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JPMorgan Municipal ETF

54 hedge funds and large institutions have $190M invested in JPMorgan Municipal ETF in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
+9
Holders Change %
+20%
% of All Funds
0.93%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
21
Reduced
14
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$28.6M +$19.1M +393,595 +200%
CWM
2
Congress Wealth Management
Massachusetts
$25.7M -$448K -9,251 -2%
SC
3
Slow Capital
California
$20M -$2.72M -56,208 -12%
MIS
4
Morningstar Investment Services
Illinois
$13.9M +$6.13M +127,850 +79%
CCM
5
Condor Capital Management
New Jersey
$13.1M +$2.59M +53,396 +25%
APP
6
Avantax Planning Partners
Iowa
$12.7M -$2.24M -46,340 -15%
Osaic Holdings
7
Osaic Holdings
Arizona
$10.9M -$398K -8,217 -4%
WAAG
8
Wealth Alliance Advisory Group
Kansas
$7.09M +$7.09M +146,492 New
RCA
9
Resonant Capital Advisors
Wisconsin
$5.62M -$798K -16,485 -12%
HighTower Advisors
10
HighTower Advisors
Illinois
$5.54M +$4.85M +100,244 +706%
IWC
11
Integrated Wealth Concepts
Massachusetts
$4.83M -$117K -2,409 -2%
CTC
12
Central Trust Company
Missouri
$4.26M +$2.38M +49,216 +127%
HSG
13
Helen Stephens Group
Texas
$3.62M +$520K +10,745 +17%
CA
14
CGN Advisors
Kansas
$2.8M +$952K +19,653 +51%
BFA
15
Beaumont Financial Advisors
Massachusetts
$2.7M -$201K -4,152 -7%
LWMNY
16
Landmark Wealth Management (New York)
New York
$2.5M +$1.21M +24,915 +94%
CFO
17
Collective Family Office
Pennsylvania
$2.32M +$2.32M +47,982 New
GGS
18
Galvin Gaustad & Stein
Arizona
$2.31M +$576K +11,890 +33%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.93M +$775K +16,008 +67%
Truist Financial
20
Truist Financial
North Carolina
$1.89M -$68.7K -1,419 -4%
AFA
21
AllGen Financial Advisors
Florida
$1.89M +$1.89M +38,957 New
SCP
22
Shorepoint Capital Partners
Massachusetts
$1.85M +$123K +2,534 +7%
Citadel Advisors
23
Citadel Advisors
Florida
$1.62M +$1.04M +21,495 +181%
Jane Street
24
Jane Street
New York
$1.55M -$3.43M -70,935 -69%
MML Investors Services
25
MML Investors Services
Massachusetts
$1.23M +$294K +6,067 +32%