We are live on ! Find out more
JMUB icon

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
TCM
151
TD Capital Management
Tennessee
$1.56M -$370K -7,358 -19%
PAS
152
Park Avenue Securities
New York
$1.54M +$1.33M +26,483 +616%
MWC
153
MBM Wealth Consultants
Missouri
$1.51M +$136K +2,697 +10%
FCG
154
Financial Connections Group
California
$1.5M -$603K -11,999 -29%
VCP
155
Verus Capital Partners
Arizona
$1.43M +$242K +4,820 +20%
MIS
156
Morningstar Investment Services
Illinois
$1.41M -$1.18M -23,502 -46%
GSWM
157
Golden State Wealth Management
California
$1.37M +$131K +2,616 +11%
SXL
158
Summit X LLC
Missouri
$1.36M -$12.2K -242 -0.9%
FNWM
159
Financial Network Wealth Management
Utah
$1.32M
HSWS
160
Higgins & Schmidt Wealth Strategies
Colorado
$1.3M +$780K +15,524 +148%
TNBTD
161
Trustmark National Bank Trust Department
Mississippi
$1.27M -$239K -4,763 -16%
JWCA
162
J.W. Cole Advisors
Florida
$1.24M +$1.25M +24,874 New
RA
163
Riversedge Advisors
Delaware
$1.23M -$5.26M -104,719 -81%
WCFA
164
Walkner Condon Financial Advisors
Wisconsin
$1.22M +$114K +2,274 +10%
NAS
165
NWF Advisory Services
California
$1.17M -$310K -6,164 -21%
Janney Montgomery Scott
166
Janney Montgomery Scott
Pennsylvania
$1.15M -$43.5K -865 -4%
MAC
167
Mason & Associates (California)
California
$1.14M -$529K -10,536 -32%
PCM
168
Presidio Capital Management
California
$1.13M +$404K +8,047 +55%
BPA
169
Beacon Pointe Advisors
California
$1.11M +$8.24K +164 +0.7%
BAWC
170
Boyce & Associates Wealth Consulting
Texas
$1.09M +$76.2K +1,516 +7%
GLA
171
Good Life Advisors
Pennsylvania
$1.05M +$51.6K +1,027 +5%
AssetMark Inc
172
AssetMark Inc
California
$1.04M -$351K -6,975 -25%
PFS
173
Prospera Financial Services
Texas
$1.03M -$32.9K -655 -3%
DWT
174
Dorsey & Whitney Trust
South Dakota
$1.03M +$251 +5 +0%
CPA
175
Clear Point Advisors
New York
$1.02M -$17.4K -346 -2%

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.