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JPMorgan Municipal ETF
JMUB

Overview Fund Activity

132 hedge funds and large institutions have $516M invested in JPMorgan Municipal ETF in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 69 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
132
Holders Change
+17
Holders Change %
+14.78%
% of All Funds
2.1%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
26
Increased
69
Reduced
24
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SHWM
Smith & Howard Wealth Management
Georgia
$15.2M
2
LPL Financial
LPL Financial
California
$58.3M
3
LFA
Legacy Financial Advisors
Kentucky
$12.2M
4
KPWS
Kestra Private Wealth Services
Texas
$9.64M
5
Truist Financial
Truist Financial
North Carolina
$16.4M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$6.25M
2
SCP
Shorepoint Capital Partners
Massachusetts
$5.77M
3
APP
Avantax Planning Partners
Iowa
$23.1M
4
SC
Slow Capital
California
$1.78M
5
MML Investors Services
MML Investors Services
Massachusetts
$585K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$58.3M +$13M +268,405 +29%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$28.6M +$3.74M +77,256 +15%
APP
3
Avantax Planning Partners
Iowa
$23.1M -$2.98M -61,506 -11%
MIS
4
Morningstar Investment Services
Illinois
$20M +$5.31M +109,876 +36%
CTC
5
Central Trust Company
Missouri
$19.5M +$1.56M +32,312 +9%
FMWA
6
Forvis Mazars Wealth Advisors
Missouri
$18M +$3.17M +65,498 +21%
Stifel Financial
7
Stifel Financial
Missouri
$17M +$2.2M +45,555 +15%
Truist Financial
8
Truist Financial
North Carolina
$16.4M +$9.36M +193,409 +133%
SHWM
9
Smith & Howard Wealth Management
Georgia
$15.2M +$15.2M +314,901 New
AC
10
Asio Capital
Kentucky
$14.9M +$4.44M +91,725 +42%
LFA
11
Legacy Financial Advisors
Kentucky
$12.2M +$12.2M +251,412 New
IWC
12
Integrated Wealth Concepts
Massachusetts
$11.8M +$1.23M +25,416 +12%
CCM
13
Condor Capital Management
New Jersey
$10.8M +$244K +5,044 +2%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$10.1M +$5.73M +118,404 +130%
KPWS
15
Kestra Private Wealth Services
Texas
$9.64M +$9.64M +199,356 New
AFA
16
AllGen Financial Advisors
Florida
$8.58M +$30.5K +630 +0.4%
Bank of America
17
Bank of America
North Carolina
$8.57M +$793K +16,387 +10%
HSG
18
Helen Stephens Group
Texas
$8.08M -$59.1K -1,222 -0.7%
Jane Street
19
Jane Street
New York
$7.93M +$3.55M +73,486 +81%
WAAG
20
Wealth Alliance Advisory Group
Kansas
$7.53M +$387 +8 +0%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$7.17M +$6.97M +144,066 +3,481%
LAS
22
LWM Advisory Services
Florida
$6.94M +$108K +2,232 +2%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$6.6M +$1.15M +23,758 +21%
Osaic Holdings
24
Osaic Holdings
Arizona
$6.25M -$6.6M -136,454 -51%
CWM
25
Cornerstone Wealth Management
Missouri
$6M +$23.1K +477 +0.4%
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