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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
HFS
126
Hughes Financial Services
Virginia
$2.23M +$422K +8,398 +23%
CWM
127
Congress Wealth Management
Massachusetts
$2.17M +$377K +7,493 +21%
PWM
128
Perigon Wealth Management
California
$2.14M +$834K +16,595 +63%
PJWM
129
Philip James Wealth Mangement
Georgia
$2.13M +$387K +7,692 +22%
CCMG
130
Clark Capital Management Group
Pennsylvania
$2.1M +$2.11M +42,057 New
BCG
131
Breakwater Capital Group
New Jersey
$2.07M +$1.04M +20,776 +101%
NA
132
NewEdge Advisors
Louisiana
$1.97M -$412K -8,197 -17%
EFL
133
ERn Financial LLC
Wisconsin
$1.93M +$283K +5,628 +17%
NRI
134
NFP Retirement Inc
California
$1.9M +$209K +4,162 +12%
WA
135
Waverly Advisors
Alabama
$1.89M +$2.26K +45 +0.1%
MHR
136
Matthew Hamilton Rosenberg
$1.88M +$296K +5,889 +19%
NW
137
NewEdge Wealth
Pennsylvania
$1.85M -$130K -2,595 -7%
DWP
138
Daymark Wealth Partners
Ohio
$1.85M +$232K +4,618 +14%
LWA
139
Lineweaver Wealth Advisors
Ohio
$1.83M +$219K +4,356 +13%
CA
140
Crumly & Associates
Illinois
$1.81M +$130K +2,595 +8%
AAS
141
Avantax Advisory Services
Texas
$1.77M +$181K +3,603 +11%
NB
142
NBT Bank
New York
$1.73M -$434K -8,635 -20%
KPWS
143
Kestra Private Wealth Services
Texas
$1.73M -$84.2K -1,676 -5%
KA
144
Kooman & Associates
Pennsylvania
$1.7M +$42.3K +841 +3%
BFA
145
Beaumont Financial Advisors
Massachusetts
$1.68M +$68.6K +1,365 +4%
UAG
146
United Advisor Group
Ohio
$1.63M +$34.1K +678 +2%
SFA
147
Sequoia Financial Advisors
Ohio
$1.61M -$3.01M -59,874 -65%
JCM
148
Jacobi Capital Management
Pennsylvania
$1.61M +$727K +14,469 +81%
SC
149
Savant Capital
Illinois
$1.6M +$1.61M +32,003 New
Susquehanna International Group
150
Susquehanna International Group
Pennsylvania
$1.57M +$428K +8,513 +37%

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.