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JPMorgan Municipal ETF
JMUB

Overview Fund Activity

202 hedge funds and large institutions have $817M invested in JPMorgan Municipal ETF in 2023 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 70 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+70
Holders Change %
+53.03%
% of All Funds
2.96%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.19%
New
81
Increased
70
Reduced
39
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$34.5M
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$25.2M
3
MIS
3
Morningstar Investment Services
Illinois
$41.4M
4
LPL Financial
4
LPL Financial
California
$79.6M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$46.6M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$4.62M
2
SHWM
2
Smith & Howard Wealth Management
Georgia
$5.67M
3
AC
3
Asio Capital
Kentucky
$5.7M
4
Jane Street
4
Jane Street
New York
$1.11M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$308K
Name Holding Trade Value Shares
Change 		Shares
Change %
IWP
51
Invenio Wealth Partners
Florida
$3.64M +$2.79M +54,655 +327%
PAG
52
Private Advisor Group
New Jersey
$3.53M +$1.66M +32,548 +89%
CFO
53
CVA Family Office
Colorado
$3.52M +$859K +16,855 +32%
KAS
54
Kestra Advisory Services
Texas
$3.38M +$159K +3,121 +5%
FHA
55
First Horizon Advisors
Tennessee
$3.37M -$1.26M -24,743 -27%
GGS
56
Galvin Gaustad & Stein
Arizona
$3.33M -$185K -3,630 -5%
LWMNY
57
Landmark Wealth Management (New York)
New York
$3.32M -$10.4K -204 -0.3%
JPMorgan Chase & Co
58
JPMorgan Chase & Co
New York
$3.24M +$1.92M +37,589 +145%
CPCP
59
Cedar Point Capital Partners
Iowa
$3.02M +$3.02M +59,206 New
1WM
60
1900 Wealth Management
Texas
$3.02M +$3.02M +59,204 New
VC
61
Vicus Capital
Pennsylvania
$2.92M +$21.5K +422 +0.7%
SPIA
62
Steward Partners Investment Advisory
New York
$2.9M +$395K +7,760 +16%
Renaissance Technologies
63
Renaissance Technologies
New York
$2.78M +$2.78M +54,452 New
HWAM
64
Hennion & Walsh Asset Management
New Jersey
$2.63M -$1.35M -26,407 -34%
PRWA
65
Platte River Wealth Advisors
Colorado
$2.54M +$2.54M +49,780 New
CA
66
CGN Advisors
Kansas
$2.5M -$1.24M -24,353 -33%
FIM
67
Freedom Investment Management
Connecticut
$2.49M +$2.49M +48,770 New
NFA
68
Northwest Financial Advisors
Virginia
$2.42M +$2.42M +47,429 New
WWA
69
WCG Wealth Advisors
Nevada
$2.09M +$2.09M +41,053 New
MA
70
Mutual Advisors
Nebraska
$2.08M +$63.5K +1,246 +3%
SWP
71
Summit Wealth Partners
Florida
$2.05M +$523K +10,272 +34%
NDSI
72
Newman Dignan & Sheerar Inc
Rhode Island
$2.03M +$938K +18,398 +86%
SWA
73
Stratos Wealth Advisors
Ohio
$1.99M -$144K -2,823 -7%
PS
74
Principal Securities
Iowa
$1.95M +$1.95M +38,304 New
APW
75
Acima Private Wealth
Virginia
$1.92M – – –
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