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JPMorgan High Yield Municipal ETF

45 hedge funds and large institutions have $43.1M invested in JPMorgan High Yield Municipal ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

13% more funds holding

Funds holding: 4045 (+5)

12% more capital invested

Capital invested by funds: $38.5M → $43.1M (+$4.61M)

2.67% more ownership

Funds ownership: 22.07%24.74% (+2.7%)

8% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 13

Holders
45
Holders Change
+5
Holders Change %
+12.5%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
14
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$371K -$34.6K -700 -9%
KWM
27
Kingsview Wealth Management
Oregon
$344K +$342K +6,906 New
CWS
28
Confluence Wealth Services
Pennsylvania
$338K +$335K +6,780 New
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$329K +$3.21K +65 +1%
Truist Financial
30
Truist Financial
North Carolina
$282K
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$280K -$11.9K -241 -4%
KAS
32
Kestra Advisory Services
Texas
$210K +$208K +4,210 New
NA
33
NewEdge Advisors
Louisiana
$181K +$180K +3,635 New
VWM
34
Venturi Wealth Management
Texas
$123K
AF
35
Advisornet Financial
Minnesota
$99.6K +$98.9K +2,000 New
MHR
36
Matthew Hamilton Rosenberg
$79.7K -$75.4K -1,525 -49%
PTC
37
Private Trust Company
Ohio
$40.9K
WIA
38
Wetzel Investment Advisors
Indiana
$31.6K
CFB
39
Cullen/Frost Bankers
Texas
$28.6K +$28.4K +575 New
HGERS
40
Householder Group Estate & Retirement Specialist
Arizona
$25K
SPIA
41
Steward Partners Investment Advisory
New York
$12.7K -$101K -2,050 -89%
BBHC
42
Brown Brothers Harriman & Co
New York
$10.8K
Jones Financial Companies
43
Jones Financial Companies
Missouri
$3.09K +$3.07K +62 New
TSMHT
44
Thurston Springer Miller Herd & Titak
Indiana
$1.19K +$1.19K +24 New
Wells Fargo
45
Wells Fargo
California
$34
Citadel Advisors
46
Citadel Advisors
Florida
-$255K -5,125 Closed
S
47
SignatureFD
Georgia
-$99.7K -2,000 Closed
MPWT
48
MassMutual Private Wealth & Trust
Connecticut
-$46.4K -931 Closed

JMHI Hedge Fund Activity: Q2 2024 in Review

45 of the 6,927 institutional investors tracked by Wall St. Rank reported a position in JPMorgan High Yield Municipal ETF (JMHI) for Q2 2024, worth a combined $43.1M — up 12% from $38.5M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new JMHI positions and 3 closed out — a net gain of 6 holders — while 14 added to existing stakes and 13 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $1.32M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $761K.

  • 45 institutional investors held JPMorgan High Yield Municipal ETF (JMHI) as of Q2 2024, up from 40 in Q1 2024.
  • Funds reported $43.1M of JPMorgan High Yield Municipal ETF stock for Q2 2024, up 12% quarter-over-quarter.
  • 9 funds opened new JPMorgan High Yield Municipal ETF positions in Q2 2024 and 3 closed out, a net change of +6 holders.
  • The largest JPMorgan High Yield Municipal ETF buyer in Q2 2024 was Royal Bank of Canada, an estimated $1.32M added.
  • The largest JPMorgan High Yield Municipal ETF seller in Q2 2024 was Raymond James Financial Services Advisors, an estimated $761K sold.

Based on aggregated 13F filings for Q2 2024.