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JPMorgan Municipal ETF

45 hedge funds and large institutions have $154M invested in JPMorgan Municipal ETF in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more capital invested

Capital invested by funds: $90.2M → $154M (+$63.3M)

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

30% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 10

26.59% more ownership

Funds ownership: 83.11%109.7% (+27%)

10% more funds holding

Funds holding: 4145 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
45
Holders Change
+4
Holders Change %
+9.76%
% of All Funds
0.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
13
Reduced
10
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$708K -$4.43M -88,437 -86%
Citadel Advisors
27
Citadel Advisors
Florida
$593K +$595K +11,891 New
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$568K -$39.8K -795 -7%
FWP
29
FAS Wealth Partners
Kansas
$394K -$107K -2,127 -21%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$325K -$1.06M -21,217 -77%
NB
31
NBT Bank
New York
$295K
FSG
32
Financial Strategies Group
Michigan
$286K +$287K +5,723 New
BFEC
33
Benjamin F. Edwards & Company
Missouri
$227K +$227K +4,541 New
VCP
34
Verus Capital Partners
Arizona
$225K +$200 +4 New
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$218K
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$216K +$216K +4,323 New
WWM
37
Windsor Wealth Management
Indiana
$209K +$209K +4,167 New
CI
38
CX Institutional
Indiana
$138K +$138K +2,761 New
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$124K -$9.96K -199 -7%
WOC
40
West Oak Capital
California
$75K
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$49K
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$35K
JP Morgan Chase
43
JP Morgan Chase
New York
$28K -$1.23M -24,531 -98%
PFGIA
44
Patriot Financial Group Insurance Agency
Massachusetts
$19K +$1.7K +34 +10%
CIA
45
Compass Ion Advisors
Pennsylvania
-$2M -38,867 Closed
CFO
46
Collective Family Office
Pennsylvania
-$802K -15,587 Closed
RIG
47
RiverFront Investment Group
Virginia
-$402K -7,812 Closed
DAS
48
Dynamic Advisor Solutions
Arizona
-$230K -4,475 Closed
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
-$208K -4,045 Closed
PAG
50
Private Advisor Group
New Jersey
-$205K -3,976 Closed

JMUB Hedge Fund Activity: Q2 2022 in Review

45 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Municipal ETF (JMUB) for Q2 2022, worth a combined $154M — up 70% from $90.2M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new JMUB positions and 10 closed out — a net gain of 5 holders — while 13 added to existing stakes and 10 trimmed.

The largest buyer was Congress Wealth Management, opening a new position worth an estimated $27.1M. The largest seller was Slow Capital, cutting an estimated $4.7M.

  • 45 institutional investors held JPMorgan Municipal ETF (JMUB) as of Q2 2022, up from 41 in Q1 2022.
  • Funds reported $154M of JPMorgan Municipal ETF stock for Q2 2022, up 70% quarter-over-quarter.
  • 15 funds opened new JPMorgan Municipal ETF positions in Q2 2022 and 10 closed out, a net change of +5 holders.
  • The largest JPMorgan Municipal ETF buyer in Q2 2022 was Congress Wealth Management, an estimated $27.1M added.
  • The largest JPMorgan Municipal ETF seller in Q2 2022 was Slow Capital, an estimated $4.7M sold.

Based on aggregated 13F filings for Q2 2022.