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JPMorgan Municipal ETF

268 hedge funds and large institutions have $1.36B invested in JPMorgan Municipal ETF in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 165 increasing their positions, 50 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 6

230% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 50

15% more capital invested

Capital invested by funds: $1.18B → $1.36B (+$180M)

5% more funds holding

Funds holding: 255268 (+13)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

3.1% less ownership

Funds ownership: 81.04%77.94% (-3.1%)

Holders
268
Holders Change
+13
Holders Change %
+5.1%
% of All Funds
3.85%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.23%
New
24
Increased
165
Reduced
50
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BSSFA
51
Baron Silver Stevens Financial Advisors
Florida
$6.76M +$348K +6,837 +5%
LAS
52
LWM Advisory Services
Florida
$6.56M +$24.6K +484 +0.4%
RA
53
Riversedge Advisors
Delaware
$6.51M +$2.58M +50,690 +66%
Focus Partners Wealth
54
Focus Partners Wealth
Massachusetts
$6.46M +$164K +3,220 +3%
SCP
55
Shorepoint Capital Partners
Massachusetts
$6.13M -$288K -5,669 -5%
TA
56
TruWealth Advisors
Louisiana
$6.1M +$1.27M +24,897 +26%
Renaissance Technologies
57
Renaissance Technologies
New York
$5.83M -$5.09K -100 -0.1%
CFO
58
CVA Family Office
Colorado
$5.81M +$657K +12,905 +13%
DPI
59
Diversified Portfolios Inc
Michigan
$5.65M +$515K +10,128 +10%
AF
60
Apexium Financial
Texas
$5.6M +$400K +7,858 +8%
TGAM
61
TBH Global Asset Management
Tennessee
$5.43M +$342K +6,715 +7%
BC
62
Brio Consultants
California
$5.39M +$1.01M +19,818 +23%
MG
63
Mather Group
Illinois
$5.38M +$5.34M +104,868 New
Stifel Financial
64
Stifel Financial
Missouri
$5.29M +$222K +4,355 +4%
AAS
65
Ameritas Advisory Services
Nebraska
$5.24M -$1.81M -35,610 -26%
KMWM
66
Keudell/Morrison Wealth Management
Oregon
$4.71M +$86.2K +1,694 +2%
PAG
67
Private Advisor Group
New Jersey
$4.49M +$213K +4,181 +5%
RIG
68
RiverFront Investment Group
Virginia
$4.47M +$1.28M +25,098 +40%
GCM
69
G2 Capital Management
Ohio
$4.43M +$233K +4,577 +6%
NDSI
70
Newman Dignan & Sheerar Inc
Rhode Island
$4.41M +$1.55M +30,450 +54%
4WM
71
49 Wealth Management
Texas
$4.26M -$2.06M -40,508 -33%
SFS
72
Summit Financial Strategies
Ohio
$4.2M +$491K +9,644 +13%
MWA
73
Mills Wealth Advisors
Texas
$4M -$1.37M -26,994 -26%
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
$3.85M -$3.27M -64,345 -46%
CCA
75
Clearwater Capital Advisors
Illinois
$3.82M +$247K +4,857 +7%

JMUB Hedge Fund Activity: Q3 2024 in Review

268 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Municipal ETF (JMUB) for Q3 2024, worth a combined $1.36B — up 15% from $1.18B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new JMUB positions and 6 closed out — a net gain of 18 holders — while 165 added to existing stakes and 50 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $34.9M. The largest seller was Kestra Private Wealth Services, cutting an estimated $7.53M.

  • 268 institutional investors held JPMorgan Municipal ETF (JMUB) as of Q3 2024, up from 255 in Q2 2024.
  • Funds reported $1.36B of JPMorgan Municipal ETF stock for Q3 2024, up 15% quarter-over-quarter.
  • 24 funds opened new JPMorgan Municipal ETF positions in Q3 2024 and 6 closed out, a net change of +18 holders.
  • The largest JPMorgan Municipal ETF buyer in Q3 2024 was Northwestern Mutual Wealth Management, an estimated $34.9M added.
  • The largest JPMorgan Municipal ETF seller in Q3 2024 was Kestra Private Wealth Services, an estimated $7.53M sold.

Based on aggregated 13F filings for Q3 2024.