We are live on ! Find out more
JMST icon

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
SW
126
SkyOak Wealth
Michigan
$4.78M +$313K +6,143 +7%
WAAG
127
Wealth Alliance Advisory Group
Kansas
$4.77M -$137K -2,693 -3%
CG
128
CFO4Life Group
Texas
$4.76M -$284K -5,568 -6%
SAI
129
Savvy Advisors Inc
New York
$4.74M -$11.5K -226 -0.2%
AA
130
Ancora Advisors
Ohio
$4.7M +$312K +6,133 +7%
MA
131
Mutual Advisors
Nebraska
$4.69M -$83K -1,630 -2%
LL
132
LPWM LLC
Minnesota
$4.69M +$211K +4,138 +5%
EFL
133
ERn Financial LLC
Wisconsin
$4.64M +$190K +3,721 +4%
JWM
134
Jupiter Wealth Management
Colorado
$4.6M +$509K +10,000 +13%
SA
135
Stewardship Advisors
Pennsylvania
$4.56M -$906K -17,777 -17%
CM
136
Capital Management
Virginia
$4.54M -$120K -2,350 -3%
RFWA
137
RPg Family Wealth Advisory
Massachusetts
$4.5M -$124K -2,439 -3%
IA
138
IMZ Advisory
Florida
$4.33M +$17.8K +349 +0.4%
VPP
139
Vertex Planning Partners
Illinois
$4.27M +$395K +7,762 +10%
FCIM
140
Fairview Capital Investment Management
California
$4.26M +$81.5K +1,600 +2%
BWA
141
Boulder Wealth Advisors
Colorado
$4.19M -$3.93M -77,143 -48%
GIM
142
Goelzer Investment Management
Indiana
$4.17M -$2.05M -40,175 -33%
NF
143
NavPoint Financial
Minnesota
$4.16M +$208K +4,088 +5%
BOPW
144
Brandywine Oak Private Wealth
Pennsylvania
$4.15M -$100K -1,970 -2%
Truist Financial
145
Truist Financial
North Carolina
$4.07M +$60.2K +1,181 +1%
USCWA
146
U.S. Capital Wealth Advisors
Texas
$3.99M +$209K +4,103 +6%
PA
147
Perennial Advisors
New York
$3.98M +$133K +2,618 +3%
IIC
148
Ironwood Investment Counsel
Arizona
$3.96M -$1.35M -26,404 -25%
ZIC
149
ZWJ Investment Counsel
Georgia
$3.83M +$1.86M +36,608 +95%
RSWA
150
Robinson Smith Wealth Advisors
Maine
$3.83M -$93.8K -1,841 -2%