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JPMorgan Municipal ETF
JMUB

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: 226 → 255 (+29)

7% more funds holding in top 10

Funds holding in top 10: 15 → 16 (+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
–

Top Buyers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
+$28.9M
2
EH
Equitable Holdings
New York
+$19.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$17.8M
4
MML Investors Services
MML Investors Services
Massachusetts
+$16.8M
5
HighTower Advisors
HighTower Advisors
Illinois
+$11M

Top Sellers

Rank Fund Capital Flow
1
4WM
49 Wealth Management
Texas
-$17.6M
2
Jane Street
Jane Street
New York
-$4.64M
3
Renaissance Technologies
Renaissance Technologies
New York
-$2.44M
4
OWA
Opal Wealth Advisors
New York
-$2.33M
5
DPI
Diversified Portfolios Inc
Michigan
-$1.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
GGS
76
Galvin Gaustad & Stein
Arizona
$3.46M +$4.63K +92 +0.1%
RCA
77
Resonant Capital Advisors
Wisconsin
$3.43M -$403K -8,020 -11%
LWMNY
78
Landmark Wealth Management (New York)
New York
$3.43M -$48.3K -960 -1%
FIM
79
Freedom Investment Management
Connecticut
$3.36M -$136K -2,709 -4%
FHA
80
First Horizon Advisors
Tennessee
$3.33M +$36K +715 +1%
RMF
81
Red Mountain Financial
Colorado
$3.24M +$3.23M +64,306 New
KAS
82
Kestra Advisory Services
Texas
$3.18M +$335K +6,669 +12%
RIG
83
RiverFront Investment Group
Virginia
$3.13M +$279K +5,540 +10%
CPCP
84
Cedar Point Capital Partners
Iowa
$3.01M -$169K -3,357 -5%
WIP
85
WealthCare Investment Partners
Rhode Island
$2.93M +$211K +4,197 +8%
FWM
86
FMA Wealth Management
Massachusetts
$2.92M +$860K +17,100 +42%
NDSI
87
Newman Dignan & Sheerar Inc
Rhode Island
$2.87M +$254K +5,049 +10%
Mariner
88
Mariner
Kansas
$2.86M +$2.11M +42,034 +286%
MA
89
Mutual Advisors
Nebraska
$2.69M +$3.67K +73 +0.1%
HIA
90
HTG Investment Advisors
Connecticut
$2.61M +$1.71M +34,002 +192%
HWAM
91
Hennion & Walsh Asset Management
New Jersey
$2.55M +$360K +7,150 +16%
CWM
92
Congress Wealth Management
Massachusetts
$2.53M +$2.53M +50,303 New
Citadel Advisors
93
Citadel Advisors
Florida
$2.45M +$2.45M +48,630 New
NAS
94
NWF Advisory Services
California
$2.33M +$160K +3,189 +7%
Northern Trust
95
Northern Trust
Illinois
$2.33M – – –
PWM
96
Prentice Wealth Management
New York
$2.3M +$1.26M +25,086 +122%
PS
97
Principal Securities
Iowa
$2.28M +$303K +6,015 +15%
SWP
98
Summit Wealth Partners
Florida
$2.09M +$168K +3,347 +9%
Bank of New York Mellon
99
Bank of New York Mellon
New York
$1.87M +$8.25K +164 +0.4%
BFA
100
Beaumont Financial Advisors
Massachusetts
$1.82M – – –
2 3
4
5 6

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.