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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 %
LFAS
201
Level Four Advisory Services
Texas
$729K +$729K +14,579 New
WTB
202
Washington Trust Bank
Washington
$715K +$329K +6,589 +85%
RPGK
203
Retirement Planning Group (Kansas)
Kansas
$715K +$715K +14,300 New
HNWAG
204
High Net Worth Advisory Group
Florida
$702K -$71.7K -1,433 -9%
FFA
205
Farther Finance Advisors
California
$702K +$515K +10,307 +277%
UWM
206
USAdvisors Wealth Management
Minnesota
$696K +$105K +2,099 +18%
GF
207
GGM Financials
Ohio
$681K -$14.8K -296 -2%
Thrivent Financial for Lutherans
208
Thrivent Financial for Lutherans
Minnesota
$679K -$312K -6,167 -31%
MFGM
209
Marshall Financial Group (Maryland)
Maryland
$674K +$425K +8,491 +170%
AWA
210
Arkadios Wealth Advisors
Georgia
$670K -$13.4K -268 -2%
EFS
211
Essex Financial Services
Connecticut
$668K -$75K -1,500 -10%
FS
212
Ferguson Shapiro
Georgia
$667K +$22.9K +458 +4%
MC
213
McCarthy & Cox
Ohio
$666K +$437K +8,750 +192%
MIA
214
Milestone Investment Advisors
Wisconsin
$643K +$150K +2,996 +30%
WWM
215
Western Wealth Management
Colorado
$638K +$31K +619 +5%
DAS
216
Dynamic Advisor Solutions
Arizona
$616K -$34K -679 -5%
ACA
217
Aptus Capital Advisors
Alabama
$610K +$443K +8,859 +265%
SCM
218
Seascape Capital Management
New Hampshire
$605K
PA
219
Perennial Advisors
New York
$594K -$270K -5,400 -31%
BWM
220
BCGM Wealth Management
Indiana
$589K +$204K +4,085 +53%
Envestnet Portfolio Solutions
221
Envestnet Portfolio Solutions
Illinois
$574K -$132K -2,641 -19%
FF
222
Friday Financial
Iowa
$558K
BWMG
223
Barnes Wealth Management Group
California
$557K +$557K +11,131 New
FSG
224
Financial Strategies Group
Michigan
$547K -$3.58K -73 -0.6%
SL
225
SWMG LLC
Texas
$544K -$11.6K -234 -2%