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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 %
HFM
51
Hartford Financial Management
Connecticut
$1.06M -$222K -4,379 -17%
FWP
52
FAS Wealth Partners
Kansas
$993K +$79.3K +1,566 +9%
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$910K +$211K +4,174 +30%
RJA
54
Raymond James & Associates
Florida
$900K -$171K -3,378 -16%
TNBTD
55
Trustmark National Bank Trust Department
Mississippi
$785K +$228K +4,500 +41%
MCM
56
McMillion Capital Management
North Carolina
$746K
AC
57
Avestar Capital
New York
$733K +$30.6K +605 +4%
CFO
58
Collective Family Office
Pennsylvania
$658K +$658K +12,993 New
Thrivent Financial for Lutherans
59
Thrivent Financial for Lutherans
Minnesota
$557K +$19.2K +379 +4%
BFEC
60
Benjamin F. Edwards & Company
Missouri
$510K +$61.2K +1,210 +14%
NDSI
61
Newman Dignan & Sheerar Inc
Rhode Island
$500K +$500K +9,883 New
SL
62
SWMG LLC
Texas
$484K -$1.77K -35 -0.4%
LNC
63
Lincoln National Corp
Pennsylvania
$483K +$483K +9,533 New
SFS
64
Sowell Financial Services
Arkansas
$459K +$459K +9,063 New
KWM
65
Kingsview Wealth Management
Oregon
$421K +$7.34K +145 +2%
Mariner
66
Mariner
Kansas
$371K -$36.9K -728 -9%
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$348K +$348K +6,883 New
VWA
68
Visionary Wealth Advisors
Illinois
$326K +$326K +6,433 New
CSPIA
69
Cary Street Partners Investment Advisory
Virginia
$314K
EFS
70
Essex Financial Services
Connecticut
$300K
BDFN
71
Bond & Devick Financial Network
Minnesota
$296K +$22.2K +439 +8%
WAP
72
Wealthcare Advisory Partners
Pennsylvania
$281K
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$277K +$44.8K +885 +19%
MF
74
Meridian Financial
Massachusetts
$274K +$67.3K +1,330 +33%
FSG
75
Financial Strategies Group
Michigan
$253K -$3.8K -75 -1%