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JPMorgan Municipal ETF
JMUB

Overview Fund Activity

41 hedge funds and large institutions have $90.2M invested in JPMorgan Municipal ETF in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
+8
Holders Change %
+24.24%
% of All Funds
0.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
10
Reduced
9
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
APP
1
Avantax Planning Partners
Iowa
$13.3M
2
SC
2
Slow Capital
California
$28.9M
3
MIS
3
Morningstar Investment Services
Illinois
$8.35M
4
RCA
4
Resonant Capital Advisors
Wisconsin
$5.63M
5
LPL Financial
5
LPL Financial
California
$4.29M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.29M
2
CIA
2
Compass Ion Advisors
Pennsylvania
$2M
3
HIC
3
Holderness Investments Company
North Carolina
$0
4
EBWM
4
Eagle Bluffs Wealth Management
Missouri
$0
5
CA
5
CGN Advisors
Kansas
$1.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAS
26
Dynamic Advisor Solutions
Arizona
$230K – – –
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$225K +$225K +4,375 New
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$208K +$208K +4,045 New
PAG
29
Private Advisor Group
New Jersey
$205K – – –
SL
30
SWMG LLC
Texas
$204K +$204K +3,971 New
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$138K +$138K +2,678 New
Osaic Holdings
32
Osaic Holdings
Arizona
$105K +$3.8K +74 +4%
WOC
33
West Oak Capital
California
$77K -$51.3K -1,000 -40%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$51K – – –
SWM
35
Spire Wealth Management
Virginia
$44K +$44K +856 New
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$36K -$6.94K -135 -16%
Morgan Stanley
37
Morgan Stanley
New York
$25K – – –
Koshinski Asset Management
38
Koshinski Asset Management
Illinois
$24.6K +$24.6K +478 New
MHR
39
Matthew Hamilton Rosenberg
$18K – – –
PFGIA
40
Patriot Financial Group Insurance Agency
Massachusetts
$18K +$18K +351 New
HIC
41
Holderness Investments Company
North Carolina
– -$731K -13,332 Closed
EBWM
42
Eagle Bluffs Wealth Management
Missouri
– -$395K -7,203 Closed
HL
43
HeadInvest LLC
Maine
– -$293K -5,350 Closed
RJA
44
Raymond James & Associates
Florida
– -$222K -4,051 Closed
AWC
45
Adamsbrown Wealth Consultants
Kansas
– -$209K -3,806 Closed
UBS Group
46
UBS Group
Switzerland
– -$11K -196 Closed
TCWM
47
Total Clarity Wealth Management
Illinois
– -$3K -48 Closed
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