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JPMorgan Municipal ETF
JMUB

Overview Fund Activity

317 hedge funds and large institutions have $1.65B invested in JPMorgan Municipal ETF in 2024 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 162 increasing their positions, 62 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
+51
Holders Change %
+19.17%
% of All Funds
4.22%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.23%
New
66
Increased
162
Reduced
62
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
B
Bailard
California
$36.9M
2
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$34.2M
3
HighTower Advisors
HighTower Advisors
Illinois
$50.1M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$55.9M
5
MW
Marcum Wealth
Ohio
$16.7M

Top Sellers

1
MIS
Morningstar Investment Services
Illinois
$2.59M
2
Northern Trust
Northern Trust
Illinois
$0
3
Truist Financial
Truist Financial
North Carolina
$16.3M
4
4WM
49 Wealth Management
Texas
$2.44M
5
SA
Skyline Advisors
Washington
$6.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
226
Sigma Planning Corp
Michigan
$450K +$25K +498 +6%
PP
227
PDS Planning
Ohio
$448K +$448K +8,930 New
SI
228
Saxon Interests
Texas
$446K – – –
QCG
229
Quadrant Capital Group
Ohio
$442K – – –
Comerica Bank
230
Comerica Bank
Texas
$436K +$436K +8,694 New
SSW
231
Stone Summit Wealth
Florida
$427K -$49.4K -985 -10%
FTS
232
Fifth Third Securities
Ohio
$416K +$14.6K +292 +4%
HIC
233
Holderness Investments Company
North Carolina
$413K – – –
FTUS
234
Flow Traders U.S.
New York
$413K +$413K +8,226 New
OC
235
Optima Capital
Oregon
$400K +$400K +7,946 New
LPAM
236
Lodestar Private Asset Management
California
$399K +$9.88K +197 +3%
PWA
237
Peterson Wealth Advisors
Utah
$394K +$4.87K +97 +1%
AQR Capital Management
238
AQR Capital Management
Connecticut
$393K +$44.5K +888 +13%
IWM
239
IHT Wealth Management
Illinois
$389K -$28.9K -576 -7%
BDFN
240
Bond & Devick Financial Network
Minnesota
$389K – – –
WTB
241
Washington Trust Bank
Washington
$387K +$387K +7,720 New
FCM
242
Firestone Capital Management
Florida
$386K +$386K +7,706 New
BWM
243
BCGM Wealth Management
Indiana
$386K +$3.31K +66 +0.9%
HF
244
HRT Financial
New York
$378K +$378K +7,541 New
SAM
245
SignalPoint Asset Management
Missouri
$373K – – –
ASN
246
Advisory Services Network
Georgia
$373K -$10.3K -206 -3%
WEG
247
World Equity Group
Illinois
$361K +$361K +7,192 New
BFO
248
Boston Family Office
Massachusetts
$359K – – –
WIC
249
Woodmont Investment Counsel
Tennessee
$358K +$49.3K +984 +16%
William Blair & Company
250
William Blair & Company
Illinois
$356K +$30.1K +600 +9%
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10
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