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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
EWP
176
Evergreen Wealth Partners
Montana
$2.88M +$2.88M +56,579 New
SIG
177
Sargent Investment Group
Maryland
$2.86M +$309K +6,070 +12%
LWP
178
Laurel Wealth Planning
Minnesota
$2.79M +$116K +2,277 +4%
SWP
179
Sagespring Wealth Partners
Tennessee
$2.78M +$2.78M +54,602 New
CWM
180
CCG Wealth Management
California
$2.78M +$61.4K +1,206 +2%
CFG
181
Cooper Financial Group
California
$2.73M -$5.33M -104,685 -66%
ATS
182
Ashton Thomas Securities
New York
$2.72M -$96.8K -1,900 -3%
DAS
183
Dynamic Advisor Solutions
Arizona
$2.63M -$432K -8,477 -14%
SSC
184
Syverson Strege & Co
Iowa
$2.63M +$93.3K +1,831 +4%
IWM
185
IHT Wealth Management
Illinois
$2.57M +$224K +4,403 +10%
SLWA
186
San Luis Wealth Advisors
California
$2.55M
SWM
187
Selby Wealth Management
California
$2.51M +$2.51M +49,219 New
AF
188
Advisornet Financial
Minnesota
$2.51M +$1.4M +27,439 +126%
SA
189
Skyline Advisors
Washington
$2.42M +$28.9K +568 +1%
KA
190
Klingman & Associates
New York
$2.42M +$663K +13,008 +38%
SFG
191
Sunburst Financial Group
Alabama
$2.41M -$10.7K -210 -0.4%
B
192
Bailard
California
$2.38M -$659K -12,934 -22%
MSFS
193
Main Street Financial Solutions
Pennsylvania
$2.37M +$1.36M +26,731 +136%
PJWM
194
Philip James Wealth Mangement
Georgia
$2.36M +$15K +294 +0.6%
OA
195
Oasis Advisors
Iowa
$2.32M +$2.32M +45,542 New
SPFA
196
Summit Place Financial Advisors
New Jersey
$2.3M +$1.29M +25,255 +127%
PWM
197
Perigon Wealth Management
California
$2.28M +$65.8K +1,291 +3%
MFG
198
Merit Financial Group
Georgia
$2.26M +$71.4K +1,401 +3%
PFPG
199
Pinnacle Financial Partners (Georgia)
Georgia
$2.25M +$2.25M +44,240 New
Goldman Sachs
200
Goldman Sachs
New York
$2.25M +$1.36M +26,621 +152%