We are live on ! Find out more
JMUB icon

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
MLA
251
MB, Levis & Associates
Pennsylvania
$89.8K +$814 +16 +0.9%
Carson Wealth (CWM LLC)
252
Carson Wealth (CWM LLC)
Nebraska
$83K -$175K -3,431 -68%
CHA
253
Carmichael Hill & Associates
Maryland
$70.4K
SS
254
Sunbelt Securities
Texas
$57.3K +$38.4K +755 +208%
HBW
255
Hazlett, Burt & Watson
West Virginia
$53K +$458 +9 +0.9%
CAM
256
Clarity Asset Management
Iowa
$51.9K +$865 +17 +2%
FGC
257
Financial Gravity Companies
Texas
$29K +$28.8K +565 New
TCOV
258
Trust Company of Vermont
Vermont
$20K +$19.9K +391 New
BTI
259
Blue Trust Inc
Georgia
$18.6K +$153 +3 +0.8%
AssetMark Inc
260
AssetMark Inc
California
$18K +$4.73K +93 +36%
EPW
261
Evergreen Private Wealth
Colorado
$11.3K
Wells Fargo
262
Wells Fargo
California
$10.3K +$10.2K +200 New
GA
263
GoalVest Advisory
New York
$9.95K +$9.87K +194 New
CIA
264
Cape Investment Advisory
Georgia
$9.89K
SAM
265
Smartleaf Asset Management
Massachusetts
$5.38K
CA
266
Continuum Advisory
Idaho
$2.47K
WOC
267
West Oak Capital
California
$2.05K
SWM
268
Spire Wealth Management
Virginia
$1.02K
IAIM
269
International Assets Investment Management
Florida
-$444K -8,820 Closed
TWM
270
Tradition Wealth Management
Minnesota
-$337K -6,688 Closed
MC
271
McCarthy & Cox
Ohio
-$239K -4,744 Closed
CAPTRUST Financial Advisors
272
CAPTRUST Financial Advisors
North Carolina
-$215K -4,260 Closed
IF
273
Intrua Financial
Texas
-$207K -4,103 Closed
AF
274
Allworth Financial
California
-$254 -5 Closed

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.