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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
NIWA
176
New Insight Wealth Advisors
California
$2.43M +$1.27M +25,007 +108%
CA
177
Crumly & Associates
Illinois
$2.43M +$135K +2,676 +6%
Cerity Partners
178
Cerity Partners
New York
$2.41M +$306K +6,039 +14%
HWAM
179
Hennion & Walsh Asset Management
New Jersey
$2.39M -$74.3K -1,468 -3%
BMWS
180
Brady Martz Wealth Solutions
North Dakota
$2.39M -$53.4K -1,055 -2%
IWM
181
IHT Wealth Management
Illinois
$2.29M +$328K +6,489 +17%
MFG
182
MidWestOne Financial Group
Iowa
$2.25M +$2.05M +40,489 +1,002%
CCWA
183
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.24M +$63K +1,246 +3%
PCM
184
Presidio Capital Management
California
$2.23M +$137K +2,714 +7%
EWP
185
Equity Wealth Partners
Missouri
$2.18M +$817K +16,150 +60%
NRI
186
NFP Retirement Inc
California
$2.11M +$349K +6,893 +20%
VA
187
Valor Advisors
Florida
$2.07M +$2.08M +41,085 New
GA
188
GFS Advisors
Texas
$2.05M +$2.05M +40,600 New
FFA
189
Farther Finance Advisors
California
$2.03M +$616K +12,181 +43%
PWP
190
Principle Wealth Partners
Connecticut
$2.03M +$2.03M +40,151 New
ML
191
McAdam LLC
Pennsylvania
$2.02M -$4.45K -88 -0.2%
BPAMU
192
BTG Pactual Asset Management US
New York
$2.01M +$476K +9,405 +30%
JFG
193
Juno Financial Group
Virginia
$1.98M +$1.99M +39,306 New
BW
194
Balance Wealth
Ohio
$1.96M +$298K +5,890 +18%
CWP
195
Cyndeo Wealth Partners
Florida
$1.93M +$1.93M +38,203 New
MWC
196
MBM Wealth Consultants
Missouri
$1.9M +$39.1K +772 +2%
PJWM
197
Philip James Wealth Mangement
Georgia
$1.83M +$36.3K +718 +2%
RSWM
198
Robertson Stephens Wealth Management
California
$1.83M +$5.21K +103 +0.3%
OC
199
Opal Capital
Florida
$1.81M +$1.8M +35,645 New
BWP
200
Bernardo Wealth Planning
Pennsylvania
$1.8M +$439K +8,668 +32%