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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 %
Royal Bank of Canada
151
Royal Bank of Canada
Ontario, Canada
$308K -$4.97M -97,434 -94%
MF
152
Meridian Financial
Massachusetts
$306K +$1.84K +36 +0.6%
FSG
153
Financial Strategies Group
Michigan
$303K -$1.87K -37 -0.6%
GCM
154
G2 Capital Management
Ohio
$303K +$303K +5,945 New
VWA
155
Visionary Wealth Advisors
Illinois
$302K -$28.3K -556 -9%
EFS
156
Essex Financial Services
Connecticut
$302K – – –
GAG
157
Goodman Advisory Group
Massachusetts
$294K -$4.51M -88,548 -94%
GFP
158
Gryphon Financial Partners
Ohio
$293K +$293K +5,740 New
CFG
159
Cooper Financial Group
California
$292K -$891K -17,490 -75%
SSW
160
Stone Summit Wealth
Florida
$284K -$3.21K -63 -1%
WAP
161
Wealthcare Advisory Partners
Pennsylvania
$283K – – –
BC
162
Bowman & Company
Wisconsin
$266K +$266K +5,213 New
TW
163
Transform Wealth
Colorado
$245K – – –
FTUS
164
Flow Traders U.S.
New York
$238K +$238K +4,667 New
FPGK
165
Financial Partners Group (Kansas)
Kansas
$237K +$25.6K +502 +12%
GC
166
Gratus Capital
Georgia
$229K +$229K +4,500 New
PNC Financial Services Group
167
PNC Financial Services Group
Pennsylvania
$229K -$5.35K -105 -2%
SAM
168
SignalPoint Asset Management
Missouri
$226K +$226K +4,440 New
HNWAG
169
High Net Worth Advisory Group
Florida
$224K +$224K +4,400 New
WAM
170
WNY Asset Management
New York
$221K +$221K +4,340 New
IA
171
IFP Advisors
Florida
$220K +$14.9K +293 +7%
PAS
172
Park Avenue Securities
New York
$220K -$3.21K -63 -1%
MW
173
Marcum Wealth
Ohio
$216K +$216K +4,240 New
MWM
174
Marion Wealth Management
Pennsylvania
$212K +$212K +4,168 New
MIA
175
Milestone Investment Advisors
Wisconsin
$210K +$210K +4,119 New
5 6
7
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