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JPMorgan Municipal ETF

100 hedge funds and large institutions have $339M invested in JPMorgan Municipal ETF in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 46 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

119% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 21

14% more funds holding

Funds holding: 88100 (+12)

27.76% less ownership

Funds ownership: 107.6%79.84% (-28%)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

92% less capital invested

Capital invested by funds: $4B → $339M (-$3.66B)

Holders
100
Holders Change
+12
Holders Change %
+13.64%
% of All Funds
1.59%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
22
Increased
46
Reduced
21
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
26
Great Valley Advisor Group
Delaware
$3.34M +$1.09M +21,610 +49%
FTUS
27
Flow Traders U.S.
New York
$3.33M +$1.69M +33,511 +104%
LWMNY
28
Landmark Wealth Management (New York)
New York
$3.13M +$557K +11,056 +22%
RCA
29
Resonant Capital Advisors
Wisconsin
$3.11M
SFA
30
Sequoia Financial Advisors
Ohio
$3.08M -$2.03M -40,237 -40%
GGS
31
Galvin Gaustad & Stein
Arizona
$2.97M +$392K +7,789 +15%
SPIA
32
Steward Partners Investment Advisory
New York
$2.44M +$1.82M +36,195 +303%
SWA
33
Stratos Wealth Advisors
Ohio
$2.37M +$341K +6,769 +17%
AF
34
Apexium Financial
Texas
$2.34M +$1.43M +28,309 +158%
CWM
35
Congress Wealth Management
Massachusetts
$2.33M -$166K -3,302 -7%
BFA
36
Beaumont Financial Advisors
Massachusetts
$2.04M +$72.3K +1,436 +4%
RIG
37
RiverFront Investment Group
Virginia
$2M +$652K +12,954 +49%
APW
38
Acima Private Wealth
Virginia
$1.98M
KA
39
Kooman & Associates
Pennsylvania
$1.82M -$63.7K -1,265 -3%
MA
40
Mutual Advisors
Nebraska
$1.79M +$117K +2,325 +7%
MAC
41
Mason & Associates (California)
California
$1.77M
PAG
42
Private Advisor Group
New Jersey
$1.68M +$775K +15,401 +87%
MML Investors Services
43
MML Investors Services
Massachusetts
$1.67M -$269K -5,349 -14%
EFL
44
ERn Financial LLC
Wisconsin
$1.63M +$1.62M +32,144 New
WIP
45
WealthCare Investment Partners
Rhode Island
$1.46M +$239K +4,753 +20%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$1.43M +$486K +9,661 +52%
OMC
47
Old Mission Capital
Illinois
$1.32M -$1.96M -39,029 -60%
CFG
48
Cooper Financial Group
California
$1.32M +$79.8K +1,586 +7%
NB
49
NBT Bank
New York
$1.21M -$3.02K -60 -0.2%
NAS
50
NWF Advisory Services
California
$1.13M +$1.13M +22,502 New

JMUB Hedge Fund Activity: Q1 2023 in Review

100 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Municipal ETF (JMUB) for Q1 2023, worth a combined $339M — down 92% from $4B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new JMUB positions and 9 closed out — a net gain of 13 holders — while 46 added to existing stakes and 21 trimmed.

The largest buyer was Jane Street, adding an estimated $26.3M. The largest seller was Arete Wealth Advisors, exiting entirely with an estimated $3.74B sold.

  • 100 institutional investors held JPMorgan Municipal ETF (JMUB) as of Q1 2023, up from 88 in Q4 2022.
  • Funds reported $339M of JPMorgan Municipal ETF stock for Q1 2023, down 92% quarter-over-quarter.
  • 22 funds opened new JPMorgan Municipal ETF positions in Q1 2023 and 9 closed out, a net change of +13 holders.
  • The largest JPMorgan Municipal ETF buyer in Q1 2023 was Jane Street, an estimated $26.3M added.
  • The largest JPMorgan Municipal ETF seller in Q1 2023 was Arete Wealth Advisors, an estimated $3.74B sold.

Based on aggregated 13F filings for Q1 2023.