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JPMorgan Municipal ETF
JMUB

Overview Fund Activity

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
+12
Holders Change %
+3.79%
% of All Funds
4.47%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.26%
New
41
Increased
171
Reduced
88
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MAS
Meeder Advisory Services
Ohio
+$127M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$37.7M
3
BCI
Brinker Capital Investments
Pennsylvania
+$32.4M
4
OPS
Orion Portfolio Solutions
Nebraska
+$32.4M
5
Ameriprise
Ameriprise
Minnesota
+$29.8M

Top Sellers

1
OWA
Opal Wealth Advisors
New York
-$12.2M
2
HNB
Huntington National Bank
Ohio
-$8.17M
3
HighTower Advisors
HighTower Advisors
Illinois
-$6.86M
4
LGW
Leslie Global Wealth
Illinois
-$6.48M
5
RA
Riversedge Advisors
Delaware
-$5.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
126
Congress Wealth Management
Massachusetts
$2.17M +$375K +7,493 +21%
PWM
127
Perigon Wealth Management
California
$2.14M +$830K +16,595 +63%
PJWM
128
Philip James Wealth Mangement
Georgia
$2.13M +$385K +7,692 +22%
CCMG
129
Clark Capital Management Group
Pennsylvania
$2.1M +$2.1M +42,057 New
BCG
130
Breakwater Capital Group
New Jersey
$2.07M +$1.04M +20,776 +101%
NA
131
NewEdge Advisors
Louisiana
$1.97M -$410K -8,197 -17%
EFL
132
ERn Financial LLC
Wisconsin
$1.93M +$281K +5,628 +17%
NRI
133
NFP Retirement Inc
California
$1.9M +$208K +4,162 +12%
WA
134
Waverly Advisors
Alabama
$1.89M +$2.25K +45 +0.1%
MHR
135
Matthew Hamilton Rosenberg
$1.88M +$294K +5,889 +19%
NW
136
NewEdge Wealth
Pennsylvania
$1.85M -$130K -2,595 -7%
DWP
137
Daymark Wealth Partners
Ohio
$1.85M +$231K +4,618 +14%
LWA
138
Lineweaver Wealth Advisors
Ohio
$1.83M +$218K +4,356 +13%
CA
139
Crumly & Associates
Illinois
$1.81M +$130K +2,595 +8%
AAS
140
Avantax Advisory Services
Texas
$1.77M +$180K +3,603 +11%
NB
141
NBT Bank
New York
$1.73M -$432K -8,635 -20%
KPWS
142
Kestra Private Wealth Services
Texas
$1.73M -$83.8K -1,676 -5%
KA
143
Kooman & Associates
Pennsylvania
$1.7M +$42.1K +841 +3%
BFA
144
Beaumont Financial Advisors
Massachusetts
$1.68M +$68.3K +1,365 +4%
UAG
145
United Advisor Group
Ohio
$1.63M +$33.9K +678 +2%
SFA
146
Sequoia Financial Advisors
Ohio
$1.61M -$2.99M -59,874 -65%
JCM
147
Jacobi Capital Management
Pennsylvania
$1.61M +$723K +14,469 +81%
SC
148
Savant Capital
Illinois
$1.6M +$1.6M +32,003 New
Susquehanna International Group
149
Susquehanna International Group
Pennsylvania
$1.57M +$426K +8,513 +37%
TCM
150
TD Capital Management
Tennessee
$1.56M -$368K -7,358 -19%
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