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JPMorgan Municipal ETF
JMUB

Overview Fund Activity

317 hedge funds and large institutions have $1.65B invested in JPMorgan Municipal ETF in 2024 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 162 increasing their positions, 62 reducing their positions, and 9 closing their positions.

Holders
317
Holders Change
+51
Holders Change %
+19.17%
% of All Funds
4.22%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.23%
New
66
Increased
162
Reduced
62
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$63.2M
2
B
2
Bailard
California
$36.9M
3
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$34.2M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$50.1M
5
BWP
5
BlueStem Wealth Partners
Minnesota
$19.5M

Top Sellers

1
MIS
1
Morningstar Investment Services
Illinois
$2.59M
2
Northern Trust
2
Northern Trust
Illinois
$0
3
Truist Financial
3
Truist Financial
North Carolina
$16.3M
4
4WM
4
49 Wealth Management
Texas
$2.44M
5
SA
5
Skyline Advisors
Washington
$6.67M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$133M 2,659,326 +152,578 +6%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$101M 2,008,629 +191,043 +11%
Raymond James Financial
3
Raymond James Financial
Florida
$63.2M 1,260,793 +1,260,793 New
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$55.9M 1,115,291 +346,741 +45%
HighTower Advisors
5
HighTower Advisors
Illinois
$50.1M 999,722 +595,710 +147%
FMWA
6
Forvis Mazars Wealth Advisors
Missouri
$46.4M 924,781 +81,180 +10%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$39.4M 785,464 +65,253 +9%
B
8
Bailard
California
$36.9M 735,933 +735,933 New
TIAA Trust, National Association
9
TIAA Trust, National Association
North Carolina
$34.2M 682,905 +682,905 New
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
$29.8M 593,711 +15,562 +3%
EH
11
Equitable Holdings
New York
$27.7M 551,877 +111,342 +25%
Ameriprise
12
Ameriprise
Minnesota
$26.1M 521,262 +205,116 +65%
AC
13
Asio Capital
Kentucky
$26.1M 518,525 +54,823 +12%
CTC
14
Central Trust Company
Missouri
$26M 519,223 -9,028 -2%
CFO
15
Collective Family Office
Pennsylvania
$25.3M 504,584 +50,451 +11%
APP
16
Avantax Planning Partners
Iowa
$24.8M 494,780 +12,098 +3%
SHWM
17
Smith & Howard Wealth Management
Georgia
$24M 478,177 +168,618 +54%
IWP
18
Invenio Wealth Partners
Florida
$19.8M 395,118 +134,688 +52%
BWP
19
BlueStem Wealth Partners
Minnesota
$19.5M 388,265 +388,265 New
MML Investors Services
20
MML Investors Services
Massachusetts
$19.5M 388,161 +11,465 +3%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$19M 378,197 +182,591 +93%
MFG
22
Magnus Financial Group
New York
$17.6M 351,920 +29,728 +9%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$17.6M 351,299 +44,359 +14%
Bank of America
24
Bank of America
North Carolina
$17.2M 343,386 +111,108 +48%
MW
25
Marcum Wealth
Ohio
$16.7M 333,392 +333,392 New
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