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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 %
LPL Financial
1
LPL Financial
California
$142M +$9.43M +188,645 +7%
MAS
2
Meeder Advisory Services
Ohio
$127M +$127M +2,531,748 New
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$110M +$9.54M +190,891 +10%
Raymond James Financial
4
Raymond James Financial
Florida
$76M +$12.9M +258,686 +21%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$66.5M +$10.7M +213,971 +19%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$56.6M +$37.7M +753,069 +199%
Ameriprise
7
Ameriprise
Minnesota
$55.8M +$29.8M +595,174 +114%
B
8
Bailard
California
$54.8M +$18M +359,784 +49%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$51.1M +$11.9M +237,050 +30%
FMWA
10
Forvis Mazars Wealth Advisors
Missouri
$46.8M +$550K +11,008 +1%
HighTower Advisors
11
HighTower Advisors
Illinois
$43.1M -$6.86M -137,242 -14%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$37.2M +$7.56M +151,196 +25%
BCI
13
Brinker Capital Investments
Pennsylvania
$32.4M +$32.4M +648,640 New
OPS
14
Orion Portfolio Solutions
Nebraska
$32.4M +$32.4M +648,640 New
CTC
15
Central Trust Company
Missouri
$32.2M +$6.23M +124,569 +24%
TIAA Trust, National Association
16
TIAA Trust, National Association
North Carolina
$29.7M -$4.43M -88,537 -13%
MML Investors Services
17
MML Investors Services
Massachusetts
$29.7M +$10.3M +205,197 +53%
EH
18
Equitable Holdings
New York
$28.7M +$1.12M +22,445 +4%
CFO
19
Collective Family Office
Pennsylvania
$28.7M +$3.43M +68,626 +14%
AC
20
Asio Capital
Kentucky
$28.2M +$2.3M +46,010 +9%
1WM
21
1900 Wealth Management
Texas
$27.2M +$14.9M +298,677 +122%
APP
22
Avantax Planning Partners
Iowa
$27M +$2.24M +44,882 +9%
TGAM
23
TBH Global Asset Management
Tennessee
$26.4M +$21.4M +402,072 +433%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$25.3M +$12.7M +254,493 +101%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$24.2M +$23.7M +473,876 +4,492%