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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
SEIA
51
Signature Estate & Investment Advisors
California
$10.8M +$589K +11,721 +6%
BWG
52
Beta Wealth Group
California
$10.2M -$422K -8,401 -4%
WAAG
53
Wealth Alliance Advisory Group
Kansas
$10.1M +$953K +18,962 +10%
MG
54
Mather Group
Illinois
$9.3M +$2.94M +58,558 +46%
BSSFA
55
Baron Silver Stevens Financial Advisors
Florida
$8.98M +$2.13M +42,343 +31%
CWM
56
Cornerstone Wealth Management
Missouri
$8.62M +$105K +2,092 +1%
GVAG
57
Great Valley Advisor Group
Delaware
$8.55M +$1.93M +38,436 +29%
ACP
58
Aveo Capital Partners
Colorado
$7.97M -$4.79M -95,226 -37%
MWG
59
Martin Worley Group
Utah
$7.55M +$413K +8,215 +6%
DPI
60
Diversified Portfolios Inc
Michigan
$7.37M +$1.19M +23,754 +19%
OPWM
61
Oakwell Private Wealth Management
Texas
$7.16M +$7.2M +143,273 New
MWA
62
Mills Wealth Advisors
Texas
$7.09M -$297K -5,918 -4%
Lido Advisors
63
Lido Advisors
California
$7.07M -$957K -19,033 -12%
LAS
64
LWM Advisory Services
Florida
$6.81M +$191K +3,808 +3%
CFO
65
CVA Family Office
Colorado
$6.78M +$713K +14,193 +12%
SA
66
Skyline Advisors
Washington
$6.63M -$26.3K -523 -0.4%
TA
67
TruWealth Advisors
Louisiana
$6.61M -$387K -7,696 -6%
AF
68
Apexium Financial
Texas
$6.34M +$365K +7,265 +6%
RIS
69
Retirement Income Solutions
Michigan
$6.31M +$6.34M +126,238 New
AAS
70
Ameritas Advisory Services
Nebraska
$6.28M -$3.44M -68,506 -35%
SCP
71
Shorepoint Capital Partners
Massachusetts
$6.19M -$89.5K -1,780 -1%
Focus Partners Wealth
72
Focus Partners Wealth
Massachusetts
$6.15M -$170K -3,391 -3%
BC
73
Brio Consultants
California
$6.06M +$707K +14,066 +13%
KW
74
Keyvantage Wealth
Pennsylvania
$6.02M +$4.67M +92,989 +339%
GCM
75
G2 Capital Management
Ohio
$5.9M +$1.07M +21,312 +22%

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.