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JPMorgan Municipal ETF

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

2,002% more capital invested

Capital invested by funds: $190M → $4B (+$3.81B)

486% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 7

250% more funds holding in top 10

Funds holding in top 10: 27 (+5)

173% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 11

63% more funds holding

Funds holding: 5488 (+34)

25.7% more ownership

Funds ownership: 81.9%107.6% (+26%)

Holders
88
Holders Change
+34
Holders Change %
+62.96%
% of All Funds
1.41%
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
Name Holding Trade Value Shares
Change
Change in
Stake
ACP
26
Aveo Capital Partners
Colorado
$3M +$2.96M +60,347 New
LWMNY
27
Landmark Wealth Management (New York)
New York
$2.53M -$32K -653 -1%
GGS
28
Galvin Gaustad & Stein
Arizona
$2.53M +$157K +3,199 +7%
CWM
29
Congress Wealth Management
Massachusetts
$2.45M -$23.6M -482,045 -91%
GVAG
30
Great Valley Advisor Group
Delaware
$2.21M +$2.18M +44,400 New
SCP
31
Shorepoint Capital Partners
Massachusetts
$2.18M +$280K +5,716 +15%
CWA
32
Choice Wealth Advisors
Maine
$2.11M +$2.08M +42,458 New
SWA
33
Stratos Wealth Advisors
Ohio
$1.99M +$999K +20,376 +104%
APW
34
Acima Private Wealth
Virginia
$1.95M +$1.92M +39,143 New
BFA
35
Beaumont Financial Advisors
Massachusetts
$1.93M -$823K -16,782 -30%
MML Investors Services
36
MML Investors Services
Massachusetts
$1.9M +$638K +13,024 +51%
KA
37
Kooman & Associates
Pennsylvania
$1.85M +$1.82M +37,206 New
MAC
38
Mason & Associates (California)
California
$1.74M +$1.72M +35,042 New
MA
39
Mutual Advisors
Nebraska
$1.64M +$954K +19,471 +144%
FTUS
40
Flow Traders U.S.
New York
$1.6M +$1.58M +32,183 New
RIG
41
RiverFront Investment Group
Virginia
$1.32M +$1.3M +26,516 New
HFM
42
Hartford Financial Management
Connecticut
$1.26M +$197K +4,015 +19%
CFG
43
Cooper Financial Group
California
$1.21M +$1.2M +24,400 New
WIP
44
WealthCare Investment Partners
Rhode Island
$1.2M +$1.18M +24,114 New
NB
45
NBT Bank
New York
$1.19M +$922K +18,815 +363%
RJA
46
Raymond James & Associates
Florida
$1.05M +$1.04M +21,148 New
RJFSA
47
Raymond James Financial Services Advisors
Florida
$927K +$575K +11,728 +169%
FWP
48
FAS Wealth Partners
Kansas
$897K +$440K +8,984 +99%
AF
49
Apexium Financial
Texas
$889K +$877K +17,885 New
SC
50
Soundwatch Capital
Connecticut
$789K +$19.6K +400 New