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JPMorgan Municipal ETF
JMUB

Overview Fund Activity

266 hedge funds and large institutions have $1.36B invested in JPMorgan Municipal ETF in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 164 increasing their positions, 49 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
+12
Holders Change %
+4.72%
% of All Funds
3.85%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.23%
New
24
Increased
164
Reduced
49
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$93.2M
2
LPL Financial
2
LPL Financial
California
$129M
3
Ameriprise
3
Ameriprise
Minnesota
$16.2M
4
RJA
4
Raymond James & Associates
Florida
$20.7M
5
MFG
5
Magnus Financial Group
New York
$16.5M

Top Sellers

1
KPWS
1
Kestra Private Wealth Services
Texas
$3.38M
2
FHC
2
First Heartland Consultants
Missouri
$501K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.85M
4
APP
4
Avantax Planning Partners
Iowa
$24.7M
5
4WM
5
49 Wealth Management
Texas
$4.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
SXL
126
Summit X LLC
Missouri
$1.51M -$159K -3,157 -10%
NW
127
NewEdge Wealth
Pennsylvania
$1.5M +$33.8K +660 +2%
LWA
128
Lineweaver Wealth Advisors
Ohio
$1.5M +$51K +995 +4%
FNWM
129
Financial Network Wealth Management
Utah
$1.35M – – –
VCP
130
Verus Capital Partners
Arizona
$1.31M +$938K +18,301 +255%
SFA
131
Sequoia Financial Advisors
Ohio
$1.3M -$227K -4,434 -15%
CPA
132
Clear Point Advisors
New York
$1.22M +$64.5K +1,258 +6%
PFS
133
Prospera Financial Services
Texas
$1.18M -$9.18K -179 -0.8%
BCWM
134
Bartlett & Co Wealth Management
Ohio
$1.16M -$52.9K -1,032 -4%
WCFA
135
Walkner Condon Financial Advisors
Wisconsin
$1.12M -$442K -8,629 -28%
FIC
136
Family Investment Center
Missouri
$1.11M +$13K +254 +1%
QWM
137
Quadcap Wealth Management
Texas
$1.02M +$640K +12,484 +167%
BPA
138
Beacon Pointe Advisors
California
$1.02M +$257K +5,014 +34%
FWP
139
FAS Wealth Partners
Kansas
$1M +$17K +331 +2%
MHR
140
Matthew Hamilton Rosenberg
$994K -$90.3K -1,761 -8%
Janney Montgomery Scott
141
Janney Montgomery Scott
Pennsylvania
$981K +$186K +3,626 +23%
WWA
142
WCG Wealth Advisors
Nevada
$974K +$18.4K +358 +2%
Corient Private Wealth
143
Corient Private Wealth
Florida
$938K -$52.8K -1,029 -5%
PCM
144
Pennsylvania Capital Management
Pennsylvania
$937K +$402K +7,842 +75%
BWP
145
Bernardo Wealth Planning
Pennsylvania
$926K -$2.49K -49 -0.3%
PD
146
Planning Directions
Pennsylvania
$922K +$922K +17,976 New
BAWC
147
Boyce & Associates Wealth Consulting
Texas
$900K +$51.1K +997 +6%
Baird Financial Group
148
Baird Financial Group
Wisconsin
$897K +$382K +7,455 +74%
CL
149
Choreo LLC
Illinois
$882K – – –
CTA
150
Chesley Taft & Associates
Illinois
$867K -$142K -2,765 -14%
4 5
6
7 8