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JPMorgan Municipal ETF

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
3.69%
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
Name Holding Trade Value Shares
Change
Shares
Change %
BCWM
126
Bartlett & Co Wealth Management
Ohio
$1.19M -$37.8K -750 -3%
PFS
127
Prospera Financial Services
Texas
$1.17M +$504 +10 +0%
CPA
128
Clear Point Advisors
New York
$1.14M -$24.9K -494 -2%
FIC
129
Family Investment Center
Missouri
$1.08M +$422K +8,372 +64%
MHR
130
Matthew Hamilton Rosenberg
$1.06M +$72.1K +1,437 +7%
CA
131
Crumly & Associates
Illinois
$1.06M -$790K -15,690 -43%
DWP
132
Daymark Wealth Partners
Ohio
$1.02M +$482K +9,559 +90%
CTA
133
Chesley Taft & Associates
Illinois
$991K +$645K +12,805 +186%
Corient Private Wealth
134
Corient Private Wealth
Florida
$976K +$283K +5,604 +41%
FWP
135
FAS Wealth Partners
Kansas
$970K +$83.5K +1,657 +9%
WWA
136
WCG Wealth Advisors
Nevada
$939K -$1.14M -22,597 -55%
BWP
137
Bernardo Wealth Planning
Pennsylvania
$920K +$448K +8,893 +95%
UWS
138
Unique Wealth Strategies
Illinois
$868K
CL
139
Choreo LLC
Illinois
$861K +$861K +17,168 New
GSEP
140
Golden State Equity Partners
California
$853K +$853K +16,938 New
BAWC
141
Boyce & Associates Wealth Consulting
Texas
$834K +$318K +6,310 +62%
GF
142
GGM Financials
Ohio
$829K +$829K +16,461 New
BFEC
143
Benjamin F. Edwards & Company
Missouri
$802K -$504 -10 -0.1%
Jane Street
144
Jane Street
New York
$796K -$4.65M -92,261 -85%
Janney Montgomery Scott
145
Janney Montgomery Scott
Pennsylvania
$781K +$137K +2,720 +21%
GLA
146
Good Life Advisors
Pennsylvania
$760K -$56.9K -1,129 -7%
BPA
147
Beacon Pointe Advisors
California
$745K -$119K -2,371 -14%
LAM
148
Lifestyle Asset Management
Texas
$737K -$72.2K -1,434 -9%
CAWM
149
Capital Advisors Wealth Management
Washington
$728K +$115K +2,276 +19%
CFS
150
Commonwealth Financial Services
West Virginia
$721K -$203K -4,023 -22%