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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
CCA
51
Clearwater Capital Advisors
Illinois
$18.6M +$12.8M +252,933 +217%
Lido Advisors
52
Lido Advisors
California
$18M -$33.8K -669 -0.2%
HSG
53
Helen Stephens Group
Texas
$18M +$1.77M +34,931 +11%
CA
54
CGN Advisors
Kansas
$17.8M +$611K +12,070 +4%
AWA
55
Amplius Wealth Advisors
Pennsylvania
$16.9M +$1.84M +36,343 +12%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$16.5M +$8.53M +168,538 +106%
CG
57
CFO4Life Group
Texas
$16.3M -$352K -6,967 -2%
SF
58
Summit Financial
New Jersey
$14.5M +$1.34M +26,428 +10%
DPI
59
Diversified Portfolios Inc
Michigan
$14.4M +$2.69M +53,106 +23%
AWM
60
Apollon Wealth Management
South Carolina
$14.2M -$401K -7,932 -3%
Citadel Advisors
61
Citadel Advisors
Florida
$14M +$8.32M +164,394 +146%
PA
62
PW Advisors
Florida
$13.6M +$13.7M +270,126 New
HFM
63
Hartford Financial Management
Connecticut
$13.6M +$3.41M +67,369 +33%
MFG
64
Magnus Financial Group
New York
$13.6M +$544K +10,761 +4%
BWP
65
BlueStem Wealth Partners
Minnesota
$13.5M +$252K +4,974 +2%
CCM
66
Condor Capital Management
New Jersey
$13M -$208K -4,106 -2%
CTA
67
Chesley Taft & Associates
Illinois
$12.8M +$3.99M +78,847 +45%
AFA
68
AllGen Financial Advisors
Florida
$12.6M +$969K +19,149 +8%
PSCM
69
Per Stirling Capital Management
Texas
$12.6M +$4.83M +95,443 +62%
SC
70
Savant Capital
Illinois
$12M +$2.75M +54,279 +30%
OCA
71
OpenArc Corporate Advisory
Georgia
$11.9M +$11.9M +235,599 New
LFG
72
Leverty Financial Group
Wisconsin
$11.5M -$629K -12,434 -5%
HIA
73
HTG Investment Advisors
Connecticut
$11.4M +$6.46M +127,593 +129%
LFA
74
Legacy Financial Advisors
Kentucky
$11.4M -$11.9K -235 -0.1%
SWP
75
Sagespring Wealth Partners
Tennessee
$11.2M +$9.89M +195,557 +759%