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JPMorgan Municipal ETF

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.

New
Increased
Maintained
Reduced
Closed

2,002% more capital invested

Capital invested by funds: $190M → $4B (+$3.81B)

486% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 7

250% more funds holding in top 10

Funds holding in top 10: 27 (+5)

173% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 11

63% more funds holding

Funds holding: 5488 (+34)

25.7% more ownership

Funds ownership: 81.9%107.6% (+26%)

Holders
88
Holders Change
+34
Holders Change %
+62.96%
% of All Funds
1.41%
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
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1
Arete Wealth Advisors
Illinois
$3.74B +$3.69M +75,274 New
APP
2
Avantax Planning Partners
Iowa
$27.8M +$14.6M +296,824 +113%
LPL Financial
3
LPL Financial
California
$22.3M -$6.92M -141,192 -24%
SC
4
Slow Capital
California
$21.3M +$799K +16,292 +4%
MIS
5
Morningstar Investment Services
Illinois
$14.3M -$226K -4,620 -2%
Osaic Holdings
6
Osaic Holdings
Arizona
$14.1M +$2.9M +59,069 +26%
CCM
7
Condor Capital Management
New Jersey
$12.3M -$1.14M -23,247 -9%
AFA
8
AllGen Financial Advisors
Florida
$8.28M +$6.26M +127,617 +328%
WAAG
9
Wealth Alliance Advisory Group
Kansas
$7.92M +$629K +12,840 +9%
CTC
10
Central Trust Company
Missouri
$7.26M +$2.85M +58,091 +66%
HSG
11
Helen Stephens Group
Texas
$6.99M +$3.23M +65,972 +88%
Truist Financial
12
Truist Financial
North Carolina
$6.52M +$4.52M +92,209 +236%
HighTower Advisors
13
HighTower Advisors
Illinois
$6.52M +$820K +16,734 +15%
LAS
14
LWM Advisory Services
Florida
$6M +$5.92M +120,665 New
KMWM
15
Keudell/Morrison Wealth Management
Oregon
$5.3M +$5.23M +106,616 New
SFA
16
Sequoia Financial Advisors
Ohio
$5.02M +$4.96M +101,101 New
FHA
17
First Horizon Advisors
Tennessee
$4.91M +$4.85M +98,886 New
CAN
18
Cetera Advisor Networks
California
$4.55M +$4.27M +87,090 +1,984%
MA
19
MJP Associates
Connecticut
$4.03M +$3.97M +81,059 New
CA
20
CGN Advisors
Kansas
$3.59M +$704K +14,367 +25%
Jane Street
21
Jane Street
New York
$3.48M +$1.86M +37,993 +119%
OMC
22
Old Mission Capital
Illinois
$3.23M +$3.19M +65,059 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$3.18M +$1.19M +24,205 +61%
RCA
24
Resonant Capital Advisors
Wisconsin
$3.05M -$2.69M -54,803 -47%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$3.04M +$2.05M +41,833 +215%