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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
DAS
351
Dynamic Advisor Solutions
Arizona
$429K +$132K +2,612 +44%
OC
352
Optima Capital
Oregon
$422K +$202 +4 +0%
CAM
353
Concorde Asset Management
Michigan
$421K +$9.26K +183 +2%
DC
354
Davenport & Co
Virginia
$420K +$10.2K +202 +2%
CA
355
Crane Advisory
California
$415K +$188K +3,712 +83%
CSIA
356
Conrad Siegel Investment Advisors
Pennsylvania
$410K +$1.26K +25 +0.3%
SP
357
Sequent Planning
Nebraska
$402K +$162K +3,210 +68%
WHCI
358
W.H. Cornerstone Investments
Massachusetts
$385K +$405 +8 +0.1%
WANY
359
Wealthspire Advisors (New York)
New York
$369K +$369K +7,298 New
E
360
Entelevest
Florida
$367K +$367K +7,261 New
USCWA
361
U.S. Capital Wealth Advisors
Texas
$365K -$71K -1,403 -16%
AWP
362
Axis Wealth Partners
Rhode Island
$365K +$2.58K +51 +0.7%
HF
363
HRT Financial
New York
$362K -$43K -849 -11%
CIA
364
Concurrent Investment Advisors
Florida
$361K +$362K +7,146 New
AFA
365
Arlington Financial Advisors
California
$353K +$54.7K +1,082 +18%
BFO
366
Boston Family Office
Massachusetts
$352K
VR
367
Vision Retirement
New Jersey
$351K +$351K +6,946 New
LWM
368
Lionshead Wealth Management
New York
$350K +$41.1K +812 +13%
WWM
369
Westwood Wealth Management
California
$350K +$350K +6,910 New
MF
370
Meridian Financial
Massachusetts
$348K +$48.3K +954 +16%
BDFN
371
Bond & Devick Financial Network
Minnesota
$344K -$38.6K -763 -10%
EWM
372
Evercore Wealth Management
New York
$343K +$343K +6,785 New
GRP
373
Global Retirement Partners
California
$342K +$306K +6,043 +829%
DADC
374
D.A. Davidson & Co
Montana
$337K +$98.5K +1,947 +41%
GPW
375
Genesis Private Wealth
Virginia
$332K +$759 +15 +0.2%