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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
LWMNY
76
Landmark Wealth Management (New York)
New York
$3.67M +$174K +3,416 +5%
PWM
77
Prentice Wealth Management
New York
$3.6M +$1.25M +24,484 +54%
SPIA
78
Steward Partners Investment Advisory
New York
$3.56M +$9.01K +177 +0.3%
VC
79
Vicus Capital
Pennsylvania
$3.51M -$22.7K -447 -0.6%
RCA
80
Resonant Capital Advisors
Wisconsin
$3.49M
FIM
81
Freedom Investment Management
Connecticut
$3.48M +$68.9K +1,355 +2%
Mariner
82
Mariner
Kansas
$3.43M +$522K +10,266 +18%
FHA
83
First Horizon Advisors
Tennessee
$3.42M +$37K +728 +1%
RMF
84
Red Mountain Financial
Colorado
$3.4M +$101K +1,983 +3%
GGS
85
Galvin Gaustad & Stein
Arizona
$3.39M -$130K -2,555 -4%
KPWS
86
Kestra Private Wealth Services
Texas
$3.38M -$7.53M -147,932 -69%
FWM
87
FMA Wealth Management
Massachusetts
$3.29M +$316K +6,213 +11%
KAS
88
Kestra Advisory Services
Texas
$3.23M -$3K -59 -0.1%
BTWM
89
Baker Tilly Wealth Management
Wisconsin
$3.22M +$1.67M +32,894 +110%
HIA
90
HTG Investment Advisors
Connecticut
$3.19M +$532K +10,461 +20%
OPPS
91
Obsidian Personal Planning Solutions
Maryland
$3.16M +$3.19M +62,623 New
Bank of New York Mellon
92
Bank of New York Mellon
New York
$3.12M +$1.2M +23,679 +64%
CPCP
93
Cedar Point Capital Partners
Iowa
$3.09M +$22.2K +436 +0.7%
UWS
94
Unique Wealth Strategies
Illinois
$3M +$2.11M +41,487 +242%
WIP
95
WealthCare Investment Partners
Rhode Island
$2.98M +$16.9K +333 +0.6%
MA
96
Mutual Advisors
Nebraska
$2.69M +$24.3K +478 +0.9%
HWAM
97
Hennion & Walsh Asset Management
New Jersey
$2.66M +$58.2K +1,144 +2%
PS
98
Principal Securities
Iowa
$2.55M +$228K +4,484 +10%
Citadel Advisors
99
Citadel Advisors
Florida
$2.44M -$51.7K -1,016 -2%
NB
100
NBT Bank
New York
$2.38M +$566K +11,120 +31%

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.