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JPMorgan Municipal ETF

45 hedge funds and large institutions have $154M invested in JPMorgan Municipal ETF in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more capital invested

Capital invested by funds: $90.2M → $154M (+$63.3M)

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

30% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 10

26.59% more ownership

Funds ownership: 83.11%109.7% (+27%)

10% more funds holding

Funds holding: 4145 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
45
Holders Change
+4
Holders Change %
+9.76%
% of All Funds
0.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
13
Reduced
10
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1
Congress Wealth Management
Massachusetts
$27M +$27.1M +540,673 New
SC
2
Slow Capital
California
$23.4M -$4.7M -93,951 -17%
APP
3
Avantax Planning Partners
Iowa
$15.4M +$2.58M +51,459 +20%
Osaic Holdings
4
Osaic Holdings
Arizona
$11.7M +$11.6M +231,710 +11,319%
CCM
5
Condor Capital Management
New Jersey
$10.9M +$10.9M +217,467 New
LPL Financial
6
LPL Financial
California
$9.81M +$5.66M +113,101 +136%
MIS
7
Morningstar Investment Services
Illinois
$8.1M -$3.81K -76 -0%
RCA
8
Resonant Capital Advisors
Wisconsin
$6.62M +$1.15M +22,909 +21%
Jane Street
9
Jane Street
New York
$5.14M +$3.62M +72,344 +237%
IWC
10
Integrated Wealth Concepts
Massachusetts
$5.09M +$430K +8,596 +9%
HSG
11
Helen Stephens Group
Texas
$3.19M +$2.81M +56,050 +707%
BFA
12
Beaumont Financial Advisors
Massachusetts
$2.98M +$2.99M +59,815 New
OMC
13
Old Mission Capital
Illinois
$2.03M +$1.79M +35,838 +743%
Truist Financial
14
Truist Financial
North Carolina
$2.02M +$439K +8,758 +28%
CTC
15
Central Trust Company
Missouri
$1.94M +$960K +19,179 +98%
CA
16
CGN Advisors
Kansas
$1.91M +$314K +6,264 +20%
FTUS
17
Flow Traders U.S.
New York
$1.9M +$1.49M +29,684 +355%
GGS
18
Galvin Gaustad & Stein
Arizona
$1.78M +$1.79M +35,740 New
SCP
19
Shorepoint Capital Partners
Massachusetts
$1.78M +$1.78M +35,579 New
LWMNY
20
Landmark Wealth Management (New York)
New York
$1.33M -$1.97M -39,426 -60%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.19M +$1.19M +23,756 New
HFM
22
Hartford Financial Management
Connecticut
$1.07M +$1.07M +21,423 New
MML Investors Services
23
MML Investors Services
Massachusetts
$960K -$149K -2,975 -13%
MCM
24
McMillion Capital Management
North Carolina
$825K
AC
25
Avestar Capital
New York
$773K +$776K +15,489 New

JMUB Hedge Fund Activity: Q2 2022 in Review

45 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Municipal ETF (JMUB) for Q2 2022, worth a combined $154M — up 70% from $90.2M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new JMUB positions and 10 closed out — a net gain of 5 holders — while 13 added to existing stakes and 10 trimmed.

The largest buyer was Congress Wealth Management, opening a new position worth an estimated $27.1M. The largest seller was Slow Capital, cutting an estimated $4.7M.

  • 45 institutional investors held JPMorgan Municipal ETF (JMUB) as of Q2 2022, up from 41 in Q1 2022.
  • Funds reported $154M of JPMorgan Municipal ETF stock for Q2 2022, up 70% quarter-over-quarter.
  • 15 funds opened new JPMorgan Municipal ETF positions in Q2 2022 and 10 closed out, a net change of +5 holders.
  • The largest JPMorgan Municipal ETF buyer in Q2 2022 was Congress Wealth Management, an estimated $27.1M added.
  • The largest JPMorgan Municipal ETF seller in Q2 2022 was Slow Capital, an estimated $4.7M sold.

Based on aggregated 13F filings for Q2 2022.