JPMorgan Municipal ETF
JMUB
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.
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: 226 → 255 (+29)
7% more funds holding in top 10
Funds holding in top 10: 15 → 16 (+1)
1.83% more ownership
Funds ownership: 79.2% → 81.04% (+1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$28.9M |
| 2 |
EH
Equitable Holdings
New York
|
+$19.2M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$17.8M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
+$16.8M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
4WM
49 Wealth Management
Austin,
Texas
|
-$17.6M |
| 2 |
Jane Street
New York
|
-$4.64M |
| 3 |
Renaissance Technologies
New York
|
-$2.44M |
| 4 |
OWA
Opal Wealth Advisors
Jericho,
New York
|
-$2.33M |
| 5 |
DPI
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
-$1.56M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SAM
251
Smartleaf Asset Management
Boston,
Massachusetts
| $5.3K | – | – | – |
|
|
LFG
252
Larson Financial Group
St Louis,
Missouri
| $5.09K | +$5.08K | +101 | New |
|
|
CA
253
Continuum Advisory
Eagle,
Idaho
| $2.47K | – | – | – |
|
|
SWM
254
Spire Wealth Management
Mclean,
Virginia
| $1.01K | – | – | – |
|
|
AF
255
Allworth Financial
Folsom,
California
| $254 | +$252 | +5 | New |
|
256
Wells Fargo
San Francisco,
California
| $4 | – | – | – |
|
|
LNC
257
Lincoln National Corp
Radnor,
Pennsylvania
| – | -$1.24M | -24,479 | Closed |
|
|
MWM
258
Maripau Wealth Management
Fort Wayne,
Indiana
| – | -$274K | -5,409 | Closed |
|
|
SAW
259
Signal Advisors Wealth
Detroit,
Michigan
| – | -$274K | -5,409 | Closed |
|
|
SG
260
StoneX Group
New York
| – | -$224K | -4,415 | Closed |
|
|
GA
261
GoalVest Advisory
New York
| – | -$78.7K | -1,551 | Closed |
|
|
TAM
262
Tucker Asset Management
Littleton,
Colorado
| – | -$5.38K | -106 | Closed |
|
263
Fidelity Investments
Boston,
Massachusetts
| – | -$51 | -1 | Closed |
|
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.