JPMorgan Municipal ETF
JMUB
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.
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: 88 → 100 (+12)
27.76% less ownership
Funds ownership: 107.6% → 79.84% (-28%)
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
92% less capital invested
Capital invested by funds: $4B → $339M (-$3.66B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$26.3M |
| 2 |
LPL Financial
San Diego,
California
|
+$15.4M |
| 3 |
AC
Asio Capital
Lexington,
Kentucky
|
+$11M |
| 4 |
FMWA
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
+$10.7M |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$10M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
-$3.74B |
| 2 |
SC
Slow Capital
Greenbrae,
California
|
-$16M |
| 3 |
MA
MJP Associates
Farmington,
Connecticut
|
-$4.03M |
| 4 |
CWA
Choice Wealth Advisors
Waterville,
Maine
|
-$2.11M |
| 5 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
-$2.03M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MA
101
MJP Associates
Farmington,
Connecticut
| – | -$4.03M | -81,059 | Closed |
|
|
AWA
102
Arete Wealth Advisors
Chicago,
Illinois
| – | -$3.74B | -75,274 | Closed |
|
|
CWA
103
Choice Wealth Advisors
Waterville,
Maine
| – | -$2.11M | -42,458 | Closed |
|
|
KFP
104
KMG Fiduciary Partners
Toledo,
Ohio
| – | -$571K | -11,491 | Closed |
|
|
PP
105
PFS Partners
Mine Hill,
New Jersey
| – | -$377K | -7,582 | Closed |
|
|
GLA
106
Good Life Advisors
Reading,
Pennsylvania
| – | -$217K | -4,361 | Closed |
|
107
Rockefeller Capital Management
New York
| – | -$49K | -1,000 | Closed |
|
|
SC
108
Soundwatch Capital
Rowayton,
Connecticut
| – | -$789K | -400 | Closed |
|
|
BWL
109
Bogart Wealth LLC
Mclean,
Virginia
| – | -$99 | -2 | Closed |
|
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.