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JPMorgan Municipal ETF
JMUB

Overview Fund Activity

88 hedge funds and large institutions have $4B invested in JPMorgan Municipal ETF in 2022 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 30 increasing their positions, 11 reducing their positions, and 7 closing their positions.

Holders
88
Holders Change
+34
Holders Change %
+62.96%
% of All Funds
1.42%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.11%
New
41
Increased
30
Reduced
11
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$3.74B
2
APP
2
Avantax Planning Partners
Iowa
$27.8M
3
AFA
3
AllGen Financial Advisors
Florida
$8.28M
4
LAS
4
LWM Advisory Services
Florida
$6M
5
KMWM
5
Keudell/Morrison Wealth Management
Oregon
$5.3M

Top Sellers

1
CWM
1
Congress Wealth Management
Massachusetts
$2.45M
2
LPL Financial
2
LPL Financial
California
$22.3M
3
IWC
3
Integrated Wealth Concepts
Massachusetts
$399K
4
RCA
4
Resonant Capital Advisors
Wisconsin
$3.05M
5
CFO
5
Collective Family Office
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AWA
1
Arete Wealth Advisors
Illinois
$3.74B 75,274 +75,274 New
APP
2
Avantax Planning Partners
Iowa
$27.8M 559,906 +296,824 +113%
LPL Financial
3
LPL Financial
California
$22.3M 448,933 -141,192 -24%
SC
4
Slow Capital
California
$21.3M 428,843 +16,292 +4%
MIS
5
Morningstar Investment Services
Illinois
$14.3M 285,920 -4,620 -2%
Osaic Holdings
6
Osaic Holdings
Arizona
$14.1M 284,609 +59,069 +26%
CCM
7
Condor Capital Management
New Jersey
$12.3M 247,616 -23,247 -9%
AFA
8
AllGen Financial Advisors
Florida
$8.28M 166,574 +127,617 +328%
WAAG
9
Wealth Alliance Advisory Group
Kansas
$7.92M 159,332 +12,840 +9%
CTC
10
Central Trust Company
Missouri
$7.26M 146,125 +58,091 +66%
HSG
11
Helen Stephens Group
Texas
$6.99M 140,697 +65,972 +88%
Truist Financial
12
Truist Financial
North Carolina
$6.52M 131,211 +92,209 +236%
HighTower Advisors
13
HighTower Advisors
Illinois
$6.52M 131,173 +16,734 +15%
LAS
14
LWM Advisory Services
Florida
$6M 120,665 +120,665 New
KMWM
15
Keudell/Morrison Wealth Management
Oregon
$5.3M 106,616 +106,616 New
SFA
16
Sequoia Financial Advisors
Ohio
$5.02M 101,101 +101,101 New
FHA
17
First Horizon Advisors
Tennessee
$4.91M 98,886 +98,886 New
CAN
18
Cetera Advisor Networks
California
$4.55M 91,480 +87,090 +1,984%
MA
19
MJP Associates
Connecticut
$4.03M 81,059 +81,059 New
CA
20
CGN Advisors
Kansas
$3.59M 72,228 +14,367 +25%
Jane Street
21
Jane Street
New York
$3.48M 69,990 +37,993 +119%
OMC
22
Old Mission Capital
Illinois
$3.23M 65,059 +65,059 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$3.18M 63,969 +24,205 +61%
RCA
24
Resonant Capital Advisors
Wisconsin
$3.05M 61,335 -54,803 -47%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$3.04M 61,246 +41,833 +215%
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