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JPMorgan Municipal ETF
JMUB

116 hedge funds and large institutions have $412M invested in JPMorgan Municipal ETF in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 59 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 8

157% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 23

21% more capital invested

Capital invested by funds: $339M → $412M (+$72.4M)

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

16% more funds holding

Funds holding: 100 → 116 (+16)

2.53% less ownership

Funds ownership: 79.84% → 77.32% (-2.5%)

Holders
116
Holders Change
+16
Holders Change %
+16%
% of All Funds
1.82%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
24
Increased
59
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$25.8M
2
Stifel Financial
Stifel Financial
Missouri
+$15.4M
3
LPL Financial
LPL Financial
California
+$9.13M
4
Bank of America
Bank of America
North Carolina
+$8.09M
5
CTC
Central Trust Company
Missouri
+$7.14M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$25.3M
2
CAN
Cetera Advisor Networks
California
-$4.68M
3
FTUS
Flow Traders U.S.
New York
-$2.75M
4
SC
Slow Capital
California
-$1.61M
5
FHA
First Horizon Advisors
Tennessee
-$1.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
76
Cary Street Partners Investment Advisory
Virginia
$563K +$252K +5,000 +81%
FTUS
77
Flow Traders U.S.
New York
$558K -$2.75M -54,581 -83%
BFEC
78
Benjamin F. Edwards & Company
Missouri
$512K +$5.33K +106 +1%
LNC
79
Lincoln National Corp
Pennsylvania
$501K +$22.1K +440 +5%
Mariner
80
Mariner
Kansas
$501K +$133K +2,642 +36%
PMG
81
ProVise Management Group
Florida
$500K +$501K +9,958 New
SL
82
SWMG LLC
Texas
$486K +$5.23K +104 +1%
KWM
83
Kingsview Wealth Management
Oregon
$414K -$3.22K -64 -0.8%
Citadel Advisors
84
Citadel Advisors
Florida
$374K +$374K +7,440 New
VWA
85
Visionary Wealth Advisors
Illinois
$326K +$2.62K +52 +0.8%
MF
86
Meridian Financial
Massachusetts
$298K +$26.8K +533 +10%
EFS
87
Essex Financial Services
Connecticut
$297K – – –
BDFN
88
Bond & Devick Financial Network
Minnesota
$295K +$2.11K +42 +0.7%
VIM
89
Vista Investment Management
Pennsylvania
$291K +$292K +5,800 New
WAP
90
Wealthcare Advisory Partners
Pennsylvania
$279K – – –
FSG
91
Financial Strategies Group
Michigan
$255K +$3.07K +61 +1%
CA
92
Continuum Advisory
Idaho
$250K +$13.5K +269 +6%
TW
93
Transform Wealth
Colorado
$241K – – –
WWM
94
Western Wealth Management
Colorado
$231K +$232K +4,603 New
Cambridge Investment Research Advisors
95
Cambridge Investment Research Advisors
Iowa
$222K -$52.6K -1,045 -19%
Wealth Enhancement Advisory Services
96
Wealth Enhancement Advisory Services
Minnesota
$208K +$208K +4,139 New
SFG
97
StrategIQ Financial Group
Indiana
$205K +$205K +4,075 New
IA
98
IFP Advisors
Florida
$202K +$69.9K +1,389 +53%
CAWM
99
Capital Advisors Wealth Management
Washington
$201K +$201K +4,003 New
TWM
100
Tradition Wealth Management
Minnesota
$201K +$101K +2,000 +100%
1 2 3
4
5

JMUB Hedge Fund Activity: Q2 2023 in Review

116 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Municipal ETF (JMUB) for Q2 2023, worth a combined $412M — up 21% from $339M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new JMUB positions and 8 closed out — a net gain of 16 holders — while 59 added to existing stakes and 23 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $25.8M. The largest seller was Jane Street, cutting an estimated $25.3M.

  • 116 institutional investors held JPMorgan Municipal ETF (JMUB) as of Q2 2023, up from 100 in Q1 2023.
  • Funds reported $412M of JPMorgan Municipal ETF stock for Q2 2023, up 21% quarter-over-quarter.
  • 24 funds opened new JPMorgan Municipal ETF positions in Q2 2023 and 8 closed out, a net change of +16 holders.
  • The largest JPMorgan Municipal ETF buyer in Q2 2023 was Northwestern Mutual Wealth Management, an estimated $25.8M added.
  • The largest JPMorgan Municipal ETF seller in Q2 2023 was Jane Street, an estimated $25.3M sold.

Based on aggregated 13F filings for Q2 2023.