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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
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$9.41M +$5.3M +104,651 +127%
JP Morgan Chase
2
JP Morgan Chase
New York
$6.78M -$149K -2,948 -2%
LPL Financial
3
LPL Financial
California
$5.29M +$2.63M +51,981 +97%
PWM
4
Prentice Wealth Management
New York
$5.17M +$543K +10,729 +12%
SI
5
Seeds Investor
New York
$3.48M +$3.5M +69,250 New
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$2.13M +$1.58M +31,137 +275%
AF
7
Advisornet Financial
Minnesota
$2.05M +$1.48M +29,155 +249%
Jane Street
8
Jane Street
New York
$2.01M +$1.38M +27,276 +213%
IWN
9
Independent Wealth Network
Iowa
$1.65M +$1.67M +32,946 New
Osaic Holdings
10
Osaic Holdings
Arizona
$1.65M +$20.3K +402 +1%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.63M +$611K +12,072 +59%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.6M -$453K -8,951 -22%
Raymond James Financial
13
Raymond James Financial
Florida
$1.37M +$1.38M +27,353 New
IPA
14
Investment Planning Advisors
Georgia
$1.37M +$300K +5,932 +28%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.08M +$144K +2,840 +15%
SFA
16
Sequoia Financial Advisors
Ohio
$773K -$423K -8,354 -35%
SWM
17
StoneCrest Wealth Management
Arizona
$690K +$99.2K +1,960 +17%
OPAM
18
Ocean Park Asset Management
California
$593K
VR
19
Valued Retirements
Texas
$589K
UBS Group
20
UBS Group
Switzerland
$581K +$76.8K +1,518 +15%
KIG
21
Kennedy Investment Group
New Jersey
$523K -$180K -3,552 -25%
FTUS
22
Flow Traders U.S.
New York
$508K +$159K +3,141 +45%
Morgan Stanley
23
Morgan Stanley
New York
$458K
Corient Private Wealth
24
Corient Private Wealth
Florida
$397K +$400K +7,905 New
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$381K +$80.5K +1,590 +27%

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.