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JPMorgan Municipal ETF

268 hedge funds and large institutions have $1.36B invested in JPMorgan Municipal ETF in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 165 increasing their positions, 50 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 6

230% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 50

15% more capital invested

Capital invested by funds: $1.18B → $1.36B (+$180M)

5% more funds holding

Funds holding: 255268 (+13)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

3.1% less ownership

Funds ownership: 81.04%77.94% (-3.1%)

Holders
268
Holders Change
+13
Holders Change %
+5.1%
% of All Funds
3.85%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.23%
New
24
Increased
165
Reduced
50
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
226
Saxony Capital Management
Missouri
$280K
RJT
227
Raymond James Trust
Florida
$273K +$271K +5,322 New
BC
228
Bowman & Company
Wisconsin
$271K +$2.34K +46 +0.9%
CFA
229
Cahill Financial Advisors
Minnesota
$267K +$265K +5,210 New
BCM
230
Brookstone Capital Management
Illinois
$263K -$967 -19 -0.4%
DOA
231
D'Orazio & Associates
Virginia
$255K +$15.7K +308 +7%
PCMC
232
Private Capital Management (Colorado)
Colorado
$253K +$205K +4,021 +438%
MNBTD
233
Moody National Bank Trust Division
Texas
$248K +$246K +4,830 New
TW
234
Transform Wealth
Colorado
$246K
O3W
235
Omni 360 Wealth
New Jersey
$235K +$233K +4,575 New
MWP
236
Madison Wealth Partners
Wisconsin
$221K +$5.6K +110 +3%
PNC Financial Services Group
237
PNC Financial Services Group
Pennsylvania
$214K -$8.65K -170 -4%
VF
238
Vawter Financial
Ohio
$214K +$212K +4,171 New
AI
239
Atria Investments
North Carolina
$208K +$207K +4,062 New
ACA
240
Aptus Capital Advisors
Alabama
$206K +$153K +2,997 +291%
CFG
241
Cooper Financial Group
California
$206K -$201K -3,953 -50%
US Bancorp
242
US Bancorp
Minnesota
$206K
BIP
243
Blue Investment Partners
California
$203K +$201K +3,956 New
GAG
244
Goodman Advisory Group
Massachusetts
$202K -$305 -6 -0.2%
TFS
245
Thoroughbred Financial Services
Tennessee
$202K +$200K +3,940 New
CMBA
246
C.M. Bidwell & Associates
Hawaii
$180K +$86.5K +1,700 +94%
CA
247
CoreCap Advisors
Michigan
$135K
CAL
248
Capital Analysts LLC
Pennsylvania
$122K
EWA
249
EverSource Wealth Advisors
Alabama
$90.5K +$1.12K +22 +1%
NFA
250
Northwest Financial Advisors
Virginia
$90K +$89.3K +1,755 New

JMUB Hedge Fund Activity: Q3 2024 in Review

268 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Municipal ETF (JMUB) for Q3 2024, worth a combined $1.36B — up 15% from $1.18B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new JMUB positions and 6 closed out — a net gain of 18 holders — while 165 added to existing stakes and 50 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $34.9M. The largest seller was Kestra Private Wealth Services, cutting an estimated $7.53M.

  • 268 institutional investors held JPMorgan Municipal ETF (JMUB) as of Q3 2024, up from 255 in Q2 2024.
  • Funds reported $1.36B of JPMorgan Municipal ETF stock for Q3 2024, up 15% quarter-over-quarter.
  • 24 funds opened new JPMorgan Municipal ETF positions in Q3 2024 and 6 closed out, a net change of +18 holders.
  • The largest JPMorgan Municipal ETF buyer in Q3 2024 was Northwestern Mutual Wealth Management, an estimated $34.9M added.
  • The largest JPMorgan Municipal ETF seller in Q3 2024 was Kestra Private Wealth Services, an estimated $7.53M sold.

Based on aggregated 13F filings for Q3 2024.