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JPMorgan Municipal ETF
JMUB

Overview Fund Activity

317 hedge funds and large institutions have $1.65B invested in JPMorgan Municipal ETF in 2024 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 162 increasing their positions, 62 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
+51
Holders Change %
+19.17%
% of All Funds
4.22%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.23%
New
66
Increased
162
Reduced
62
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
B
Bailard
California
$36.9M
2
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$34.2M
3
HighTower Advisors
HighTower Advisors
Illinois
$50.1M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$55.9M
5
MW
Marcum Wealth
Ohio
$16.7M

Top Sellers

1
MIS
Morningstar Investment Services
Illinois
$2.59M
2
Northern Trust
Northern Trust
Illinois
$0
3
Truist Financial
Truist Financial
North Carolina
$16.3M
4
4WM
49 Wealth Management
Texas
$2.44M
5
SA
Skyline Advisors
Washington
$6.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFS
126
Hughes Financial Services
Virginia
$1.82M +$1.82M +36,194 New
QWM
127
Quadcap Wealth Management
Texas
$1.8M +$803K +16,011 +80%
CWM
128
Congress Wealth Management
Massachusetts
$1.8M -$1.1K -22 -0.1%
PJWM
129
Philip James Wealth Mangement
Georgia
$1.75M +$2.06K +41 +0.1%
RCM
130
Riggs Capital Management
Utah
$1.71M +$1.71M +34,137 New
WAP
131
Wealthcare Advisory Partners
Pennsylvania
$1.71M +$214K +4,268 +14%
NRI
132
NFP Retirement Inc
California
$1.7M +$998K +19,906 +142%
APW
133
Acima Private Wealth
Virginia
$1.69M – – –
CA
134
Crumly & Associates
Illinois
$1.69M +$8.78K +175 +0.5%
MAC
135
Mason & Associates (California)
California
$1.67M +$38.8K +773 +2%
KA
136
Kooman & Associates
Pennsylvania
$1.66M +$39.2K +781 +2%
EFL
137
ERn Financial LLC
Wisconsin
$1.65M +$27.7K +553 +2%
DWP
138
Daymark Wealth Partners
Ohio
$1.62M +$134K +2,664 +9%
LWA
139
Lineweaver Wealth Advisors
Ohio
$1.62M +$151K +3,020 +10%
BFA
140
Beaumont Financial Advisors
Massachusetts
$1.61M – – –
UAG
141
United Advisor Group
Ohio
$1.6M +$113K +2,254 +8%
AAS
142
Avantax Advisory Services
Texas
$1.59M -$5.42K -108 -0.3%
MHR
143
Matthew Hamilton Rosenberg
$1.59M +$614K +12,241 +63%
BEI
144
Benjamin Edwards Inc
Missouri
$1.56M -$8.03K -160 -0.5%
TNBTD
145
Trustmark National Bank Trust Department
Mississippi
$1.51M +$7.32K +146 +0.5%
NAS
146
NWF Advisory Services
California
$1.49M +$1.49M +29,584 New
AssetMark Inc
147
AssetMark Inc
California
$1.39M +$1.37M +27,370 +7,776%
MWC
148
MBM Wealth Consultants
Missouri
$1.39M +$1.39M +27,580 New
SXL
149
Summit X LLC
Missouri
$1.38M -$123K -2,446 -8%
KW
150
Keyvantage Wealth
Pennsylvania
$1.38M +$1.38M +27,467 New
4 5
6
7 8