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JPMorgan Municipal ETF
JMUB

Overview Fund Activity

317 hedge funds and large institutions have $1.65B invested in JPMorgan Municipal ETF in 2024 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 162 increasing their positions, 62 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
+51
Holders Change %
+19.17%
% of All Funds
4.22%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.23%
New
66
Increased
162
Reduced
62
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
B
1
Bailard
California
$36.9M
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$34.2M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$50.1M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$55.9M
5
MW
5
Marcum Wealth
Ohio
$16.7M

Top Sellers

1
MIS
1
Morningstar Investment Services
Illinois
$2.59M
2
Northern Trust
2
Northern Trust
Illinois
$0
3
Truist Financial
3
Truist Financial
North Carolina
$16.3M
4
4WM
4
49 Wealth Management
Texas
$2.44M
5
SA
5
Skyline Advisors
Washington
$6.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
76
Sequoia Financial Advisors
Ohio
$4.62M +$3.35M +66,738 +262%
BTWM
77
Baker Tilly Wealth Management
Wisconsin
$4.54M +$1.39M +27,672 +44%
Royal Bank of Canada
78
Royal Bank of Canada
Ontario, Canada
$4.48M +$720K +14,352 +19%
PAG
79
Private Advisor Group
New Jersey
$4.43M +$37.9K +755 +0.9%
SFS
80
Summit Financial Strategies
Ohio
$4.36M +$254K +5,055 +6%
NDSI
81
Newman Dignan & Sheerar Inc
Rhode Island
$4.2M -$182K -3,634 -4%
RCA
82
Resonant Capital Advisors
Wisconsin
$4.19M +$768K +15,287 +22%
PWM
83
Prentice Wealth Management
New York
$3.89M +$375K +7,481 +11%
LWMNY
84
Landmark Wealth Management (New York)
New York
$3.74M +$151K +3,012 +4%
CCA
85
Clearwater Capital Advisors
Illinois
$3.7M -$32.9K -656 -0.9%
RMF
86
Red Mountain Financial
Colorado
$3.67M +$348K +6,945 +10%
KAS
87
Kestra Advisory Services
Texas
$3.62M +$459K +9,161 +15%
HIA
88
HTG Investment Advisors
Connecticut
$3.53M +$408K +8,129 +13%
VC
89
Vicus Capital
Pennsylvania
$3.48M +$39.3K +783 +1%
SPIA
90
Steward Partners Investment Advisory
New York
$3.43M -$57.7K -1,150 -2%
FPAS
91
Focus Partners Advisor Solutions
Missouri
$3.39M +$2.69M +53,645 +384%
OPPS
92
Obsidian Personal Planning Solutions
Maryland
$3.36M +$209K +4,148 +7%
GGS
93
Galvin Gaustad & Stein
Arizona
$3.3M -$20K -399 -0.6%
FIM
94
Freedom Investment Management
Connecticut
$3.29M -$118K -2,350 -3%
CTA
95
Chesley Taft & Associates
Illinois
$3.26M +$2.41M +48,100 +284%
FWM
96
FMA Wealth Management
Massachusetts
$3.26M +$42.2K +841 +1%
IF
97
Intrua Financial
Texas
$3.21M +$3.21M +63,926 New
CPCP
98
Cedar Point Capital Partners
Iowa
$3.2M +$178K +3,550 +6%
Bank of New York Mellon
99
Bank of New York Mellon
New York
$2.94M -$105K -2,101 -3%
MA
100
Mutual Advisors
Nebraska
$2.82M +$154K +3,081 +6%
2 3
4
5 6