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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
LPAM
201
Lodestar Private Asset Management
California
$398K +$4.94K +97 +1%
PWA
202
Peterson Wealth Advisors
Utah
$397K +$39K +766 +11%
IA
203
IFP Advisors
Florida
$392K +$2.09K +41 +0.5%
BWM
204
BCGM Wealth Management
Indiana
$391K +$128K +2,520 +49%
BDFN
205
Bond & Devick Financial Network
Minnesota
$389K +$39.7K +781 +11%
ASN
206
Advisory Services Network
Georgia
$385K
SAM
207
SignalPoint Asset Management
Missouri
$381K +$153K +3,000 +68%
SW
208
StrongBox Wealth
Missouri
$374K +$371K +7,300 New
BFO
209
Boston Family Office
Massachusetts
$367K +$364K +7,163 New
AQR Capital Management
210
AQR Capital Management
Connecticut
$356K +$353K +6,941 New
AWM
211
Axxcess Wealth Management
California
$333K +$331K +6,500 New
William Blair & Company
212
William Blair & Company
Illinois
$333K +$331K +6,500 New
FFA
213
Farther Finance Advisors
California
$332K +$100K +1,972 +44%
SWP
214
Stratos Wealth Partners
Ohio
$330K
VWA
215
Visionary Wealth Advisors
Illinois
$322K -$8.75K -172 -3%
TFA
216
Teamwork Financial Advisors
Texas
$316K +$916 +18 +0.3%
AF
217
Apollon Financial
South Carolina
$315K +$6.16K +121 +2%
WIC
218
Woodmont Investment Counsel
Tennessee
$315K
PI
219
PFG Investments
New York
$308K
KFS
220
Kelly Financial Services
Massachusetts
$306K
WPW
221
Warther Private Wealth
Ohio
$306K
GFP
222
Gryphon Financial Partners
Ohio
$297K -$15K -295 -5%
GWM
223
Geneos Wealth Management
Colorado
$287K
FPGK
224
Financial Partners Group (Kansas)
Kansas
$286K +$30.7K +604 +12%
MF
225
Meridian Financial
Massachusetts
$285K +$46.3K +910 +20%

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.