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JPMorgan Municipal ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
BWP
176
Bernardo Wealth Planning
Pennsylvania
$982K +$39.5K +789 +4%
CFA
177
Cahill Financial Advisors
Minnesota
$979K +$228K +4,551 +30%
PD
178
Planning Directions
Pennsylvania
$974K +$67.9K +1,357 +7%
FWP
179
FAS Wealth Partners
Kansas
$965K +$9.95K +199 +1%
WWA
180
WCG Wealth Advisors
Nevada
$956K +$5.5K +110 +0.6%
ASN
181
Advisory Services Network
Georgia
$949K +$577K +11,549 +155%
PGFC
182
Peapack-Gladstone Financial Corp
New Jersey
$946K +$946K +18,927 New
FIC
183
Family Investment Center
Missouri
$933K +$70.5K +1,410 +8%
BCWM
184
Bartlett & Co Wealth Management
Ohio
$918K -$135K -2,697 -13%
GSEP
185
Golden State Equity Partners
California
$914K +$29.7K +594 +3%
BIG
186
Brookwood Investment Group
Arizona
$882K +$882K +17,633 New
CAWM
187
Capital Advisors Wealth Management
Washington
$862K +$114K +2,280 +15%
CL
188
Choreo LLC
Illinois
$858K
PTC
189
Private Trust Company
Ohio
$853K -$101K -2,018 -11%
KWM
190
Kingsview Wealth Management
Oregon
$848K +$51.1K +1,022 +6%
VIM
191
Vista Investment Management
Pennsylvania
$846K +$35K +700 +4%
PWMG
192
Private Wealth Management Group
New Jersey
$832K +$162K +3,231 +24%
MWM
193
Marion Wealth Management
Pennsylvania
$809K +$182K +3,642 +29%
AIM
194
Advyzon Investment Management
Illinois
$794K -$17.7K -354 -2%
OWA
195
Opal Wealth Advisors
New York
$787K -$12.2M -244,088 -94%
SW
196
StrongBox Wealth
Missouri
$772K +$10K +200 +1%
CBT
197
Crews Bank & Trust
Florida
$771K
CWM
198
Collaborative Wealth Management
Florida
$760K +$169K +3,377 +29%
FPCG
199
Forum Private Client Group
Indiana
$740K +$13K +259 +2%
CFS
200
Commonwealth Financial Services
West Virginia
$732K -$65.7K -1,315 -8%