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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$19.7M |
| 2 |
WAAG
Wealth Alliance Advisory Group
Wichita,
Kansas
|
+$7.35M |
| 3 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
+$6.41M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$5.03M |
| 5 |
CCM
Condor Capital Management
Martinsville,
New Jersey
|
+$2.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$3.56M |
| 2 |
SC
Slow Capital
Greenbrae,
California
|
-$2.82M |
| 3 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
-$2.32M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$2.03M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$1.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CMBA
51
C.M. Bidwell & Associates
Honolulu,
Hawaii
| $48K | +$50.2K | +1,000 | New |
|
|
AF
52
Allworth Financial
Folsom,
California
| $44K | +$45.1K | +900 | New |
|
|
IWP
53
IAG Wealth Partners
Waukesha,
Wisconsin
| $9K | +$9.23K | +184 | New |
|
54
Royal Bank of Canada
Toronto,
Ontario, Canada
| $6K | -$28.5K | -569 | -81% |
|
|
OMC
55
Old Mission Capital
Chicago,
Illinois
| – | -$2.03M | -40,661 | Closed |
|
|
FTUS
56
Flow Traders U.S.
New York
| – | -$1.9M | -38,045 | Closed |
|
57
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$325K | -6,512 | Closed |
|
58
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$216K | -4,323 | Closed |
|
|
CI
59
CX Institutional
Auburn,
Indiana
| – | -$138K | -2,761 | Closed |
|
60
JP Morgan Chase
New York
| – | -$28K | -557 | Closed |
|
|
PFGIA
61
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | -$19K | -385 | Closed |
|
|
VCP
62
Verus Capital Partners
Scottsdale,
Arizona
| – | -$225K | -4 | Closed |
|
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.