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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
WWM
176
Western Wealth Management
Colorado
$591K +$27.1K +533 +5%
HIF
177
Hill Island Financial
Michigan
$578K +$4.22K +83 +0.7%
SL
178
SWMG LLC
Texas
$569K +$28K +550 +5%
CSPIA
179
Cary Street Partners Investment Advisory
Virginia
$542K
FSG
180
Financial Strategies Group
Michigan
$521K -$14K -276 -3%
USCWA
181
U.S. Capital Wealth Advisors
Texas
$516K +$512K +10,070 New
FS
182
Ferguson Shapiro
Georgia
$514K -$114K -2,232 -18%
MIA
183
Milestone Investment Advisors
Wisconsin
$503K +$8.5K +167 +2%
LFG
184
Larson Financial Group
Missouri
$502K +$493K +9,690 +9,594%
FHC
185
First Heartland Consultants
Missouri
$501K -$5.6M -110,112 -92%
MWM
186
Marion Wealth Management
Pennsylvania
$491K +$119K +2,334 +32%
SSW
187
Stone Summit Wealth
Florida
$487K +$15.3K +300 +3%
HNWAG
188
High Net Worth Advisory Group
Florida
$486K -$40.7K -800 -8%
SA
189
Sanctuary Advisors
Indiana
$460K +$116K +2,272 +33%
SI
190
Saxon Interests
Texas
$456K
FPCG
191
Forum Private Client Group
Indiana
$455K +$1.22K +24 +0.3%
QCG
192
Quadrant Capital Group
Ohio
$452K
WAM
193
WNY Asset Management
New York
$438K +$7.94K +156 +2%
UWM
194
USAdvisors Wealth Management
Minnesota
$437K +$49.3K +969 +13%
SPC
195
Sigma Planning Corp
Michigan
$435K -$26.5K -521 -6%
IWM
196
IHT Wealth Management
Illinois
$427K +$98.6K +1,937 +30%
HIC
197
Holderness Investments Company
North Carolina
$423K
FTS
198
Fifth Third Securities
Ohio
$410K +$27.3K +536 +7%
OMC
199
Old Mission Capital
Illinois
$405K +$402K +7,896 New
PVI
200
Pine Valley Investments
New Jersey
$400K +$178K +3,500 +81%

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.