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JPMorgan High Yield Municipal ETF
JMHI

39 hedge funds and large institutions have $40.3M invested in JPMorgan High Yield Municipal ETF in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 3 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 2

44% more funds holding

Funds holding: 27 → 39 (+12)

33% more capital invested

Capital invested by funds: $30.4M → $40.3M (+$9.91M)

5.73% more ownership

Funds ownership: 16.24% → 21.97% (+5.7%)

80% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 15

Holders
39
Holders Change
+12
Holders Change %
+44.44%
% of All Funds
0.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
3
Reduced
15
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.04M
2
Jane Street
Jane Street
New York
+$1.99M
3
BHWA
Beacon Harbor Wealth Advisors
Virginia
+$1.86M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.51M
5
Wells Fargo
Wells Fargo
California
+$1.25M

Top Sellers

Rank Fund Capital Flow
1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$1.35M
2
Osaic Holdings
Osaic Holdings
Arizona
-$1.29M
3
Ameriprise
Ameriprise
Minnesota
-$869K
4
UBS Group
UBS Group
Switzerland
-$591K
5
Truist Financial
Truist Financial
North Carolina
-$579K
Name Holding Trade Value Shares
Change 		Change in
Stake
Mercer Global Advisors
26
Mercer Global Advisors
Colorado
$308K -$26.2K -547 -8%
Truist Financial
27
Truist Financial
North Carolina
$281K -$579K -12,117 -68%
WA
28
Waddell & Associates
Tennessee
$221K – – –
SA
29
Skyline Advisors
Washington
$217K +$209K +4,378 New
Stifel Financial
30
Stifel Financial
Missouri
$208K +$201K +4,201 New
MHR
31
Matthew Hamilton Rosenberg
$175K +$169K +3,531 New
VWM
32
Venturi Wealth Management
Texas
$122K -$505K -10,568 -81%
SPIA
33
Steward Partners Investment Advisory
New York
$114K – – –
S
34
SignatureFD
Georgia
$99.2K +$95.6K +2,000 New
Morgan Stanley
35
Morgan Stanley
New York
$45.2K -$10.8K -226 -20%
PTC
36
Private Trust Company
Ohio
$40.8K – – –
WIA
37
Wetzel Investment Advisors
Indiana
$31K +$30.3K +634 New
HGERS
38
Householder Group Estate & Retirement Specialist
Arizona
$25K +$24.5K +513 New
BBHC
39
Brown Brothers Harriman & Co
New York
$10.7K – – –
AAS
40
Avantax Advisory Services
Texas
– -$353K -7,449 Closed
Citadel Advisors
41
Citadel Advisors
Florida
– -$245K -5,159 Closed
1
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JMHI Hedge Fund Activity: Q4 2023 in Review

39 of the 6,863 institutional investors tracked by Wall St. Rank reported a position in JPMorgan High Yield Municipal ETF (JMHI) for Q4 2023, worth a combined $40.3M — up 33% from $30.4M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new JMHI positions and 2 closed out — a net gain of 12 holders — while 3 added to existing stakes and 15 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $4.04M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $1.35M.

  • 39 institutional investors held JPMorgan High Yield Municipal ETF (JMHI) as of Q4 2023, up from 27 in Q3 2023.
  • Funds reported $40.3M of JPMorgan High Yield Municipal ETF stock for Q4 2023, up 33% quarter-over-quarter.
  • 14 funds opened new JPMorgan High Yield Municipal ETF positions in Q4 2023 and 2 closed out, a net change of +12 holders.
  • The largest JPMorgan High Yield Municipal ETF buyer in Q4 2023 was Susquehanna International Group, an estimated $4.04M added.
  • The largest JPMorgan High Yield Municipal ETF seller in Q4 2023 was Northwestern Mutual Wealth Management, an estimated $1.35M sold.

Based on aggregated 13F filings for Q4 2023.