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JPMorgan Municipal ETF

99 hedge funds and large institutions have $338M invested in JPMorgan Municipal ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 46 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+11
Holders Change %
+12.5%
% of All Funds
1.58%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
21
Increased
46
Reduced
21
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$38.2M +$15.5M +305,846 +68%
Jane Street
2
Jane Street
New York
$30M +$26.5M +522,642 +747%
APP
3
Avantax Planning Partners
Iowa
$27.9M -$470K -9,277 -2%
MIS
4
Morningstar Investment Services
Illinois
$14.8M +$387K +7,669 +3%
Osaic Holdings
5
Osaic Holdings
Arizona
$14.8M +$335K +6,585 +2%
CTC
6
Central Trust Company
Missouri
$11.6M +$4.18M +82,584 +57%
AC
7
Asio Capital
Kentucky
$11.1M +$11.1M +218,545 New
CCM
8
Condor Capital Management
New Jersey
$11M -$1.56M -30,770 -12%
FMWA
9
Forvis Mazars Wealth Advisors
Missouri
$10.7M +$10.7M +211,770 New
IWC
10
Integrated Wealth Concepts
Massachusetts
$10.5M +$10.1M +198,799 +2,477%
AFA
11
AllGen Financial Advisors
Florida
$8.61M +$175K +3,457 +2%
WAAG
12
Wealth Alliance Advisory Group
Kansas
$7.94M -$132K -2,602 -2%
HSG
13
Helen Stephens Group
Texas
$7.76M +$633K +12,503 +9%
Truist Financial
14
Truist Financial
North Carolina
$7.2M +$560K +11,055 +8%
LAS
15
LWM Advisory Services
Florida
$6.87M +$763K +15,064 +12%
HighTower Advisors
16
HighTower Advisors
Illinois
$6.29M -$355K -7,005 -5%
FHA
17
First Horizon Advisors
Tennessee
$6.18M +$1.17M +23,172 +23%
CWM
18
Cornerstone Wealth Management
Missouri
$5.68M +$5.68M +112,205 New
SC
19
Slow Capital
California
$5.6M -$16.1M -318,335 -74%
KMWM
20
Keudell/Morrison Wealth Management
Oregon
$5.51M +$115K +2,270 +2%
ACP
21
Aveo Capital Partners
Colorado
$5.39M +$2.34M +46,137 +76%
CAN
22
Cetera Advisor Networks
California
$4.68M +$51.6K +1,019 +1%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$4.27M +$1.17M +23,143 +38%
CA
24
CGN Advisors
Kansas
$3.91M +$255K +5,045 +7%
SCP
25
Shorepoint Capital Partners
Massachusetts
$3.35M +$1.13M +22,258 +51%