We are live on ! Find out more
JMUB icon

JPMorgan Municipal ETF

357 hedge funds and large institutions have $2.54B invested in JPMorgan Municipal ETF in 2025 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 173 increasing their positions, 101 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 22

71% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 101

17% more capital invested

Capital invested by funds: $2.17B → $2.54B (+$378M)

8% more funds holding

Funds holding: 332357 (+25)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

2% less ownership

Funds ownership: 85.51%83.5% (-2%)

Holders
357
Holders Change
+25
Holders Change %
+7.53%
% of All Funds
4.7%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
54
Increased
173
Reduced
101
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCMG
151
Clark Capital Management Group
Pennsylvania
$2M -$89.4K -1,809 -4%
LWA
152
Lineweaver Wealth Advisors
Ohio
$1.98M +$165K +3,333 +9%
ML
153
McAdam LLC
Pennsylvania
$1.97M +$1.96M +39,674 New
NRI
154
NFP Retirement Inc
California
$1.96M +$69.3K +1,403 +4%
AAS
155
Ameritas Advisory Services
Nebraska
$1.95M -$4.24M -85,814 -69%
Cerity Partners
156
Cerity Partners
New York
$1.95M +$1.94M +39,292 New
HSWS
157
Higgins & Schmidt Wealth Strategies
Colorado
$1.93M +$634K +12,834 +49%
WA
158
Waverly Advisors
Alabama
$1.92M +$44.2K +895 +2%
NA
159
NewEdge Advisors
Louisiana
$1.91M -$42.1K -853 -2%
DWP
160
Daymark Wealth Partners
Ohio
$1.89M +$59.1K +1,197 +3%
BCG
161
Breakwater Capital Group
New Jersey
$1.89M -$160K -3,249 -8%
SFA
162
Sequoia Financial Advisors
Ohio
$1.84M +$240K +4,865 +15%
MWC
163
MBM Wealth Consultants
Missouri
$1.82M +$318K +6,431 +21%
IWM
164
IHT Wealth Management
Illinois
$1.79M +$1.39M +28,240 +361%
KPWS
165
Kestra Private Wealth Services
Texas
$1.74M +$24.9K +504 +1%
OIA
166
OneDigital Investment Advisors
Kansas
$1.72M +$1.72M +34,750 New
PCM
167
Presidio Capital Management
California
$1.72M +$590K +11,951 +53%
JCM
168
Jacobi Capital Management
Pennsylvania
$1.7M +$97.9K +1,982 +6%
BFA
169
Beaumont Financial Advisors
Massachusetts
$1.64M -$27.5K -556 -2%
SHGA
170
Sand Hill Global Advisors
California
$1.62M +$1.61M +32,623 New
UAG
171
United Advisor Group
Ohio
$1.61M -$4.2K -85 -0.3%
PAS
172
Park Avenue Securities
New York
$1.61M +$81.1K +1,641 +5%
NB
173
NBT Bank
New York
$1.58M -$138K -2,800 -8%
CA
174
Crumly & Associates
Illinois
$1.57M -$232K -4,692 -13%
KA
175
Kooman & Associates
Pennsylvania
$1.56M -$127K -2,570 -8%

JMUB Hedge Fund Activity: Q2 2025 in Review

357 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Municipal ETF (JMUB) for Q2 2025, worth a combined $2.54B — up 17% from $2.17B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new JMUB positions and 22 closed out — a net gain of 32 holders — while 173 added to existing stakes and 101 trimmed.

The largest buyer was Avantax Advisory Services, adding an estimated $42.6M. The largest seller was TBH Global Asset Management, cutting an estimated $7.59M.

  • 357 institutional investors held JPMorgan Municipal ETF (JMUB) as of Q2 2025, up from 332 in Q1 2025.
  • Funds reported $2.54B of JPMorgan Municipal ETF stock for Q2 2025, up 17% quarter-over-quarter.
  • 54 funds opened new JPMorgan Municipal ETF positions in Q2 2025 and 22 closed out, a net change of +32 holders.
  • The largest JPMorgan Municipal ETF buyer in Q2 2025 was Avantax Advisory Services, an estimated $42.6M added.
  • The largest JPMorgan Municipal ETF seller in Q2 2025 was TBH Global Asset Management, an estimated $7.59M sold.

Based on aggregated 13F filings for Q2 2025.