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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
HSG
151
Helen Stephens Group
Texas
$3.66M +$1M +19,684 +38%
SFM
152
Signet Financial Management
New Jersey
$3.59M +$33K +647 +0.9%
OMC
153
Old Mission Capital
Illinois
$3.42M +$2.76M +54,187 +420%
AWM
154
Able Wealth Management
New Jersey
$3.3M +$1.34M +26,206 +68%
TBWA
155
Three Bridge Wealth Advisors
California
$3.27M -$235K -4,601 -7%
NCM
156
NCM Capital Management
New Jersey
$3.25M +$767K +15,040 +31%
TWP
157
TFO Wealth Partners
Ohio
$3.25M +$224K +4,386 +7%
SA
158
Sanctuary Advisors
Indiana
$3.14M +$113K +2,221 +4%
CastleKeep Investment Advisors
159
CastleKeep Investment Advisors
Connecticut
$3.1M +$307K +6,019 +11%
GRP
160
Global Retirement Partners
California
$3.08M +$83K +1,629 +3%
DAS
161
Dynamic Advisor Solutions
Arizona
$3.07M -$123K -2,412 -4%
B
162
Bailard
California
$3.05M -$31.6M -620,783 -91%
SPC
163
Sigma Planning Corp
Michigan
$3.05M +$709K +13,910 +30%
MWM
164
Modern Wealth Management
Kansas
$3.02M -$114K -2,240 -4%
CAM
165
Clarity Asset Management
Iowa
$3M +$102K +1,994 +4%
HWP
166
Highline Wealth Partners
California
$2.97M -$48.3K -948 -2%
SFG
167
Sterling Financial Group
California
$2.92M -$502K -9,853 -15%
SFP
168
Sandbox Financial Partners
Maryland
$2.92M +$108K +2,115 +4%
IA
169
IFP Advisors
Florida
$2.9M +$56K +1,098 +2%
FB
170
Fulton Bank
Pennsylvania
$2.89M +$976K +19,152 +51%
FTUS
171
Flow Traders U.S.
New York
$2.88M +$2.88M +56,471 New
ATS
172
Ashton Thomas Securities
New York
$2.82M +$1.88M +36,905 +201%
IIC
173
Integrated Investment Consultants
Michigan
$2.81M +$2.8M +55,000 New
CWM
174
CCG Wealth Management
California
$2.72M +$111K +2,173 +4%
LWP
175
Laurel Wealth Planning
Minnesota
$2.68M +$121K +2,383 +5%