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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
BEI
176
Benjamin Edwards Inc
Missouri
$1.01M -$550K -10,948 -35%
BWP
177
Bernardo Wealth Planning
Pennsylvania
$982K +$39.7K +789 +4%
CFA
178
Cahill Financial Advisors
Minnesota
$979K +$229K +4,551 +30%
PD
179
Planning Directions
Pennsylvania
$974K +$68.2K +1,357 +7%
FWP
180
FAS Wealth Partners
Kansas
$965K +$10K +199 +1%
WWA
181
WCG Wealth Advisors
Nevada
$956K +$5.53K +110 +0.6%
ASN
182
Advisory Services Network
Georgia
$949K +$580K +11,549 +155%
PGFC
183
Peapack-Gladstone Financial Corp
New Jersey
$946K +$951K +18,927 New
FIC
184
Family Investment Center
Missouri
$933K +$70.9K +1,410 +8%
BCWM
185
Bartlett & Co Wealth Management
Ohio
$918K -$136K -2,697 -13%
GSEP
186
Golden State Equity Partners
California
$914K +$29.9K +594 +3%
BIG
187
Brookwood Investment Group
Arizona
$882K +$886K +17,633 New
CAWM
188
Capital Advisors Wealth Management
Washington
$862K +$115K +2,280 +15%
CL
189
Choreo LLC
Illinois
$858K
PTC
190
Private Trust Company
Ohio
$853K -$101K -2,018 -11%
KWM
191
Kingsview Wealth Management
Oregon
$848K +$51.4K +1,022 +6%
VIM
192
Vista Investment Management
Pennsylvania
$846K +$35.2K +700 +4%
PWMG
193
Private Wealth Management Group
New Jersey
$832K +$162K +3,231 +24%
MWM
194
Marion Wealth Management
Pennsylvania
$809K +$183K +3,642 +29%
AIM
195
Advyzon Investment Management
Illinois
$794K -$17.8K -354 -2%
OWA
196
Opal Wealth Advisors
New York
$787K -$12.3M -244,088 -94%
SW
197
StrongBox Wealth
Missouri
$772K +$10.1K +200 +1%
CBT
198
Crews Bank & Trust
Florida
$771K
CWM
199
Collaborative Wealth Management
Florida
$760K +$170K +3,377 +29%
FPCG
200
Forum Private Client Group
Indiana
$740K +$13K +259 +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.