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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 %
MHR
126
Matthew Hamilton Rosenberg
$524K +$524K +10,282 New
PA
127
Perennial Advisors
New York
$505K +$505K +9,900 New
WWM
128
Western Wealth Management
Colorado
$494K +$95.2K +1,869 +24%
MML Investors Services
129
MML Investors Services
Massachusetts
$489K -$127K -2,497 -21%
Envestnet Portfolio Solutions
130
Envestnet Portfolio Solutions
Illinois
$481K +$9.89K +194 +2%
SWMP
131
Signature Wealth Management Partners
New Jersey
$474K -$48.6K -953 -9%
Cambridge Investment Research Advisors
132
Cambridge Investment Research Advisors
Iowa
$474K +$89.3K +1,754 +23%
CSPIA
133
Cary Street Partners Investment Advisory
Virginia
$469K -$357K -7,000 -43%
CAWM
134
Capital Advisors Wealth Management
Washington
$454K +$454K +8,904 New
SI
135
Saxon Interests
Texas
$453K +$453K +8,890 New
TGAM
136
TBH Global Asset Management
Tennessee
$430K -$919K -18,041 -68%
HIC
137
Holderness Investments Company
North Carolina
$420K +$420K +8,243 New
AWA
138
Arkadios Wealth Advisors
Georgia
$401K +$401K +7,874 New
LPAM
139
Lodestar Private Asset Management
California
$390K +$169K +3,308 +76%
AWM
140
AE Wealth Management
Kansas
$382K +$382K +7,542 New
UWM
141
USAdvisors Wealth Management
Minnesota
$371K +$371K +7,295 New
Baird Financial Group
142
Baird Financial Group
Wisconsin
$358K +$358K +7,025 New
VIM
143
Vista Investment Management
Pennsylvania
$353K +$11.5K +225 +3%
CA
144
Continuum Advisory
Idaho
$326K +$1.12K +22 +0.3%
SFS
145
Summit Financial Strategies
Ohio
$322K +$322K +6,326 New
KWM
146
Kingsview Wealth Management
Oregon
$316K +$764 +15 +0.2%
BDFN
147
Bond & Devick Financial Network
Minnesota
$316K +$14K +274 +5%
CWM
148
Collaborative Wealth Management
Florida
$312K +$57.3K +1,125 +23%
TFA
149
Teamwork Financial Advisors
Texas
$311K +$311K +6,107 New
BTWM
150
Baker Tilly Wealth Management
Wisconsin
$310K +$310K +6,080 New
4 5
6
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