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JPMorgan Municipal ETF
JMUB

Overview Fund Activity

317 hedge funds and large institutions have $1.65B invested in JPMorgan Municipal ETF in 2024 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 162 increasing their positions, 62 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
+51
Holders Change %
+19.17%
% of All Funds
4.22%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.23%
New
66
Increased
162
Reduced
62
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
B
Bailard
California
$36.9M
2
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$34.2M
3
HighTower Advisors
HighTower Advisors
Illinois
$50.1M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$55.9M
5
MW
Marcum Wealth
Ohio
$16.7M

Top Sellers

1
MIS
Morningstar Investment Services
Illinois
$2.59M
2
Northern Trust
Northern Trust
Illinois
$0
3
Truist Financial
Truist Financial
North Carolina
$16.3M
4
4WM
49 Wealth Management
Texas
$2.44M
5
SA
Skyline Advisors
Washington
$6.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
176
Perennial Advisors
New York
$866K +$866K +17,275 New
FIC
177
Family Investment Center
Missouri
$865K -$224K -4,458 -21%
CL
178
Choreo LLC
Illinois
$863K – – –
AIM
179
Advyzon Investment Management
Illinois
$814K +$814K +16,226 New
VIM
180
Vista Investment Management
Pennsylvania
$813K +$19.1K +380 +2%
CFS
181
Commonwealth Financial Services
West Virginia
$800K +$3.96K +79 +0.5%
KWM
182
Kingsview Wealth Management
Oregon
$799K -$10.3K -206 -1%
Baird Financial Group
183
Baird Financial Group
Wisconsin
$798K -$80.2K -1,600 -9%
HNWAG
184
High Net Worth Advisory Group
Florida
$776K +$301K +6,000 +63%
CBT
185
Crews Bank & Trust
Florida
$774K +$774K +15,425 New
SW
186
StrongBox Wealth
Missouri
$765K +$399K +7,947 +109%
CAL
187
Capital Analysts LLC
Pennsylvania
$755K +$635K +12,668 +532%
CFA
188
Cahill Financial Advisors
Minnesota
$754K +$492K +9,820 +188%
CAWM
189
Capital Advisors Wealth Management
Washington
$750K -$79.3K -1,582 -10%
EFS
190
Essex Financial Services
Connecticut
$745K – – –
PCM
191
Presidio Capital Management
California
$734K -$19K -378 -3%
FPCG
192
Forum Private Client Group
Indiana
$730K +$284K +5,672 +64%
PCMC
193
Private Capital Management (Colorado)
Colorado
$716K +$468K +9,329 +189%
Envestnet Portfolio Solutions
194
Envestnet Portfolio Solutions
Illinois
$708K +$10.3K +205 +1%
GF
195
GGM Financials
Ohio
$697K -$86.8K -1,730 -11%
PCM
196
Pennsylvania Capital Management
Pennsylvania
$687K -$230K -4,580 -25%
AWA
197
Arkadios Wealth Advisors
Georgia
$685K – – –
LAM
198
Lifestyle Asset Management
Texas
$683K +$60.2K +1,200 +10%
LWM
199
Lionshead Wealth Management
New York
$678K +$678K +13,475 New
PWMG
200
Private Wealth Management Group
New Jersey
$673K +$673K +13,415 New
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