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JPMorgan Municipal ETF
JMUB

Overview Fund Activity

132 hedge funds and large institutions have $516M invested in JPMorgan Municipal ETF in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 69 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
132
Holders Change
+17
Holders Change %
+14.78%
% of All Funds
2.1%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
26
Increased
69
Reduced
24
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SHWM
Smith & Howard Wealth Management
Georgia
$15.2M
2
LPL Financial
LPL Financial
California
$58.3M
3
LFA
Legacy Financial Advisors
Kentucky
$12.2M
4
KPWS
Kestra Private Wealth Services
Texas
$9.64M
5
Truist Financial
Truist Financial
North Carolina
$16.4M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$6.25M
2
SCP
Shorepoint Capital Partners
Massachusetts
$5.77M
3
APP
Avantax Planning Partners
Iowa
$23.1M
4
SC
Slow Capital
California
$1.78M
5
MML Investors Services
MML Investors Services
Massachusetts
$585K
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
26
Stephens Consulting
Michigan
$5.96M +$237K +4,893 +4%
HighTower Advisors
27
HighTower Advisors
Illinois
$5.95M -$205K -4,231 -3%
ACP
28
Aveo Capital Partners
Colorado
$5.85M +$260K +5,368 +5%
SCP
29
Shorepoint Capital Partners
Massachusetts
$5.77M -$4.35M -86,595 Closed
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$5.01M +$4.84M +100,070 +2,943%
CFO
31
Collective Family Office
Pennsylvania
$4.98M +$4.34M +89,744 +678%
GVAG
32
Great Valley Advisor Group
Delaware
$4.75M +$870K +17,977 +22%
GAG
33
Goodman Advisory Group
Massachusetts
$4.56M +$4.56M +94,326 New
FHA
34
First Horizon Advisors
Tennessee
$4.39M -$122K -2,529 -3%
KMWM
35
Keudell/Morrison Wealth Management
Oregon
$4.37M -$282K -5,826 -6%
HWAM
36
Hennion & Walsh Asset Management
New Jersey
$3.77M -$10K -207 -0.3%
CA
37
CGN Advisors
Kansas
$3.55M -$407K -8,418 -10%
GGS
38
Galvin Gaustad & Stein
Arizona
$3.33M +$111K +2,303 +3%
AF
39
Apexium Financial
Texas
$3.28M +$465K +9,618 +17%
LWMNY
40
Landmark Wealth Management (New York)
New York
$3.16M +$103K +2,131 +3%
RCA
41
Resonant Capital Advisors
Wisconsin
$3.16M +$223K +4,616 +8%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$3.13M +$612K +12,647 +24%
KAS
43
Kestra Advisory Services
Texas
$3.05M +$338K +6,985 +12%
AAS
44
Ameritas Advisory Services
Nebraska
$2.93M +$2.01M +41,914 +217%
VC
45
Vicus Capital
Pennsylvania
$2.75M +$21.8K +451 +0.8%
CFO
46
CVA Family Office
Colorado
$2.52M +$647K +13,375 +34%
3LCM
47
3D/L Capital Management
Connecticut
$2.46M +$2.46M +50,939 New
SFA
48
Sequoia Financial Advisors
Ohio
$2.44M -$153K -3,161 -6%
SPIA
49
Steward Partners Investment Advisory
New York
$2.38M +$17.3K +357 +0.7%
RIG
50
RiverFront Investment Group
Virginia
$2.28M – – –
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