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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
JP Morgan Chase
1
JP Morgan Chase
New York
$686M +$649M +12,818,224 +1,656%
LPL Financial
2
LPL Financial
California
$279M +$86.1M +1,702,513 +44%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$210M +$48.1M +950,852 +30%
MAS
4
Meeder Advisory Services
Ohio
$162M +$14M +277,270 +9%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$145M +$22.2M +439,697 +18%
Ameriprise
6
Ameriprise
Minnesota
$139M +$25.7M +508,846 +23%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$138M +$8.94M +176,736 +7%
Bank of America
8
Bank of America
North Carolina
$111M +$48.3M +954,078 +76%
Raymond James Financial
9
Raymond James Financial
Florida
$98.1M +$28.5M +563,592 +41%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$80.8M +$27.9M +550,843 +52%
Corient Private Wealth
11
Corient Private Wealth
Florida
$74.7M +$37.7M +745,973 +102%
APP
12
Avantax Planning Partners
Iowa
$63.2M +$4.61M +91,216 +8%
1WM
13
1900 Wealth Management
Texas
$63M +$3.68M +72,713 +6%
FMWA
14
Forvis Mazars Wealth Advisors
Missouri
$62.1M +$2.31M +45,588 +4%
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$61.3M +$7.67M +151,691 +14%
Osaic Holdings
16
Osaic Holdings
Arizona
$45.3M +$5.46M +107,839 +14%
HighTower Advisors
17
HighTower Advisors
Illinois
$40.9M -$1.57M -31,026 -4%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$40.2M +$3.83M +75,646 +11%
B
19
Bailard
California
$40.1M +$1.61M +31,886 +4%
GCM
20
G2 Capital Management
Ohio
$39.5M +$1.26M +24,867 +3%
Jones Financial Companies
21
Jones Financial Companies
Missouri
$38.2M +$20.7M +409,086 +118%
Morgan Stanley
22
Morgan Stanley
New York
$37.9M +$37.8M +747,391 +18,550%
BCI
23
Brinker Capital Investments
Pennsylvania
$37.7M +$2.2M +43,443 +6%
CTC
24
Central Trust Company
Missouri
$36.2M +$3.1M +61,187 +9%
CFO
25
Collective Family Office
Pennsylvania
$35.9M +$4.31M +85,153 +14%