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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
PWA
301
Peterson Wealth Advisors
Utah
$699K +$101K +1,990 +17%
BPW
302
BlueDoor Private Wealth
Massachusetts
$692K +$693K +13,700 New
CL
303
Choreo LLC
Illinois
$686K
S
304
Storgate
Texas
$679K +$680K +13,444 New
PFA
305
Pure Financial Advisors
California
$677K +$2.53K +50 +0.4%
GSEP
306
Golden State Equity Partners
California
$677K -$291K -5,746 -30%
EWS
307
Evergreen Wealth Solutions
Pennsylvania
$673K +$674K +13,328 New
FWI
308
Facet Wealth Inc
Maryland
$652K +$4.45K +88 +0.7%
BWMG
309
Barnes Wealth Management Group
California
$650K -$32K -632 -5%
CBT
310
Crews Bank & Trust
Florida
$648K -$5.06K -100 -0.8%
WA
311
Wealth Alliance
New York
$631K +$632K +12,494 New
RRA
312
Red Reef Advisors
Florida
$627K +$629K +12,425 New
LAM
313
Lifestyle Asset Management
Texas
$598K +$5.06K +100 +0.9%
FIC
314
Family Investment Center
Missouri
$592K
CPA
315
Clear Point Advisors
New York
$591K -$155K -3,063 -21%
LPAM
316
Lodestar Private Asset Management
California
$591K -$59.6K -1,178 -9%
OC
317
Oppenheimer & Co
New York
$588K -$6.78K -134 -1%
LWM
318
Lakeridge Wealth Management
Ohio
$587K +$589K +11,632 New
WIM
319
WealthPlan Investment Management
Nebraska
$578K -$544K -10,753 -48%
WWM
320
Western Wealth Management
Colorado
$578K +$192K +3,786 +49%
HWA
321
Heritage Wealth Architects
Minnesota
$563K +$562K +11,101 New
AI
322
Atria Investments
North Carolina
$561K -$859K -16,970 -60%
LGW
323
Leslie Global Wealth
Illinois
$557K +$321K +6,340 +136%
SL
324
SWMG LLC
Texas
$554K +$3.39K +67 +0.6%
WA
325
WBH Advisory
Maryland
$551K