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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
SWP
101
Summit Wealth Partners
Florida
$3.45M +$660K +13,124 +23%
UWS
102
Unique Wealth Strategies
Illinois
$3.41M +$178K +3,541 +5%
VC
103
Vicus Capital
Pennsylvania
$3.39M -$75.1K -1,494 -2%
IF
104
Intrua Financial
Texas
$3.39M +$194K +3,868 +6%
OPPS
105
Obsidian Personal Planning Solutions
Maryland
$3.38M +$65.9K +1,311 +2%
PSCM
106
Per Stirling Capital Management
Texas
$3.33M +$937K +18,640 +39%
FWM
107
FMA Wealth Management
Massachusetts
$3.32M +$16.2K +323 +0.5%
CPCP
108
Cedar Point Capital Partners
Iowa
$3.26M +$72.4K +1,441 +2%
FIM
109
Freedom Investment Management
Connecticut
$3.21M -$67.1K -1,335 -2%
BGWM
110
Bridge Generations Wealth Management
Florida
$3.16M +$3.18M +63,288 New
MA
111
Mutual Advisors
Nebraska
$2.89M +$108K +2,144 +4%
GGS
112
Galvin Gaustad & Stein
Arizona
$2.83M -$455K -9,063 -14%
WIP
113
WealthCare Investment Partners
Rhode Island
$2.82M +$207K +4,111 +8%
BMWS
114
Brady Martz Wealth Solutions
North Dakota
$2.78M +$11.4K +226 +0.4%
PS
115
Principal Securities
Iowa
$2.74M
Cambridge Investment Research Advisors
116
Cambridge Investment Research Advisors
Iowa
$2.69M +$179K +3,561 +7%
NW
117
Naviter Wealth
Arkansas
$2.69M +$722K +14,374 +36%
HWAM
118
Hennion & Walsh Asset Management
New Jersey
$2.63M +$117K +2,326 +5%
FHA
119
First Horizon Advisors
Tennessee
$2.6M -$189K -3,754 -7%
VA
120
VestGen Advisors
Illinois
$2.5M +$2.52M +50,045 New
IPA
121
Investment Planning Advisors
Georgia
$2.47M +$405K +8,058 +20%
AF
122
Advisornet Financial
Minnesota
$2.35M +$2.37M +47,075 New
QWM
123
Quadcap Wealth Management
Texas
$2.35M +$558K +11,103 +31%
4WM
124
49 Wealth Management
Texas
$2.32M -$110K -2,187 -5%
WAP
125
Wealthcare Advisory Partners
Pennsylvania
$2.25M +$546K +10,867 +32%

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.