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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 %
SI
176
Saxon Interests
Texas
$448K
PTC
177
Private Trust Company
Ohio
$447K +$157K +3,107 +54%
FPCG
178
Forum Private Client Group
Indiana
$446K +$90.6K +1,798 +25%
IAIM
179
International Assets Investment Management
Florida
$444K +$22.7K +450 +5%
QCG
180
Quadrant Capital Group
Ohio
$444K +$444K +8,815 New
JCM
181
Jacobi Capital Management
Pennsylvania
$437K +$101K +2,000 +30%
WAM
182
WNY Asset Management
New York
$423K +$50.4K +1,000 +14%
HIC
183
Holderness Investments Company
North Carolina
$415K
EFS
184
Essex Financial Services
Connecticut
$407K +$108K +2,120 +36%
CFG
185
Cooper Financial Group
California
$401K +$401K +7,970 New
LPAM
186
Lodestar Private Asset Management
California
$386K
ASN
187
Advisory Services Network
Georgia
$385K +$141K +2,790 +58%
IA
188
IFP Advisors
Florida
$383K +$91.9K +1,824 +32%
UWM
189
USAdvisors Wealth Management
Minnesota
$381K -$10.5K -209 -3%
FTS
190
Fifth Third Securities
Ohio
$376K +$376K +7,462 New
QWM
191
Quadcap Wealth Management
Texas
$376K +$376K +7,459 New
MWM
192
Marion Wealth Management
Pennsylvania
$365K +$67.5K +1,339 +23%
VCP
193
Verus Capital Partners
Arizona
$361K +$361K +7,174 New
PWA
194
Peterson Wealth Advisors
Utah
$352K +$352K +6,981 New
BDFN
195
Bond & Devick Financial Network
Minnesota
$343K +$30.5K +605 +10%
SA
196
Sanctuary Advisors
Indiana
$342K +$342K +6,822 New
TWM
197
Tradition Wealth Management
Minnesota
$337K +$135K +2,688 +67%
VWA
198
Visionary Wealth Advisors
Illinois
$325K +$33.8K +671 +12%
SWP
199
Stratos Wealth Partners
Ohio
$325K +$325K +6,444 New
IWM
200
IHT Wealth Management
Illinois
$322K -$1.96K -39 -0.6%