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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
RSWM
176
Robertson Stephens Wealth Management
California
$1.54M +$1.53M +31,036 New
GSWM
177
Golden State Wealth Management
California
$1.53M +$169K +3,423 +12%
BW
178
Balance Wealth
Ohio
$1.52M +$1.1M +22,231 +267%
WAP
179
Wealthcare Advisory Partners
Pennsylvania
$1.48M -$752K -15,218 -34%
BFG
180
Berger Financial Group
Minnesota
$1.47M +$924K +18,698 +172%
Renaissance Technologies
181
Renaissance Technologies
New York
$1.46M -$4.06M -82,091 -74%
UWP
182
Uniting Wealth Partners
Kansas
$1.46M +$1.45M +29,392 New
CCWA
183
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.46M +$1.45M +29,353 New
TNBTD
184
Trustmark National Bank Trust Department
Mississippi
$1.41M +$151K +3,053 +12%
SG
185
StoneX Group
New York
$1.4M +$1.09M +22,064 +363%
SC
186
SouthState Corp
Florida
$1.39M +$980K +19,839 +244%
SXL
187
Summit X LLC
Missouri
$1.3M -$49.8K -1,009 -4%
4WM
188
49 Wealth Management
Texas
$1.29M -$1.01M -20,497 -44%
BAWC
189
Boyce & Associates Wealth Consulting
Texas
$1.27M +$182K +3,687 +17%
WCFA
190
Walkner Condon Financial Advisors
Wisconsin
$1.27M +$50.8K +1,028 +4%
SWP
191
Sagespring Wealth Partners
Tennessee
$1.26M +$746K +15,095 +146%
BEI
192
Benjamin Edwards Inc
Missouri
$1.25M +$247K +5,010 +25%
JWCA
193
J.W. Cole Advisors
Florida
$1.25M +$12.7K +258 +1%
P
194
&Partners
Tennessee
$1.19M +$903K +18,282 +319%
DWT
195
Dorsey & Whitney Trust
South Dakota
$1.14M +$123K +2,500 +12%
BPA
196
Beacon Pointe Advisors
California
$1.13M +$22.3K +451 +2%
LFAS
197
Level Four Advisory Services
Texas
$1.11M +$382K +7,742 +53%
BWP
198
Bernardo Wealth Planning
Pennsylvania
$1.07M +$91.3K +1,848 +9%
MWM
199
Marion Wealth Management
Pennsylvania
$1.06M +$258K +5,216 +32%
KWM
200
Kingsview Wealth Management
Oregon
$1.04M +$202K +4,080 +24%

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.