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JPMorgan Municipal ETF
JMUB

Overview Fund Activity

115 hedge funds and large institutions have $410M invested in JPMorgan Municipal ETF in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 59 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+16
Holders Change %
+16.16%
% of All Funds
1.81%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
24
Increased
59
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$25.8M
2
Stifel Financial
Stifel Financial
Missouri
$15.4M
3
LPL Financial
LPL Financial
California
$47M
4
Bank of America
Bank of America
North Carolina
$8.07M
5
CTC
Central Trust Company
Missouri
$18.6M

Top Sellers

1
Jane Street
Jane Street
New York
$4.54M
2
CAN
Cetera Advisor Networks
California
$0
3
FTUS
Flow Traders U.S.
New York
$558K
4
SC
Slow Capital
California
$3.95M
5
FHA
First Horizon Advisors
Tennessee
$4.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$47M +$9.11M +181,380 +24%
APP
2
Avantax Planning Partners
Iowa
$27.1M -$545K -10,858 -2%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$25.8M +$25.8M +513,081 +83,292%
CTC
4
Central Trust Company
Missouri
$18.6M +$7.13M +141,905 +62%
Stifel Financial
5
Stifel Financial
Missouri
$15.4M +$15.4M +306,885 New
FMWA
6
Forvis Mazars Wealth Advisors
Missouri
$15.4M +$4.72M +93,907 +44%
MIS
7
Morningstar Investment Services
Illinois
$15.2M +$472K +9,396 +3%
Osaic Holdings
8
Osaic Holdings
Arizona
$13.3M -$1.28M -25,535 -9%
CCM
9
Condor Capital Management
New Jersey
$11M +$105K +2,086 +1%
IWC
10
Integrated Wealth Concepts
Massachusetts
$11M +$585K +11,642 +6%
AC
11
Asio Capital
Kentucky
$10.9M -$102K -2,035 -0.9%
AFA
12
AllGen Financial Advisors
Florida
$8.88M +$335K +6,663 +4%
HSG
13
Helen Stephens Group
Texas
$8.45M +$755K +15,029 +10%
Bank of America
14
Bank of America
North Carolina
$8.07M +$8.07M +160,737 New
WAAG
15
Wealth Alliance Advisory Group
Kansas
$7.82M -$56.6K -1,126 -0.7%
Truist Financial
16
Truist Financial
North Carolina
$7.29M +$145K +2,884 +2%
LAS
17
LWM Advisory Services
Florida
$7.1M +$277K +5,521 +4%
HighTower Advisors
18
HighTower Advisors
Illinois
$6.39M +$156K +3,101 +2%
CWM
19
Cornerstone Wealth Management
Missouri
$6.2M +$568K +11,301 +10%
SC
20
Stephens Consulting
Michigan
$5.94M +$5.94M +118,286 New
ACP
21
Aveo Capital Partners
Colorado
$5.8M +$452K +9,004 +8%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$5.66M +$1.26M +25,052 +29%
KMWM
23
Keudell/Morrison Wealth Management
Oregon
$4.84M -$634K -12,619 -12%
FHA
24
First Horizon Advisors
Tennessee
$4.69M -$1.44M -28,700 -24%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$4.57M +$335K +6,660 +8%
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