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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
CFS
151
Commonwealth Financial Services
West Virginia
$721K -$202K -4,023 -22%
PA
152
Perennial Advisors
New York
$710K +$7.54K +150 +1%
GC
153
Gratus Capital
Georgia
$706K +$352K +7,000 +100%
KWM
154
Kingsview Wealth Management
Oregon
$703K +$333K +6,626 +90%
VIM
155
Vista Investment Management
Pennsylvania
$701K +$352K +7,000 +101%
AWA
156
Arkadios Wealth Advisors
Georgia
$635K +$78.3K +1,556 +14%
GFPC
157
Global Financial Private Client
Florida
$621K +$620K +12,321 New
FS
158
Ferguson Shapiro
Georgia
$618K +$2.56K +51 +0.4%
Envestnet Portfolio Solutions
159
Envestnet Portfolio Solutions
Illinois
$613K +$50.8K +1,009 +9%
SCM
160
Seascape Capital Management
New Hampshire
$605K
BEI
161
Benjamin Edwards Inc
Missouri
$584K -$956 -19 -0.2%
PCM
162
Presidio Capital Management
California
$579K +$74.3K +1,478 +15%
HIF
163
Hill Island Financial
Michigan
$563K +$4.17K +83 +0.7%
CWM
164
Collaborative Wealth Management
Florida
$562K +$42.8K +851 +8%
WWM
165
Western Wealth Management
Colorado
$554K +$10.9K +217 +2%
SL
166
SWMG LLC
Texas
$541K -$1.56K -31 -0.3%
DAS
167
Dynamic Advisor Solutions
Arizona
$538K +$128K +2,550 +31%
CSPIA
168
Cary Street Partners Investment Advisory
Virginia
$533K
FSG
169
Financial Strategies Group
Michigan
$532K -$3.82K -76 -0.7%
PCM
170
Pennsylvania Capital Management
Pennsylvania
$526K -$689K -13,706 -57%
HNWAG
171
High Net Worth Advisory Group
Florida
$518K
NRI
172
NFP Retirement Inc
California
$510K +$509K +10,127 New
Baird Financial Group
173
Baird Financial Group
Wisconsin
$506K +$152K +3,025 +43%
MIA
174
Milestone Investment Advisors
Wisconsin
$486K +$177K +3,522 +58%
SSW
175
Stone Summit Wealth
Florida
$463K +$27.9K +555 +6%

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.