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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
RPC
176
Rossmore Private Capital
Connecticut
$2.59M -$413K -8,097 -14%
IAN
177
Integrated Advisors Network
Texas
$2.57M +$63.9K +1,254 +3%
SIG
178
Sargent Investment Group
Maryland
$2.56M +$221K +4,330 +9%
SLWA
179
San Luis Wealth Advisors
California
$2.55M +$2.55M +50,000 New
SSC
180
Syverson Strege & Co
Iowa
$2.54M +$2.9K +57 +0.1%
GWSG
181
GPS Wealth Strategies Group
Colorado
$2.53M -$269K -5,282 -10%
SFG
182
Sunburst Financial Group
Alabama
$2.42M -$720K -14,132 -23%
PCM
183
Pennsylvania Capital Management
Pennsylvania
$2.42M -$53.4K -1,048 -2%
EWA
184
Encompass Wealth Advisors
Oregon
$2.4M +$55K +1,080 +2%
SA
185
Skyline Advisors
Washington
$2.39M +$178K +3,488 +8%
SS
186
Sunbelt Securities
Texas
$2.39M +$1.92M +37,760 +413%
IWM
187
IHT Wealth Management
Illinois
$2.35M +$438K +8,598 +23%
PJWM
188
Philip James Wealth Mangement
Georgia
$2.35M +$629K +12,339 +37%
LA
189
LexAurum Advisors
Kansas
$2.33M +$496K +9,737 +27%
BA
190
Bristlecone Advisors
Washington
$2.32M +$118K +2,320 +5%
SF
191
Synovus Financial
Georgia
$2.24M -$23.7K -465 -1%
AWC
192
Adamsbrown Wealth Consultants
Kansas
$2.23M -$52.5K -1,030 -2%
FFN
193
Focus Financial Network
Minnesota
$2.23M -$260K -5,111 -10%
PWM
194
Perigon Wealth Management
California
$2.22M -$1.59M -31,179 -42%
MFG
195
Merit Financial Group
Georgia
$2.19M +$2.19M +42,900 New
NFP
196
Narus Financial Partners
Utah
$2.18M -$561K -11,014 -21%
KAS
197
Kestra Advisory Services
Texas
$2.11M +$53K +1,039 +3%
Susquehanna International Group
198
Susquehanna International Group
Pennsylvania
$2.09M +$2.09M +41,014 New
Creative Planning
199
Creative Planning
Kansas
$2.09M -$62K -1,216 -3%
AWM
200
Ariadne Wealth Management
California
$2.08M