JPMorgan Municipal ETF
JMUB
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.
114% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 7
37% more capital invested
Capital invested by funds: $65.7M → $90.2M (+$24.5M)
24% more funds holding
Funds holding: 33 → 41 (+8)
15.49% more ownership
Funds ownership: 66.08% → 81.57% (+15%)
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: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
+$13.7M |
| 2 |
SC
Slow Capital
Greenbrae,
California
|
+$10.1M |
| 3 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
+$8.64M |
| 4 |
RCA
Resonant Capital Advisors
Madison,
Wisconsin
|
+$5.83M |
| 5 |
LPL Financial
San Diego,
California
|
+$2.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$13.7M |
| 2 |
CIA
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
-$846K |
| 3 |
HIC
Holderness Investments Company
Greensboro,
North Carolina
|
-$731K |
| 4 |
CA
CGN Advisors
Manhattan,
Kansas
|
-$408K |
| 5 |
EBWM
Eagle Bluffs Wealth Management
Columbia,
Missouri
|
-$395K |
JMUB Hedge Fund Activity: Q1 2022 in Review
41 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Municipal ETF (JMUB) for Q1 2022, worth a combined $90.2M — up 37% from $65.7M 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 37% 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.