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JPMorgan Municipal ETF
JMUB

Overview Fund Activity

317 hedge funds and large institutions have $1.65B invested in JPMorgan Municipal ETF in 2024 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 162 increasing their positions, 62 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
+51
Holders Change %
+19.17%
% of All Funds
4.22%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.23%
New
66
Increased
162
Reduced
62
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
B
1
Bailard
California
$36.9M
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$34.2M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$50.1M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$55.9M
5
MW
5
Marcum Wealth
Ohio
$16.7M

Top Sellers

1
MIS
1
Morningstar Investment Services
Illinois
$2.59M
2
Northern Trust
2
Northern Trust
Illinois
$0
3
Truist Financial
3
Truist Financial
North Carolina
$16.3M
4
4WM
4
49 Wealth Management
Texas
$2.44M
5
SA
5
Skyline Advisors
Washington
$6.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$16.3M -$1.75M -34,950 -10%
Osaic Holdings
27
Osaic Holdings
Arizona
$15.7M +$1.61M +32,117 +11%
SC
28
Stephens Consulting
Michigan
$15.7M +$520K +10,372 +3%
IWC
29
Integrated Wealth Concepts
Massachusetts
$15M +$596K +11,891 +4%
IWP
30
IAG Wealth Partners
Wisconsin
$14.8M -$50.5K -1,006 -0.3%
LFA
31
Legacy Financial Advisors
Kentucky
$14.7M +$535K +10,672 +4%
AFA
32
AllGen Financial Advisors
Florida
$13.9M -$1.28M -25,622 -8%
HFM
33
Hartford Financial Management
Connecticut
$13.2M +$1.54M +30,749 +13%
OWA
34
Opal Wealth Advisors
New York
$13M +$1.34M +26,756 +11%
ACP
35
Aveo Capital Partners
Colorado
$12.8M -$575K -11,461 -4%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$12.6M +$765K +15,249 +6%
CCM
37
Condor Capital Management
New Jersey
$12.6M +$324K +6,455 +3%
HSG
38
Helen Stephens Group
Texas
$12.5M +$2.62M +52,224 +26%
CG
39
CFO4Life Group
Texas
$12.3M +$781K +15,566 +7%
1WM
40
1900 Wealth Management
Texas
$12.3M +$1.79M +35,603 +17%
CA
41
CGN Advisors
Kansas
$12.1M -$1.44M -28,743 -11%
SPWG
42
Syntegra Private Wealth Group
Missouri
$11.8M +$775K +15,453 +7%
BWG
43
Beta Wealth Group
California
$10.6M +$109K +2,171 +1%
SEIA
44
Signature Estate & Investment Advisors
California
$10.2M +$2.36M +47,143 +30%
AAS
45
Ameritas Advisory Services
Nebraska
$9.71M +$4.58M +91,376 +89%
WAAG
46
Wealth Alliance Advisory Group
Kansas
$9.23M +$346K +6,899 +4%
AWM
47
Apollon Wealth Management
South Carolina
$8.84M +$1.6M +31,972 +22%
Jane Street
48
Jane Street
New York
$8.71M +$7.16M +142,788 +461%
CWM
49
Cornerstone Wealth Management
Missouri
$8.54M +$497K +9,911 +6%
HNB
50
Huntington National Bank
Ohio
$8.17M – – –
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