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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
KSWA
201
Kathleen S. Wright Associates
Pennsylvania
$2.07M -$39.6K -776 -2%
CWM
202
Circle Wealth Management
New Jersey
$2.01M +$2.01M +39,460 New
VF
203
Vawter Financial
Ohio
$2.01M +$2.01M +39,458 New
KCM
204
Kathmere Capital Management
Pennsylvania
$2.01M -$231K -4,534 -10%
P
205
&Partners
Tennessee
$2.01M +$107K +2,099 +6%
ZIC
206
ZWJ Investment Counsel
Georgia
$1.97M +$740K +14,520 +60%
NCM
207
New Capital Management
Texas
$1.97M -$81.2K -1,594 -4%
BL
208
BFSG LLC
California
$1.94M -$268K -5,255 -12%
RMF
209
Red Mountain Financial
Colorado
$1.89M +$65.1K +1,278 +4%
BI
210
Bramshill Investments
Florida
$1.88M -$60.5K -1,187 -3%
SWP
211
Summit Wealth Partners
Florida
$1.86M +$16.8K +329 +0.9%
CSPIA
212
Cary Street Partners Investment Advisory
Virginia
$1.85M +$66.9K +1,313 +4%
1WM
213
1900 Wealth Management
Texas
$1.83M -$56.1K -1,100 -3%
PC
214
Pecaut & Co
Iowa
$1.79M -$11.5K -225 -0.6%
PSIWM
215
Paradigm Strategies in Wealth Management
Minnesota
$1.79M -$1.89K -37 -0.1%
HI
216
Harbour Investments
Wisconsin
$1.77M +$247K +4,841 +16%
MCM
217
MAI Capital Management
Ohio
$1.76M -$306 -6 -0%
KA
218
Klingman & Associates
New York
$1.76M +$486K +9,544 +38%
BEAM
219
Baker Ellis Asset Management
Washington
$1.75M +$280K +5,500 +19%
PAG
220
Paladin Advisory Group
Iowa
$1.75M -$665K -13,056 -28%
AOWM
221
Alpha Omega Wealth Management
Virginia
$1.75M +$102K +2,008 +6%
OIA
222
OneDigital Investment Advisors
Kansas
$1.73M -$437K -8,578 -20%
SCA
223
Sandy Cove Advisors
Massachusetts
$1.69M +$205K +4,019 +14%
GGS
224
Galvin Gaustad & Stein
Arizona
$1.65M +$111K +2,173 +7%
AssetMark Inc
225
AssetMark Inc
California
$1.65M +$381K +7,469 +30%