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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
IWM
201
IHT Wealth Management
Illinois
$322K -$1.96K -39 -0.6%
WIC
202
Woodmont Investment Counsel
Tennessee
$310K +$309K +6,146 New
TFA
203
Teamwork Financial Advisors
Texas
$309K +$905 +18 +0.3%
GFP
204
Gryphon Financial Partners
Ohio
$307K
AF
205
Apollon Financial
South Carolina
$304K +$53.6K +1,065 +21%
PI
206
PFG Investments
New York
$302K
KFS
207
Kelly Financial Services
Massachusetts
$301K
WPW
208
Warther Private Wealth
Ohio
$301K +$300K +5,967 New
GWM
209
Geneos Wealth Management
Colorado
$282K +$282K +5,598 New
SCM
210
Saxony Capital Management
Missouri
$275K
BC
211
Bowman & Company
Wisconsin
$264K -$1.31K -26 -0.5%
PSCM
212
Per Stirling Capital Management
Texas
$262K +$262K +5,200 New
BCM
213
Brookstone Capital Management
Illinois
$261K +$259K +5,153 New
BWM
214
BCGM Wealth Management
Indiana
$257K +$2.26K +45 +0.9%
Carson Wealth (CWM LLC)
215
Carson Wealth (CWM LLC)
Nebraska
$255K +$50.8K +1,009 +25%
FPGK
216
Financial Partners Group (Kansas)
Kansas
$250K -$7.7K -153 -3%
TW
217
Transform Wealth
Colorado
$242K
MC
218
McCarthy & Cox
Ohio
$239K +$239K +4,744 New
DOA
219
D'Orazio & Associates
Virginia
$235K +$235K +4,667 New
MF
220
Meridian Financial
Massachusetts
$234K -$153K -3,044 -40%
FFA
221
Farther Finance Advisors
California
$226K +$70.3K +1,398 +45%
SAM
222
SignalPoint Asset Management
Missouri
$224K
PNC Financial Services Group
223
PNC Financial Services Group
Pennsylvania
$219K -$4.88K -97 -2%
PVI
224
Pine Valley Investments
New Jersey
$216K +$216K +4,296 New
CAPTRUST Financial Advisors
225
CAPTRUST Financial Advisors
North Carolina
$215K +$214K +4,260 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.