We are live on ! Find out more
JMUB icon

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
FCG
126
Financial Connections Group
California
$1.2M +$489K +9,722 +69%
BCWM
127
Bartlett & Co Wealth Management
Ohio
$1.19M -$37.7K -750 -3%
PFS
128
Prospera Financial Services
Texas
$1.17M +$503 +10 +0%
CPA
129
Clear Point Advisors
New York
$1.14M -$24.8K -494 -2%
FIC
130
Family Investment Center
Missouri
$1.08M +$421K +8,372 +64%
MHR
131
Matthew Hamilton Rosenberg
$1.06M +$72.3K +1,437 +7%
CA
132
Crumly & Associates
Illinois
$1.06M -$789K -15,690 -43%
DWP
133
Daymark Wealth Partners
Ohio
$1.02M +$481K +9,559 +90%
CTA
134
Chesley Taft & Associates
Illinois
$991K +$644K +12,805 +186%
Corient Private Wealth
135
Corient Private Wealth
Florida
$976K +$282K +5,604 +41%
FWP
136
FAS Wealth Partners
Kansas
$970K +$83.3K +1,657 +9%
WWA
137
WCG Wealth Advisors
Nevada
$939K -$1.14M -22,597 -55%
BWP
138
Bernardo Wealth Planning
Pennsylvania
$920K +$447K +8,893 +95%
UWS
139
Unique Wealth Strategies
Illinois
$868K
CL
140
Choreo LLC
Illinois
$861K +$864K +17,168 New
GSEP
141
Golden State Equity Partners
California
$853K +$852K +16,938 New
BAWC
142
Boyce & Associates Wealth Consulting
Texas
$834K +$317K +6,310 +62%
GF
143
GGM Financials
Ohio
$829K +$828K +16,461 New
BFEC
144
Benjamin F. Edwards & Company
Missouri
$802K -$503 -10 -0.1%
Jane Street
145
Jane Street
New York
$796K -$4.64M -92,261 -85%
Janney Montgomery Scott
146
Janney Montgomery Scott
Pennsylvania
$781K +$137K +2,720 +21%
GLA
147
Good Life Advisors
Pennsylvania
$760K -$56.8K -1,129 -7%
BPA
148
Beacon Pointe Advisors
California
$745K -$119K -2,371 -14%
LAM
149
Lifestyle Asset Management
Texas
$737K -$72.1K -1,434 -9%
CAWM
150
Capital Advisors Wealth Management
Washington
$728K +$114K +2,276 +19%

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.