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JPMorgan Municipal ETF

100 hedge funds and large institutions have $339M invested in JPMorgan Municipal ETF in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 46 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

119% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 21

14% more funds holding

Funds holding: 88100 (+12)

27.76% less ownership

Funds ownership: 107.6%79.84% (-28%)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

92% less capital invested

Capital invested by funds: $4B → $339M (-$3.66B)

Holders
100
Holders Change
+12
Holders Change %
+13.64%
% of All Funds
1.59%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
22
Increased
46
Reduced
21
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SXL
51
Summit X LLC
Missouri
$1.08M +$1.07M +21,294 New
HFM
52
Hartford Financial Management
Connecticut
$1.06M -$220K -4,379 -17%
FWP
53
FAS Wealth Partners
Kansas
$993K +$78.8K +1,566 +9%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$910K +$210K +4,174 +30%
RJA
55
Raymond James & Associates
Florida
$900K -$170K -3,378 -16%
TNBTD
56
Trustmark National Bank Trust Department
Mississippi
$785K +$227K +4,500 +41%
MCM
57
McMillion Capital Management
North Carolina
$746K
AC
58
Avestar Capital
New York
$733K +$30.5K +605 +4%
CFO
59
Collective Family Office
Pennsylvania
$658K +$654K +12,993 New
Thrivent Financial for Lutherans
60
Thrivent Financial for Lutherans
Minnesota
$557K +$19.1K +379 +4%
BFEC
61
Benjamin F. Edwards & Company
Missouri
$510K +$60.9K +1,210 +14%
NDSI
62
Newman Dignan & Sheerar Inc
Rhode Island
$500K +$498K +9,883 New
SL
63
SWMG LLC
Texas
$484K -$1.76K -35 -0.4%
LNC
64
Lincoln National Corp
Pennsylvania
$483K +$480K +9,533 New
SFS
65
Sowell Financial Services
Arkansas
$459K +$456K +9,063 New
KWM
66
Kingsview Wealth Management
Oregon
$421K +$7.3K +145 +2%
Mariner
67
Mariner
Kansas
$371K -$36.6K -728 -9%
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$348K +$346K +6,883 New
VWA
69
Visionary Wealth Advisors
Illinois
$326K +$324K +6,433 New
CSPIA
70
Cary Street Partners Investment Advisory
Virginia
$314K
EFS
71
Essex Financial Services
Connecticut
$300K
BDFN
72
Bond & Devick Financial Network
Minnesota
$296K +$22.1K +439 +8%
WAP
73
Wealthcare Advisory Partners
Pennsylvania
$281K
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$277K +$44.5K +885 +19%
MF
75
Meridian Financial
Massachusetts
$274K +$67K +1,330 +33%

JMUB Hedge Fund Activity: Q1 2023 in Review

100 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Municipal ETF (JMUB) for Q1 2023, worth a combined $339M — down 92% from $4B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new JMUB positions and 9 closed out — a net gain of 13 holders — while 46 added to existing stakes and 21 trimmed.

The largest buyer was Jane Street, adding an estimated $26.3M. The largest seller was Arete Wealth Advisors, exiting entirely with an estimated $3.74B sold.

  • 100 institutional investors held JPMorgan Municipal ETF (JMUB) as of Q1 2023, up from 88 in Q4 2022.
  • Funds reported $339M of JPMorgan Municipal ETF stock for Q1 2023, down 92% quarter-over-quarter.
  • 22 funds opened new JPMorgan Municipal ETF positions in Q1 2023 and 9 closed out, a net change of +13 holders.
  • The largest JPMorgan Municipal ETF buyer in Q1 2023 was Jane Street, an estimated $26.3M added.
  • The largest JPMorgan Municipal ETF seller in Q1 2023 was Arete Wealth Advisors, an estimated $3.74B sold.

Based on aggregated 13F filings for Q1 2023.