JPMorgan Municipal ETF
JMUB
226 hedge funds and large institutions have $1.01B invested in JPMorgan Municipal ETF in 2024 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 132 increasing their positions, 28 reducing their positions, and 19 closing their positions.
412% more capital inflows, than outflows
Capital inflows: $244M | Capital outflows: $47.6M
371% more repeat investments, than reductions
Existing positions increased: 132 | Existing positions reduced: 28
142% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 19
15% more funds holding in top 10
Funds holding in top 10: 13 → 15 (+2)
11% more funds holding
Funds holding: 203 → 226 (+23)
4.72% less ownership
Funds ownership: 83.92% → 79.2% (-4.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$17.2M |
| 2 |
Asio Capital
Lexington,
Kentucky
|
+$13M |
| 3 |
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
+$10.6M |
| 4 |
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
+$7.92M |
| 5 |
Signature Estate & Investment Advisors
Los Angeles,
California
|
+$7.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
-$20.9M |
| 2 |
Old Mission Capital
Chicago,
Illinois
|
-$6.83M |
| 3 |
Sequoia Financial Advisors
Akron,
Ohio
|
-$2.56M |
| 4 |
Northwest Financial Advisors
Herndon,
Virginia
|
-$2.42M |
| 5 |
Stratos Wealth Advisors
Beachwood,
Ohio
|
-$1.99M |
JMUB Hedge Fund Activity: Q1 2024 in Review
226 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Municipal ETF (JMUB) for Q1 2024, worth a combined $1.01B — up 23% from $819M a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new JMUB positions and 19 closed out — a net gain of 27 holders — while 132 added to existing stakes and 28 trimmed.
The largest buyer was LPL Financial, adding an estimated $17.2M. The largest seller was Morningstar Investment Services, cutting an estimated $20.9M.
- 226 institutional investors held JPMorgan Municipal ETF (JMUB) as of Q1 2024, up from 203 in Q4 2023.
- Funds reported $1.01B of JPMorgan Municipal ETF stock for Q1 2024, up 23% quarter-over-quarter.
- 46 funds opened new JPMorgan Municipal ETF positions in Q1 2024 and 19 closed out, a net change of +27 holders.
- The largest JPMorgan Municipal ETF buyer in Q1 2024 was LPL Financial, an estimated $17.2M added.
- The largest JPMorgan Municipal ETF seller in Q1 2024 was Morningstar Investment Services, an estimated $20.9M sold.
Based on aggregated 13F filings for Q1 2024.