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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
DWP
126
Daymark Wealth Partners
Ohio
$1.52M +$479K +9,411 +47%
UAG
127
United Advisor Group
Ohio
$1.52M +$50.1K +985 +3%
SXL
128
Summit X LLC
Missouri
$1.51M -$161K -3,157 -10%
NW
129
NewEdge Wealth
Pennsylvania
$1.5M +$33.6K +660 +2%
LWA
130
Lineweaver Wealth Advisors
Ohio
$1.5M +$50.6K +995 +4%
FNWM
131
Financial Network Wealth Management
Utah
$1.35M
VCP
132
Verus Capital Partners
Arizona
$1.31M +$931K +18,301 +255%
SFA
133
Sequoia Financial Advisors
Ohio
$1.3M -$226K -4,434 -15%
CPA
134
Clear Point Advisors
New York
$1.22M +$64K +1,258 +6%
PFS
135
Prospera Financial Services
Texas
$1.18M -$9.11K -179 -0.8%
BCWM
136
Bartlett & Co Wealth Management
Ohio
$1.16M -$52.5K -1,032 -4%
WCFA
137
Walkner Condon Financial Advisors
Wisconsin
$1.12M -$439K -8,629 -28%
FIC
138
Family Investment Center
Missouri
$1.11M +$12.9K +254 +1%
QWM
139
Quadcap Wealth Management
Texas
$1.02M +$635K +12,484 +167%
BPA
140
Beacon Pointe Advisors
California
$1.02M +$255K +5,014 +34%
FWP
141
FAS Wealth Partners
Kansas
$1M +$16.8K +331 +2%
MHR
142
Matthew Hamilton Rosenberg
$994K -$89.6K -1,761 -8%
Janney Montgomery Scott
143
Janney Montgomery Scott
Pennsylvania
$981K +$185K +3,626 +23%
WWA
144
WCG Wealth Advisors
Nevada
$974K +$18.2K +358 +2%
Corient Private Wealth
145
Corient Private Wealth
Florida
$938K -$52.4K -1,029 -5%
PCM
146
Pennsylvania Capital Management
Pennsylvania
$937K +$399K +7,842 +75%
BWP
147
Bernardo Wealth Planning
Pennsylvania
$926K -$2.49K -49 -0.3%
PD
148
Planning Directions
Pennsylvania
$922K +$915K +17,976 New
BAWC
149
Boyce & Associates Wealth Consulting
Texas
$900K +$50.7K +997 +6%
Baird Financial Group
150
Baird Financial Group
Wisconsin
$897K +$379K +7,455 +74%

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.