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JPMorgan Municipal ETF
JMUB

Overview Fund Activity

45 hedge funds and large institutions have $154M invested in JPMorgan Municipal ETF in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
+4
Holders Change %
+9.76%
% of All Funds
0.76%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
13
Reduced
10
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
Congress Wealth Management
Massachusetts
$27M
2
Osaic Holdings
Osaic Holdings
Arizona
$11.7M
3
CCM
Condor Capital Management
New Jersey
$10.9M
4
LPL Financial
LPL Financial
California
$9.81M
5
Jane Street
Jane Street
New York
$5.14M

Top Sellers

1
SC
Slow Capital
California
$23.4M
2
HighTower Advisors
HighTower Advisors
Illinois
$708K
3
CIA
Compass Ion Advisors
Pennsylvania
$0
4
LWMNY
Landmark Wealth Management (New York)
New York
$1.33M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$28K
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
1
Congress Wealth Management
Massachusetts
$27M +$27M +540,673 New
SC
2
Slow Capital
California
$23.4M -$4.69M -93,951 -17%
APP
3
Avantax Planning Partners
Iowa
$15.4M +$2.57M +51,459 +20%
Osaic Holdings
4
Osaic Holdings
Arizona
$11.7M +$11.6M +231,710 +11,319%
CCM
5
Condor Capital Management
New Jersey
$10.9M +$10.9M +217,467 New
LPL Financial
6
LPL Financial
California
$9.81M +$5.64M +113,101 +136%
MIS
7
Morningstar Investment Services
Illinois
$8.1M -$3.78K -76 -0%
RCA
8
Resonant Capital Advisors
Wisconsin
$6.62M +$1.14M +22,909 +21%
Jane Street
9
Jane Street
New York
$5.14M +$3.61M +72,344 +237%
IWC
10
Integrated Wealth Concepts
Massachusetts
$5.09M +$429K +8,596 +9%
HSG
11
Helen Stephens Group
Texas
$3.19M +$2.8M +56,050 +707%
BFA
12
Beaumont Financial Advisors
Massachusetts
$2.99M +$2.99M +59,815 New
OMC
13
Old Mission Capital
Illinois
$2.03M +$1.79M +35,838 +743%
Truist Financial
14
Truist Financial
North Carolina
$2.02M +$437K +8,758 +28%
CTC
15
Central Trust Company
Missouri
$1.94M +$958K +19,179 +98%
CA
16
CGN Advisors
Kansas
$1.91M +$313K +6,264 +20%
FTUS
17
Flow Traders U.S.
New York
$1.9M +$1.48M +29,684 +355%
GGS
18
Galvin Gaustad & Stein
Arizona
$1.78M +$1.78M +35,740 New
SCP
19
Shorepoint Capital Partners
Massachusetts
$1.78M +$1.78M +35,579 New
LWMNY
20
Landmark Wealth Management (New York)
New York
$1.33M -$1.97M -39,426 -60%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.19M +$1.19M +23,756 New
HFM
22
Hartford Financial Management
Connecticut
$1.07M +$1.07M +21,423 New
MML Investors Services
23
MML Investors Services
Massachusetts
$960K -$148K -2,975 -13%
MCM
24
McMillion Capital Management
North Carolina
$825K – – –
AC
25
Avestar Capital
New York
$773K +$773K +15,489 New
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