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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 %
RMF
76
Red Mountain Financial
Colorado
$1.91M +$1.91M +37,552 New
WIP
77
WealthCare Investment Partners
Rhode Island
$1.91M +$33.2K +650 +2%
CA
78
Crumly & Associates
Illinois
$1.84M +$1.84M +36,135 New
BFA
79
Beaumont Financial Advisors
Massachusetts
$1.84M -$172K -3,379 -9%
RIG
80
RiverFront Investment Group
Virginia
$1.8M -$602K -11,822 -25%
NB
81
NBT Bank
New York
$1.79M +$41K +805 +2%
CCA
82
Clearwater Capital Advisors
Illinois
$1.7M +$1.7M +33,327 New
FWM
83
FMA Wealth Management
Massachusetts
$1.67M +$1.67M +32,809 New
MAC
84
Mason & Associates (California)
California
$1.65M – – –
EFL
85
ERn Financial LLC
Wisconsin
$1.63M +$2.63K +52 +0.2%
KA
86
Kooman & Associates
Pennsylvania
$1.62M -$236K -4,636 -13%
AAS
87
Ameritas Advisory Services
Nebraska
$1.54M -$1.57M -30,894 -50%
CAN
88
Cetera Advisor Networks
California
$1.52M +$1.02M +20,111 +206%
PCM
89
Pennsylvania Capital Management
Pennsylvania
$1.45M +$732K +14,367 +102%
SXL
90
Summit X LLC
Missouri
$1.36M +$167K +3,280 +14%
RA
91
Riversedge Advisors
Delaware
$1.35M +$1.35M +26,449 New
FHC
92
First Heartland Consultants
Missouri
$1.33M +$1.33M +26,176 New
UAG
93
United Advisor Group
Ohio
$1.31M +$1.31M +25,612 New
CWA
94
Choice Wealth Advisors
Maine
$1.31M +$1.31M +25,676 New
CPA
95
Clear Point Advisors
New York
$1.29M +$1.29M +25,467 New
Citadel Advisors
96
Citadel Advisors
Florida
$1.27M +$1.27M +24,890 New
WCFA
97
Walkner Condon Financial Advisors
Wisconsin
$1.25M +$578K +11,347 +86%
BCWM
98
Bartlett & Co Wealth Management
Ohio
$1.25M +$1.25M +24,425 New
BC
99
Bartlett & Co
Ohio
$1.25M +$1.25M +24,425 New
Thrivent Financial for Lutherans
100
Thrivent Financial for Lutherans
Minnesota
$1.24M +$665K +13,035 +116%
2 3
4
5 6