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JPMorgan Municipal ETF

88 hedge funds and large institutions have $4B invested in JPMorgan Municipal ETF in 2022 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 30 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,002% more capital invested

Capital invested by funds: $190M → $4B (+$3.81B)

486% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 7

250% more funds holding in top 10

Funds holding in top 10: 27 (+5)

173% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 11

63% more funds holding

Funds holding: 5488 (+34)

25.7% more ownership

Funds ownership: 81.9%107.6% (+26%)

Holders
88
Holders Change
+34
Holders Change %
+62.96%
% of All Funds
1.41%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.11%
New
41
Increased
30
Reduced
11
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
51
McMillion Capital Management
North Carolina
$732K
AC
52
Avestar Capital
New York
$690K -$7.75K -158 -1%
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$686K +$676K +13,799 New
SPIA
54
Steward Partners Investment Advisory
New York
$594K +$586K +11,961 New
KFP
55
KMG Fiduciary Partners
Ohio
$571K +$563K +11,491 New
TNBTD
56
Trustmark National Bank Trust Department
Mississippi
$547K +$539K +11,000 New
Thrivent Financial for Lutherans
57
Thrivent Financial for Lutherans
Minnesota
$529K +$258K +5,261 +98%
SL
58
SWMG LLC
Texas
$477K +$471K +9,603 New
BFEC
59
Benjamin F. Edwards & Company
Missouri
$441K +$91.3K +1,862 +27%
KWM
60
Kingsview Wealth Management
Oregon
$406K +$400K +8,168 New
Mariner
61
Mariner
Kansas
$400K -$109K -2,231 -22%
IWC
62
Integrated Wealth Concepts
Massachusetts
$399K -$4.49M -91,631 -92%
TW
63
Transform Wealth
Colorado
$380K +$375K +7,640 New
PP
64
PFS Partners
New Jersey
$377K +$372K +7,582 New
CSPIA
65
Cary Street Partners Investment Advisory
Virginia
$308K +$49K +1,000 +19%
EFS
66
Essex Financial Services
Connecticut
$294K +$290K +5,920 New
WAP
67
Wealthcare Advisory Partners
Pennsylvania
$276K +$272K +5,556 New
BDFN
68
Bond & Devick Financial Network
Minnesota
$268K +$265K +5,398 New
FSG
69
Financial Strategies Group
Michigan
$252K -$97.3K -1,984 -28%
CA
70
Continuum Advisory
Idaho
$242K +$17K +347 +8%
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$228K +$225K +4,585 New
GLA
72
Good Life Advisors
Pennsylvania
$217K
WWM
73
Windsor Wealth Management
Indiana
$209K
MF
74
Meridian Financial
Massachusetts
$203K +$200K +4,075 New
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$178K +$14.7K +299 +9%

JMUB Hedge Fund Activity: Q4 2022 in Review

88 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Municipal ETF (JMUB) for Q4 2022, worth a combined $4B — up 2,002% from $190M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new JMUB positions and 7 closed out — a net gain of 34 holders — while 30 added to existing stakes and 11 trimmed.

The largest buyer was Avantax Planning Partners, adding an estimated $14.6M. The largest seller was Congress Wealth Management, cutting an estimated $23.6M.

  • 88 institutional investors held JPMorgan Municipal ETF (JMUB) as of Q4 2022, up from 54 in Q3 2022.
  • Funds reported $4B of JPMorgan Municipal ETF stock for Q4 2022, up 2,002% quarter-over-quarter.
  • 41 funds opened new JPMorgan Municipal ETF positions in Q4 2022 and 7 closed out, a net change of +34 holders.
  • The largest JPMorgan Municipal ETF buyer in Q4 2022 was Avantax Planning Partners, an estimated $14.6M added.
  • The largest JPMorgan Municipal ETF seller in Q4 2022 was Congress Wealth Management, an estimated $23.6M sold.

Based on aggregated 13F filings for Q4 2022.