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JPMorgan Municipal ETF
JMUB

Overview Fund Activity

88 hedge funds and large institutions have $4B invested in JPMorgan Municipal ETF in 2022 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 30 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+34
Holders Change %
+62.96%
% of All Funds
1.42%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.11%
New
41
Increased
30
Reduced
11
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$3.74B
2
APP
2
Avantax Planning Partners
Iowa
$27.8M
3
AFA
3
AllGen Financial Advisors
Florida
$8.28M
4
LAS
4
LWM Advisory Services
Florida
$6M
5
KMWM
5
Keudell/Morrison Wealth Management
Oregon
$5.3M

Top Sellers

1
CWM
1
Congress Wealth Management
Massachusetts
$2.45M
2
LPL Financial
2
LPL Financial
California
$22.3M
3
IWC
3
Integrated Wealth Concepts
Massachusetts
$399K
4
RCA
4
Resonant Capital Advisors
Wisconsin
$3.05M
5
CFO
5
Collective Family Office
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ACP
26
Aveo Capital Partners
Colorado
$3M +$3M +60,347 New
LWMNY
27
Landmark Wealth Management (New York)
New York
$2.53M -$32.5K -653 -1%
GGS
28
Galvin Gaustad & Stein
Arizona
$2.53M +$159K +3,199 +7%
CWM
29
Congress Wealth Management
Massachusetts
$2.45M -$24M -482,045 -91%
GVAG
30
Great Valley Advisor Group
Delaware
$2.21M +$2.21M +44,400 New
SCP
31
Shorepoint Capital Partners
Massachusetts
$2.18M +$284K +5,716 +15%
CWA
32
Choice Wealth Advisors
Maine
$2.11M +$2.11M +42,458 New
SWA
33
Stratos Wealth Advisors
Ohio
$1.99M +$1.01M +20,376 +104%
APW
34
Acima Private Wealth
Virginia
$1.95M +$1.95M +39,143 New
BFA
35
Beaumont Financial Advisors
Massachusetts
$1.93M -$834K -16,782 -30%
MML Investors Services
36
MML Investors Services
Massachusetts
$1.9M +$647K +13,024 +51%
KA
37
Kooman & Associates
Pennsylvania
$1.85M +$1.85M +37,206 New
MAC
38
Mason & Associates (California)
California
$1.74M +$1.74M +35,042 New
MA
39
Mutual Advisors
Nebraska
$1.64M +$968K +19,471 +144%
FTUS
40
Flow Traders U.S.
New York
$1.6M +$1.6M +32,183 New
RIG
41
RiverFront Investment Group
Virginia
$1.32M +$1.32M +26,516 New
HFM
42
Hartford Financial Management
Connecticut
$1.26M +$200K +4,015 +19%
CFG
43
Cooper Financial Group
California
$1.21M +$1.21M +24,400 New
WIP
44
WealthCare Investment Partners
Rhode Island
$1.2M +$1.2M +24,114 New
NB
45
NBT Bank
New York
$1.19M +$935K +18,815 +363%
RJA
46
Raymond James & Associates
Florida
$1.05M +$1.05M +21,148 New
RJFSA
47
Raymond James Financial Services Advisors
Florida
$927K +$583K +11,728 +169%
FWP
48
FAS Wealth Partners
Kansas
$897K +$446K +8,984 +99%
AF
49
Apexium Financial
Texas
$889K +$889K +17,885 New
SC
50
Soundwatch Capital
Connecticut
$789K +$789K +400 New
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