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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
FSG
76
Financial Strategies Group
Michigan
$253K -$3.77K -75 -1%
TW
77
Transform Wealth
Colorado
$243K -$143K -2,835 -37%
CA
78
Continuum Advisory
Idaho
$238K -$8.41K -167 -3%
KAS
79
Kestra Advisory Services
Texas
$229K +$227K +4,516 New
WWM
80
Windsor Wealth Management
Indiana
$211K -$1.51K -30 -0.7%
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$185K +$3.62K +72 +2%
US Bancorp
82
US Bancorp
Minnesota
$171K
ASN
83
Advisory Services Network
Georgia
$140K +$28K +556 +25%
IA
84
IFP Advisors
Florida
$131K +$132K +2,623 New
PTC
85
Private Trust Company
Ohio
$128K +$1.51K +30 +1%
TWM
86
Tradition Wealth Management
Minnesota
$101K +$101K +2,000 New
CFO
87
CVA Family Office
Colorado
$100K +$99.7K +1,980 New
Wells Fargo
88
Wells Fargo
California
$99.7K -$805 -16 -0.8%
CMBA
89
C.M. Bidwell & Associates
Hawaii
$91.1K
MLA
90
MB, Levis & Associates
Pennsylvania
$84.3K +$604 +12 +0.7%
WOC
91
West Oak Capital
California
$75.9K
BlackRock
92
BlackRock
New York
$42.8K +$42.5K +845 New
PAI
93
Pittenger & Anderson Inc
Nebraska
$41.2K +$40.9K +813 New
Northwestern Mutual Wealth Management
94
Northwestern Mutual Wealth Management
Wisconsin
$31.2K -$127K -2,514 -80%
SS
95
Sunbelt Securities
Texas
$24.1K +$24K +476 New
William Blair & Company
96
William Blair & Company
Illinois
$20.9K +$20.8K +413 New
CIA
97
Cape Investment Advisory
Georgia
$5.47K +$5.44K +108 New
IGWM
98
ICA Group Wealth Management
Colorado
$5.06K
Commonwealth Equity Services
99
Commonwealth Equity Services
Massachusetts
$4.44K +$1.19M +23,723 +37%
Fidelity Investments
100
Fidelity Investments
Massachusetts
$51 +$50 +1 New

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.