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JPMorgan Municipal ETF

41 hedge funds and large institutions have $90.2M invested in JPMorgan Municipal ETF in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

42% more capital invested

Capital invested by funds: $63.7M → $90.2M (+$26.5M)

24% more funds holding

Funds holding: 3341 (+8)

17.03% more ownership

Funds ownership: 66.08%83.11% (+17%)

11% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 9

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
41
Holders Change
+8
Holders Change %
+24.24%
% of All Funds
0.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
10
Reduced
9
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
1
Slow Capital
California
$28.9M +$10.1M +190,515 +51%
APP
2
Avantax Planning Partners
Iowa
$13.3M +$13.7M +257,963 New
MIS
3
Morningstar Investment Services
Illinois
$8.35M +$8.64M +162,766 New
RCA
4
Resonant Capital Advisors
Wisconsin
$5.63M +$5.83M +109,714 New
HighTower Advisors
5
HighTower Advisors
Illinois
$5.28M +$9.19K +173 +0.2%
IWC
6
Integrated Wealth Concepts
Massachusetts
$4.81M +$1.55M +29,230 +46%
LPL Financial
7
LPL Financial
California
$4.29M +$2.14M +40,205 +93%
CIA
8
Compass Ion Advisors
Pennsylvania
$2M -$846K -15,921 -29%
LWMNY
9
Landmark Wealth Management (New York)
New York
$1.73M +$2.05M +38,633 +141%
CA
10
CGN Advisors
Kansas
$1.64M -$408K -7,674 -19%
Truist Financial
11
Truist Financial
North Carolina
$1.63M -$123K -2,309 -7%
Jane Street
12
Jane Street
New York
$1.57M +$642K +12,093 +65%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$1.43M +$1.47M +27,729 New
JP Morgan Chase
14
JP Morgan Chase
New York
$1.29M -$13.7M -257,601 -91%
MML Investors Services
15
MML Investors Services
Massachusetts
$1.14M -$275K -5,172 -19%
CTC
16
Central Trust Company
Missouri
$1.01M +$344K +6,470 +49%
MCM
17
McMillion Capital Management
North Carolina
$850K +$99.7K +1,878 +13%
CFO
18
Collective Family Office
Pennsylvania
$802K -$299K -5,621 -27%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$626K +$646K +12,168 New
FWP
20
FAS Wealth Partners
Kansas
$515K +$112K +2,102 +27%
FTUS
21
Flow Traders U.S.
New York
$430K -$15.2K -287 -3%
HSG
22
Helen Stephens Group
Texas
$408K +$421K +7,930 New
RIG
23
RiverFront Investment Group
Virginia
$402K
NB
24
NBT Bank
New York
$304K +$314K +5,910 New
OMC
25
Old Mission Capital
Illinois
$248K +$256K +4,823 New

JMUB Hedge Fund Activity: Q1 2022 in Review

41 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Municipal ETF (JMUB) for Q1 2022, worth a combined $90.2M — up 42% from $63.7M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new JMUB positions and 7 closed out — a net gain of 8 holders — while 10 added to existing stakes and 9 trimmed.

The largest buyer was Avantax Planning Partners, opening a new position worth an estimated $13.7M. The largest seller was JP Morgan Chase, cutting an estimated $13.7M.

  • 41 institutional investors held JPMorgan Municipal ETF (JMUB) as of Q1 2022, up from 33 in Q4 2021.
  • Funds reported $90.2M of JPMorgan Municipal ETF stock for Q1 2022, up 42% quarter-over-quarter.
  • 15 funds opened new JPMorgan Municipal ETF positions in Q1 2022 and 7 closed out, a net change of +8 holders.
  • The largest JPMorgan Municipal ETF buyer in Q1 2022 was Avantax Planning Partners, an estimated $13.7M added.
  • The largest JPMorgan Municipal ETF seller in Q1 2022 was JP Morgan Chase, an estimated $13.7M sold.

Based on aggregated 13F filings for Q1 2022.