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JPMorgan Municipal ETF

332 hedge funds and large institutions have $2.17B invested in JPMorgan Municipal ETF in 2025 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 173 increasing their positions, 89 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 89

86% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 22

31% more capital invested

Capital invested by funds: $1.65B → $2.17B (+$514M)

12% more funds holding in top 10

Funds holding in top 10: 1719 (+2)

4.83% more ownership

Funds ownership: 80.68%85.51% (+4.8%)

4% more funds holding

Funds holding: 318332 (+14)

Holders
332
Holders Change
+14
Holders Change %
+4.4%
% of All Funds
4.45%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.25%
New
41
Increased
173
Reduced
89
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SL
226
SWMG LLC
Texas
$544K -$11.8K -234 -2%
BFG
227
Berger Financial Group
Minnesota
$543K -$3.32K -66 -0.6%
AQR Capital Management
228
AQR Capital Management
Connecticut
$538K +$147K +2,927 +37%
SA
229
Sanctuary Advisors
Indiana
$536K +$5.83K +116 +1%
MCFP
230
Mallini Complete Financial Planning
Florida
$530K
VF
231
Vawter Financial
Ohio
$529K +$251K +5,000 +90%
OHWA
232
Oak Hill Wealth Advisors
Virginia
$527K +$200K +3,980 +61%
LGW
233
Leslie Global Wealth
Illinois
$524K -$6.43M -127,897 -93%
SWP
234
Sagespring Wealth Partners
Tennessee
$518K +$4.22K +84 +0.8%
IAIM
235
International Assets Investment Management
Florida
$515K -$1K -20 -0.2%
CA
236
Calton & Associates
Florida
$513K +$515K +10,250 New
Baird Financial Group
237
Baird Financial Group
Wisconsin
$508K -$289K -5,750 -36%
HIF
238
Hill Island Financial
Michigan
$501K -$6.73K -134 -1%
Morgan Stanley
239
Morgan Stanley
New York
$498K +$493K +9,805 +6,537%
CAL
240
Capital Analysts LLC
Pennsylvania
$484K -$270K -5,377 -36%
PVI
241
Pine Valley Investments
New Jersey
$470K -$11.3K -225 -2%
NLWP
242
Next Level Wealth Planning
Idaho
$462K +$465K +9,249 New
GFPC
243
Global Financial Private Client
Florida
$458K -$43.9K -874 -9%
PP
244
PDS Planning
Ohio
$450K +$3.67K +73 +0.8%
SSW
245
Stone Summit Wealth
Florida
$449K +$23.4K +466 +5%
SI
246
Saxon Interests
Texas
$445K
QCG
247
Quadrant Capital Group
Ohio
$441K
LPAM
248
Lodestar Private Asset Management
California
$440K +$42.3K +841 +11%
SPC
249
Sigma Planning Corp
Michigan
$428K -$20.8K -413 -5%
USCWA
250
U.S. Capital Wealth Advisors
Texas
$425K -$33.8K -673 -7%

JMUB Hedge Fund Activity: Q1 2025 in Review

332 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Municipal ETF (JMUB) for Q1 2025, worth a combined $2.17B — up 31% from $1.65B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new JMUB positions and 22 closed out — a net gain of 19 holders — while 173 added to existing stakes and 89 trimmed.

The largest buyer was Meeder Advisory Services, opening a new position worth an estimated $127M. The largest seller was Opal Wealth Advisors, cutting an estimated $12.3M.

  • 332 institutional investors held JPMorgan Municipal ETF (JMUB) as of Q1 2025, up from 318 in Q4 2024.
  • Funds reported $2.17B of JPMorgan Municipal ETF stock for Q1 2025, up 31% quarter-over-quarter.
  • 41 funds opened new JPMorgan Municipal ETF positions in Q1 2025 and 22 closed out, a net change of +19 holders.
  • The largest JPMorgan Municipal ETF buyer in Q1 2025 was Meeder Advisory Services, an estimated $127M added.
  • The largest JPMorgan Municipal ETF seller in Q1 2025 was Opal Wealth Advisors, an estimated $12.3M sold.

Based on aggregated 13F filings for Q1 2025.