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JPMorgan Municipal ETF
JMUB

Overview Fund Activity

266 hedge funds and large institutions have $1.36B invested in JPMorgan Municipal ETF in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 164 increasing their positions, 49 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
+12
Holders Change %
+4.72%
% of All Funds
3.85%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.23%
New
24
Increased
164
Reduced
49
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$93.2M
2
LPL Financial
2
LPL Financial
California
$129M
3
Ameriprise
3
Ameriprise
Minnesota
$16.2M
4
RJA
4
Raymond James & Associates
Florida
$20.7M
5
MFG
5
Magnus Financial Group
New York
$16.5M

Top Sellers

1
KPWS
1
Kestra Private Wealth Services
Texas
$3.38M
2
FHC
2
First Heartland Consultants
Missouri
$501K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.85M
4
APP
4
Avantax Planning Partners
Iowa
$24.7M
5
4WM
5
49 Wealth Management
Texas
$4.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWMNY
76
Landmark Wealth Management (New York)
New York
$3.67M +$175K +3,416 +5%
PWM
77
Prentice Wealth Management
New York
$3.6M +$1.26M +24,484 +54%
SPIA
78
Steward Partners Investment Advisory
New York
$3.56M +$9.08K +177 +0.3%
VC
79
Vicus Capital
Pennsylvania
$3.51M -$22.9K -447 -0.6%
RCA
80
Resonant Capital Advisors
Wisconsin
$3.49M – – –
FIM
81
Freedom Investment Management
Connecticut
$3.48M +$69.5K +1,355 +2%
Mariner
82
Mariner
Kansas
$3.43M +$526K +10,266 +18%
FHA
83
First Horizon Advisors
Tennessee
$3.42M +$37.3K +728 +1%
RMF
84
Red Mountain Financial
Colorado
$3.4M +$102K +1,983 +3%
GGS
85
Galvin Gaustad & Stein
Arizona
$3.39M -$131K -2,555 -4%
KPWS
86
Kestra Private Wealth Services
Texas
$3.38M -$7.58M -147,932 -69%
FWM
87
FMA Wealth Management
Massachusetts
$3.29M +$319K +6,213 +11%
KAS
88
Kestra Advisory Services
Texas
$3.23M -$3.03K -59 -0.1%
BTWM
89
Baker Tilly Wealth Management
Wisconsin
$3.22M +$1.69M +32,894 +110%
HIA
90
HTG Investment Advisors
Connecticut
$3.19M +$536K +10,461 +20%
OPPS
91
Obsidian Personal Planning Solutions
Maryland
$3.16M +$3.16M +62,623 New
Bank of New York Mellon
92
Bank of New York Mellon
New York
$3.12M +$1.21M +23,679 +64%
CPCP
93
Cedar Point Capital Partners
Iowa
$3.09M +$22.4K +436 +0.7%
WIP
94
WealthCare Investment Partners
Rhode Island
$2.98M +$17K +333 +0.6%
MA
95
Mutual Advisors
Nebraska
$2.69M +$24.1K +478 +0.9%
HWAM
96
Hennion & Walsh Asset Management
New Jersey
$2.66M +$58.7K +1,144 +2%
PS
97
Principal Securities
Iowa
$2.55M +$230K +4,484 +10%
Citadel Advisors
98
Citadel Advisors
Florida
$2.44M -$52.1K -1,016 -2%
NB
99
NBT Bank
New York
$2.38M +$570K +11,120 +31%
Northern Trust
100
Northern Trust
Illinois
$2.37M – – –
2 3
4
5 6