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JPMorgan Municipal ETF
JMUB

Overview Fund Activity

202 hedge funds and large institutions have $817M invested in JPMorgan Municipal ETF in 2023 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 70 increasing their positions, 39 reducing their positions, and 11 closing their positions.

Holders
202
Holders Change
+70
Holders Change %
+53.03%
% of All Funds
2.96%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.19%
New
81
Increased
70
Reduced
39
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$34.5M
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$25.2M
3
MIS
3
Morningstar Investment Services
Illinois
$41.4M
4
LPL Financial
4
LPL Financial
California
$79.6M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$46.6M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$4.62M
2
SHWM
2
Smith & Howard Wealth Management
Georgia
$5.67M
3
AC
3
Asio Capital
Kentucky
$5.7M
4
Jane Street
4
Jane Street
New York
$1.11M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$308K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$79.6M 1,562,058 +357,494 +30%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$46.6M 913,739 +322,786 +55%
MIS
3
Morningstar Investment Services
Illinois
$41.4M 812,766 +399,905 +97%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$34.5M 676,225 +528,020 +356%
APP
5
Avantax Planning Partners
Iowa
$29.7M 582,260 +103,995 +22%
FMWA
6
Forvis Mazars Wealth Advisors
Missouri
$26.4M 517,703 +146,528 +39%
Rockefeller Capital Management
7
Rockefeller Capital Management
New York
$25.2M 494,037 +480,098 +3,444%
4WM
8
49 Wealth Management
Texas
$24.8M 486,433 +486,433 New
CTC
9
Central Trust Company
Missouri
$21.4M 420,497 +17,571 +4%
Truist Financial
10
Truist Financial
North Carolina
$16.6M 326,150 -12,409 -4%
OWA
11
Opal Wealth Advisors
New York
$14.5M 285,393 +285,393 New
IWP
12
IAG Wealth Partners
Wisconsin
$14.5M 285,004 +285,004 New
CFO
13
Collective Family Office
Pennsylvania
$12.3M 241,790 +138,801 +135%
IWC
14
Integrated Wealth Concepts
Massachusetts
$12.1M 238,235 -5,647 -2%
KPWS
15
Kestra Private Wealth Services
Texas
$11.7M 229,236 +29,880 +15%
RJA
16
Raymond James & Associates
Florida
$11.6M 227,334 +216,146 +1,932%
Osaic Holdings
17
Osaic Holdings
Arizona
$11.2M 219,149 +89,944 +70%
CCM
18
Condor Capital Management
New Jersey
$10.9M 213,604 -10,372 -5%
LFA
19
Legacy Financial Advisors
Kentucky
$10.7M 209,400 -42,012 -17%
MFG
20
Magnus Financial Group
New York
$10.1M 198,468 +198,468 New
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$9.86M 193,556 -15,897 -8%
BWG
22
Beta Wealth Group
California
$9.79M 192,185 +192,185 New
Bank of America
23
Bank of America
North Carolina
$9.73M 190,856 +13,732 +8%
AFA
24
AllGen Financial Advisors
Florida
$9.62M 188,833 +11,509 +6%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$9.47M 185,887 +49,385 +36%
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