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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
JP Morgan Chase
1
JP Morgan Chase
New York
$7.17M -$234K -4,724 -3%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$5.21M +$700K +14,153 +16%
Jane Street
3
Jane Street
New York
$3.64M +$307K +6,198 +9%
PWM
4
Prentice Wealth Management
New York
$3.57M +$1.21M +24,522 +52%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.99M +$1.32M +26,591 +80%
LPL Financial
6
LPL Financial
California
$2.04M -$126K -2,557 -6%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$1.57M +$966K +19,527 +163%
SFA
8
Sequoia Financial Advisors
Ohio
$1.47M -$97.4K -1,968 -6%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.44M +$252K +5,087 +21%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.17M -$86K -1,738 -7%
IPA
11
Investment Planning Advisors
Georgia
$1.06M +$1.06M +21,384 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$998K +$13.6K +274 +1%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$918K -$761K -15,391 -45%
KIG
14
Kennedy Investment Group
New Jersey
$913K +$3.96K +80 +0.4%
AF
15
Allworth Financial
California
$876K +$49.2K +994 +6%
RJA
16
Raymond James & Associates
Florida
$825K -$203K -4,099 -20%
OPAM
17
Ocean Park Asset Management
California
$588K
VR
18
Valued Retirements
Texas
$584K -$18.8K -381 -3%
REMPR
19
Roof Eidam Maycock Peralta (REMP)
California
$539K
OMC
20
Old Mission Capital
Illinois
$496K +$85.9K +1,737 +21%
FTUS
21
Flow Traders U.S.
New York
$488K +$157K +3,164 +48%
UBS Group
22
UBS Group
Switzerland
$479K -$690K -13,957 -59%
Morgan Stanley
23
Morgan Stanley
New York
$454K +$429K +8,669 +1,901%
WCFA
24
Walkner Condon Financial Advisors
Wisconsin
$446K +$22.8K +461 +5%
CCA
25
Cora Capital Advisors
New Jersey
$385K -$1.24K -25 -0.3%

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.