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JPMorgan Municipal ETF

24 hedge funds and large institutions have $56.8M invested in JPMorgan Municipal ETF in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 8 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 1

300% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 2

50% more funds holding

Funds holding: 1624 (+8)

26% more capital invested

Capital invested by funds: $45M → $56.8M (+$11.8M)

4.75% more ownership

Funds ownership: 71.71%76.47% (+4.8%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
24
Holders Change
+8
Holders Change %
+50%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
8
Reduced
2
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$25.2M -$1.09M -20,000 -4%
HighTower Advisors
2
HighTower Advisors
Illinois
$5.61M +$315K +5,762 +6%
Jane Street
3
Jane Street
New York
$5.49M +$5.44M +99,639 New
CIA
4
Compass Ion Advisors
Pennsylvania
$3.71M +$41K +751 +1%
IWC
5
Integrated Wealth Concepts
Massachusetts
$3.62M +$3.59M +65,764 New
LPL Financial
6
LPL Financial
California
$2.4M +$226K +4,142 +10%
Truist Financial
7
Truist Financial
North Carolina
$1.85M +$468K +8,566 +34%
CFO
8
Collective Family Office
Pennsylvania
$1.64M +$1.62M +29,707 New
CA
9
CGN Advisors
Kansas
$1.48M +$1.46M +26,794 New
SC
10
Slow Capital
California
$1.28M +$240K +4,394 +23%
MML Investors Services
11
MML Investors Services
Massachusetts
$1.08M +$59.6K +1,091 +6%
MCM
12
McMillion Capital Management
North Carolina
$1.03M
GL
13
Graypoint LLC
New York
$705K +$700K +12,812 New
Citadel Advisors
14
Citadel Advisors
Florida
$567K -$916K -16,767 -62%
FSG
15
Financial Strategies Group
Michigan
$282K +$280K +5,125 New
DC
16
Davenport & Co
Virginia
$275K
PAG
17
Private Advisor Group
New Jersey
$212K +$211K +3,858 New
CTC
18
Central Trust Company
Missouri
$120K +$273 +5 +0.2%
FWP
19
FAS Wealth Partners
Kansas
$93K +$36.6K +670 +66%
WOC
20
West Oak Capital
California
$72K
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$55K
Osaic Holdings
22
Osaic Holdings
Arizona
$40K
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$7K +$7.37K +135 New
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
-$1.35M -24,856 Closed
Wells Fargo
25
Wells Fargo
California
+$55 +1 New

JMUB Hedge Fund Activity: Q4 2020 in Review

24 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Municipal ETF (JMUB) for Q4 2020, worth a combined $56.8M — up 26% from $45M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new JMUB positions and 1 closed out — a net gain of 8 holders — while 8 added to existing stakes and 2 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $5.44M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.35M sold.

  • 24 institutional investors held JPMorgan Municipal ETF (JMUB) as of Q4 2020, up from 16 in Q3 2020.
  • Funds reported $56.8M of JPMorgan Municipal ETF stock for Q4 2020, up 26% quarter-over-quarter.
  • 9 funds opened new JPMorgan Municipal ETF positions in Q4 2020 and 1 closed out, a net change of +8 holders.
  • The largest JPMorgan Municipal ETF buyer in Q4 2020 was Jane Street, an estimated $5.44M added.
  • The largest JPMorgan Municipal ETF seller in Q4 2020 was Susquehanna International Group, an estimated $1.35M sold.

Based on aggregated 13F filings for Q4 2020.