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JPMorgan High Yield Municipal ETF

43 hedge funds and large institutions have $55.1M invested in JPMorgan High Yield Municipal ETF in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 7

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

47% more capital invested

Capital invested by funds: $37.3M → $55.1M (+$17.7M)

9.11% more ownership

Funds ownership: 20.93%30.03% (+9.1%)

8% more funds holding

Funds holding: 4043 (+3)

Holders
43
Holders Change
+3
Holders Change %
+7.5%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
18
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
26
SignalPoint Asset Management
Missouri
$352K +$354K +7,000 New
KWM
27
Kingsview Wealth Management
Oregon
$347K
Jones Financial Companies
28
Jones Financial Companies
Missouri
$303K +$177K +3,499 +138%
NA
29
NewEdge Advisors
Louisiana
$248K +$11K +217 +5%
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$238K -$48.4K -957 -17%
SA
31
Skyline Advisors
Washington
$221K +$223K +4,406 New
KAS
32
Kestra Advisory Services
Texas
$211K
BRWA
33
B. Riley Wealth Advisors
Florida
$206K +$207K +4,100 New
AF
34
Allworth Financial
California
$194K -$684K -13,514 -78%
MHR
35
Matthew Hamilton Rosenberg
$157K
GI
36
GAMMA Investing
California
$120K +$75.3K +1,489 +165%
AG
37
AmeriFlex Group
Nevada
$80.8K +$80.3K +1,586 New
VWM
38
Venturi Wealth Management
Texas
$71.1K -$53.1K -1,049 -43%
PTC
39
Private Trust Company
Ohio
$41.3K
BF
40
BOK Financial
Oklahoma
$38.9K
CFO
41
CVA Family Office
Colorado
$27.9K +$28.1K +555 New
SPIA
42
Steward Partners Investment Advisory
New York
$13.6K +$810 +16 +6%
Wells Fargo
43
Wells Fargo
California
$34
CWS
44
Confluence Wealth Services
Pennsylvania
-$346K -6,780 Closed
GF
45
GGM Financials
Ohio
-$233K -4,558 Closed
HGERS
46
Householder Group Estate & Retirement Specialist
Arizona
-$26K -513 Closed
BBHC
47
Brown Brothers Harriman & Co
New York
-$11K -216 Closed

JMHI Hedge Fund Activity: Q4 2024 in Review

43 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in JPMorgan High Yield Municipal ETF (JMHI) for Q4 2024, worth a combined $55.1M — up 47% from $37.3M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new JMHI positions and 4 closed out — a net gain of 5 holders — while 18 added to existing stakes and 7 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $5.3M. The largest seller was Allworth Financial, cutting an estimated $684K.

  • 43 institutional investors held JPMorgan High Yield Municipal ETF (JMHI) as of Q4 2024, up from 40 in Q3 2024.
  • Funds reported $55.1M of JPMorgan High Yield Municipal ETF stock for Q4 2024, up 47% quarter-over-quarter.
  • 9 funds opened new JPMorgan High Yield Municipal ETF positions in Q4 2024 and 4 closed out, a net change of +5 holders.
  • The largest JPMorgan High Yield Municipal ETF buyer in Q4 2024 was Cetera Investment Advisers, an estimated $5.3M added.
  • The largest JPMorgan High Yield Municipal ETF seller in Q4 2024 was Allworth Financial, an estimated $684K sold.

Based on aggregated 13F filings for Q4 2024.