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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 %
US Bancorp
76
US Bancorp
Minnesota
$168K – – –
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$156K +$156K +3,130 New
PTC
78
Private Trust Company
Ohio
$124K +$124K +2,502 New
ASN
79
Advisory Services Network
Georgia
$109K +$109K +2,203 New
Wells Fargo
80
Wells Fargo
California
$98.6K +$8.55K +172 +9%
CMBA
81
C.M. Bidwell & Associates
Hawaii
$89.4K +$39.8K +800 +80%
MLA
82
MB, Levis & Associates
Pennsylvania
$82.1K +$82.1K +1,653 New
WOC
83
West Oak Capital
California
$75K – – –
Rockefeller Capital Management
84
Rockefeller Capital Management
New York
$49K – – –
IGWM
85
ICA Group Wealth Management
Colorado
$4.97K +$4.97K +100 New
CA
86
CoreCap Advisors
Michigan
$1.19K +$1.19K +24 New
PAG
87
Private Advisor Group
New Jersey
$883 +$883 +17,776 New
BWL
88
Bogart Wealth LLC
Virginia
$99 +$99 +2 New
CFO
89
Collective Family Office
Pennsylvania
– -$2.32M -47,982 Closed
Citadel Advisors
90
Citadel Advisors
Florida
– -$1.62M -33,386 Closed
MFG
91
Merit Financial Group
Georgia
– -$339K -7,008 Closed
WWM
92
Western Wealth Management
Colorado
– -$202K -4,166 Closed
AF
93
Allworth Financial
California
– -$44K -900 Closed
IWP
94
IAG Wealth Partners
Wisconsin
– -$9K -184 Closed
Royal Bank of Canada
95
Royal Bank of Canada
Ontario, Canada
– -$6K -131 Closed
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