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JPMorgan Municipal ETF

268 hedge funds and large institutions have $1.36B invested in JPMorgan Municipal ETF in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 165 increasing their positions, 50 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 6

230% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 50

15% more capital invested

Capital invested by funds: $1.18B → $1.36B (+$180M)

5% more funds holding

Funds holding: 255268 (+13)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

3.1% less ownership

Funds ownership: 81.04%77.94% (-3.1%)

Holders
268
Holders Change
+13
Holders Change %
+5.1%
% of All Funds
3.85%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.23%
New
24
Increased
165
Reduced
50
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFA
26
Legacy Financial Advisors
Kentucky
$14.5M +$564K +11,087 +4%
Osaic Holdings
27
Osaic Holdings
Arizona
$14.5M +$3.37M +66,243 +31%
CA
28
CGN Advisors
Kansas
$13.9M +$4.16M +81,668 +43%
ACP
29
Aveo Capital Partners
Colorado
$13.7M -$75.1K -1,475 -0.5%
IWP
30
Invenio Wealth Partners
Florida
$13.4M +$3.03M +59,599 +30%
CCM
31
Condor Capital Management
New Jersey
$12.5M +$116K +2,278 +0.9%
JP Morgan Chase
32
JP Morgan Chase
New York
$12.1M -$291K -5,711 -2%
OWA
33
Opal Wealth Advisors
New York
$11.9M -$237K -4,657 -2%
HFM
34
Hartford Financial Management
Connecticut
$11.9M +$289K +5,686 +3%
Bank of America
35
Bank of America
North Carolina
$11.9M +$248K +4,879 +2%
CG
36
CFO4Life Group
Texas
$11.8M -$540K -10,608 -4%
SPWG
37
Syntegra Private Wealth Group
Missouri
$11.2M +$2.58M +50,779 +30%
BWG
38
Beta Wealth Group
California
$10.8M -$330K -6,486 -3%
1WM
39
1900 Wealth Management
Texas
$10.7M +$3.25M +63,837 +44%
HSG
40
Helen Stephens Group
Texas
$10.1M +$1.33M +26,221 +15%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$10M +$4.12M +81,004 +71%
WAAG
42
Wealth Alliance Advisory Group
Kansas
$9.08M +$50.5K +993 +0.6%
SA
43
Skyline Advisors
Washington
$8.57M +$120K +2,354 +1%
CWM
44
Cornerstone Wealth Management
Missouri
$8.22M +$837K +16,443 +11%
SEIA
45
Signature Estate & Investment Advisors
California
$8.05M -$2.24K -44 -0%
GVAG
46
Great Valley Advisor Group
Delaware
$7.91M +$429K +8,423 +6%
PRWA
47
Platte River Wealth Advisors
Colorado
$7.73M +$401K +7,875 +6%
AWM
48
Apollon Wealth Management
South Carolina
$7.4M +$556K +10,928 +8%
LGW
49
Leslie Global Wealth
Illinois
$7.08M +$324K +6,370 +5%
OWM
50
Olympus Wealth Management
Utah
$7.01M -$336K -6,603 -5%

JMUB Hedge Fund Activity: Q3 2024 in Review

268 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Municipal ETF (JMUB) for Q3 2024, worth a combined $1.36B — up 15% from $1.18B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new JMUB positions and 6 closed out — a net gain of 18 holders — while 165 added to existing stakes and 50 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $34.9M. The largest seller was Kestra Private Wealth Services, cutting an estimated $7.53M.

  • 268 institutional investors held JPMorgan Municipal ETF (JMUB) as of Q3 2024, up from 255 in Q2 2024.
  • Funds reported $1.36B of JPMorgan Municipal ETF stock for Q3 2024, up 15% quarter-over-quarter.
  • 24 funds opened new JPMorgan Municipal ETF positions in Q3 2024 and 6 closed out, a net change of +18 holders.
  • The largest JPMorgan Municipal ETF buyer in Q3 2024 was Northwestern Mutual Wealth Management, an estimated $34.9M added.
  • The largest JPMorgan Municipal ETF seller in Q3 2024 was Kestra Private Wealth Services, an estimated $7.53M sold.

Based on aggregated 13F filings for Q3 2024.