JPMorgan Municipal ETF
JMUB
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.
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: 41 → 45 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Congress Wealth Management
Boston,
Massachusetts
|
+$27.1M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$11.6M |
| 3 |
CCM
Condor Capital Management
Martinsville,
New Jersey
|
+$10.9M |
| 4 |
LPL Financial
San Diego,
California
|
+$5.66M |
| 5 |
Jane Street
New York
|
+$3.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Slow Capital
Greenbrae,
California
|
-$4.7M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$4.43M |
| 3 |
CIA
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
-$2M |
| 4 |
LWMNY
Landmark Wealth Management (New York)
Melville,
New York
|
-$1.97M |
| 5 |
JP Morgan Chase
New York
|
-$1.23M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWM
51
Spire Wealth Management
Mclean,
Virginia
| – | -$44K | -856 | Closed |
|
52
Morgan Stanley
New York
| – | -$25K | -495 | Closed |
|
53
Koshinski Asset Management
Decatur,
Illinois
| – | -$24.6K | -478 | Closed |
|
|
MHR
54
Matthew Hamilton Rosenberg
| – | -$18K | -354 | 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.