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JPMorgan Municipal ETF

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: 226255 (+29)

7% more funds holding in top 10

Funds holding in top 10: 1516 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
NB
101
NBT Bank
New York
$1.78M -$20.1K -400 -1%
IPA
102
Investment Planning Advisors
Georgia
$1.71M +$1.7M +33,893 New
NW
103
Naviter Wealth
Arkansas
$1.68M +$107K +2,123 +7%
SXL
104
Summit X LLC
Missouri
$1.67M +$255K +5,071 +18%
EFL
105
ERn Financial LLC
Wisconsin
$1.66M +$15.9K +316 +1%
APW
106
Acima Private Wealth
Virginia
$1.65M -$242K -4,806 -13%
MAC
107
Mason & Associates (California)
California
$1.62M -$96.9K -1,927 -6%
KA
108
Kooman & Associates
Pennsylvania
$1.6M -$45.5K -904 -3%
Cambridge Investment Research Advisors
109
Cambridge Investment Research Advisors
Iowa
$1.57M +$126K +2,502 +9%
WCFA
110
Walkner Condon Financial Advisors
Wisconsin
$1.54M +$107K +2,132 +8%
PJWM
111
Philip James Wealth Mangement
Georgia
$1.52M +$1.52M +30,183 New
BTWM
112
Baker Tilly Wealth Management
Wisconsin
$1.51M +$970K +19,275 +181%
SFA
113
Sequoia Financial Advisors
Ohio
$1.5M -$370K -7,350 -20%
Thrivent Financial for Lutherans
114
Thrivent Financial for Lutherans
Minnesota
$1.47M +$197K +3,923 +16%
PCIA
115
Prime Capital Investment Advisors
Kansas
$1.45M -$1.11M -22,016 -43%
NW
116
NewEdge Wealth
Pennsylvania
$1.44M +$246K +4,890 +21%
UAG
117
United Advisor Group
Ohio
$1.44M +$175K +3,478 +14%
NA
118
NewEdge Advisors
Louisiana
$1.44M +$250K +4,963 +21%
LWA
119
Lineweaver Wealth Advisors
Ohio
$1.42M +$183K +3,634 +15%
TNBTD
120
Trustmark National Bank Trust Department
Mississippi
$1.41M +$372K +7,400 +36%
WAP
121
Wealthcare Advisory Partners
Pennsylvania
$1.35M +$28.6K +568 +2%
FNWM
122
Financial Network Wealth Management
Utah
$1.33M
AAS
123
Avantax Advisory Services
Texas
$1.31M +$1.09M +21,739 +515%
WA
124
Waverly Advisors
Alabama
$1.29M +$347K +6,906 +37%
PCS
125
Personal CFO Solutions
New Jersey
$1.27M +$421K +8,365 +50%

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.