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JPMorgan Municipal ETF
JMUB

Overview Fund Activity

115 hedge funds and large institutions have $410M invested in JPMorgan Municipal ETF in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 59 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+16
Holders Change %
+16.16%
% of All Funds
1.81%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
24
Increased
59
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$25.8M
2
Stifel Financial
Stifel Financial
Missouri
$15.4M
3
LPL Financial
LPL Financial
California
$47M
4
Bank of America
Bank of America
North Carolina
$8.07M
5
CTC
Central Trust Company
Missouri
$18.6M

Top Sellers

1
Jane Street
Jane Street
New York
$4.54M
2
CAN
Cetera Advisor Networks
California
$0
3
FTUS
Flow Traders U.S.
New York
$558K
4
SC
Slow Capital
California
$3.95M
5
FHA
First Horizon Advisors
Tennessee
$4.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIP
51
WealthCare Investment Partners
Rhode Island
$1.69M +$248K +4,952 +17%
NB
52
NBT Bank
New York
$1.68M +$480K +9,550 +40%
PAG
53
Private Advisor Group
New Jersey
$1.68M +$14.4K +287 +0.9%
EFL
54
ERn Financial LLC
Wisconsin
$1.62M +$8.14K +162 +0.5%
IAIM
55
International Assets Investment Management
Florida
$1.6M +$1.6M +32,209 New
MML Investors Services
56
MML Investors Services
Massachusetts
$1.55M -$108K -2,148 -7%
SEA
57
Stegent Equity Advisors
Texas
$1.32M +$1.32M +26,287 New
VCP
58
Verus Capital Partners
Arizona
$1.27M +$1.27M +25,237 New
NW
59
NewEdge Wealth
Pennsylvania
$1.26M +$1.26M +25,045 New
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$1.15M +$246K +4,892 +27%
CFG
61
Cooper Financial Group
California
$1.12M -$186K -3,694 -14%
SXL
62
Summit X LLC
Missouri
$1.12M +$47.3K +942 +4%
HFM
63
Hartford Financial Management
Connecticut
$1.11M +$58.3K +1,161 +6%
PCM
64
Pennsylvania Capital Management
Pennsylvania
$1.01M +$1.01M +20,112 New
RJA
65
Raymond James & Associates
Florida
$965K +$72.5K +1,443 +8%
AAS
66
Ameritas Advisory Services
Nebraska
$965K +$965K +19,312 New
FWP
67
FAS Wealth Partners
Kansas
$955K -$30.6K -609 -3%
RPGK
68
Retirement Planning Group (Kansas)
Kansas
$884K +$884K +17,606 New
TNBTD
69
Trustmark National Bank Trust Department
Mississippi
$829K +$50.2K +1,000 +6%
NDSI
70
Newman Dignan & Sheerar Inc
Rhode Island
$797K +$301K +5,992 +61%
MCM
71
McMillion Capital Management
North Carolina
$740K – – –
AC
72
Avestar Capital
New York
$687K -$39.4K -785 -5%
CFO
73
Collective Family Office
Pennsylvania
$665K +$12.7K +252 +2%
Thrivent Financial for Lutherans
74
Thrivent Financial for Lutherans
Minnesota
$614K +$61.2K +1,220 +11%
CSPIA
75
Cary Street Partners Investment Advisory
Virginia
$563K +$251K +5,000 +81%
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