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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
BW
251
Balance Wealth
Ohio
$416K +$418K +8,315 New
FTS
252
Fifth Third Securities
Ohio
$414K -$50 -1 -0%
HIC
253
Holderness Investments Company
North Carolina
$412K
SC
254
SouthState Corp
Florida
$407K +$409K +8,135 New
OC
255
Optima Capital
Oregon
$403K +$5.48K +109 +1%
William Blair & Company
256
William Blair & Company
Illinois
$400K +$45.2K +900 +13%
PWA
257
Peterson Wealth Advisors
Utah
$398K +$9.95K +198 +3%
IWM
258
IHT Wealth Management
Illinois
$391K +$3.72K +74 +1%
FCM
259
Firestone Capital Management
Florida
$387K +$1.41K +28 +0.4%
BDFN
260
Bond & Devick Financial Network
Minnesota
$374K -$5.13K -102 -1%
LWM
261
Lionshead Wealth Management
New York
$367K -$308K -6,127 -45%
IA
262
IFP Advisors
Florida
$365K -$120K -2,381 -25%
GWM
263
Geneos Wealth Management
Colorado
$360K +$131K +2,598 +57%
BFO
264
Boston Family Office
Massachusetts
$358K
WIC
265
Woodmont Investment Counsel
Tennessee
$357K
AWS
266
Atria Wealth Solutions
New York
$354K +$355K +7,070 New
Comerica Bank
267
Comerica Bank
Texas
$352K -$83.1K -1,653 -19%
GPW
268
Gentry Private Wealth
Kansas
$351K +$40.1K +798 +13%
LAM
269
Lifestyle Asset Management
Texas
$338K -$345K -6,873 -50%
SWP
270
Stratos Wealth Partners
Ohio
$336K -$10.6K -210 -3%
CFG
271
Cooper Financial Group
California
$327K +$2.66K +53 +0.8%
MWP
272
Madison Wealth Partners
Wisconsin
$320K +$704 +14 +0.2%
AI
273
Atria Investments
North Carolina
$320K -$5.63K -112 -2%
SAG
274
SageView Advisory Group
California
$319K +$321K +6,384 New
VWA
275
Visionary Wealth Advisors
Illinois
$319K +$2.61K +52 +0.8%

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.