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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
CL
151
Choreo LLC
Illinois
$882K
CTA
152
Chesley Taft & Associates
Illinois
$867K -$141K -2,765 -14%
GSEP
153
Golden State Equity Partners
California
$865K -$3.36K -66 -0.4%
GLA
154
Good Life Advisors
Pennsylvania
$849K +$74.5K +1,464 +10%
CAWM
155
Capital Advisors Wealth Management
Washington
$848K +$106K +2,089 +14%
PTC
156
Private Trust Company
Ohio
$843K +$386K +7,582 +85%
KWM
157
Kingsview Wealth Management
Oregon
$827K +$111K +2,184 +16%
CFS
158
Commonwealth Financial Services
West Virginia
$813K +$80.8K +1,587 +11%
VIM
159
Vista Investment Management
Pennsylvania
$812K +$97.4K +1,915 +14%
GF
160
GGM Financials
Ohio
$802K -$42K -825 -5%
DAS
161
Dynamic Advisor Solutions
Arizona
$770K +$221K +4,337 +41%
PCM
162
Presidio Capital Management
California
$770K +$179K +3,513 +31%
EFS
163
Essex Financial Services
Connecticut
$753K +$349K +6,850 +86%
FCA
164
FinTrust Capital Advisors
South Carolina
$728K +$665K +13,076 +1,171%
NRI
165
NFP Retirement Inc
California
$719K +$198K +3,900 +39%
FPAS
166
Focus Partners Advisor Solutions
Missouri
$715K +$710K +13,952 New
Envestnet Portfolio Solutions
167
Envestnet Portfolio Solutions
Illinois
$713K +$88.7K +1,743 +14%
AWA
168
Arkadios Wealth Advisors
Georgia
$700K +$53.5K +1,052 +8%
CWM
169
Collaborative Wealth Management
Florida
$670K +$96.9K +1,904 +17%
JCM
170
Jacobi Capital Management
Pennsylvania
$666K +$219K +4,302 +50%
PSCM
171
Per Stirling Capital Management
Texas
$653K +$384K +7,537 +145%
LAM
172
Lifestyle Asset Management
Texas
$637K -$112K -2,194 -15%
Jones Financial Companies
173
Jones Financial Companies
Missouri
$632K +$596K +11,717 +1,915%
GFPC
174
Global Financial Private Client
Florida
$624K -$7.89K -155 -1%
SCM
175
Seascape Capital Management
New Hampshire
$615K

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.