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JPMorgan Municipal ETF

23 hedge funds and large institutions have $62.2M invested in JPMorgan Municipal ETF in 2021 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 7

17% more capital invested

Capital invested by funds: $53M → $62.2M (+$9.26M)

2.06% less ownership

Funds ownership: 74.72%72.66% (-2.1%)

8% less funds holding

Funds holding: 2523 (-2)

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
23
Holders Change
-2
Holders Change %
-8%
% of All Funds
0.4%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
1
Increased
11
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
$25.3M
SC
2
Slow Capital
California
$10.7M +$7.98M +144,948 +300%
HighTower Advisors
3
HighTower Advisors
Illinois
$5.99M +$409K +7,424 +7%
IWC
4
Integrated Wealth Concepts
Massachusetts
$3.84M +$258K +4,687 +7%
CIA
5
Compass Ion Advisors
Pennsylvania
$3.41M -$1.01M -18,369 -23%
Jane Street
6
Jane Street
New York
$2.32M +$1.37M +24,949 +147%
LPL Financial
7
LPL Financial
California
$1.78M -$602K -10,928 -25%
CA
8
CGN Advisors
Kansas
$1.78M +$203K +3,685 +13%
Truist Financial
9
Truist Financial
North Carolina
$1.74M -$24.9K -452 -1%
MML Investors Services
10
MML Investors Services
Massachusetts
$1.44M +$256K +4,648 +22%
CFO
11
Collective Family Office
Pennsylvania
$1.24M -$426K -7,728 -26%
MCM
12
McMillion Capital Management
North Carolina
$809K -$151K -2,740 -16%
HIC
13
Holderness Investments Company
North Carolina
$532K +$33K +600 +7%
RIG
14
RiverFront Investment Group
Virginia
$432K +$430K +7,812 New
PAG
15
Private Advisor Group
New Jersey
$236K +$16.6K +301 +8%
UBS Group
16
UBS Group
Switzerland
$184K +$135K +2,449 +277%
FWP
17
FAS Wealth Partners
Kansas
$132K -$22.1K -402 -14%
CTC
18
Central Trust Company
Missouri
$121K -$66.1K -1,200 -35%
Osaic Holdings
19
Osaic Holdings
Arizona
$101K +$56.1K +1,018 +124%
WOC
20
West Oak Capital
California
$72K
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$55K
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$46K +$38.5K +700 +519%
GL
23
Graypoint LLC
New York
-$203K -3,720 Closed
CI
24
CX Institutional
Indiana
-$151K -2,761 Closed
TCWM
25
Total Clarity Wealth Management
Illinois
-$3K -46 Closed

JMUB Hedge Fund Activity: Q2 2021 in Review

23 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Municipal ETF (JMUB) for Q2 2021, worth a combined $62.2M — up 17% from $53M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of JMUB and 1 opened new positions — a net loss of 2 holders — while 7 trimmed existing stakes and 11 added.

The largest buyer was Slow Capital, adding an estimated $7.98M. The largest seller was Compass Ion Advisors, cutting an estimated $1.01M.

  • 23 institutional investors held JPMorgan Municipal ETF (JMUB) as of Q2 2021, down from 25 in Q1 2021.
  • Funds reported $62.2M of JPMorgan Municipal ETF stock for Q2 2021, up 17% quarter-over-quarter.
  • 1 fund opened new JPMorgan Municipal ETF positions in Q2 2021 and 3 closed out, a net change of -2 holders.
  • The largest JPMorgan Municipal ETF buyer in Q2 2021 was Slow Capital, an estimated $7.98M added.
  • The largest JPMorgan Municipal ETF seller in Q2 2021 was Compass Ion Advisors, an estimated $1.01M sold.

Based on aggregated 13F filings for Q2 2021.