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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
PGFC
101
Peapack-Gladstone Financial Corp
New Jersey
$7.23M +$1.74M +34,391 +32%
RIS
102
Retirement Income Solutions
Michigan
$7.19M +$550K +10,871 +8%
SA
103
Skyline Advisors
Washington
$7.11M +$442K +8,737 +7%
KW
104
Keyvantage Wealth
Pennsylvania
$7.08M +$701K +13,851 +11%
UCFA
105
United Capital Financial Advisors
Texas
$7.06M +$7.08M +140,010 New
SQA
106
Simon Quick Advisors
New Jersey
$7.05M +$7.06M +139,525 New
GVAG
107
Great Valley Advisor Group
Delaware
$6.99M +$467K +9,233 +7%
Focus Partners Wealth
108
Focus Partners Wealth
Massachusetts
$6.89M +$460K +9,097 +7%
MFG
109
Merit Financial Group
Georgia
$6.84M +$4.11M +81,207 +150%
BTWM
110
Baker Tilly Wealth Management
Wisconsin
$6.68M +$1.02M +20,192 +18%
BC
111
Brio Consultants
California
$6.67M +$260K +5,145 +4%
SFS
112
Summit Financial Strategies
Ohio
$6.67M +$617K +12,192 +10%
DW
113
Dodds Wealth
Colorado
$6.64M +$6.66M +131,559 New
RIG
114
RiverFront Investment Group
Virginia
$6.57M +$1.02M +20,219 +18%
CFO
115
CVA Family Office
Colorado
$6.24M +$392K +7,743 +7%
NDSI
116
Newman Dignan & Sheerar Inc
Rhode Island
$6.21M +$310K +6,135 +5%
JWA
117
JFS Wealth Advisors
Pennsylvania
$6.1M +$3.09M +61,005 +102%
KAS
118
Kestra Advisory Services
Texas
$5.71M +$1.26M +24,811 +28%
WTB
119
Washington Trust Bank
Washington
$5.7M -$1.29M -25,566 -18%
CFA
120
Cahill Financial Advisors
Minnesota
$5.5M +$1.69M +33,432 +44%
AF
121
Advisornet Financial
Minnesota
$5.47M +$3.01M +59,429 +122%
SWP
122
Summit Wealth Partners
Florida
$5.26M +$274K +5,410 +5%
TA
123
TruWealth Advisors
Louisiana
$5.24M -$278K -5,487 -5%
BSWM
124
Boston Standard Wealth Management
Massachusetts
$5.12M +$283K +5,594 +6%
NW
125
NewEdge Wealth
Pennsylvania
$5.04M +$717K +14,169 +17%