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JPMorgan Municipal ETF

329 hedge funds and large institutions have $2.16B invested in JPMorgan Municipal ETF in 2025 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 171 increasing their positions, 88 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
329
Holders Change
+12
Holders Change %
+3.79%
% of All Funds
4.47%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.26%
New
41
Increased
171
Reduced
88
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
26
Bank of America
North Carolina
$21.8M +$4.66M +93,186 +27%
Osaic Holdings
27
Osaic Holdings
Arizona
$21.6M +$5.9M +118,019 +38%
IWP
28
Invenio Wealth Partners
Florida
$20.8M +$1.02M +20,372 +5%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$20.7M +$3.12M +62,398 +18%
SHWM
30
Smith & Howard Wealth Management
Georgia
$20.4M -$3.47M -69,381 -15%
Truist Financial
31
Truist Financial
North Carolina
$19.6M +$3.34M +66,733 +20%
BWP
32
BlueStem Wealth Partners
Minnesota
$19.3M -$87.5K -1,750 -0.5%
MFG
33
Magnus Financial Group
New York
$17.9M +$270K +5,400 +2%
AWE
34
Avidian Wealth Enterprises
Texas
$17.8M +$17.8M +356,226 New
IWC
35
Integrated Wealth Concepts
Massachusetts
$17.4M +$2.43M +48,645 +16%
MW
36
Marcum Wealth
Ohio
$15.8M -$881K -17,618 -5%
SC
37
Stephens Consulting
Michigan
$15.8M +$127K +2,547 +0.8%
CG
38
CFO4Life Group
Texas
$15.7M +$3.39M +67,722 +28%
IWP
39
IAG Wealth Partners
Wisconsin
$15.3M +$519K +10,380 +4%
LFA
40
Legacy Financial Advisors
Kentucky
$15.2M +$553K +11,051 +4%
HFM
41
Hartford Financial Management
Connecticut
$14.7M +$1.52M +30,336 +12%
AWM
42
Apollon Wealth Management
South Carolina
$14.3M +$5.46M +109,259 +62%
AFA
43
AllGen Financial Advisors
Florida
$14.3M +$381K +7,610 +3%
AWA
44
Amplius Wealth Advisors
Pennsylvania
$13M +$13M +259,968 New
CCM
45
Condor Capital Management
New Jersey
$13M +$479K +9,572 +4%
Jane Street
46
Jane Street
New York
$13M +$4.27M +85,412 +49%
HSG
47
Helen Stephens Group
Texas
$12.8M +$278K +5,562 +2%
HNB
48
Huntington National Bank
Ohio
$12.7M -$8.17M
SPWG
49
Syntegra Private Wealth Group
Missouri
$12.6M +$834K +16,688 +7%
CA
50
CGN Advisors
Kansas
$11.4M -$690K -13,801 -6%