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JPMorgan Municipal ETF
JMUB

54 hedge funds and large institutions have $190M invested in JPMorgan Municipal ETF in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

50% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 14

24% more capital invested

Capital invested by funds: $154M → $190M (+$36.7M)

20% more funds holding

Funds holding: 45 → 54 (+9)

27.79% less ownership

Funds ownership: 109.7% → 81.9% (-28%)

Holders
54
Holders Change
+9
Holders Change %
+20%
% of All Funds
0.93%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
21
Reduced
14
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$19.7M
2
WAAG
Wealth Alliance Advisory Group
Kansas
+$7.35M
3
MIS
Morningstar Investment Services
Illinois
+$6.41M
4
HighTower Advisors
HighTower Advisors
Illinois
+$5.03M
5
CCM
Condor Capital Management
New Jersey
+$2.68M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$3.56M
2
SC
Slow Capital
California
-$2.82M
3
APP
Avantax Planning Partners
Iowa
-$2.32M
4
OMC
Old Mission Capital
Illinois
-$2.03M
5
FTUS
Flow Traders U.S.
New York
-$1.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
26
Hartford Financial Management
Connecticut
$1.03M -$3.61K -72 -0.3%
SWA
27
Stratos Wealth Advisors
Ohio
$949K +$983K +19,604 New
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$940K +$403K +8,040 +71%
MCM
29
McMillion Capital Management
North Carolina
$713K -$90.3K -1,800 -11%
AC
30
Avestar Capital
New York
$679K -$73.6K -1,467 -9%
MA
31
Mutual Advisors
Nebraska
$655K +$678K +13,526 New
Mariner
32
Mariner
Kansas
$498K +$516K +10,287 New
FWP
33
FAS Wealth Partners
Kansas
$439K +$59.4K +1,185 +15%
FSG
34
Financial Strategies Group
Michigan
$342K +$67.3K +1,342 +23%
BFEC
35
Benjamin F. Edwards & Company
Missouri
$339K +$124K +2,469 +54%
MFG
36
Merit Financial Group
Georgia
$339K +$352K +7,008 New
RJFSA
37
Raymond James Financial Services Advisors
Florida
$336K +$348K +6,932 New
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$260K +$50.6K +1,008 +23%
CSPIA
39
Cary Street Partners Investment Advisory
Virginia
$252K +$261K +5,200 New
NB
40
NBT Bank
New York
$251K -$36.1K -720 -12%
CA
41
Continuum Advisory
Idaho
$219K +$227K +4,525 New
CAN
42
Cetera Advisor Networks
California
$213K +$220K +4,390 New
GLA
43
Good Life Advisors
Pennsylvania
$211K +$219K +4,361 New
WWM
44
Windsor Wealth Management
Indiana
$203K +$451 +9 +0.2%
WWM
45
Western Wealth Management
Colorado
$202K +$209K +4,166 New
US Bancorp
46
US Bancorp
Minnesota
$164K +$170K +3,381 New
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$159K +$40.6K +810 +33%
Wells Fargo
48
Wells Fargo
California
$88K +$90.9K +1,812 +181,200%
WOC
49
West Oak Capital
California
$73K – – –
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$48K – – –
1
2
3

JMUB Hedge Fund Activity: Q3 2022 in Review

54 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Municipal ETF (JMUB) for Q3 2022, worth a combined $190M — up 24% from $154M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new JMUB positions and 8 closed out — a net gain of 9 holders — while 21 added to existing stakes and 14 trimmed.

The largest buyer was LPL Financial, adding an estimated $19.7M. The largest seller was Jane Street, cutting an estimated $3.56M.

  • 54 institutional investors held JPMorgan Municipal ETF (JMUB) as of Q3 2022, up from 45 in Q2 2022.
  • Funds reported $190M of JPMorgan Municipal ETF stock for Q3 2022, up 24% quarter-over-quarter.
  • 17 funds opened new JPMorgan Municipal ETF positions in Q3 2022 and 8 closed out, a net change of +9 holders.
  • The largest JPMorgan Municipal ETF buyer in Q3 2022 was LPL Financial, an estimated $19.7M added.
  • The largest JPMorgan Municipal ETF seller in Q3 2022 was Jane Street, an estimated $3.56M sold.

Based on aggregated 13F filings for Q3 2022.