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JPMorgan Municipal ETF

357 hedge funds and large institutions have $2.54B invested in JPMorgan Municipal ETF in 2025 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 173 increasing their positions, 101 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 22

71% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 101

17% more capital invested

Capital invested by funds: $2.17B → $2.54B (+$378M)

8% more funds holding

Funds holding: 332357 (+25)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

2% less ownership

Funds ownership: 85.51%83.5% (-2%)

Holders
357
Holders Change
+25
Holders Change %
+7.53%
% of All Funds
4.7%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
54
Increased
173
Reduced
101
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$27.4M +$2.27M +45,987 +9%
AC
27
Asio Capital
Kentucky
$24.6M -$3.44M -69,614 -12%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$23.4M -$693K -14,022 -3%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$21.6M +$1.01M +20,545 +5%
Truist Financial
30
Truist Financial
North Carolina
$20.9M +$1.41M +28,508 +7%
AWE
31
Avidian Wealth Enterprises
Texas
$20.3M +$2.62M +53,062 +15%
IWP
32
Invenio Wealth Partners
Florida
$20.3M -$312K -6,319 -2%
SHWM
33
Smith & Howard Wealth Management
Georgia
$20.2M -$138K -2,795 -0.7%
LFG
34
Larson Financial Group
Missouri
$18.9M +$13.3M +268,696 +240%
TGAM
35
TBH Global Asset Management
Tennessee
$18.6M -$7.59M -153,686 -31%
MG
36
Mather Group
Illinois
$18.2M +$8.88M +179,685 +97%
SC
37
Stephens Consulting
Michigan
$17.5M +$1.81M +36,569 +12%
MFG
38
Magnus Financial Group
New York
$17.3M -$406K -8,211 -2%
IWC
39
Integrated Wealth Concepts
Massachusetts
$16.6M -$707K -14,305 -4%
IWP
40
IAG Wealth Partners
Wisconsin
$16.2M +$1.03M +20,779 +7%
HSG
41
Helen Stephens Group
Texas
$15.5M +$2.76M +55,924 +22%
CG
42
CFO4Life Group
Texas
$15.3M -$228K -4,621 -1%
LFA
43
Legacy Financial Advisors
Kentucky
$15.2M +$48.2K +976 +0.3%
AFG
44
ABLE Financial Group
Arizona
$15M +$14.9M +301,193 New
HNB
45
Huntington National Bank
Ohio
$14.7M
BWP
46
BlueStem Wealth Partners
Minnesota
$14.7M -$4.44M -89,921 -23%
AWM
47
Apollon Wealth Management
South Carolina
$14.5M +$357K +7,237 +3%
TIM
48
Tortoise Investment Management
New York
$14.5M +$14.5M +292,528 New
CA
49
CGN Advisors
Kansas
$14.1M +$2.8M +56,709 +25%
HFM
50
Hartford Financial Management
Connecticut
$13.6M -$954K -19,321 -7%

JMUB Hedge Fund Activity: Q2 2025 in Review

357 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Municipal ETF (JMUB) for Q2 2025, worth a combined $2.54B — up 17% from $2.17B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new JMUB positions and 22 closed out — a net gain of 32 holders — while 173 added to existing stakes and 101 trimmed.

The largest buyer was Avantax Advisory Services, adding an estimated $42.6M. The largest seller was TBH Global Asset Management, cutting an estimated $7.59M.

  • 357 institutional investors held JPMorgan Municipal ETF (JMUB) as of Q2 2025, up from 332 in Q1 2025.
  • Funds reported $2.54B of JPMorgan Municipal ETF stock for Q2 2025, up 17% quarter-over-quarter.
  • 54 funds opened new JPMorgan Municipal ETF positions in Q2 2025 and 22 closed out, a net change of +32 holders.
  • The largest JPMorgan Municipal ETF buyer in Q2 2025 was Avantax Advisory Services, an estimated $42.6M added.
  • The largest JPMorgan Municipal ETF seller in Q2 2025 was TBH Global Asset Management, an estimated $7.59M sold.

Based on aggregated 13F filings for Q2 2025.