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JPMorgan Municipal ETF

27 hedge funds and large institutions have $62.6M invested in JPMorgan Municipal ETF in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

83% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 6

17% more funds holding

Funds holding: 2327 (+4)

1% more capital invested

Capital invested by funds: $62.2M → $62.6M (+$413K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9.36% less ownership

Funds ownership: 72.66%63.3% (-9.4%)

Holders
27
Holders Change
+4
Holders Change %
+17.39%
% of All Funds
0.47%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
11
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
1
Slow Capital
California
$19M +$8.45M +152,421 +79%
JP Morgan Chase
2
JP Morgan Chase
New York
$16.8M -$8.43M -152,000 -33%
HighTower Advisors
3
HighTower Advisors
Illinois
$5.78M -$186K -3,355 -3%
IWC
4
Integrated Wealth Concepts
Massachusetts
$3.6M -$222K -4,012 -6%
CIA
5
Compass Ion Advisors
Pennsylvania
$3.31M -$75.2K -1,357 -2%
Truist Financial
6
Truist Financial
North Carolina
$1.88M +$151K +2,716 +9%
CA
7
CGN Advisors
Kansas
$1.87M +$101K +1,814 +6%
LPL Financial
8
LPL Financial
California
$1.81M +$35.2K +634 +2%
Jane Street
9
Jane Street
New York
$1.8M -$509K -9,179 -22%
MML Investors Services
10
MML Investors Services
Massachusetts
$1.51M +$80K +1,442 +6%
CFO
11
Collective Family Office
Pennsylvania
$1.25M +$13.9K +251 +1%
MCM
12
McMillion Capital Management
North Carolina
$805K
HIC
13
Holderness Investments Company
North Carolina
$733K +$205K +3,700 +38%
FTUS
14
Flow Traders U.S.
New York
$475K +$480K +8,648 New
PAG
15
Private Advisor Group
New Jersey
$438K +$204K +3,675 +86%
RIG
16
RiverFront Investment Group
Virginia
$429K
DAS
17
Dynamic Advisor Solutions
Arizona
$246K +$248K +4,475 New
CTC
18
Central Trust Company
Missouri
$240K +$120K +2,171 +99%
CI
19
CX Institutional
Indiana
$152K +$153K +2,761 New
WOC
20
West Oak Capital
California
$137K +$66.5K +1,200 +92%
FWP
21
FAS Wealth Partners
Kansas
$131K +$166 +3 +0.1%
Osaic Holdings
22
Osaic Holdings
Arizona
$96K -$4.99K -90 -5%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$54K
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$46K
Morgan Stanley
25
Morgan Stanley
New York
$27K +$27.4K +495 New

JMUB Hedge Fund Activity: Q3 2021 in Review

27 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Municipal ETF (JMUB) for Q3 2021, worth a combined $62.6M — up 0.66% from $62.2M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new JMUB positions and 1 closed out — a net gain of 4 holders — while 11 added to existing stakes and 6 trimmed.

The largest buyer was Slow Capital, adding an estimated $8.45M. The largest seller was JP Morgan Chase, cutting an estimated $8.43M.

  • 27 institutional investors held JPMorgan Municipal ETF (JMUB) as of Q3 2021, up from 23 in Q2 2021.
  • Funds reported $62.6M of JPMorgan Municipal ETF stock for Q3 2021, up 0.66% quarter-over-quarter.
  • 5 funds opened new JPMorgan Municipal ETF positions in Q3 2021 and 1 closed out, a net change of +4 holders.
  • The largest JPMorgan Municipal ETF buyer in Q3 2021 was Slow Capital, an estimated $8.45M added.
  • The largest JPMorgan Municipal ETF seller in Q3 2021 was JP Morgan Chase, an estimated $8.43M sold.

Based on aggregated 13F filings for Q3 2021.