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JPMorgan Municipal ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
FTUS
76
Flow Traders U.S.
New York
$558K -$2.74M -54,581 -83%
BFEC
77
Benjamin F. Edwards & Company
Missouri
$512K +$5.33K +106 +1%
LNC
78
Lincoln National Corp
Pennsylvania
$501K +$22.1K +440 +5%
Mariner
79
Mariner
Kansas
$501K +$133K +2,642 +36%
PMG
80
ProVise Management Group
Florida
$500K +$500K +9,958 New
SL
81
SWMG LLC
Texas
$486K +$5.22K +104 +1%
KWM
82
Kingsview Wealth Management
Oregon
$414K -$3.22K -64 -0.8%
Citadel Advisors
83
Citadel Advisors
Florida
$374K +$374K +7,440 New
VWA
84
Visionary Wealth Advisors
Illinois
$326K +$2.61K +52 +0.8%
MF
85
Meridian Financial
Massachusetts
$298K +$26.8K +533 +10%
EFS
86
Essex Financial Services
Connecticut
$297K
BDFN
87
Bond & Devick Financial Network
Minnesota
$295K +$2.11K +42 +0.7%
VIM
88
Vista Investment Management
Pennsylvania
$291K +$291K +5,800 New
WAP
89
Wealthcare Advisory Partners
Pennsylvania
$279K
FSG
90
Financial Strategies Group
Michigan
$255K +$3.06K +61 +1%
CA
91
Continuum Advisory
Idaho
$250K +$13.5K +269 +6%
TW
92
Transform Wealth
Colorado
$241K
WWM
93
Western Wealth Management
Colorado
$231K +$231K +4,603 New
Cambridge Investment Research Advisors
94
Cambridge Investment Research Advisors
Iowa
$222K -$52.4K -1,045 -19%
Wealth Enhancement Advisory Services
95
Wealth Enhancement Advisory Services
Minnesota
$208K +$208K +4,139 New
SFG
96
StrategIQ Financial Group
Indiana
$205K +$205K +4,075 New
IA
97
IFP Advisors
Florida
$202K +$69.8K +1,389 +53%
CAWM
98
Capital Advisors Wealth Management
Washington
$201K +$201K +4,003 New
TWM
99
Tradition Wealth Management
Minnesota
$201K +$101K +2,000 +100%
PI
100
PFG Investments
New York
$201K +$201K +4,000 New