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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
Bank of America
1
Bank of America
North Carolina
$193M +$23.5M +460,157 +14%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$193M +$8.57M +168,124 +5%
LPL Financial
3
LPL Financial
California
$152M -$8.28M -162,371 -5%
HWM
4
HB Wealth Management
Georgia
$88.5M +$56.1M +1,099,860 +174%
RCA
5
Resonant Capital Advisors
Wisconsin
$72.5M +$6.56M +128,706 +10%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$70.5M -$1.98M -38,891 -3%
Wells Fargo
7
Wells Fargo
California
$68.7M -$6.64M -130,273 -9%
JP Morgan Chase
8
JP Morgan Chase
New York
$61.3M +$9.61M +188,546 +19%
SL
9
Salomon & Ludwin
Virginia
$58.6M +$6.79M +133,284 +13%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$54.5M +$14.7M +287,650 +37%
GC
11
Grimes & Company
Massachusetts
$53.6M -$1.98M -38,877 -4%
UBS Group
12
UBS Group
Switzerland
$53M +$7.02M +137,708 +15%
NP
13
NorthRock Partners
Minnesota
$52.9M +$6.74M +132,251 +15%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$47.1M +$5.75M +112,721 +14%
Raymond James Financial
15
Raymond James Financial
Florida
$46.3M +$9.79M +192,119 +27%
Mariner
16
Mariner
Kansas
$40.4M -$6.72M -131,943 -14%
ICP
17
Interchange Capital Partners
Pennsylvania
$38.4M +$2.95M +57,936 +8%
Osaic Holdings
18
Osaic Holdings
Arizona
$35.1M +$4.42M +86,689 +14%
WAM
19
Weatherly Asset Management
California
$34.8M +$3.51M +68,900 +11%
BA
20
Bridgewater Advisors
New York
$33.4M +$1.89M +37,145 +6%
IWC
21
Integrated Wealth Concepts
Massachusetts
$30.6M +$8.86M +173,756 +41%
FWA
22
FSM Wealth Advisors
Ohio
$30.6M +$382K +7,492 +1%
FLPIM
23
F.L. Putnam Investment Management
Massachusetts
$29.3M +$9.13M +179,219 +45%
Cerity Partners
24
Cerity Partners
New York
$27.4M -$286K -5,608 -1%
GWM
25
Global Wealth Management
New Jersey
$27.1M +$367K +7,209 +1%