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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
Northern Trust
101
Northern Trust
Illinois
$2.37M
NW
102
Naviter Wealth
Arkansas
$2.33M +$611K +12,008 +36%
NA
103
NewEdge Advisors
Louisiana
$2.23M +$756K +14,853 +52%
SWP
104
Summit Wealth Partners
Florida
$2.21M +$77.4K +1,521 +4%
PCIA
105
Prime Capital Investment Advisors
Kansas
$2.16M +$681K +13,384 +46%
NAS
106
NWF Advisory Services
California
$1.99M -$384K -7,545 -16%
Cambridge Investment Research Advisors
107
Cambridge Investment Research Advisors
Iowa
$1.96M +$351K +6,895 +22%
CWM
108
Congress Wealth Management
Massachusetts
$1.84M -$736K -14,459 -29%
PJWM
109
Philip James Wealth Mangement
Georgia
$1.78M +$233K +4,588 +15%
APW
110
Acima Private Wealth
Virginia
$1.73M +$45.3K +890 +3%
CA
111
Crumly & Associates
Illinois
$1.72M +$637K +12,509 +60%
IPA
112
Investment Planning Advisors
Georgia
$1.71M
PCS
113
Personal CFO Solutions
New Jersey
$1.7M +$406K +7,975 +32%
FCG
114
Financial Connections Group
California
$1.68M +$459K +9,026 +38%
MAC
115
Mason & Associates (California)
California
$1.67M +$17.5K +343 +1%
EFL
116
ERn Financial LLC
Wisconsin
$1.66M -$36.2K -711 -2%
KA
117
Kooman & Associates
Pennsylvania
$1.66M +$25.2K +495 +2%
BFA
118
Beaumont Financial Advisors
Massachusetts
$1.65M -$198K -3,888 -11%
Thrivent Financial for Lutherans
119
Thrivent Financial for Lutherans
Minnesota
$1.64M +$137K +2,698 +9%
AAS
120
Avantax Advisory Services
Texas
$1.63M +$301K +5,916 +23%
BEI
121
Benjamin Edwards Inc
Missouri
$1.6M +$1M +19,653 +169%
WA
122
Waverly Advisors
Alabama
$1.59M +$279K +5,476 +21%
Jane Street
123
Jane Street
New York
$1.59M +$771K +15,146 +96%
TNBTD
124
Trustmark National Bank Trust Department
Mississippi
$1.54M +$104K +2,049 +7%
WAP
125
Wealthcare Advisory Partners
Pennsylvania
$1.53M +$154K +3,019 +11%

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.