JPMorgan Municipal ETF
JMUB
89 hedge funds and large institutions have $263M invested in JPMorgan Municipal ETF in 2022 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 30 increasing their positions, 11 reducing their positions, and 7 closing their positions.
500% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 7
250% more funds holding in top 10
Funds holding in top 10: 2 → 7 (+5)
173% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 11
65% more funds holding
Funds holding: 54 → 89 (+35)
38% more capital invested
Capital invested by funds: $190M → $263M (+$72.6M)
26.07% more ownership
Funds ownership: 81.9% → 107.98% (+26%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
+$14.6M |
| 2 |
AFA
AllGen Financial Advisors
Orlando,
Florida
|
+$6.26M |
| 3 |
LAS
LWM Advisory Services
Plantation,
Florida
|
+$5.92M |
| 4 |
KMWM
Keudell/Morrison Wealth Management
Salem,
Oregon
|
+$5.23M |
| 5 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
+$4.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Congress Wealth Management
Boston,
Massachusetts
|
-$23.6M |
| 2 |
LPL Financial
San Diego,
California
|
-$6.92M |
| 3 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$4.49M |
| 4 |
RCA
Resonant Capital Advisors
Madison,
Wisconsin
|
-$2.69M |
| 5 |
CFO
Collective Family Office
York,
Pennsylvania
|
-$2.32M |
JMUB Hedge Fund Activity: Q4 2022 in Review
89 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Municipal ETF (JMUB) for Q4 2022, worth a combined $263M — up 38% from $190M a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new JMUB positions and 7 closed out — a net gain of 35 holders — while 30 added to existing stakes and 11 trimmed.
The largest buyer was Avantax Planning Partners, adding an estimated $14.6M. The largest seller was Congress Wealth Management, cutting an estimated $23.6M.
- 89 institutional investors held JPMorgan Municipal ETF (JMUB) as of Q4 2022, up from 54 in Q3 2022.
- Funds reported $263M of JPMorgan Municipal ETF stock for Q4 2022, up 38% quarter-over-quarter.
- 42 funds opened new JPMorgan Municipal ETF positions in Q4 2022 and 7 closed out, a net change of +35 holders.
- The largest JPMorgan Municipal ETF buyer in Q4 2022 was Avantax Planning Partners, an estimated $14.6M added.
- The largest JPMorgan Municipal ETF seller in Q4 2022 was Congress Wealth Management, an estimated $23.6M sold.
Based on aggregated 13F filings for Q4 2022.