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JPMorgan Municipal ETF
JMUB

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: 2 → 7 (+5)

173% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 11

63% more funds holding

Funds holding: 54 → 88 (+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
–

Top Buyers

1
APP
Avantax Planning Partners
Iowa
+$14.6M
2
AFA
AllGen Financial Advisors
Florida
+$6.26M
3
LAS
LWM Advisory Services
Florida
+$5.92M
4
KMWM
Keudell/Morrison Wealth Management
Oregon
+$5.23M
5
SFA
Sequoia Financial Advisors
Ohio
+$4.96M

Top Sellers

1
CWM
Congress Wealth Management
Massachusetts
-$23.6M
2
LPL Financial
LPL Financial
California
-$6.92M
3
IWC
Integrated Wealth Concepts
Massachusetts
-$4.49M
4
RCA
Resonant Capital Advisors
Wisconsin
-$2.69M
5
CFO
Collective Family Office
Pennsylvania
-$2.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
76
US Bancorp
Minnesota
$168K – – –
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$156K +$153K +3,130 New
PTC
78
Private Trust Company
Ohio
$124K +$123K +2,502 New
ASN
79
Advisory Services Network
Georgia
$109K +$108K +2,203 New
Wells Fargo
80
Wells Fargo
California
$98.6K +$8.43K +172 +9%
CMBA
81
C.M. Bidwell & Associates
Hawaii
$89.4K +$39.2K +800 +80%
MLA
82
MB, Levis & Associates
Pennsylvania
$82.1K +$81K +1,653 New
WOC
83
West Oak Capital
California
$75K – – –
Rockefeller Capital Management
84
Rockefeller Capital Management
New York
$49K – – –
IGWM
85
ICA Group Wealth Management
Colorado
$4.97K +$4.9K +100 New
CA
86
CoreCap Advisors
Michigan
$1.19K +$1.18K +24 New
PAG
87
Private Advisor Group
New Jersey
$883 +$871K +17,776 New
BWL
88
Bogart Wealth LLC
Virginia
$99 +$98 +2 New
CFO
89
Collective Family Office
Pennsylvania
– -$2.32M -47,982 Closed
Citadel Advisors
90
Citadel Advisors
Florida
– -$1.62M -33,386 Closed
MFG
91
Merit Financial Group
Georgia
– -$339K -7,008 Closed
WWM
92
Western Wealth Management
Colorado
– -$202K -4,166 Closed
AF
93
Allworth Financial
California
– -$44K -900 Closed
IWP
94
IAG Wealth Partners
Wisconsin
– -$9K -184 Closed
Royal Bank of Canada
95
Royal Bank of Canada
Ontario, Canada
– -$6K -131 Closed
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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.