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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
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$202M +$9.81M +192,499 +5%
Bank of America
2
Bank of America
North Carolina
$202M +$8.67M +170,229 +4%
LPL Financial
3
LPL Financial
California
$154M +$2.78M +54,500 +2%
HWM
4
HB Wealth Management
Georgia
$111M +$22.7M +444,793 +26%
Corient Private Wealth
5
Corient Private Wealth
Florida
$91M +$72M +1,414,122 +380%
Wells Fargo
6
Wells Fargo
California
$75.5M +$6.93M +136,125 +10%
RCA
7
Resonant Capital Advisors
Wisconsin
$73.1M +$592K +11,620 +0.8%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$70.4M +$8.51K +167 +0%
JP Morgan Chase
9
JP Morgan Chase
New York
$68.2M +$7.06M +138,673 +12%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$64.7M +$10.1M +198,260 +19%
NP
11
NorthRock Partners
Minnesota
$60.3M +$7.51M +147,479 +14%
SL
12
Salomon & Ludwin
Virginia
$59.7M +$1.12M +22,032 +2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$56M +$9.06M +177,944 +19%
UBS Group
14
UBS Group
Switzerland
$53.4M +$476K +9,339 +0.9%
GC
15
Grimes & Company
Massachusetts
$51.9M -$1.66M -32,514 -3%
Raymond James Financial
16
Raymond James Financial
Florida
$45.5M -$635K -12,472 -1%
Mariner
17
Mariner
Kansas
$45.3M +$4.99M +97,892 +12%
ICP
18
Interchange Capital Partners
Pennsylvania
$38.4M +$83.7K +1,644 +0.2%
WAM
19
Weatherly Asset Management
California
$36.1M +$1.31M +25,812 +4%
BA
20
Bridgewater Advisors
New York
$35.2M +$1.66M +32,667 +5%
Osaic Holdings
21
Osaic Holdings
Arizona
$33.5M -$1.49M -29,176 -4%
FLPIM
22
F.L. Putnam Investment Management
Massachusetts
$31.5M +$2.27M +44,473 +8%
FWA
23
FSM Wealth Advisors
Ohio
$31.3M +$796K +15,629 +3%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$30.1M +$6.58M +129,076 +28%
SMA
25
Sage Mountain Advisors
Georgia
$30.1M +$30.1M +590,000 New