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JPMorgan Municipal ETF
JMUB

Overview Fund Activity

254 hedge funds and large institutions have $1.18B invested in JPMorgan Municipal ETF in 2024 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 140 increasing their positions, 47 reducing their positions, and 7 closing their positions.

Holders
254
Holders Change
+29
Holders Change %
+12.89%
% of All Funds
3.7%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.23%
New
40
Increased
140
Reduced
47
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$43M
2
EH
2
Equitable Holdings
New York
$19.3M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$32.7M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$17.2M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$20.1M

Top Sellers

1
4WM
1
49 Wealth Management
Texas
$6.2M
2
Jane Street
2
Jane Street
New York
$796K
3
Renaissance Technologies
3
Renaissance Technologies
New York
$5.73M
4
OWA
4
Opal Wealth Advisors
New York
$12M
5
DPI
5
Diversified Portfolios Inc
Michigan
$5.04M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$106M 2,112,549 +212,185 +11%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$57M 1,130,986 +94,579 +9%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$43M 853,485 +574,470 +206%
FMWA
4
Forvis Mazars Wealth Advisors
Missouri
$38.8M 771,143 +43,953 +6%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$36.8M 730,549 +18,467 +3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$32.7M 650,088 +354,185 +120%
Rockefeller Capital Management
7
Rockefeller Capital Management
New York
$28.3M 561,355 +45,431 +9%
APP
8
Avantax Planning Partners
Iowa
$27.5M 546,573 -16,355 -3%
CTC
9
Central Trust Company
Missouri
$22.8M 451,992 +19,672 +5%
AC
10
Asio Capital
Kentucky
$20.6M 408,251 +40,577 +11%
CFO
11
Collective Family Office
Pennsylvania
$20.3M 402,522 +44,263 +12%
MIS
12
Morningstar Investment Services
Illinois
$20.2M 400,046 -2,004 -0.5%
HighTower Advisors
13
HighTower Advisors
Illinois
$20.1M 399,515 +219,531 +122%
EH
14
Equitable Holdings
New York
$19.3M 382,576 +382,576 New
Truist Financial
15
Truist Financial
North Carolina
$18M 358,083 +16,539 +5%
MML Investors Services
16
MML Investors Services
Massachusetts
$17.2M 342,099 +333,217 +3,752%
AFA
17
AllGen Financial Advisors
Florida
$17M 336,967 +45,888 +16%
SC
18
Stephens Consulting
Michigan
$15.1M 298,895 +34,403 +13%
IWP
19
IAG Wealth Partners
Wisconsin
$15M 298,111 +11,624 +4%
RJA
20
Raymond James & Associates
Florida
$14.5M 288,565 +74,287 +35%
SHWM
21
Smith & Howard Wealth Management
Georgia
$14.2M 282,002 +116,432 +70%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$13.8M 273,115 +48,893 +22%
LFA
23
Legacy Financial Advisors
Kentucky
$13.7M 272,061 +16,796 +7%
ACP
24
Aveo Capital Partners
Colorado
$13.6M 269,014 +7,297 +3%
IWC
25
Integrated Wealth Concepts
Massachusetts
$12.6M 249,725 +1,061 +0.4%
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