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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 %
MFGM
276
Marshall Financial Group (Maryland)
Maryland
$250K +$250K +4,986 New
TW
277
Transform Wealth
Colorado
$241K – – –
GWM
278
Geneos Wealth Management
Colorado
$231K -$50.2K -1,000 -18%
O3W
279
Omni 360 Wealth
New Jersey
$230K +$1.05K +21 +0.5%
MC
280
McCarthy & Cox
Ohio
$229K +$229K +4,563 New
CMBA
281
C.M. Bidwell & Associates
Hawaii
$226K +$49.6K +990 +28%
BIP
282
Blue Investment Partners
California
$224K +$25.7K +512 +13%
AWP
283
Axis Wealth Partners
Rhode Island
$216K +$216K +4,298 New
PAS
284
Park Avenue Securities
New York
$215K +$215K +4,297 New
PNC Financial Services Group
285
PNC Financial Services Group
Pennsylvania
$207K -$2.36K -47 -1%
PA
286
Parallel Advisors
California
$201K +$201K +4,017 New
US Bancorp
287
US Bancorp
Minnesota
$201K – – –
FFA
288
Farther Finance Advisors
California
$187K -$138K -2,748 -42%
ACA
289
Aptus Capital Advisors
Alabama
$168K -$34.2K -680 -17%
HCM
290
Hollencrest Capital Management
California
$138K +$138K +2,750 New
CA
291
CoreCap Advisors
Michigan
$132K – – –
WCM
292
WealthTrak Capital Management
Virginia
$124K +$124K +2,473 New
LAMC
293
Longview Asset Management (California)
California
$115K +$115K +2,300 New
MLA
294
MB, Levis & Associates
Pennsylvania
$88.6K +$752 +15 +0.9%
CSPIA
295
Cary Street Partners Investment Advisory
Virginia
$80.7K -$450K -8,971 -85%
AF
296
Allworth Financial
California
$76.6K +$76.6K +1,527 New
MCM
297
MAI Capital Management
Ohio
$68.9K +$68.9K +1,374 New
AWM
298
AE Wealth Management
Kansas
$66.9K +$66.9K +1,333 New
EWA
299
EverSource Wealth Advisors
Alabama
$64.2K -$24.2K -483 -27%
SS
300
Sunbelt Securities
Texas
$56.2K – – –
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