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JPMorgan Municipal ETF
JMUB

Overview Fund Activity

132 hedge funds and large institutions have $516M invested in JPMorgan Municipal ETF in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 69 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
132
Holders Change
+17
Holders Change %
+14.78%
% of All Funds
2.1%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
26
Increased
69
Reduced
24
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SHWM
Smith & Howard Wealth Management
Georgia
$15.2M
2
LPL Financial
LPL Financial
California
$58.3M
3
LFA
Legacy Financial Advisors
Kentucky
$12.2M
4
KPWS
Kestra Private Wealth Services
Texas
$9.64M
5
Truist Financial
Truist Financial
North Carolina
$16.4M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$6.25M
2
SCP
Shorepoint Capital Partners
Massachusetts
$5.77M
3
APP
Avantax Planning Partners
Iowa
$23.1M
4
SC
Slow Capital
California
$1.78M
5
MML Investors Services
MML Investors Services
Massachusetts
$585K
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
51
Congress Wealth Management
Massachusetts
$2.16M -$28.5K -590 -1%
SWA
52
Stratos Wealth Advisors
Ohio
$2.03M -$211K -4,371 -9%
MA
53
Mutual Advisors
Nebraska
$1.92M +$194K +4,017 +11%
BFA
54
Beaumont Financial Advisors
Massachusetts
$1.91M -$13.7K -284 -0.7%
OMC
55
Old Mission Capital
Illinois
$1.9M +$15K +311 +0.8%
BSSFA
56
Baron Silver Stevens Financial Advisors
Florida
$1.84M +$1.84M +38,005 New
APW
57
Acima Private Wealth
Virginia
$1.82M – – –
SC
58
Slow Capital
California
$1.78M -$2.02M -41,690 -53%
PAG
59
Private Advisor Group
New Jersey
$1.77M +$156K +3,219 +10%
WIP
60
WealthCare Investment Partners
Rhode Island
$1.77M +$144K +2,988 +9%
KA
61
Kooman & Associates
Pennsylvania
$1.76M +$16.7K +345 +1%
IAIM
62
International Assets Investment Management
Florida
$1.68M +$144K +3,018 +9%
NB
63
NBT Bank
New York
$1.66M +$40.4K +835 +2%
MAC
64
Mason & Associates (California)
California
$1.57M -$128K -2,646 -8%
EFL
65
ERn Financial LLC
Wisconsin
$1.55M -$9.34K -193 -0.6%
VCP
66
Verus Capital Partners
Arizona
$1.55M +$326K +6,737 +27%
SWP
67
Summit Wealth Partners
Florida
$1.45M +$1.45M +29,915 New
NW
68
NewEdge Wealth
Pennsylvania
$1.36M +$153K +3,153 +13%
HFM
69
Hartford Financial Management
Connecticut
$1.29M +$214K +4,420 +20%
TGAM
70
TBH Global Asset Management
Tennessee
$1.28M +$1.28M +26,488 New
JPMorgan Chase & Co
71
JPMorgan Chase & Co
New York
$1.26M +$1.26M +25,956 New
SEA
72
Stegent Equity Advisors
Texas
$1.21M -$62.2K -1,285 -5%
SXL
73
Summit X LLC
Missouri
$1.13M +$58.1K +1,202 +5%
CFG
74
Cooper Financial Group
California
$1.12M +$45.3K +937 +4%
Janney Montgomery Scott
75
Janney Montgomery Scott
Pennsylvania
$1.09M -$18.5K -383 -2%
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