We are live on ! Find out more
JMUB icon

JPMorgan Municipal ETF

255 hedge funds and large institutions have $1.18B invested in JPMorgan Municipal ETF in 2024 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 141 increasing their positions, 47 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

471% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 7

200% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 47

17% more capital invested

Capital invested by funds: $1.01B → $1.18B (+$174M)

13% more funds holding

Funds holding: 226255 (+29)

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

1.83% more ownership

Funds ownership: 79.2%81.04% (+1.8%)

Holders
255
Holders Change
+29
Holders Change %
+12.83%
% of All Funds
3.68%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.23%
New
40
Increased
141
Reduced
47
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWP
226
Madison Wealth Partners
Wisconsin
$212K +$211K +4,200 New
IF
227
Intrua Financial
Texas
$207K +$206K +4,103 New
US Bancorp
228
US Bancorp
Minnesota
$202K
WOC
229
West Oak Capital
California
$202K
GAG
230
Goodman Advisory Group
Massachusetts
$199K +$654 +13 +0.3%
CA
231
CoreCap Advisors
Michigan
$133K
CAL
232
Capital Analysts LLC
Pennsylvania
$120K +$120K +2,383 New
CMBA
233
C.M. Bidwell & Associates
Hawaii
$91.4K
EWA
234
EverSource Wealth Advisors
Alabama
$88.6K +$2.56K +51 +3%
MLA
235
MB, Levis & Associates
Pennsylvania
$87.5K +$755 +15 +0.9%
CHA
236
Carmichael Hill & Associates
Maryland
$69.2K
IGWM
237
ICA Group Wealth Management
Colorado
$58.7K +$22.6K +450 +63%
FGAM
238
Financial Gravity Asset Management
Texas
$58K +$57.9K +1,151 New
FCA
239
FinTrust Capital Advisors
South Carolina
$56.3K +$56.2K +1,117 New
HBW
240
Hazlett, Burt & Watson
West Virginia
$52K +$453 +9 +0.9%
ACA
241
Aptus Capital Advisors
Alabama
$51.8K -$66.7K -1,326 -56%
CAM
242
Clarity Asset Management
Iowa
$50.2K +$453 +9 +0.9%
PCMC
243
Private Capital Management (Colorado)
Colorado
$46.3K +$46.2K +919 New
Jones Financial Companies
244
Jones Financial Companies
Missouri
$30.8K +$30.8K +612 New
BTI
245
Blue Trust Inc
Georgia
$18.6K
SS
246
Sunbelt Securities
Texas
$18.3K -$5.68K -113 -24%
AssetMark Inc
247
AssetMark Inc
California
$13K +$9.21K +183 +241%
EPW
248
Evergreen Private Wealth
Colorado
$11.1K
CIA
249
Cape Investment Advisory
Georgia
$9.72K
FHC
250
First Heartland Consultants
Missouri
$6.04K -$173K -3,440 -3%

JMUB Hedge Fund Activity: Q2 2024 in Review

255 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Municipal ETF (JMUB) for Q2 2024, worth a combined $1.18B — up 17% from $1.01B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new JMUB positions and 7 closed out — a net gain of 33 holders — while 141 added to existing stakes and 47 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $28.9M. The largest seller was 49 Wealth Management, cutting an estimated $17.6M.

  • 255 institutional investors held JPMorgan Municipal ETF (JMUB) as of Q2 2024, up from 226 in Q1 2024.
  • Funds reported $1.18B of JPMorgan Municipal ETF stock for Q2 2024, up 17% quarter-over-quarter.
  • 40 funds opened new JPMorgan Municipal ETF positions in Q2 2024 and 7 closed out, a net change of +33 holders.
  • The largest JPMorgan Municipal ETF buyer in Q2 2024 was Raymond James Financial Services Advisors, an estimated $28.9M added.
  • The largest JPMorgan Municipal ETF seller in Q2 2024 was 49 Wealth Management, an estimated $17.6M sold.

Based on aggregated 13F filings for Q2 2024.