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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 %
VIM
101
Vista Investment Management
Pennsylvania
$324K +$43.5K +900 +16%
VWA
102
Visionary Wealth Advisors
Illinois
$314K +$97 +2 +0%
CA
103
Continuum Advisory
Idaho
$309K +$68K +1,405 +28%
KWM
104
Kingsview Wealth Management
Oregon
$299K -$99.8K -2,063 -25%
PI
105
PFG Investments
New York
$290K +$96.7K +2,000 +50%
FSG
106
Financial Strategies Group
Michigan
$290K +$46.5K +968 +19%
MF
107
Meridian Financial
Massachusetts
$289K +$1.65K +34 +0.6%
BDFN
108
Bond & Devick Financial Network
Minnesota
$286K +$2.13K +44 +0.7%
EFS
109
Essex Financial Services
Connecticut
$286K – – –
SSW
110
Stone Summit Wealth
Florida
$272K +$272K +5,629 New
WAP
111
Wealthcare Advisory Partners
Pennsylvania
$269K – – –
CWM
112
Collaborative Wealth Management
Florida
$241K +$241K +4,989 New
TW
113
Transform Wealth
Colorado
$232K – – –
PTC
114
Private Trust Company
Ohio
$230K +$103K +2,134 +82%
PNC Financial Services Group
115
PNC Financial Services Group
Pennsylvania
$222K +$50.9K +1,053 +30%
PAS
116
Park Avenue Securities
New York
$212K +$212K +4,385 New
LPAM
117
Lodestar Private Asset Management
California
$210K +$210K +4,349 New
FPGK
118
Financial Partners Group (Kansas)
Kansas
$201K +$201K +4,145 New
IA
119
IFP Advisors
Florida
$195K +$822 +17 +0.4%
TWM
120
Tradition Wealth Management
Minnesota
$193K – – –
US Bancorp
121
US Bancorp
Minnesota
$164K – – –
FFA
122
Farther Finance Advisors
California
$150K – – –
WOC
123
West Oak Capital
California
$145K +$48.3K +1,000 +50%
ME
124
McIlrath & Eck
Washington
$102K +$102K +2,106 New
CMBA
125
C.M. Bidwell & Associates
Hawaii
$83.7K -$56.4K -1,165 -40%
2 3 4
5
6