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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 %
TW
76
Transform Wealth
Colorado
$243K -$144K -2,835 -37%
CA
77
Continuum Advisory
Idaho
$238K -$8.46K -167 -3%
KAS
78
Kestra Advisory Services
Texas
$229K +$229K +4,516 New
WWM
79
Windsor Wealth Management
Indiana
$211K -$1.53K -30 -0.7%
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$185K +$3.65K +72 +2%
US Bancorp
81
US Bancorp
Minnesota
$171K
ASN
82
Advisory Services Network
Georgia
$140K +$28.2K +556 +25%
IA
83
IFP Advisors
Florida
$131K +$131K +2,623 New
PTC
84
Private Trust Company
Ohio
$128K +$1.52K +30 +1%
TWM
85
Tradition Wealth Management
Minnesota
$101K +$101K +2,000 New
CFO
86
CVA Family Office
Colorado
$100K +$100K +1,980 New
Wells Fargo
87
Wells Fargo
California
$99.7K -$810 -16 -0.8%
CMBA
88
C.M. Bidwell & Associates
Hawaii
$91.1K
MLA
89
MB, Levis & Associates
Pennsylvania
$84.3K +$608 +12 +0.7%
WOC
90
West Oak Capital
California
$75.9K
BlackRock
91
BlackRock
New York
$42.8K +$42.8K +845 New
PAI
92
Pittenger & Anderson Inc
Nebraska
$41.2K +$41.2K +813 New
Northwestern Mutual Wealth Management
93
Northwestern Mutual Wealth Management
Wisconsin
$31.2K -$127K -2,514 -80%
SS
94
Sunbelt Securities
Texas
$24.1K +$24.1K +476 New
William Blair & Company
95
William Blair & Company
Illinois
$20.9K +$20.9K +413 New
CIA
96
Cape Investment Advisory
Georgia
$5.47K +$5.47K +108 New
IGWM
97
ICA Group Wealth Management
Colorado
$5.06K
Commonwealth Equity Services
98
Commonwealth Equity Services
Massachusetts
$4.44K +$1.2K +23,723 +37%
Fidelity Investments
99
Fidelity Investments
Massachusetts
$51 +$51 +1 New
MA
100
MJP Associates
Connecticut
-$4.03M -81,059 Closed