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JPMorgan Municipal ETF
JMUB

133 hedge funds and large institutions have $517M invested in JPMorgan Municipal ETF in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 70 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 8

192% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 24

26% more capital invested

Capital invested by funds: $412M → $517M (+$106M)

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

15% more funds holding

Funds holding: 116 → 133 (+17)

1.94% more ownership

Funds ownership: 77.32% → 79.26% (+1.9%)

Holders
133
Holders Change
+17
Holders Change %
+14.66%
% of All Funds
2.11%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
26
Increased
70
Reduced
24
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SHWM
Smith & Howard Wealth Management
Georgia
+$15.6M
2
LPL Financial
LPL Financial
California
+$13.3M
3
LFA
Legacy Financial Advisors
Kentucky
+$12.5M
4
KPWS
Kestra Private Wealth Services
Texas
+$9.89M
5
Truist Financial
Truist Financial
North Carolina
+$9.6M

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$6.77M
2
SCP
Shorepoint Capital Partners
Massachusetts
-$4.3M
3
APP
Avantax Planning Partners
Iowa
-$3.05M
4
SC
Slow Capital
California
-$2.07M
5
MML Investors Services
MML Investors Services
Massachusetts
-$929K
Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
101
Sigma Planning Corp
Michigan
$341K +$350K +7,047 New
VIM
102
Vista Investment Management
Pennsylvania
$324K +$44.7K +900 +16%
VWA
103
Visionary Wealth Advisors
Illinois
$314K +$99 +2 +0%
CA
104
Continuum Advisory
Idaho
$309K +$69.7K +1,405 +28%
KWM
105
Kingsview Wealth Management
Oregon
$299K -$102K -2,063 -25%
PI
106
PFG Investments
New York
$290K +$99.3K +2,000 +50%
FSG
107
Financial Strategies Group
Michigan
$290K +$48K +968 +19%
MF
108
Meridian Financial
Massachusetts
$289K +$1.69K +34 +0.6%
BDFN
109
Bond & Devick Financial Network
Minnesota
$286K +$2.18K +44 +0.7%
EFS
110
Essex Financial Services
Connecticut
$286K – – –
SSW
111
Stone Summit Wealth
Florida
$272K +$279K +5,629 New
WAP
112
Wealthcare Advisory Partners
Pennsylvania
$269K – – –
CWM
113
Collaborative Wealth Management
Florida
$241K +$248K +4,989 New
TW
114
Transform Wealth
Colorado
$232K – – –
PTC
115
Private Trust Company
Ohio
$230K +$106K +2,134 +82%
PNC Financial Services Group
116
PNC Financial Services Group
Pennsylvania
$222K +$52.3K +1,053 +30%
PAS
117
Park Avenue Securities
New York
$212K +$218K +4,385 New
LPAM
118
Lodestar Private Asset Management
California
$210K +$216K +4,349 New
FPGK
119
Financial Partners Group (Kansas)
Kansas
$201K +$206K +4,145 New
IA
120
IFP Advisors
Florida
$195K +$844 +17 +0.4%
TWM
121
Tradition Wealth Management
Minnesota
$193K – – –
US Bancorp
122
US Bancorp
Minnesota
$164K – – –
FFA
123
Farther Finance Advisors
California
$150K – – –
WOC
124
West Oak Capital
California
$145K +$49.6K +1,000 +50%
ME
125
McIlrath & Eck
Washington
$102K +$105K +2,106 New
2 3 4
5
6

JMUB Hedge Fund Activity: Q3 2023 in Review

133 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Municipal ETF (JMUB) for Q3 2023, worth a combined $517M — up 26% from $412M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new JMUB positions and 8 closed out — a net gain of 18 holders — while 70 added to existing stakes and 24 trimmed.

The largest buyer was Smith & Howard Wealth Management, opening a new position worth an estimated $15.6M. The largest seller was Osaic Holdings, cutting an estimated $6.77M.

  • 133 institutional investors held JPMorgan Municipal ETF (JMUB) as of Q3 2023, up from 116 in Q2 2023.
  • Funds reported $517M of JPMorgan Municipal ETF stock for Q3 2023, up 26% quarter-over-quarter.
  • 26 funds opened new JPMorgan Municipal ETF positions in Q3 2023 and 8 closed out, a net change of +18 holders.
  • The largest JPMorgan Municipal ETF buyer in Q3 2023 was Smith & Howard Wealth Management, an estimated $15.6M added.
  • The largest JPMorgan Municipal ETF seller in Q3 2023 was Osaic Holdings, an estimated $6.77M sold.

Based on aggregated 13F filings for Q3 2023.