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JPMorgan Municipal ETF

255 hedge funds and large institutions have $1.18B invested in JPMorgan Municipal ETF in 2024 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 141 increasing their positions, 47 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

471% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 7

200% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 47

17% more capital invested

Capital invested by funds: $1.01B → $1.18B (+$174M)

13% more funds holding

Funds holding: 226255 (+29)

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

1.83% more ownership

Funds ownership: 79.2%81.04% (+1.8%)

Holders
255
Holders Change
+29
Holders Change %
+12.83%
% of All Funds
3.68%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.23%
New
40
Increased
141
Reduced
47
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LGW
51
Leslie Global Wealth
Illinois
$6.64M +$6.63M +131,735 New
LAS
52
LWM Advisory Services
Florida
$6.42M +$213K +4,231 +3%
SCP
53
Shorepoint Capital Partners
Massachusetts
$6.31M -$29.7K -591 -0.5%
BSSFA
54
Baron Silver Stevens Financial Advisors
Florida
$6.3M +$374K +7,433 +6%
4WM
55
49 Wealth Management
Texas
$6.2M -$17.6M -349,603 -74%
Focus Partners Wealth
56
Focus Partners Wealth
Massachusetts
$6.18M +$6.17M +122,710 New
Cetera Investment Advisers
57
Cetera Investment Advisers
Illinois
$5.77M +$2.16M +42,929 +60%
Renaissance Technologies
58
Renaissance Technologies
New York
$5.73M -$2.44M -48,600 -30%
MWA
59
Mills Wealth Advisors
Texas
$5.29M +$3.92M +77,958 +287%
AF
60
Apexium Financial
Texas
$5.1M +$113K +2,239 +2%
CFO
61
CVA Family Office
Colorado
$5.06M +$624K +12,400 +14%
DPI
62
Diversified Portfolios Inc
Michigan
$5.04M -$1.56M -31,011 -24%
TGAM
63
TBH Global Asset Management
Tennessee
$5M +$3.62M +71,874 +263%
Stifel Financial
64
Stifel Financial
Missouri
$4.98M -$54.5K -1,084 -1%
TA
65
TruWealth Advisors
Louisiana
$4.74M +$884K +17,574 +23%
Ameriprise
66
Ameriprise
Minnesota
$4.73M +$4.72M +93,828 New
KMWM
67
Keudell/Morrison Wealth Management
Oregon
$4.54M -$51.9K -1,031 -1%
BC
68
Brio Consultants
California
$4.29M +$271K +5,392 +7%
PAG
69
Private Advisor Group
New Jersey
$4.2M +$101K +2,006 +2%
GCM
70
G2 Capital Management
Ohio
$4.13M +$3.01M +59,934 +273%
RA
71
Riversedge Advisors
Delaware
$3.84M +$319K +6,339 +9%
SFS
72
Summit Financial Strategies
Ohio
$3.64M +$3.44M +68,319 +1,731%
CCA
73
Clearwater Capital Advisors
Illinois
$3.51M +$382K +7,585 +12%
SPIA
74
Steward Partners Investment Advisory
New York
$3.49M +$263K +5,223 +8%
VC
75
Vicus Capital
Pennsylvania
$3.47M +$581K +11,558 +20%

JMUB Hedge Fund Activity: Q2 2024 in Review

255 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Municipal ETF (JMUB) for Q2 2024, worth a combined $1.18B — up 17% from $1.01B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new JMUB positions and 7 closed out — a net gain of 33 holders — while 141 added to existing stakes and 47 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $28.9M. The largest seller was 49 Wealth Management, cutting an estimated $17.6M.

  • 255 institutional investors held JPMorgan Municipal ETF (JMUB) as of Q2 2024, up from 226 in Q1 2024.
  • Funds reported $1.18B of JPMorgan Municipal ETF stock for Q2 2024, up 17% quarter-over-quarter.
  • 40 funds opened new JPMorgan Municipal ETF positions in Q2 2024 and 7 closed out, a net change of +33 holders.
  • The largest JPMorgan Municipal ETF buyer in Q2 2024 was Raymond James Financial Services Advisors, an estimated $28.9M added.
  • The largest JPMorgan Municipal ETF seller in Q2 2024 was 49 Wealth Management, an estimated $17.6M sold.

Based on aggregated 13F filings for Q2 2024.