreen Wealth Solutions
Pennsylvania
$3.67M -$430K -8,433 -11%