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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$4.04M |
| 2 |
Jane Street
New York
|
+$1.99M |
| 3 |
BHWA
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
+$1.86M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.51M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$1.35M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.29M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$869K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$591K |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
-$579K |
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.