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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 %
SEIA
51
Signature Estate & Investment Advisors
California
$10.8M +$586K +11,721 +6%
BWG
52
Beta Wealth Group
California
$10.2M -$420K -8,401 -4%
WAAG
53
Wealth Alliance Advisory Group
Kansas
$10.1M +$948K +18,962 +10%
MG
54
Mather Group
Illinois
$9.3M +$2.93M +58,558 +46%
BSSFA
55
Baron Silver Stevens Financial Advisors
Florida
$8.98M +$2.12M +42,343 +31%
CWM
56
Cornerstone Wealth Management
Missouri
$8.62M +$105K +2,092 +1%
GVAG
57
Great Valley Advisor Group
Delaware
$8.55M +$1.92M +38,436 +29%
ACP
58
Aveo Capital Partners
Colorado
$7.97M -$4.72M -95,226 -37%
MWG
59
Martin Worley Group
Utah
$7.55M +$411K +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 +$7.16M +143,273 New
MWA
62
Mills Wealth Advisors
Texas
$7.09M -$296K -5,918 -4%
Lido Advisors
63
Lido Advisors
California
$7.07M -$952K -19,033 -12%
LAS
64
LWM Advisory Services
Florida
$6.81M +$190K +3,808 +3%
CFO
65
CVA Family Office
Colorado
$6.78M +$710K +14,193 +12%
SA
66
Skyline Advisors
Washington
$6.63M -$26.2K -523 -0.4%
TA
67
TruWealth Advisors
Louisiana
$6.61M -$385K -7,696 -6%
AF
68
Apexium Financial
Texas
$6.34M +$363K +7,265 +6%
RIS
69
Retirement Income Solutions
Michigan
$6.31M +$6.31M +126,238 New
AAS
70
Ameritas Advisory Services
Nebraska
$6.28M -$3.44M -68,506 -35%
SCP
71
Shorepoint Capital Partners
Massachusetts
$6.19M -$89K -1,780 -1%
Focus Partners Wealth
72
Focus Partners Wealth
Massachusetts
$6.15M -$170K -3,391 -3%
BC
73
Brio Consultants
California
$6.06M +$703K +14,066 +13%
KW
74
Keyvantage Wealth
Pennsylvania
$6.02M +$4.65M +92,989 +339%
GCM
75
G2 Capital Management
Ohio
$5.9M +$1.07M +21,312 +22%