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JPMorgan Municipal ETF

497 hedge funds and large institutions have $4.86B invested in JPMorgan Municipal ETF in 2026 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 270 increasing their positions, 116 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 116

77% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 31

7% more capital invested

Capital invested by funds: $4.53B → $4.86B (+$336M)

4% more funds holding in top 10

Funds holding in top 10: 2526 (+1)

3% more funds holding

Funds holding: 482497 (+15)

1.21% less ownership

Funds ownership: 69.62%68.41% (-1.2%)

Holders
497
Holders Change
+15
Holders Change %
+3.11%
% of All Funds
6.12%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.32%
New
55
Increased
270
Reduced
116
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$642M -$37.7M -743,639 -5%
LPL Financial
2
LPL Financial
California
$310M +$34.1M +673,345 +12%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$238M +$30.9M +609,927 +15%
MAS
4
Meeder Advisory Services
Ohio
$213M +$53M +1,044,894 +32%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$182M +$38.6M +761,782 +27%
Ameriprise
6
Ameriprise
Minnesota
$144M +$6.03M +119,001 +4%
Bank of America
7
Bank of America
North Carolina
$137M +$26.9M +529,795 +24%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$114M -$22.8M -449,393 -17%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$95.6M +$15.9M +312,652 +20%
Raymond James Financial
10
Raymond James Financial
Florida
$86.9M -$10.3M -203,414 -10%
Jones Financial Companies
11
Jones Financial Companies
Missouri
$70.8M +$33.7M +664,233 +88%
1WM
12
1900 Wealth Management
Texas
$70.3M +$8.06M +158,953 +13%
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$64.1M +$3.5M +69,089 +6%
FMWA
14
Forvis Mazars Wealth Advisors
Missouri
$63.4M +$1.93M +38,093 +3%
APP
15
Avantax Planning Partners
Iowa
$62M -$519K -10,236 -0.8%
Morgan Stanley
16
Morgan Stanley
New York
$58.3M +$21M +413,837 +55%
IWC
17
Integrated Wealth Concepts
Massachusetts
$50.2M +$19.6M +386,302 +63%
Osaic Holdings
18
Osaic Holdings
Arizona
$48.8M +$4.06M +80,138 +9%
AC
19
Asio Capital
Kentucky
$45.9M +$14M +276,263 +43%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$43.9M +$4.17M +82,299 +10%
BCI
21
Brinker Capital Investments
Pennsylvania
$43.8M +$6.64M +131,059 +18%
HighTower Advisors
22
HighTower Advisors
Illinois
$41.2M +$747K +14,724 +2%
GCM
23
G2 Capital Management
Ohio
$39.9M +$830K +16,373 +2%
DWM
24
Dynasty Wealth Management
Florida
$39.9M +$19.9M +392,171 +97%
CTC
25
Central Trust Company
Missouri
$38.8M +$2.98M +58,732 +8%