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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
CFS
201
Commonwealth Financial Services
West Virginia
$732K -$66.1K -1,315 -8%
LFAS
202
Level Four Advisory Services
Texas
$729K +$733K +14,579 New
WTB
203
Washington Trust Bank
Washington
$715K +$331K +6,589 +85%
RPGK
204
Retirement Planning Group (Kansas)
Kansas
$715K +$719K +14,300 New
HNWAG
205
High Net Worth Advisory Group
Florida
$702K -$72K -1,433 -9%
FFA
206
Farther Finance Advisors
California
$702K +$518K +10,307 +277%
UWM
207
USAdvisors Wealth Management
Minnesota
$696K +$105K +2,099 +18%
GF
208
GGM Financials
Ohio
$681K -$14.9K -296 -2%
Thrivent Financial for Lutherans
209
Thrivent Financial for Lutherans
Minnesota
$679K -$310K -6,167 -31%
MFGM
210
Marshall Financial Group (Maryland)
Maryland
$674K +$427K +8,491 +170%
AWA
211
Arkadios Wealth Advisors
Georgia
$670K -$13.5K -268 -2%
EFS
212
Essex Financial Services
Connecticut
$668K -$75.4K -1,500 -10%
FS
213
Ferguson Shapiro
Georgia
$667K +$23K +458 +4%
MC
214
McCarthy & Cox
Ohio
$666K +$440K +8,750 +192%
MIA
215
Milestone Investment Advisors
Wisconsin
$643K +$151K +2,996 +30%
WWM
216
Western Wealth Management
Colorado
$638K +$31.1K +619 +5%
DAS
217
Dynamic Advisor Solutions
Arizona
$616K -$34.1K -679 -5%
ACA
218
Aptus Capital Advisors
Alabama
$610K +$445K +8,859 +265%
SCM
219
Seascape Capital Management
New Hampshire
$605K
PA
220
Perennial Advisors
New York
$594K -$271K -5,400 -31%
BWM
221
BCGM Wealth Management
Indiana
$589K +$205K +4,085 +53%
Envestnet Portfolio Solutions
222
Envestnet Portfolio Solutions
Illinois
$574K -$133K -2,641 -19%
FF
223
Friday Financial
Iowa
$558K
BWMG
224
Barnes Wealth Management Group
California
$557K +$559K +11,131 New
FSG
225
Financial Strategies Group
Michigan
$547K -$3.67K -73 -0.6%

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.