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JPMorgan Municipal ETF

393 hedge funds and large institutions have $3.05B invested in JPMorgan Municipal ETF in 2025 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 198 increasing their positions, 100 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 18

98% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 100

20% more capital invested

Capital invested by funds: $2.54B → $3.05B (+$505M)

10% more funds holding

Funds holding: 357393 (+36)

5% more funds holding in top 10

Funds holding in top 10: 1920 (+1)

1.74% less ownership

Funds ownership: 83.5%81.77% (-1.7%)

Holders
393
Holders Change
+36
Holders Change %
+10.08%
% of All Funds
5.16%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.26%
New
63
Increased
198
Reduced
100
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IPA
151
Investment Planning Advisors
Georgia
$2.61M +$153K +3,077 +6%
Janney Montgomery Scott
152
Janney Montgomery Scott
Pennsylvania
$2.6M +$184K +3,694 +8%
HWAM
153
Hennion & Walsh Asset Management
New Jersey
$2.47M -$89.2K -1,795 -4%
AF
154
Advisornet Financial
Minnesota
$2.46M +$86.2K +1,735 +4%
Natixis Advisors
155
Natixis Advisors
Massachusetts
$2.45M +$2.41M +48,543 New
BMWS
156
Brady Martz Wealth Solutions
North Dakota
$2.44M -$152K -3,065 -6%
VWA
157
Visionary Wealth Advisors
Illinois
$2.38M +$1.98M +39,919 +553%
HSWS
158
Higgins & Schmidt Wealth Strategies
Colorado
$2.3M +$340K +6,835 +18%
CA
159
Crumly & Associates
Illinois
$2.29M +$687K +13,829 +44%
WA
160
Waverly Advisors
Alabama
$2.28M +$321K +6,457 +17%
NA
161
NewEdge Advisors
Louisiana
$2.19M +$247K +4,966 +13%
LWA
162
Lineweaver Wealth Advisors
Ohio
$2.19M +$173K +3,476 +9%
CCWA
163
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.18M +$685K +13,779 +47%
BCG
164
Breakwater Capital Group
New Jersey
$2.11M +$190K +3,816 +10%
Cerity Partners
165
Cerity Partners
New York
$2.11M +$124K +2,487 +6%
PCM
166
Presidio Capital Management
California
$2.09M +$337K +6,782 +20%
JCM
167
Jacobi Capital Management
Pennsylvania
$2.08M +$346K +6,955 +20%
ML
168
McAdam LLC
Pennsylvania
$2.02M +$16.9K +340 +0.9%
IWM
169
IHT Wealth Management
Illinois
$1.96M +$135K +2,726 +8%
DWP
170
Daymark Wealth Partners
Ohio
$1.94M +$11.3K +228 +0.6%
DAS
171
Diversify Advisory Services
Utah
$1.87M -$409K -8,229 -18%
MWC
172
MBM Wealth Consultants
Missouri
$1.86M +$2.73K +55 +0.1%
FIM
173
Freedom Investment Management
Connecticut
$1.85M -$1.18M -23,844 -39%
RSWM
174
Robertson Stephens Wealth Management
California
$1.82M +$251K +5,049 +16%
PJWM
175
Philip James Wealth Mangement
Georgia
$1.8M -$378K -7,600 -18%

JMUB Hedge Fund Activity: Q3 2025 in Review

393 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Municipal ETF (JMUB) for Q3 2025, worth a combined $3.05B — up 20% from $2.54B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new JMUB positions and 18 closed out — a net gain of 45 holders — while 198 added to existing stakes and 100 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $54.2M. The largest seller was Bailard, cutting an estimated $28.8M.

  • 393 institutional investors held JPMorgan Municipal ETF (JMUB) as of Q3 2025, up from 357 in Q2 2025.
  • Funds reported $3.05B of JPMorgan Municipal ETF stock for Q3 2025, up 20% quarter-over-quarter.
  • 63 funds opened new JPMorgan Municipal ETF positions in Q3 2025 and 18 closed out, a net change of +45 holders.
  • The largest JPMorgan Municipal ETF buyer in Q3 2025 was Cetera Investment Advisers, an estimated $54.2M added.
  • The largest JPMorgan Municipal ETF seller in Q3 2025 was Bailard, an estimated $28.8M sold.

Based on aggregated 13F filings for Q3 2025.