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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 %
MLA
126
MB, Levis & Associates
Pennsylvania
$81.8K +$677 +14 +0.8%
Wells Fargo
127
Wells Fargo
California
$53.2K +$21.1K +436 +66%
SS
128
Sunbelt Securities
Texas
$23K – – –
William Blair & Company
129
William Blair & Company
Illinois
$20K – – –
TAM
130
Tucker Asset Management
Colorado
$13.8K +$13.8K +285 New
CIA
131
Cape Investment Advisory
Georgia
$6.34K +$1.11K +23 +21%
SWM
132
Spire Wealth Management
Virginia
$967 – – –
Fidelity Investments
133
Fidelity Investments
Massachusetts
$48 +$48 +1 New
RPGK
134
Retirement Planning Group (Kansas)
Kansas
– -$884K -17,606 Closed
FTUS
135
Flow Traders U.S.
New York
– -$558K -11,113 Closed
Citadel Advisors
136
Citadel Advisors
Florida
– -$374K -7,440 Closed
SFG
137
StrategIQ Financial Group
Indiana
– -$205K -4,075 Closed
CAWM
138
Capital Advisors Wealth Management
Washington
– -$201K -4,003 Closed
IGWM
139
ICA Group Wealth Management
Colorado
– -$8.69K -173 Closed
Morgan Stanley
140
Morgan Stanley
New York
– -$4.52K -90 Closed
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