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JPMorgan Municipal ETF

393 hedge funds and large institutions have $3.05B invested in JPMorgan Municipal ETF in 2025 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 198 increasing their positions, 100 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 18

98% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 100

20% more capital invested

Capital invested by funds: $2.54B → $3.05B (+$505M)

10% more funds holding

Funds holding: 357393 (+36)

5% more funds holding in top 10

Funds holding in top 10: 1920 (+1)

1.74% less ownership

Funds ownership: 83.5%81.77% (-1.7%)

Holders
393
Holders Change
+36
Holders Change %
+10.08%
% of All Funds
5.16%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.26%
New
63
Increased
198
Reduced
100
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
101
Citadel Advisors
Florida
$5.67M +$5.58M +112,329 New
BTWM
102
Baker Tilly Wealth Management
Wisconsin
$5.66M +$692K +13,929 +14%
RIG
103
RiverFront Investment Group
Virginia
$5.55M +$594K +11,959 +12%
TA
104
TruWealth Advisors
Louisiana
$5.51M -$384K -7,735 -7%
PGFC
105
Peapack-Gladstone Financial Corp
New Jersey
$5.49M +$1.48M +29,751 +38%
Stifel Financial
106
Stifel Financial
Missouri
$5.31M +$28K +563 +0.5%
CAL
107
Capital Analysts LLC
Pennsylvania
$4.98M +$2.1M +42,211 +75%
SWP
108
Summit Wealth Partners
Florida
$4.98M +$410K +8,247 +9%
HIA
109
HTG Investment Advisors
Connecticut
$4.98M +$417K +8,398 +9%
BSWM
110
Boston Standard Wealth Management
Massachusetts
$4.83M +$4.29M +86,283 +908%
OWA
111
Opal Wealth Advisors
New York
$4.72M +$1.79M +35,973 +63%
DWM
112
Dynasty Wealth Management
Florida
$4.56M +$4.49M +90,289 New
PS
113
Principal Securities
Iowa
$4.55M +$555K +11,180 +14%
KAS
114
Kestra Advisory Services
Texas
$4.45M +$87.8K +1,768 +2%
TCM
115
TD Capital Management
Tennessee
$4.45M +$719K +14,472 +20%
MGIA
116
Moneta Group Investment Advisors
Missouri
$4.43M +$4.36M +87,776 New
PWMG
117
Private Wealth Management Group
New Jersey
$4.4M +$631K +12,700 +17%
NW
118
NewEdge Wealth
Pennsylvania
$4.33M +$1.2M +24,234 +39%
OMC
119
Old Mission Capital
Illinois
$4.29M +$484K +9,746 +13%
HFS
120
Hughes Financial Services
Virginia
$4.1M +$225K +4,525 +6%
VC
121
Vicus Capital
Pennsylvania
$4.07M -$19.1K -385 -0.5%
AWM
122
Axxcess Wealth Management
California
$4.05M -$60.7K -1,221 -2%
RCA
123
Resonant Capital Advisors
Wisconsin
$3.99M +$2.83K +57 +0.1%
PWM
124
Prentice Wealth Management
New York
$3.97M -$680K -13,689 -15%
OPPS
125
Obsidian Personal Planning Solutions
Maryland
$3.86M +$357K +7,191 +10%

JMUB Hedge Fund Activity: Q3 2025 in Review

393 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Municipal ETF (JMUB) for Q3 2025, worth a combined $3.05B — up 20% from $2.54B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new JMUB positions and 18 closed out — a net gain of 45 holders — while 198 added to existing stakes and 100 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $54.2M. The largest seller was Bailard, cutting an estimated $28.8M.

  • 393 institutional investors held JPMorgan Municipal ETF (JMUB) as of Q3 2025, up from 357 in Q2 2025.
  • Funds reported $3.05B of JPMorgan Municipal ETF stock for Q3 2025, up 20% quarter-over-quarter.
  • 63 funds opened new JPMorgan Municipal ETF positions in Q3 2025 and 18 closed out, a net change of +45 holders.
  • The largest JPMorgan Municipal ETF buyer in Q3 2025 was Cetera Investment Advisers, an estimated $54.2M added.
  • The largest JPMorgan Municipal ETF seller in Q3 2025 was Bailard, an estimated $28.8M sold.

Based on aggregated 13F filings for Q3 2025.