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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
CMBA
126
C.M. Bidwell & Associates
Hawaii
$83.7K -$57.8K -1,165 -40%
MLA
127
MB, Levis & Associates
Pennsylvania
$81.8K +$695 +14 +0.8%
Wells Fargo
128
Wells Fargo
California
$53.2K +$21.6K +436 +66%
SS
129
Sunbelt Securities
Texas
$23K – – –
William Blair & Company
130
William Blair & Company
Illinois
$20K – – –
TAM
131
Tucker Asset Management
Colorado
$13.8K +$14.1K +285 New
CIA
132
Cape Investment Advisory
Georgia
$6.34K +$1.14K +23 +21%
SWM
133
Spire Wealth Management
Virginia
$967 – – –
Fidelity Investments
134
Fidelity Investments
Massachusetts
$48 +$50 +1 New
RPGK
135
Retirement Planning Group (Kansas)
Kansas
– -$884K -17,606 Closed
FTUS
136
Flow Traders U.S.
New York
– -$558K -11,113 Closed
Citadel Advisors
137
Citadel Advisors
Florida
– -$374K -7,440 Closed
SFG
138
StrategIQ Financial Group
Indiana
– -$205K -4,075 Closed
CAWM
139
Capital Advisors Wealth Management
Washington
– -$201K -4,003 Closed
IGWM
140
ICA Group Wealth Management
Colorado
– -$8.69K -173 Closed
Morgan Stanley
141
Morgan Stanley
New York
– -$4.52K -90 Closed
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.