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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
EWA
201
Encompass Wealth Advisors
Oregon
$2.24M -$156K -3,060 -7%
SLC
202
Second Line Capital
Louisiana
$2.21M +$2.21M +43,311 New
SWP
203
Summit Wealth Partners
Florida
$2.21M +$357K +7,015 +19%
P
204
&Partners
Tennessee
$2.21M +$200K +3,919 +10%
HSWS
205
Higgins & Schmidt Wealth Strategies
Colorado
$2.18M +$2.18M +42,836 New
FFN
206
Focus Financial Network
Minnesota
$2.16M -$76.1K -1,493 -3%
DAM
207
Directional Asset Management
Illinois
$2.16M +$2.16M +42,353 New
AWC
208
Adamsbrown Wealth Consultants
Kansas
$2.14M -$91K -1,787 -4%
TBWA
209
Three Bridge Wealth Advisors
California
$2.12M -$1.15M -22,603 -35%
AWM
210
Ariadne Wealth Management
California
$2.09M
SS
211
Sunbelt Securities
Texas
$2.05M -$342K -6,712 -14%
AWM
212
Aprio Wealth Management
Georgia
$2.02M +$2.02M +39,600 New
CWM
213
Circle Wealth Management
New Jersey
$2.01M
PFS
214
Prospera Financial Services
Texas
$2M +$877K +17,214 +78%
RFP
215
Root Financial Partners
California
$1.99M +$509K +9,989 +34%
FB
216
Fulton Bank
Pennsylvania
$1.97M -$907K -17,810 -31%
RMF
217
Red Mountain Financial
Colorado
$1.97M +$85.2K +1,673 +5%
VF
218
Vawter Financial
Ohio
$1.97M -$45K -883 -2%
OIA
219
OneDigital Investment Advisors
Kansas
$1.96M +$237K +4,647 +14%
BL
220
BFSG LLC
California
$1.96M +$20.1K +395 +1%
CSPIA
221
Cary Street Partners Investment Advisory
Virginia
$1.95M +$99.9K +1,961 +5%
AssetMark Inc
222
AssetMark Inc
California
$1.93M +$285K +5,586 +17%
PAG
223
Paladin Advisory Group
Iowa
$1.87M +$126K +2,470 +7%
BI
224
Bolthouse Investments
California
$1.86M +$1M +19,650 +117%
KAS
225
Kestra Advisory Services
Texas
$1.85M -$259K -5,089 -12%