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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 %
PA
151
Perennial Advisors
New York
$710K +$7.56K +150 +1%
GC
152
Gratus Capital
Georgia
$706K +$353K +7,000 +100%
KWM
153
Kingsview Wealth Management
Oregon
$703K +$334K +6,626 +90%
VIM
154
Vista Investment Management
Pennsylvania
$701K +$353K +7,000 +101%
AWA
155
Arkadios Wealth Advisors
Georgia
$635K +$78.4K +1,556 +14%
GFPC
156
Global Financial Private Client
Florida
$621K +$621K +12,321 New
FS
157
Ferguson Shapiro
Georgia
$618K +$2.57K +51 +0.4%
Envestnet Portfolio Solutions
158
Envestnet Portfolio Solutions
Illinois
$613K +$50.8K +1,009 +9%
SCM
159
Seascape Capital Management
New Hampshire
$605K
BEI
160
Benjamin Edwards Inc
Missouri
$584K -$956 -19 -0.2%
PCM
161
Presidio Capital Management
California
$579K +$74.5K +1,478 +15%
HIF
162
Hill Island Financial
Michigan
$563K +$4.18K +83 +0.7%
CWM
163
Collaborative Wealth Management
Florida
$562K +$42.9K +851 +8%
WWM
164
Western Wealth Management
Colorado
$554K +$10.9K +217 +2%
SL
165
SWMG LLC
Texas
$541K -$1.56K -31 -0.3%
DAS
166
Dynamic Advisor Solutions
Arizona
$538K +$128K +2,550 +31%
CSPIA
167
Cary Street Partners Investment Advisory
Virginia
$533K
FSG
168
Financial Strategies Group
Michigan
$532K -$3.84K -76 -0.7%
PCM
169
Pennsylvania Capital Management
Pennsylvania
$526K -$690K -13,706 -57%
HNWAG
170
High Net Worth Advisory Group
Florida
$518K
NRI
171
NFP Retirement Inc
California
$510K +$510K +10,127 New
Baird Financial Group
172
Baird Financial Group
Wisconsin
$506K +$152K +3,025 +43%
MIA
173
Milestone Investment Advisors
Wisconsin
$486K +$177K +3,522 +58%
SSW
174
Stone Summit Wealth
Florida
$463K +$28K +555 +6%
SPC
175
Sigma Planning Corp
Michigan
$454K +$15.6K +309 +4%