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JPMorgan Municipal ETF
JMUB

203 hedge funds and large institutions have $819M invested in JPMorgan Municipal ETF in 2023 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 71 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

636% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 11

86% more funds holding in top 10

Funds holding in top 10: 7 → 13 (+6)

82% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 39

58% more capital invested

Capital invested by funds: $517M → $819M (+$301M)

53% more funds holding

Funds holding: 133 → 203 (+70)

4.67% more ownership

Funds ownership: 79.26% → 83.93% (+4.7%)

Holders
203
Holders Change
+70
Holders Change %
+52.63%
% of All Funds
2.96%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.19%
New
81
Increased
71
Reduced
39
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$26M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$23.6M
3
MIS
Morningstar Investment Services
Illinois
+$19.7M
4
LPL Financial
LPL Financial
California
+$17.6M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$15.9M

Top Sellers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
-$12.9M
2
SHWM
Smith & Howard Wealth Management
Georgia
-$10M
3
AC
Asio Capital
Kentucky
-$9.67M
4
Jane Street
Jane Street
New York
-$6.99M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
201
Spire Wealth Management
Virginia
$1.01K – – –
Fidelity Investments
202
Fidelity Investments
Massachusetts
$255 +$197 +4 +400%
Wells Fargo
203
Wells Fargo
California
$47 -$54.1K -1,100 -100%
3LCM
204
3D/L Capital Management
Connecticut
– -$2.46M -50,939 Closed
CWM
205
Congress Wealth Management
Massachusetts
– -$2.16M -44,598 Closed
SC
206
Slow Capital
California
– -$1.78M -36,875 Closed
IAIM
207
International Assets Investment Management
Florida
– -$1.68M -35,227 Closed
VCP
208
Verus Capital Partners
Arizona
– -$1.55M -31,974 Closed
SEA
209
Stegent Equity Advisors
Texas
– -$1.21M -25,002 Closed
PMG
210
ProVise Management Group
Florida
– -$656K -13,568 Closed
SPC
211
Sigma Planning Corp
Michigan
– -$341K -7,047 Closed
PI
212
PFG Investments
New York
– -$290K -6,000 Closed
ME
213
McIlrath & Eck
Washington
– -$102K -2,106 Closed
William Blair & Company
214
William Blair & Company
Illinois
– -$20K -413 Closed
5 6 7 8
9

JMUB Hedge Fund Activity: Q4 2023 in Review

203 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Municipal ETF (JMUB) for Q4 2023, worth a combined $819M — up 58% from $517M a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new JMUB positions and 11 closed out — a net gain of 70 holders — while 71 added to existing stakes and 39 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $26M. The largest seller was Stifel Financial, cutting an estimated $12.9M.

  • 203 institutional investors held JPMorgan Municipal ETF (JMUB) as of Q4 2023, up from 133 in Q3 2023.
  • Funds reported $819M of JPMorgan Municipal ETF stock for Q4 2023, up 58% quarter-over-quarter.
  • 81 funds opened new JPMorgan Municipal ETF positions in Q4 2023 and 11 closed out, a net change of +70 holders.
  • The largest JPMorgan Municipal ETF buyer in Q4 2023 was Wealth Enhancement Advisory Services, an estimated $26M added.
  • The largest JPMorgan Municipal ETF seller in Q4 2023 was Stifel Financial, an estimated $12.9M sold.

Based on aggregated 13F filings for Q4 2023.