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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
EH
26
Equitable Holdings
New York
$35M +$654K +12,919 +2%
AC
27
Asio Capital
Kentucky
$32.5M +$854K +16,875 +3%
MCM
28
MAI Capital Management
Ohio
$32.2M +$32.2M +637,423 New
AssetMark Inc
29
AssetMark Inc
California
$31.8M +$25.4M +501,766 +394%
IWC
30
Integrated Wealth Concepts
Massachusetts
$31.2M -$3.35M -66,150 -10%
TIAA Trust, National Association
31
TIAA Trust, National Association
North Carolina
$29.2M -$20.2M -399,568 -41%
MML Investors Services
32
MML Investors Services
Massachusetts
$28.6M +$7.14M +141,069 +33%
TIM
33
Tortoise Investment Management
New York
$26.8M +$2.72M +53,778 +11%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$26M -$210K -4,142 -0.8%
NWM
35
Nolet Wealth Management
Texas
$24.8M +$24.8M +490,456 New
TGAM
36
TBH Global Asset Management
Tennessee
$23.7M +$16.5M +325,140 +1,181%
LGA
37
Lebenthal Global Advisors
New York
$23.5M -$373K -7,379 -2%
AFG
38
ABLE Financial Group
Arizona
$23.1M +$2.04M +40,241 +10%
BA
39
Bridgewater Advisors
New York
$23.1M +$5.68M +112,209 +33%
MG
40
Mather Group
Illinois
$23M +$1.53M +30,238 +7%
HNB
41
Huntington National Bank
Ohio
$22.3M
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$22.1M +$2.61M +51,540 +13%
Truist Financial
43
Truist Financial
North Carolina
$22M +$727K +14,363 +3%
LFG
44
Larson Financial Group
Missouri
$22M +$1.46M +28,878 +7%
AWE
45
Avidian Wealth Enterprises
Texas
$21.6M +$390K +7,717 +2%
SHWM
46
Smith & Howard Wealth Management
Georgia
$21.4M +$1M +19,808 +5%
DWM
47
Dynasty Wealth Management
Florida
$20.5M +$15.9M +314,801 +349%
IWP
48
IAG Wealth Partners
Wisconsin
$20.3M +$738K +14,590 +4%
IWP
49
Invenio Wealth Partners
Florida
$19.7M -$1.04M -20,514 -5%
SC
50
Stephens Consulting
Michigan
$18.8M +$130K +2,577 +0.7%