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JPMorgan Municipal ETF

25 hedge funds and large institutions have $53M invested in JPMorgan Municipal ETF in 2021 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

29% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 7

4% more funds holding

Funds holding: 2425 (+1)

1.74% less ownership

Funds ownership: 76.47%74.72% (-1.7%)

7% less capital invested

Capital invested by funds: $56.8M → $53M (-$3.85M)

Holders
25
Holders Change
+1
Holders Change %
+4.17%
% of All Funds
0.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
9
Reduced
7
Closed
3
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
$25M
HighTower Advisors
2
HighTower Advisors
Illinois
$5.51M -$53.3K -970 -1%
CIA
3
Compass Ion Advisors
Pennsylvania
$4.36M +$689K +12,541 +19%
IWC
4
Integrated Wealth Concepts
Massachusetts
$3.53M -$52.3K -952 -1%
SC
5
Slow Capital
California
$2.63M +$1.37M +24,945 +107%
LPL Financial
6
LPL Financial
California
$2.35M -$25.4K -462 -1%
Truist Financial
7
Truist Financial
North Carolina
$1.74M -$92K -1,675 -5%
CFO
8
Collective Family Office
Pennsylvania
$1.64M +$22.9K +417 +1%
CA
9
CGN Advisors
Kansas
$1.55M +$93.3K +1,699 +6%
MML Investors Services
10
MML Investors Services
Massachusetts
$1.17M +$104K +1,886 +10%
MCM
11
McMillion Capital Management
North Carolina
$948K -$74.8K -1,363 -7%
Jane Street
12
Jane Street
New York
$925K -$4.54M -82,668 -83%
HIC
13
Holderness Investments Company
North Carolina
$492K +$496K +9,032 New
PAG
14
Private Advisor Group
New Jersey
$217K +$6.48K +118 +3%
GL
15
Graypoint LLC
New York
$203K -$499K -9,092 -71%
CTC
16
Central Trust Company
Missouri
$185K +$65.9K +1,200 +55%
FWP
17
FAS Wealth Partners
Kansas
$152K +$60.9K +1,109 +66%
CI
18
CX Institutional
Indiana
$151K +$152K +2,761 New
WOC
19
West Oak Capital
California
$71K
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$54K
UBS Group
21
UBS Group
Switzerland
$48K +$48.6K +885 New
Osaic Holdings
22
Osaic Holdings
Arizona
$45K +$4.94K +90 +12%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$7K
TCWM
24
Total Clarity Wealth Management
Illinois
$3K +$2.53K +46 New
Citadel Advisors
25
Citadel Advisors
Florida
-$567K -10,300 Closed

JMUB Hedge Fund Activity: Q1 2021 in Review

25 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Municipal ETF (JMUB) for Q1 2021, worth a combined $53M — down 6.8% from $56.8M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new JMUB positions and 3 closed out — a net gain of 1 holder — while 9 added to existing stakes and 7 trimmed.

The largest buyer was Slow Capital, adding an estimated $1.37M. The largest seller was Jane Street, cutting an estimated $4.54M.

  • 25 institutional investors held JPMorgan Municipal ETF (JMUB) as of Q1 2021, up from 24 in Q4 2020.
  • Funds reported $53M of JPMorgan Municipal ETF stock for Q1 2021, down 6.8% quarter-over-quarter.
  • 4 funds opened new JPMorgan Municipal ETF positions in Q1 2021 and 3 closed out, a net change of +1 holder.
  • The largest JPMorgan Municipal ETF buyer in Q1 2021 was Slow Capital, an estimated $1.37M added.
  • The largest JPMorgan Municipal ETF seller in Q1 2021 was Jane Street, an estimated $4.54M sold.

Based on aggregated 13F filings for Q1 2021.