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JPMorgan Municipal ETF
JMUB

Overview Fund Activity

254 hedge funds and large institutions have $1.18B invested in JPMorgan Municipal ETF in 2024 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 140 increasing their positions, 47 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
+29
Holders Change %
+12.89%
% of All Funds
3.7%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.23%
New
40
Increased
140
Reduced
47
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$43M
2
EH
2
Equitable Holdings
New York
$19.3M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$32.7M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$17.2M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$20.1M

Top Sellers

1
4WM
1
49 Wealth Management
Texas
$6.2M
2
Jane Street
2
Jane Street
New York
$796K
3
Renaissance Technologies
3
Renaissance Technologies
New York
$5.73M
4
OWA
4
Opal Wealth Advisors
New York
$12M
5
DPI
5
Diversified Portfolios Inc
Michigan
$5.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
IPA
101
Investment Planning Advisors
Georgia
$1.71M +$1.71M +33,893 New
NW
102
Naviter Wealth
Arkansas
$1.68M +$107K +2,123 +7%
SXL
103
Summit X LLC
Missouri
$1.67M +$256K +5,071 +18%
EFL
104
ERn Financial LLC
Wisconsin
$1.66M +$15.9K +316 +1%
APW
105
Acima Private Wealth
Virginia
$1.65M -$242K -4,806 -13%
MAC
106
Mason & Associates (California)
California
$1.62M -$97.1K -1,927 -6%
KA
107
Kooman & Associates
Pennsylvania
$1.6M -$45.5K -904 -3%
Cambridge Investment Research Advisors
108
Cambridge Investment Research Advisors
Iowa
$1.58M +$126K +2,502 +9%
WCFA
109
Walkner Condon Financial Advisors
Wisconsin
$1.54M +$107K +2,132 +8%
PJWM
110
Philip James Wealth Mangement
Georgia
$1.52M +$1.52M +30,183 New
BTWM
111
Baker Tilly Wealth Management
Wisconsin
$1.51M +$971K +19,275 +181%
SFA
112
Sequoia Financial Advisors
Ohio
$1.5M -$370K -7,350 -20%
Thrivent Financial for Lutherans
113
Thrivent Financial for Lutherans
Minnesota
$1.47M +$198K +3,923 +16%
PCIA
114
Prime Capital Investment Advisors
Kansas
$1.45M -$1.11M -22,016 -43%
NW
115
NewEdge Wealth
Pennsylvania
$1.44M +$246K +4,890 +21%
UAG
116
United Advisor Group
Ohio
$1.44M +$175K +3,478 +14%
NA
117
NewEdge Advisors
Louisiana
$1.44M +$250K +4,963 +21%
LWA
118
Lineweaver Wealth Advisors
Ohio
$1.42M +$183K +3,634 +15%
TNBTD
119
Trustmark National Bank Trust Department
Mississippi
$1.41M +$373K +7,400 +36%
WAP
120
Wealthcare Advisory Partners
Pennsylvania
$1.35M +$28.6K +568 +2%
FNWM
121
Financial Network Wealth Management
Utah
$1.33M – – –
AAS
122
Avantax Advisory Services
Texas
$1.31M +$1.1M +21,739 +515%
WA
123
Waverly Advisors
Alabama
$1.29M +$348K +6,906 +37%
PCS
124
Personal CFO Solutions
New Jersey
$1.27M +$421K +8,365 +50%
FCG
125
Financial Connections Group
California
$1.2M +$490K +9,722 +69%
3 4
5
6 7