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JPMorgan Municipal ETF

33 hedge funds and large institutions have $63.7M invested in JPMorgan Municipal ETF in 2021 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

22% more funds holding

Funds holding: 2733 (+6)

2.78% more ownership

Funds ownership: 63.3%66.08% (+2.8%)

2% more capital invested

Capital invested by funds: $62.6M → $63.7M (+$1.09M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

22% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 9

Holders
33
Holders Change
+6
Holders Change %
+22.22%
% of All Funds
0.51%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
7
Reduced
9
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
1
Slow Capital
California
$20.4M +$1.46M +26,560 +8%
JP Morgan Chase
2
JP Morgan Chase
New York
$15.5M -$1.28M -23,311 -8%
HighTower Advisors
3
HighTower Advisors
Illinois
$5.62M -$141K -2,566 -2%
IWC
4
Integrated Wealth Concepts
Massachusetts
$3.52M -$68.5K -1,248 -2%
CIA
5
Compass Ion Advisors
Pennsylvania
$3M -$302K -5,494 -9%
LPL Financial
6
LPL Financial
California
$2.37M +$567K +10,327 +31%
CA
7
CGN Advisors
Kansas
$2.17M +$309K +5,626 +17%
Truist Financial
8
Truist Financial
North Carolina
$1.86M -$10.6K -193 -0.6%
MML Investors Services
9
MML Investors Services
Massachusetts
$1.5M -$8.34K -152 -0.6%
CFO
10
Collective Family Office
Pennsylvania
$1.16M -$79K -1,439 -6%
Jane Street
11
Jane Street
New York
$1.01M -$782K -14,246 -44%
MCM
12
McMillion Capital Management
North Carolina
$803K
HIC
13
Holderness Investments Company
North Carolina
$731K
CTC
14
Central Trust Company
Missouri
$722K +$484K +8,811 +202%
FTUS
15
Flow Traders U.S.
New York
$474K
FWP
16
FAS Wealth Partners
Kansas
$434K +$303K +5,518 +231%
RIG
17
RiverFront Investment Group
Virginia
$428K
EBWM
18
Eagle Bluffs Wealth Management
Missouri
$395K +$395K +7,203 New
HL
19
HeadInvest LLC
Maine
$293K +$294K +5,350 New
DAS
20
Dynamic Advisor Solutions
Arizona
$245K
RJA
21
Raymond James & Associates
Florida
$222K +$222K +4,051 New
PAG
22
Private Advisor Group
New Jersey
$218K -$218K -3,976 -50%
AWC
23
Adamsbrown Wealth Consultants
Kansas
$209K +$209K +3,806 New
WOC
24
West Oak Capital
California
$137K
Osaic Holdings
25
Osaic Holdings
Arizona
$108K +$12.5K +227 +13%

JMUB Hedge Fund Activity: Q4 2021 in Review

33 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Municipal ETF (JMUB) for Q4 2021, worth a combined $63.7M — up 1.7% from $62.6M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new JMUB positions and 1 closed out — a net gain of 6 holders — while 7 added to existing stakes and 9 trimmed.

The largest buyer was Slow Capital, adding an estimated $1.46M. The largest seller was JP Morgan Chase, cutting an estimated $1.28M.

  • 33 institutional investors held JPMorgan Municipal ETF (JMUB) as of Q4 2021, up from 27 in Q3 2021.
  • Funds reported $63.7M of JPMorgan Municipal ETF stock for Q4 2021, up 1.7% quarter-over-quarter.
  • 7 funds opened new JPMorgan Municipal ETF positions in Q4 2021 and 1 closed out, a net change of +6 holders.
  • The largest JPMorgan Municipal ETF buyer in Q4 2021 was Slow Capital, an estimated $1.46M added.
  • The largest JPMorgan Municipal ETF seller in Q4 2021 was JP Morgan Chase, an estimated $1.28M sold.

Based on aggregated 13F filings for Q4 2021.