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JPMorgan Municipal ETF

329 hedge funds and large institutions have $2.16B invested in JPMorgan Municipal ETF in 2025 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 171 increasing their positions, 88 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
329
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
126
Congress Wealth Management
Massachusetts
$2.17M
PWM
127
Perigon Wealth Management
California
$2.14M
PJWM
128
Philip James Wealth Mangement
Georgia
$2.13M
CCMG
129
Clark Capital Management Group
Pennsylvania
$2.1M
BCG
130
Breakwater Capital Group
New Jersey
$2.07M
NA
131
NewEdge Advisors
Louisiana
$1.97M
EFL
132
ERn Financial LLC
Wisconsin
$1.93M
NRI
133
NFP Retirement Inc
California
$1.9M
WA
134
Waverly Advisors
Alabama
$1.89M
MHR
135
Matthew Hamilton Rosenberg
$1.88M
NW
136
NewEdge Wealth
Pennsylvania
$1.85M
DWP
137
Daymark Wealth Partners
Ohio
$1.85M
LWA
138
Lineweaver Wealth Advisors
Ohio
$1.83M
CA
139
Crumly & Associates
Illinois
$1.81M
AAS
140
Avantax Advisory Services
Texas
$1.77M
NB
141
NBT Bank
New York
$1.73M
KPWS
142
Kestra Private Wealth Services
Texas
$1.73M
KA
143
Kooman & Associates
Pennsylvania
$1.7M
BFA
144
Beaumont Financial Advisors
Massachusetts
$1.68M
UAG
145
United Advisor Group
Ohio
$1.63M
SFA
146
Sequoia Financial Advisors
Ohio
$1.61M
JCM
147
Jacobi Capital Management
Pennsylvania
$1.61M
SC
148
Savant Capital
Illinois
$1.6M
Susquehanna International Group
149
Susquehanna International Group
Pennsylvania
$1.57M
TCM
150
TD Capital Management
Tennessee
$1.56M