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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 %
DAS
201
Dynamic Advisor Solutions
Arizona
$652K -$101K -2,015 -13%
FS
202
Ferguson Shapiro
Georgia
$646K +$143K +2,845 +28%
MWM
203
Marion Wealth Management
Pennsylvania
$629K +$149K +2,965 +31%
WWM
204
Western Wealth Management
Colorado
$609K +$31.3K +625 +5%
SCM
205
Seascape Capital Management
New Hampshire
$607K +$5.27K +105 +0.9%
CWM
206
Collaborative Wealth Management
Florida
$593K -$62.2K -1,241 -9%
UWM
207
USAdvisors Wealth Management
Minnesota
$593K +$165K +3,297 +39%
FGA
208
Fortis Group Advisors
New Jersey
$590K +$590K +11,761 New
SL
209
SWMG LLC
Texas
$565K -$1K -20 -0.2%
FF
210
Friday Financial
Iowa
$560K +$560K +11,174 New
FSG
211
Financial Strategies Group
Michigan
$560K +$48.6K +975 +10%
BFG
212
Berger Financial Group
Minnesota
$548K +$548K +10,928 New
SA
213
Sanctuary Advisors
Indiana
$535K +$76.4K +1,516 +17%
MCFP
214
Mallini Complete Financial Planning
Florida
$532K +$532K +10,600 New
CSP
215
Cary Street Partners
Virginia
$531K +$531K +10,581 New
Carson Wealth (CWM LLC)
216
Carson Wealth (CWM LLC)
Nebraska
$529K +$448K +8,925 +550%
HSWS
217
Higgins & Schmidt Wealth Strategies
Colorado
$525K +$525K +10,466 New
IAIM
218
International Assets Investment Management
Florida
$518K +$518K +10,320 New
SWP
219
Sagespring Wealth Partners
Tennessee
$516K +$516K +10,283 New
HIF
220
Hill Island Financial
Michigan
$509K -$55.8K -1,112 -10%
GFPC
221
Global Financial Private Client
Florida
$503K -$107K -2,136 -18%
MIA
222
Milestone Investment Advisors
Wisconsin
$494K +$2.41K +48 +0.5%
IA
223
IFP Advisors
Florida
$485K +$102K +2,026 +26%
PVI
224
Pine Valley Investments
New Jersey
$484K +$92.1K +1,833 +24%
USCWA
225
U.S. Capital Wealth Advisors
Texas
$460K -$45K -898 -9%
7 8
9
10 11