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JPMorgan Municipal ETF

41 hedge funds and large institutions have $90.2M invested in JPMorgan Municipal ETF in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

42% more capital invested

Capital invested by funds: $63.7M → $90.2M (+$26.5M)

24% more funds holding

Funds holding: 3341 (+8)

17.03% more ownership

Funds ownership: 66.08%83.11% (+17%)

11% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 9

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
41
Holders Change
+8
Holders Change %
+24.24%
% of All Funds
0.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
10
Reduced
9
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
26
Dynamic Advisor Solutions
Arizona
$230K
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$225K +$232K +4,375 New
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$208K +$215K +4,045 New
PAG
29
Private Advisor Group
New Jersey
$205K
SL
30
SWMG LLC
Texas
$204K +$211K +3,971 New
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$138K +$142K +2,678 New
Osaic Holdings
32
Osaic Holdings
Arizona
$105K +$3.93K +74 +4%
WOC
33
West Oak Capital
California
$77K -$53.1K -1,000 -40%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$51K
SWM
35
Spire Wealth Management
Virginia
$44K +$45.5K +856 New
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$36K -$7.17K -135 -16%
Morgan Stanley
37
Morgan Stanley
New York
$25K
Koshinski Asset Management
38
Koshinski Asset Management
Illinois
$24.6K +$25.4K +478 New
MHR
39
Matthew Hamilton Rosenberg
$18K
PFGIA
40
Patriot Financial Group Insurance Agency
Massachusetts
$18K +$18.6K +351 New
HIC
41
Holderness Investments Company
North Carolina
-$731K -13,332 Closed
EBWM
42
Eagle Bluffs Wealth Management
Missouri
-$395K -7,203 Closed
HL
43
HeadInvest LLC
Maine
-$293K -5,350 Closed
RJA
44
Raymond James & Associates
Florida
-$222K -4,051 Closed
AWC
45
Adamsbrown Wealth Consultants
Kansas
-$209K -3,806 Closed
UBS Group
46
UBS Group
Switzerland
-$11K -196 Closed
TCWM
47
Total Clarity Wealth Management
Illinois
-$3K -48 Closed

JMUB Hedge Fund Activity: Q1 2022 in Review

41 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Municipal ETF (JMUB) for Q1 2022, worth a combined $90.2M — up 42% from $63.7M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new JMUB positions and 7 closed out — a net gain of 8 holders — while 10 added to existing stakes and 9 trimmed.

The largest buyer was Avantax Planning Partners, opening a new position worth an estimated $13.7M. The largest seller was JP Morgan Chase, cutting an estimated $13.7M.

  • 41 institutional investors held JPMorgan Municipal ETF (JMUB) as of Q1 2022, up from 33 in Q4 2021.
  • Funds reported $90.2M of JPMorgan Municipal ETF stock for Q1 2022, up 42% quarter-over-quarter.
  • 15 funds opened new JPMorgan Municipal ETF positions in Q1 2022 and 7 closed out, a net change of +8 holders.
  • The largest JPMorgan Municipal ETF buyer in Q1 2022 was Avantax Planning Partners, an estimated $13.7M added.
  • The largest JPMorgan Municipal ETF seller in Q1 2022 was JP Morgan Chase, an estimated $13.7M sold.

Based on aggregated 13F filings for Q1 2022.