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JPMorgan Municipal ETF

99 hedge funds and large institutions have $338M invested in JPMorgan Municipal ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 46 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+11
Holders Change %
+12.5%
% of All Funds
1.58%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
21
Increased
46
Reduced
21
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GVAG
26
Great Valley Advisor Group
Delaware
$3.34M +$1.09M +21,610 +49%
FTUS
27
Flow Traders U.S.
New York
$3.33M +$1.7M +33,511 +104%
LWMNY
28
Landmark Wealth Management (New York)
New York
$3.14M +$560K +11,056 +22%
RCA
29
Resonant Capital Advisors
Wisconsin
$3.11M
SFA
30
Sequoia Financial Advisors
Ohio
$3.08M -$2.04M -40,237 -40%
GGS
31
Galvin Gaustad & Stein
Arizona
$2.97M +$394K +7,789 +15%
SPIA
32
Steward Partners Investment Advisory
New York
$2.44M +$1.83M +36,195 +303%
SWA
33
Stratos Wealth Advisors
Ohio
$2.37M +$343K +6,769 +17%
AF
34
Apexium Financial
Texas
$2.34M +$1.43M +28,309 +158%
CWM
35
Congress Wealth Management
Massachusetts
$2.33M -$167K -3,302 -7%
BFA
36
Beaumont Financial Advisors
Massachusetts
$2.04M +$72.7K +1,436 +4%
RIG
37
RiverFront Investment Group
Virginia
$2M +$656K +12,954 +49%
APW
38
Acima Private Wealth
Virginia
$1.98M
KA
39
Kooman & Associates
Pennsylvania
$1.82M -$64K -1,265 -3%
MA
40
Mutual Advisors
Nebraska
$1.79M +$118K +2,325 +7%
MAC
41
Mason & Associates (California)
California
$1.77M
PAG
42
Private Advisor Group
New Jersey
$1.68M +$780K +15,401 +87%
MML Investors Services
43
MML Investors Services
Massachusetts
$1.67M -$271K -5,349 -14%
EFL
44
ERn Financial LLC
Wisconsin
$1.63M +$1.63M +32,144 New
WIP
45
WealthCare Investment Partners
Rhode Island
$1.46M +$241K +4,753 +20%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$1.43M +$489K +9,661 +52%
OMC
47
Old Mission Capital
Illinois
$1.32M -$1.98M -39,029 -60%
CFG
48
Cooper Financial Group
California
$1.32M +$80.3K +1,586 +7%
NB
49
NBT Bank
New York
$1.21M -$3.04K -60 -0.2%
SXL
50
Summit X LLC
Missouri
$1.08M +$1.08M +21,294 New