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JPMorgan Municipal ETF

54 hedge funds and large institutions have $190M invested in JPMorgan Municipal ETF in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

50% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 14

24% more capital invested

Capital invested by funds: $154M → $190M (+$36.7M)

20% more funds holding

Funds holding: 4554 (+9)

27.79% less ownership

Funds ownership: 109.7%81.9% (-28%)

Holders
54
Holders Change
+9
Holders Change %
+20%
% of All Funds
0.93%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
21
Reduced
14
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$28.6M +$19.7M +393,595 +200%
CWM
2
Congress Wealth Management
Massachusetts
$25.7M -$464K -9,251 -2%
SC
3
Slow Capital
California
$20M -$2.82M -56,208 -12%
MIS
4
Morningstar Investment Services
Illinois
$13.9M +$6.41M +127,850 +79%
CCM
5
Condor Capital Management
New Jersey
$13.1M +$2.68M +53,396 +25%
APP
6
Avantax Planning Partners
Iowa
$12.7M -$2.32M -46,340 -15%
Osaic Holdings
7
Osaic Holdings
Arizona
$10.9M -$412K -8,217 -4%
WAAG
8
Wealth Alliance Advisory Group
Kansas
$7.09M +$7.35M +146,492 New
RCA
9
Resonant Capital Advisors
Wisconsin
$5.62M -$827K -16,485 -12%
HighTower Advisors
10
HighTower Advisors
Illinois
$5.54M +$5.03M +100,244 +706%
IWC
11
Integrated Wealth Concepts
Massachusetts
$4.83M -$121K -2,409 -2%
CTC
12
Central Trust Company
Missouri
$4.26M +$2.47M +49,216 +127%
HSG
13
Helen Stephens Group
Texas
$3.62M +$539K +10,745 +17%
CA
14
CGN Advisors
Kansas
$2.8M +$986K +19,653 +51%
BFA
15
Beaumont Financial Advisors
Massachusetts
$2.69M -$208K -4,152 -7%
LWMNY
16
Landmark Wealth Management (New York)
New York
$2.5M +$1.25M +24,915 +94%
CFO
17
Collective Family Office
Pennsylvania
$2.32M +$2.41M +47,982 New
GGS
18
Galvin Gaustad & Stein
Arizona
$2.31M +$596K +11,890 +33%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.93M +$803K +16,008 +67%
Truist Financial
20
Truist Financial
North Carolina
$1.89M -$71.2K -1,419 -4%
AFA
21
AllGen Financial Advisors
Florida
$1.89M +$1.95M +38,957 New
SCP
22
Shorepoint Capital Partners
Massachusetts
$1.84M +$127K +2,534 +7%
Citadel Advisors
23
Citadel Advisors
Florida
$1.62M +$1.08M +21,495 +181%
Jane Street
24
Jane Street
New York
$1.55M -$3.56M -70,935 -69%
MML Investors Services
25
MML Investors Services
Massachusetts
$1.23M +$304K +6,067 +32%

JMUB Hedge Fund Activity: Q3 2022 in Review

54 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Municipal ETF (JMUB) for Q3 2022, worth a combined $190M — up 24% from $154M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new JMUB positions and 8 closed out — a net gain of 9 holders — while 21 added to existing stakes and 14 trimmed.

The largest buyer was LPL Financial, adding an estimated $19.7M. The largest seller was Jane Street, cutting an estimated $3.56M.

  • 54 institutional investors held JPMorgan Municipal ETF (JMUB) as of Q3 2022, up from 45 in Q2 2022.
  • Funds reported $190M of JPMorgan Municipal ETF stock for Q3 2022, up 24% quarter-over-quarter.
  • 17 funds opened new JPMorgan Municipal ETF positions in Q3 2022 and 8 closed out, a net change of +9 holders.
  • The largest JPMorgan Municipal ETF buyer in Q3 2022 was LPL Financial, an estimated $19.7M added.
  • The largest JPMorgan Municipal ETF seller in Q3 2022 was Jane Street, an estimated $3.56M sold.

Based on aggregated 13F filings for Q3 2022.