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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
WCFA
151
Walkner Condon Financial Advisors
Wisconsin
$3.81M +$2.17M +42,571 +132%
MFG
152
Mainsail Financial Group
Washington
$3.81M +$3.81M +74,774 New
KCM
153
KM Capital Management
Texas
$3.81M -$267K -5,240 -7%
BWM
154
BCGM Wealth Management
Indiana
$3.75M -$129K -2,527 -3%
PA
155
Parallel Advisors
California
$3.72M -$790K -15,517 -18%
AAS
156
Ameritas Advisory Services
Nebraska
$3.69M +$3.54M +69,462 +2,385%
MWA
157
Mills Wealth Advisors
Texas
$3.54M -$1.29M -25,404 -27%
BCI
158
Brinker Capital Investments
Pennsylvania
$3.53M -$1.94M -38,008 -35%
SFM
159
Signet Financial Management
New Jersey
$3.5M -$85.5K -1,679 -2%
EWS
160
Evergreen Wealth Solutions
Pennsylvania
$3.48M -$179K -3,518 -5%
LPT
161
Legacy Private Trust
Wisconsin
$3.42M -$4.29M -84,292 -56%
NCM
162
NCM Capital Management
New Jersey
$3.4M +$155K +3,035 +5%
GRP
163
Global Retirement Partners
California
$3.38M +$306K +6,004 +10%
SFGP
164
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$3.31M -$885K -17,368 -21%
CastleKeep Investment Advisors
165
CastleKeep Investment Advisors
Connecticut
$3.3M +$210K +4,124 +7%
HWP
166
Highline Wealth Partners
California
$3.22M +$257K +5,048 +9%
SPC
167
Sigma Planning Corp
Michigan
$3.12M +$84K +1,648 +3%
RPC
168
Rossmore Private Capital
Connecticut
$3.1M +$504K +9,899 +19%
PCM
169
Parsons Capital Management
Rhode Island
$3.08M +$1.77M +34,724 +135%
CAM
170
Clarity Asset Management
Iowa
$3.08M +$85.1K +1,670 +3%
WFG
171
Wills Financial Group
Virginia
$3.07M +$3.07M +60,249 New
IIM
172
Invariant Investment Management
Pennsylvania
$3.04M +$3.03M +59,569 New
MWM
173
Modern Wealth Management
Kansas
$3M -$18.3K -359 -0.6%
SFP
174
Sandbox Financial Partners
Maryland
$2.98M +$67.7K +1,329 +2%
IA
175
IFP Advisors
Florida
$2.97M +$73.1K +1,435 +3%