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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
BSSFA
76
Baron Silver Stevens Financial Advisors
Florida
$11M +$1.18M +23,295 +12%
AF
77
Allworth Financial
California
$10.7M +$10.5M +207,613 +4,323%
SPWG
78
Syntegra Private Wealth Group
Missouri
$10.7M +$360K +7,124 +3%
SEIA
79
Signature Estate & Investment Advisors
California
$10.6M +$70.1K +1,385 +0.7%
WAAG
80
Wealth Alliance Advisory Group
Kansas
$10.1M +$168K +3,324 +2%
OIA
81
OneDigital Investment Advisors
Kansas
$10M +$3.7M +73,153 +59%
Wells Fargo
82
Wells Fargo
California
$9.89M +$9.77M +193,026 +7,068%
CWM
83
Cornerstone Wealth Management
Missouri
$9.84M +$351K +6,934 +4%
SFA
84
Sequoia Financial Advisors
Ohio
$9.8M -$327K -6,464 -3%
Stifel Financial
85
Stifel Financial
Missouri
$9.64M +$4.33M +85,647 +81%
VCP
86
Verus Capital Partners
Arizona
$9.31M +$631K +12,477 +7%
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$9.29M +$2.59M +51,182 +39%
CAL
88
Capital Analysts LLC
Pennsylvania
$9.28M +$4.3M +85,060 +86%
KMWM
89
Keudell/Morrison Wealth Management
Oregon
$8.72M +$8.73M +172,577 New
OPWM
90
Oakwell Private Wealth Management
Texas
$8.51M +$380K +7,507 +5%
MHR
91
Matthew Hamilton Rosenberg
$8.2M +$2.5M +49,502 +44%
FFS
92
Founders Financial Securities
Maryland
$8.08M +$1.02M +20,157 +14%
PAG
93
Private Advisor Group
New Jersey
$8.06M +$1.21M +23,893 +18%
LAS
94
LWM Advisory Services
Florida
$8.02M +$1.41M +27,883 +21%
TRCT
95
Tower Research Capital (TRC)
New York
$7.99M +$8M +158,217 New
PWM
96
Perigon Wealth Management
California
$7.89M +$143K +2,829 +2%
BWA
97
Boulder Wealth Advisors
Colorado
$7.74M -$1.63M -32,191 -17%
2WWM
98
21 West Wealth Management
California
$7.57M +$531K +10,492 +8%
Thrivent Financial for Lutherans
99
Thrivent Financial for Lutherans
Minnesota
$7.5M +$157K +3,097 +2%
HG
100
Harbor Group
New Hampshire
$7.48M +$5.82M +115,107 +349%