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JPMorgan Municipal ETF

255 hedge funds and large institutions have $1.18B invested in JPMorgan Municipal ETF in 2024 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 141 increasing their positions, 47 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

471% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 7

200% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 47

17% more capital invested

Capital invested by funds: $1.01B → $1.18B (+$174M)

13% more funds holding

Funds holding: 226255 (+29)

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

1.83% more ownership

Funds ownership: 79.2%81.04% (+1.8%)

Holders
255
Holders Change
+29
Holders Change %
+12.83%
% of All Funds
3.68%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.23%
New
40
Increased
141
Reduced
47
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$12.2M +$4.27M +84,954 +54%
CCM
27
Condor Capital Management
New Jersey
$12.2M +$397K +7,885 +3%
CG
28
CFO4Life Group
Texas
$12.1M +$679K +13,495 +6%
OWA
29
Opal Wealth Advisors
New York
$12M -$2.33M -46,337 -16%
Bank of America
30
Bank of America
North Carolina
$11.5M +$836K +16,625 +8%
HFM
31
Hartford Financial Management
Connecticut
$11.4M +$1.14M +22,667 +11%
MFG
32
Magnus Financial Group
New York
$10.9M +$59.2K +1,176 +0.5%
BWG
33
Beta Wealth Group
California
$10.9M +$374K +7,442 +4%
Osaic Holdings
34
Osaic Holdings
Arizona
$10.9M +$7.39K +147 +0.1%
KPWS
35
Kestra Private Wealth Services
Texas
$10.8M -$594K -11,803 -5%
IWP
36
Invenio Wealth Partners
Florida
$10.1M +$1.14M +22,714 +13%
CA
37
CGN Advisors
Kansas
$9.53M +$2.84M +56,485 +43%
WAAG
38
Wealth Alliance Advisory Group
Kansas
$8.87M +$292K +5,813 +3%
HSG
39
Helen Stephens Group
Texas
$8.64M -$398K -7,916 -4%
SPWG
40
Syntegra Private Wealth Group
Missouri
$8.49M +$633K +12,579 +8%
SA
41
Skyline Advisors
Washington
$8.31M -$1.05M -20,791 -11%
SEIA
42
Signature Estate & Investment Advisors
California
$7.91M +$485K +9,635 +7%
GVAG
43
Great Valley Advisor Group
Delaware
$7.35M +$247K +4,908 +3%
1WM
44
1900 Wealth Management
Texas
$7.31M +$2.57M +51,172 +55%
CWM
45
Cornerstone Wealth Management
Missouri
$7.25M +$315K +6,264 +5%
OWM
46
Olympus Wealth Management
Utah
$7.22M +$1.16M +23,155 +19%
PRWA
47
Platte River Wealth Advisors
Colorado
$7.2M -$552K -10,964 -7%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$7.02M +$459K +9,133 +7%
AAS
49
Ameritas Advisory Services
Nebraska
$6.95M -$86.4K -1,718 -1%
AWM
50
Apollon Wealth Management
South Carolina
$6.72M +$1.32M +26,238 +24%

JMUB Hedge Fund Activity: Q2 2024 in Review

255 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Municipal ETF (JMUB) for Q2 2024, worth a combined $1.18B — up 17% from $1.01B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new JMUB positions and 7 closed out — a net gain of 33 holders — while 141 added to existing stakes and 47 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $28.9M. The largest seller was 49 Wealth Management, cutting an estimated $17.6M.

  • 255 institutional investors held JPMorgan Municipal ETF (JMUB) as of Q2 2024, up from 226 in Q1 2024.
  • Funds reported $1.18B of JPMorgan Municipal ETF stock for Q2 2024, up 17% quarter-over-quarter.
  • 40 funds opened new JPMorgan Municipal ETF positions in Q2 2024 and 7 closed out, a net change of +33 holders.
  • The largest JPMorgan Municipal ETF buyer in Q2 2024 was Raymond James Financial Services Advisors, an estimated $28.9M added.
  • The largest JPMorgan Municipal ETF seller in Q2 2024 was 49 Wealth Management, an estimated $17.6M sold.

Based on aggregated 13F filings for Q2 2024.