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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 %
PCM
176
Presidio Capital Management
California
$210K +$210K +4,117 New
AWM
177
Axxcess Wealth Management
California
$210K +$210K +4,117 New
ASN
178
Advisory Services Network
Georgia
$205K +$205K +4,032 New
US Bancorp
179
US Bancorp
Minnesota
$205K +$32.4K +635 +19%
TWM
180
Tradition Wealth Management
Minnesota
$204K – – –
WOC
181
West Oak Capital
California
$204K +$51K +1,000 +33%
KFS
182
Kelly Financial Services
Massachusetts
$204K +$204K +3,998 New
SG
183
StoneX Group
New York
$202K +$202K +3,945 New
CL
184
Choreo LLC
Illinois
$201K +$201K +3,934 New
FFA
185
Farther Finance Advisors
California
$158K – – –
PTC
186
Private Trust Company
Ohio
$120K -$122K -2,388 -50%
Morgan Stanley
187
Morgan Stanley
New York
$102K +$102K +2,000 New
CMBA
188
C.M. Bidwell & Associates
Hawaii
$91.5K +$3.31K +65 +4%
MLA
189
MB, Levis & Associates
Pennsylvania
$87K +$764 +15 +0.9%
CHA
190
Carmichael Hill & Associates
Maryland
$70K +$70K +1,374 New
HBW
191
Hazlett, Burt & Watson
West Virginia
$51K +$51K +1,006 New
IGWM
192
ICA Group Wealth Management
Colorado
$40.2K +$40.2K +788 New
CAM
193
Clarity Asset Management
Iowa
$34.4K +$34.4K +675 New
UBS Group
194
UBS Group
Switzerland
$26.6K +$26.6K +521 New
SS
195
Sunbelt Securities
Texas
$24.3K – – –
EPW
196
Evergreen Private Wealth
Colorado
$21.4K +$21.4K +420 New
TAM
197
Tucker Asset Management
Colorado
$14.5K – – –
CIA
198
Cape Investment Advisory
Georgia
$6.68K – – –
SAM
199
Smartleaf Asset Management
Massachusetts
$5.35K +$5.35K +105 New
SWM
200
Spire Wealth Management
Virginia
$1.01K – – –
5 6 7
8
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