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JPMorgan Municipal ETF

480 hedge funds and large institutions have $4.53B invested in JPMorgan Municipal ETF in 2025 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 263 increasing their positions, 80 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

671% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 14

229% more repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 80

49% more capital invested

Capital invested by funds: $3.05B → $4.53B (+$1.48B)

25% more funds holding in top 10

Funds holding in top 10: 2025 (+5)

22% more funds holding

Funds holding: 392480 (+88)

12.12% less ownership

Funds ownership: 81.69%69.57% (-12%)

Holders
480
Holders Change
+88
Holders Change %
+22.45%
% of All Funds
5.84%
Holding in Top 10
25
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+25%
% of All Funds
0.3%
New
108
Increased
263
Reduced
80
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
251
Apollon Financial
South Carolina
$1.07M +$84K +1,660 +8%
OWP
252
Obermeyer Wealth Partners
Colorado
$1.05M +$1.05M +20,750 New
UW
253
Unique Wealth
Florida
$1.02M +$1.03M +20,294 New
IA
254
IFP Advisors
Florida
$1.02M +$161K +3,181 +19%
HNWAG
255
High Net Worth Advisory Group
Florida
$1.01M +$304K +6,000 +43%
PD
256
Planning Directions
Pennsylvania
$1M +$9.06K +179 +0.9%
CFO
257
Cambient Family Office
Michigan
$1M +$1M +19,818 New
JBA
258
Johnson Bixby & Associates
Washington
$999K +$1M +19,782 New
LFG
259
Lockerman Financial Group
California
$999K +$1M +19,774 New
FF
260
Friday Financial
Iowa
$982K +$519K +10,264 +112%
ACA
261
Aptus Capital Advisors
Alabama
$977K -$156K -3,086 -14%
OMC
262
Old Mission Capital
Illinois
$976K -$3.32M -65,719 -77%
FPCG
263
Forum Private Client Group
Indiana
$975K +$18K +356 +2%
CWM
264
Collaborative Wealth Management
Florida
$972K +$9.56K +189 +1%
BWM
265
BCGM Wealth Management
Indiana
$964K +$4.45K +88 +0.5%
BIG
266
Brookwood Investment Group
Arizona
$938K +$228K +4,499 +32%
CWMG
267
Compass Wealth Management (Georgia)
Georgia
$918K +$107K +2,105 +13%
SW
268
StrongBox Wealth
Missouri
$916K +$102K +2,010 +12%
TNBTD
269
Trustmark National Bank Trust Department
Mississippi
$902K -$38.3K -757 -4%
PA
270
Perennial Advisors
New York
$897K +$262K +5,185 +41%
PFS
271
Prospera Financial Services
Texas
$891K -$135K -2,669 -13%
KPWS
272
Kestra Private Wealth Services
Texas
$890K -$80.4K -1,589 -8%
SC
273
SouthState Corp
Florida
$877K -$49.1K -970 -5%
EC
274
Elequin Capital
New York
$874K -$5.28M -104,382 -86%
ZF
275
Zhang Financial
Michigan
$870K +$53.9K +1,066 +7%