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JPMorgan Municipal ETF
JMUB

Overview Fund Activity

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.

Holders
88
Holders Change
+34
Holders Change %
+62.96%
% of All Funds
1.42%
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
–

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$3.74B
2
APP
2
Avantax Planning Partners
Iowa
$27.8M
3
AFA
3
AllGen Financial Advisors
Florida
$8.28M
4
LAS
4
LWM Advisory Services
Florida
$6M
5
KMWM
5
Keudell/Morrison Wealth Management
Oregon
$5.3M

Top Sellers

1
CWM
1
Congress Wealth Management
Massachusetts
$2.45M
2
LPL Financial
2
LPL Financial
California
$22.3M
3
IWC
3
Integrated Wealth Concepts
Massachusetts
$399K
4
RCA
4
Resonant Capital Advisors
Wisconsin
$3.05M
5
CFO
5
Collective Family Office
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
51
McMillion Capital Management
North Carolina
$732K – – –
AC
52
Avestar Capital
New York
$690K -$7.87K -158 -1%
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$686K +$686K +13,799 New
SPIA
54
Steward Partners Investment Advisory
New York
$594K +$594K +11,961 New
KFP
55
KMG Fiduciary Partners
Ohio
$571K +$571K +11,491 New
TNBTD
56
Trustmark National Bank Trust Department
Mississippi
$547K +$547K +11,000 New
Thrivent Financial for Lutherans
57
Thrivent Financial for Lutherans
Minnesota
$529K +$261K +5,261 +98%
SL
58
SWMG LLC
Texas
$477K +$477K +9,603 New
BFEC
59
Benjamin F. Edwards & Company
Missouri
$441K +$92.6K +1,862 +27%
KWM
60
Kingsview Wealth Management
Oregon
$406K +$406K +8,168 New
Mariner
61
Mariner
Kansas
$400K -$111K -2,231 -22%
IWC
62
Integrated Wealth Concepts
Massachusetts
$399K -$4.56M -91,631 -92%
TW
63
Transform Wealth
Colorado
$380K +$380K +7,640 New
PP
64
PFS Partners
New Jersey
$377K +$377K +7,582 New
CSPIA
65
Cary Street Partners Investment Advisory
Virginia
$308K +$49.7K +1,000 +19%
EFS
66
Essex Financial Services
Connecticut
$294K +$294K +5,920 New
WAP
67
Wealthcare Advisory Partners
Pennsylvania
$276K +$276K +5,556 New
BDFN
68
Bond & Devick Financial Network
Minnesota
$268K +$268K +5,398 New
FSG
69
Financial Strategies Group
Michigan
$252K -$98.6K -1,984 -28%
CA
70
Continuum Advisory
Idaho
$242K +$17.2K +347 +8%
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$228K +$228K +4,585 New
GLA
72
Good Life Advisors
Pennsylvania
$217K – – –
WWM
73
Windsor Wealth Management
Indiana
$209K – – –
MF
74
Meridian Financial
Massachusetts
$203K +$203K +4,075 New
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$178K +$14.9K +299 +9%
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