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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 %
NDSI
76
Newman Dignan & Sheerar Inc
Rhode Island
$1.04M +$269K +5,563 +35%
FWP
77
FAS Wealth Partners
Kansas
$906K -$13.6K -281 -1%
IWP
78
Invenio Wealth Partners
Florida
$810K +$810K +16,739 New
TNBTD
79
Trustmark National Bank Trust Department
Mississippi
$798K – – –
AC
80
Avestar Capital
New York
$789K +$128K +2,636 +19%
CSPIA
81
Cary Street Partners Investment Advisory
Virginia
$784K +$242K +5,000 +45%
CA
82
Cetera Advisors
Colorado
$759K +$759K +15,693 New
PCM
83
Pennsylvania Capital Management
Pennsylvania
$681K -$292K -6,037 -30%
Rockefeller Capital Management
84
Rockefeller Capital Management
New York
$674K +$674K +13,939 New
PMG
85
ProVise Management Group
Florida
$656K +$175K +3,610 +36%
WCFA
86
Walkner Condon Financial Advisors
Wisconsin
$641K +$641K +13,257 New
GSEP
87
Golden State Equity Partners
California
$641K +$641K +13,242 New
MML Investors Services
88
MML Investors Services
Massachusetts
$585K -$905K -18,725 -61%
BFEC
89
Benjamin F. Edwards & Company
Missouri
$550K +$57.6K +1,192 +12%
Thrivent Financial for Lutherans
90
Thrivent Financial for Lutherans
Minnesota
$543K -$49.1K -1,015 -8%
RJA
91
Raymond James & Associates
Florida
$541K -$388K -8,025 -42%
Mariner
92
Mariner
Kansas
$501K +$18.6K +385 +4%
SWMP
93
Signature Wealth Management Partners
New Jersey
$496K +$496K +10,258 New
LNC
94
Lincoln National Corp
Pennsylvania
$483K +$629 +13 +0.1%
CAN
95
Cetera Advisor Networks
California
$472K +$472K +9,751 New
SL
96
SWMG LLC
Texas
$468K – – –
Envestnet Portfolio Solutions
97
Envestnet Portfolio Solutions
Illinois
$447K +$447K +9,239 New
WWM
98
Western Wealth Management
Colorado
$379K +$156K +3,231 +70%
Cambridge Investment Research Advisors
99
Cambridge Investment Research Advisors
Iowa
$365K +$151K +3,128 +71%
SPC
100
Sigma Planning Corp
Michigan
$341K +$341K +7,047 New
2 3
4
5 6