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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
LPL Financial
1
LPL Financial
California
$150M +$8.87M +179,611 +6%
MAS
2
Meeder Advisory Services
Ohio
$135M +$9.6M +194,355 +8%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$118M +$9.01M +182,487 +8%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$94M +$28.2M +569,892 +43%
Raymond James Financial
5
Raymond James Financial
Florida
$87.5M +$12M +243,751 +16%
Ameriprise
6
Ameriprise
Minnesota
$77.6M +$22.1M +447,054 +40%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$66.7M +$10.5M +212,407 +19%
B
8
Bailard
California
$66.6M +$12.2M +246,167 +22%
Bank of America
9
Bank of America
North Carolina
$54.7M +$32.9M +665,100 +152%
FMWA
10
Forvis Mazars Wealth Advisors
Missouri
$52.7M +$6.19M +125,209 +13%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$52.6M +$1.84M +37,286 +4%
TIAA Trust, National Association
12
TIAA Trust, National Association
North Carolina
$45.2M +$15.6M +315,894 +53%
AAS
13
Avantax Advisory Services
Texas
$44.6M +$42.6M +862,471 +2,438%
HighTower Advisors
14
HighTower Advisors
Illinois
$41.6M -$1.2M -24,265 -3%
1WM
15
1900 Wealth Management
Texas
$39.8M +$12.8M +258,969 +48%
Osaic Holdings
16
Osaic Holdings
Arizona
$36.3M +$14.7M +298,395 +69%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$35.8M -$1.19M -24,111 -3%
GCM
18
G2 Capital Management
Ohio
$34.5M +$28.5M +577,227 +489%
EH
19
Equitable Holdings
New York
$34.4M +$5.91M +119,629 +21%
BCI
20
Brinker Capital Investments
Pennsylvania
$33.5M +$1.28M +25,931 +4%
CTC
21
Central Trust Company
Missouri
$33.4M +$1.43M +28,884 +4%
APP
22
Avantax Planning Partners
Iowa
$30.5M +$3.69M +74,739 +14%
MML Investors Services
23
MML Investors Services
Massachusetts
$29.8M +$369K +7,470 +1%
Jane Street
24
Jane Street
New York
$28.4M +$15.5M +313,400 +121%
CFO
25
Collective Family Office
Pennsylvania
$28.4M -$36.1K -730 -0.1%

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.