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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
OWM
76
Olympus Wealth Management
Utah
$5.7M -$935K -18,603 -14%
LFG
77
Larson Financial Group
Missouri
$5.59M +$3.33M +66,213 +145%
Renaissance Technologies
78
Renaissance Technologies
New York
$5.57M -$433K -8,609 -7%
Stifel Financial
79
Stifel Financial
Missouri
$5.2M -$118K -2,342 -2%
BTWM
80
Baker Tilly Wealth Management
Wisconsin
$5.12M +$597K +11,880 +13%
Royal Bank of Canada
81
Royal Bank of Canada
Ontario, Canada
$5.01M +$544K +10,823 +12%
KMWM
82
Keudell/Morrison Wealth Management
Oregon
$5M -$42.8K -851 -0.8%
Mariner
83
Mariner
Kansas
$4.99M -$802K -15,967 -14%
SFS
84
Summit Financial Strategies
Ohio
$4.96M +$611K +12,166 +14%
RIG
85
RiverFront Investment Group
Virginia
$4.88M +$245K +4,876 +5%
Jones Financial Companies
86
Jones Financial Companies
Missouri
$4.74M +$2.69M +53,563 +129%
PCIA
87
Prime Capital Investment Advisors
Kansas
$4.66M +$2.23M +44,427 +91%
PAG
88
Private Advisor Group
New Jersey
$4.62M +$203K +4,037 +5%
AWM
89
Axxcess Wealth Management
California
$4.45M +$4.48M +89,095 New
RCA
90
Resonant Capital Advisors
Wisconsin
$4.43M +$258K +5,142 +6%
CCA
91
Clearwater Capital Advisors
Illinois
$4.41M +$721K +14,341 +19%
PWM
92
Prentice Wealth Management
New York
$4.41M +$527K +10,485 +14%
NDSI
93
Newman Dignan & Sheerar Inc
Rhode Island
$4.31M +$125K +2,483 +3%
HIA
94
HTG Investment Advisors
Connecticut
$4.15M +$636K +12,660 +18%
LWMNY
95
Landmark Wealth Management (New York)
New York
$4M +$271K +5,392 +7%
KAS
96
Kestra Advisory Services
Texas
$3.95M +$341K +6,787 +9%
CTA
97
Chesley Taft & Associates
Illinois
$3.8M +$555K +11,045 +17%
RMF
98
Red Mountain Financial
Colorado
$3.69M +$31.3K +623 +0.9%
FPAS
99
Focus Partners Advisor Solutions
Missouri
$3.52M +$143K +2,847 +4%
SPIA
100
Steward Partners Investment Advisory
New York
$3.47M +$54.4K +1,082 +2%

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.