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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
SPC
176
Sigma Planning Corp
Michigan
$454K +$15.5K +309 +4%
SI
177
Saxon Interests
Texas
$448K
PTC
178
Private Trust Company
Ohio
$447K +$156K +3,107 +54%
FPCG
179
Forum Private Client Group
Indiana
$446K +$90.4K +1,798 +25%
IAIM
180
International Assets Investment Management
Florida
$444K +$22.6K +450 +5%
QCG
181
Quadrant Capital Group
Ohio
$444K +$443K +8,815 New
JCM
182
Jacobi Capital Management
Pennsylvania
$437K +$101K +2,000 +30%
WAM
183
WNY Asset Management
New York
$423K +$50.3K +1,000 +14%
HIC
184
Holderness Investments Company
North Carolina
$415K
EFS
185
Essex Financial Services
Connecticut
$407K +$107K +2,120 +36%
CFG
186
Cooper Financial Group
California
$401K +$401K +7,970 New
LPAM
187
Lodestar Private Asset Management
California
$386K
ASN
188
Advisory Services Network
Georgia
$385K +$140K +2,790 +58%
IA
189
IFP Advisors
Florida
$383K +$91.7K +1,824 +32%
UWM
190
USAdvisors Wealth Management
Minnesota
$381K -$10.5K -209 -3%
FTS
191
Fifth Third Securities
Ohio
$376K +$375K +7,462 New
QWM
192
Quadcap Wealth Management
Texas
$376K +$375K +7,459 New
MWM
193
Marion Wealth Management
Pennsylvania
$365K +$67.4K +1,339 +23%
VCP
194
Verus Capital Partners
Arizona
$361K +$361K +7,174 New
PWA
195
Peterson Wealth Advisors
Utah
$352K +$351K +6,981 New
BDFN
196
Bond & Devick Financial Network
Minnesota
$343K +$30.4K +605 +10%
SA
197
Sanctuary Advisors
Indiana
$342K +$343K +6,822 New
TWM
198
Tradition Wealth Management
Minnesota
$337K +$135K +2,688 +67%
VWA
199
Visionary Wealth Advisors
Illinois
$325K +$33.8K +671 +12%
SWP
200
Stratos Wealth Partners
Ohio
$325K +$324K +6,444 New

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.