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JPMorgan Municipal ETF

480 hedge funds and large institutions have $4.53B invested in JPMorgan Municipal ETF in 2025 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 263 increasing their positions, 80 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

671% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 14

229% more repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 80

49% more capital invested

Capital invested by funds: $3.05B → $4.53B (+$1.48B)

25% more funds holding in top 10

Funds holding in top 10: 2025 (+5)

22% more funds holding

Funds holding: 392480 (+88)

12.12% less ownership

Funds ownership: 81.69%69.57% (-12%)

Holders
480
Holders Change
+88
Holders Change %
+22.45%
% of All Funds
5.84%
Holding in Top 10
25
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+25%
% of All Funds
0.3%
New
108
Increased
263
Reduced
80
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HAG
151
HighPoint Advisor Group
Illinois
$3.49M +$3.5M +69,120 New
PCIA
152
Prime Capital Investment Advisors
Kansas
$3.42M -$177K -3,500 -5%
SOWAS
153
Silver Oak Wealth Advisors Services
California
$3.18M +$143K +2,833 +5%
QWM
154
Quadcap Wealth Management
Texas
$3.12M +$109K +2,153 +4%
NA
155
NewEdge Advisors
Louisiana
$3.02M +$828K +16,363 +38%
SAM
156
Smithbridge Asset Management
Pennsylvania
$2.98M +$1.54M +30,360 +106%
5W
157
5T Wealth
California
$2.93M +$1.58M +31,134 +116%
MA
158
Mutual Advisors
Nebraska
$2.92M -$89.2K -1,764 -3%
IPA
159
Investment Planning Advisors
Georgia
$2.92M +$310K +6,137 +12%
MWA
160
Mills Wealth Advisors
Texas
$2.92M -$176K -3,487 -6%
WIC
161
Whitegate Investment Counselors
New Hampshire
$2.91M -$40.2K -795 -1%
MFG
162
Marmo Financial Group
Tennessee
$2.87M -$77.9K -1,539 -3%
WA
163
Waverly Advisors
Alabama
$2.86M +$584K +11,547 +26%
WIP
164
WealthCare Investment Partners
Rhode Island
$2.84M -$75.1K -1,485 -3%
GGS
165
Galvin Gaustad & Stein
Arizona
$2.84M +$7.84K +155 +0.3%
DWP
166
Daymark Wealth Partners
Ohio
$2.82M +$881K +17,404 +45%
SRB
167
Shotwell Rutter Baer
Michigan
$2.81M +$2.81M +55,479 New
CPCP
168
Cedar Point Capital Partners
Iowa
$2.8M -$299K -5,908 -10%
FCG
169
Financial Connections Group
California
$2.75M +$36.9K +729 +1%
BCG
170
Breakwater Capital Group
New Jersey
$2.74M +$629K +12,428 +30%
LWA
171
Lineweaver Wealth Advisors
Ohio
$2.63M +$440K +8,699 +20%
HSWS
172
Higgins & Schmidt Wealth Strategies
Colorado
$2.6M +$290K +5,735 +13%
JCM
173
Jacobi Capital Management
Pennsylvania
$2.59M +$506K +9,998 +24%
CAWM
174
Capital Advisors Wealth Management
Washington
$2.52M +$758K +14,980 +43%
AT
175
American Trust
Kentucky
$2.46M -$21.7M -429,516 -90%