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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 %
GSEP
151
Golden State Equity Partners
California
$865K -$3.38K -66 -0.4%
GLA
152
Good Life Advisors
Pennsylvania
$849K +$75.1K +1,464 +10%
CAWM
153
Capital Advisors Wealth Management
Washington
$848K +$107K +2,089 +14%
PTC
154
Private Trust Company
Ohio
$843K +$389K +7,582 +85%
KWM
155
Kingsview Wealth Management
Oregon
$827K +$112K +2,184 +16%
CFS
156
Commonwealth Financial Services
West Virginia
$813K +$81.3K +1,587 +11%
VIM
157
Vista Investment Management
Pennsylvania
$812K +$98.2K +1,915 +14%
GF
158
GGM Financials
Ohio
$802K -$42.3K -825 -5%
DAS
159
Dynamic Advisor Solutions
Arizona
$770K +$222K +4,337 +41%
PCM
160
Presidio Capital Management
California
$770K +$180K +3,513 +31%
EFS
161
Essex Financial Services
Connecticut
$753K +$347K +6,850 +86%
FCA
162
FinTrust Capital Advisors
South Carolina
$728K +$670K +13,076 +1,171%
NRI
163
NFP Retirement Inc
California
$719K +$200K +3,900 +39%
FPAS
164
Focus Partners Advisor Solutions
Missouri
$715K +$715K +13,952 New
Envestnet Portfolio Solutions
165
Envestnet Portfolio Solutions
Illinois
$713K +$89.4K +1,743 +14%
AWA
166
Arkadios Wealth Advisors
Georgia
$700K +$53.9K +1,052 +8%
CWM
167
Collaborative Wealth Management
Florida
$670K +$97.6K +1,904 +17%
JCM
168
Jacobi Capital Management
Pennsylvania
$666K +$221K +4,302 +50%
PSCM
169
Per Stirling Capital Management
Texas
$653K +$386K +7,537 +145%
LAM
170
Lifestyle Asset Management
Texas
$637K -$112K -2,194 -15%
Jones Financial Companies
171
Jones Financial Companies
Missouri
$632K +$601K +11,717 +1,915%
GFPC
172
Global Financial Private Client
Florida
$624K -$7.95K -155 -1%
SCM
173
Seascape Capital Management
New Hampshire
$615K – – –
WWM
174
Western Wealth Management
Colorado
$591K +$27.3K +533 +5%
HIF
175
Hill Island Financial
Michigan
$578K +$4.26K +83 +0.7%
5 6
7
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