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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
Bank of America
26
Bank of America
North Carolina
$21.8M +$4.68M +93,186 +27%
Osaic Holdings
27
Osaic Holdings
Arizona
$21.6M +$5.93M +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 +$3.14M +62,398 +18%
SHWM
30
Smith & Howard Wealth Management
Georgia
$20.4M -$3.49M -69,381 -15%
Truist Financial
31
Truist Financial
North Carolina
$19.6M +$3.35M +66,733 +20%
BWP
32
BlueStem Wealth Partners
Minnesota
$19.3M -$87.9K -1,750 -0.5%
MFG
33
Magnus Financial Group
New York
$17.9M +$271K +5,400 +2%
AWE
34
Avidian Wealth Enterprises
Texas
$17.8M +$17.9M +356,226 New
IWC
35
Integrated Wealth Concepts
Massachusetts
$17.4M +$2.44M +48,645 +16%
MW
36
Marcum Wealth
Ohio
$15.8M -$885K -17,618 -5%
SC
37
Stephens Consulting
Michigan
$15.8M +$128K +2,547 +0.8%
CG
38
CFO4Life Group
Texas
$15.7M +$3.4M +67,722 +28%
IWP
39
IAG Wealth Partners
Wisconsin
$15.3M +$522K +10,380 +4%
LFA
40
Legacy Financial Advisors
Kentucky
$15.2M +$555K +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 +$5.49M +109,259 +62%
AFA
43
AllGen Financial Advisors
Florida
$14.3M +$382K +7,610 +3%
AWA
44
Amplius Wealth Advisors
Pennsylvania
$13M +$13.1M +259,968 New
CCM
45
Condor Capital Management
New Jersey
$13M +$481K +9,572 +4%
Jane Street
46
Jane Street
New York
$13M +$4.29M +85,412 +49%
HSG
47
Helen Stephens Group
Texas
$12.8M +$280K +5,562 +2%
HNB
48
Huntington National Bank
Ohio
$12.7M
SPWG
49
Syntegra Private Wealth Group
Missouri
$12.6M +$839K +16,688 +7%
CA
50
CGN Advisors
Kansas
$11.4M -$694K -13,801 -6%

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.