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JPMorgan Municipal ETF
JMUB

Overview Fund Activity

202 hedge funds and large institutions have $817M invested in JPMorgan Municipal ETF in 2023 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 70 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+70
Holders Change %
+53.03%
% of All Funds
2.96%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.19%
New
81
Increased
70
Reduced
39
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$34.5M
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$25.2M
3
MIS
3
Morningstar Investment Services
Illinois
$41.4M
4
LPL Financial
4
LPL Financial
California
$79.6M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$46.6M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$4.62M
2
SHWM
2
Smith & Howard Wealth Management
Georgia
$5.67M
3
AC
3
Asio Capital
Kentucky
$5.7M
4
Jane Street
4
Jane Street
New York
$1.11M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$308K
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
26
CFO4Life Group
Texas
$9.09M +$9.09M +178,282 New
HSG
27
Helen Stephens Group
Texas
$8.72M +$205K +4,019 +2%
HighTower Advisors
28
HighTower Advisors
Illinois
$8.64M +$2.37M +46,511 +38%
SA
29
Skyline Advisors
Washington
$8.58M +$8.58M +168,444 New
WAAG
30
Wealth Alliance Advisory Group
Kansas
$7.9M -$34.1K -670 -0.4%
ACP
31
Aveo Capital Partners
Colorado
$7.88M +$1.72M +33,828 +28%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$7.49M +$4.19M +82,173 +127%
SC
33
Stephens Consulting
Michigan
$6.97M +$692K +13,575 +11%
OMC
34
Old Mission Capital
Illinois
$6.83M +$4.83M +94,841 +242%
CWM
35
Cornerstone Wealth Management
Missouri
$6.6M +$286K +5,618 +5%
HFM
36
Hartford Financial Management
Connecticut
$6.33M +$4.98M +97,676 +368%
GVAG
37
Great Valley Advisor Group
Delaware
$6.23M +$1.23M +24,091 +25%
SCP
38
Shorepoint Capital Partners
Massachusetts
$5.9M +$5.9M +115,793 New
LAS
39
LWM Advisory Services
Florida
$5.75M -$1.56M -30,581 -21%
AC
40
Asio Capital
Kentucky
$5.7M -$10M -196,611 -64%
SHWM
41
Smith & Howard Wealth Management
Georgia
$5.67M -$10.4M -203,623 -65%
APWM
42
Atlas Private Wealth Management
New York
$5.6M +$5.6M +109,938 New
BSSFA
43
Baron Silver Stevens Financial Advisors
Florida
$4.99M +$3.06M +59,958 +158%
AF
44
Apexium Financial
Texas
$4.94M +$1.49M +29,219 +43%
DPI
45
Diversified Portfolios Inc
Michigan
$4.74M +$4.74M +93,034 New
Stifel Financial
46
Stifel Financial
Missouri
$4.62M -$13.3M -261,860 -74%
KMWM
47
Keudell/Morrison Wealth Management
Oregon
$4.51M -$101K -1,988 -2%
SFA
48
Sequoia Financial Advisors
Ohio
$4.46M +$1.89M +37,089 +74%
BC
49
Brio Consultants
California
$3.91M +$3.91M +76,658 New
RCA
50
Resonant Capital Advisors
Wisconsin
$3.86M +$528K +10,351 +16%
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