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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 %
LNC
101
Lincoln National Corp
Pennsylvania
$1.19M +$678K +13,304 +133%
CA
102
Cetera Advisors
Colorado
$1.11M +$310K +6,085 +39%
Jane Street
103
Jane Street
New York
$1.11M -$7.24M -142,083 -87%
NW
104
NewEdge Wealth
Pennsylvania
$1.1M -$342K -6,710 -24%
NA
105
NewEdge Advisors
Louisiana
$1.05M +$1.05M +20,750 New
AC
106
Avestar Capital
New York
$1.04M +$210K +4,111 +25%
Bank of Montreal
107
Bank of Montreal
Ontario, Canada
$1.04M +$1.04M +21,765 New
LWA
108
Lineweaver Wealth Advisors
Ohio
$993K +$993K +19,482 New
FLPIM
109
F.L. Putnam Investment Management
Massachusetts
$942K +$942K +18,483 New
CFS
110
Commonwealth Financial Services
West Virginia
$933K +$933K +18,308 New
FWP
111
FAS Wealth Partners
Kansas
$847K -$107K -2,100 -11%
TNBTD
112
Trustmark National Bank Trust Department
Mississippi
$841K – – –
Janney Montgomery Scott
113
Janney Montgomery Scott
Pennsylvania
$836K -$309K -6,069 -27%
Mariner
114
Mariner
Kansas
$820K +$293K +5,740 +55%
BFEC
115
Benjamin F. Edwards & Company
Missouri
$770K +$190K +3,726 +33%
GSEP
116
Golden State Equity Partners
California
$751K +$76K +1,492 +11%
SFG
117
StrategIQ Financial Group
Indiana
$723K +$723K +14,180 New
FCG
118
Financial Connections Group
California
$704K +$704K +13,816 New
Corient Private Wealth
119
Corient Private Wealth
Florida
$699K +$699K +13,719 New
PCS
120
Personal CFO Solutions
New Jersey
$658K +$658K +12,920 New
FIC
121
Family Investment Center
Missouri
$612K +$612K +12,012 New
FS
122
Ferguson Shapiro
Georgia
$576K +$576K +11,297 New
HIF
123
Hill Island Financial
Michigan
$563K +$563K +11,047 New
BEI
124
Benjamin Edwards Inc
Missouri
$556K +$556K +10,918 New
SL
125
SWMG LLC
Texas
$547K +$53.8K +1,056 +11%
3 4
5
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