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JPMorgan High Yield Municipal ETF

40 hedge funds and large institutions have $37.3M invested in JPMorgan High Yield Municipal ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 12

3.81% less ownership

Funds ownership: 24.74%20.93% (-3.8%)

11% less funds holding

Funds holding: 4540 (-5)

13% less capital invested

Capital invested by funds: $43.1M → $37.3M (-$5.77M)

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

Holders
40
Holders Change
-5
Holders Change %
-11.11%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
11
Reduced
12
Closed
9
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
$7.04M -$304K -6,016 -4%
PWM
2
Prentice Wealth Management
New York
$4.71M +$1.04M +20,627 +29%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$4.22M +$2.58M +51,184 +162%
LPL Financial
4
LPL Financial
California
$2.72M +$624K +12,374 +30%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.08M -$970K -19,223 -32%
Osaic Holdings
6
Osaic Holdings
Arizona
$1.65M +$176K +3,491 +12%
SFA
7
Sequoia Financial Advisors
Ohio
$1.21M -$297K -5,886 -20%
IPA
8
Investment Planning Advisors
Georgia
$1.06M
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.04M -$152K -3,013 -13%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$951K -$70.2K -1,392 -7%
AF
11
Allworth Financial
California
$885K -$4.89K -97 -0.6%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$883K -$57.6K -1,142 -6%
KIG
13
Kennedy Investment Group
New Jersey
$713K -$220K -4,368 -24%
Jane Street
14
Jane Street
New York
$652K -$3.04M -60,298 -83%
RJA
15
Raymond James & Associates
Florida
$624K -$219K -4,334 -26%
OPAM
16
Ocean Park Asset Management
California
$602K
SWM
17
StoneCrest Wealth Management
Arizona
$601K +$595K +11,787 New
VR
18
Valued Retirements
Texas
$599K
AF
19
Advisornet Financial
Minnesota
$597K +$490K +9,710 +486%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$578K +$196K +3,875 +52%
UBS Group
21
UBS Group
Switzerland
$513K +$21.7K +431 +4%
Morgan Stanley
22
Morgan Stanley
New York
$466K
FTUS
23
Flow Traders U.S.
New York
$355K -$143K -2,834 -29%
KWM
24
Kingsview Wealth Management
Oregon
$352K
CWS
25
Confluence Wealth Services
Pennsylvania
$346K

JMHI Hedge Fund Activity: Q3 2024 in Review

40 of the 6,967 institutional investors tracked by Wall St. Rank reported a position in JPMorgan High Yield Municipal ETF (JMHI) for Q3 2024, worth a combined $37.3M — down 13% from $43.1M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of JMHI and 4 opened new positions — a net loss of 5 holders — while 12 trimmed existing stakes and 11 added.

The largest buyer was Cetera Investment Advisers, adding an estimated $2.58M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $5.21M sold.

  • 40 institutional investors held JPMorgan High Yield Municipal ETF (JMHI) as of Q3 2024, down from 45 in Q2 2024.
  • Funds reported $37.3M of JPMorgan High Yield Municipal ETF stock for Q3 2024, down 13% quarter-over-quarter.
  • 4 funds opened new JPMorgan High Yield Municipal ETF positions in Q3 2024 and 9 closed out, a net change of -5 holders.
  • The largest JPMorgan High Yield Municipal ETF buyer in Q3 2024 was Cetera Investment Advisers, an estimated $2.58M added.
  • The largest JPMorgan High Yield Municipal ETF seller in Q3 2024 was Susquehanna International Group, an estimated $5.21M sold.

Based on aggregated 13F filings for Q3 2024.