We are live on ! Find out more
JMUB icon

JPMorgan Municipal ETF

255 hedge funds and large institutions have $1.18B invested in JPMorgan Municipal ETF in 2024 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 141 increasing their positions, 47 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

471% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 7

200% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 47

17% more capital invested

Capital invested by funds: $1.01B → $1.18B (+$174M)

13% more funds holding

Funds holding: 226255 (+29)

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

1.83% more ownership

Funds ownership: 79.2%81.04% (+1.8%)

Holders
255
Holders Change
+29
Holders Change %
+12.83%
% of All Funds
3.68%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.23%
New
40
Increased
141
Reduced
47
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$106M +$10.7M +212,185 +11%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$57M +$4.76M +94,579 +9%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$43M +$28.9M +574,470 +206%
FMWA
4
Forvis Mazars Wealth Advisors
Missouri
$38.8M +$2.21M +43,953 +6%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$36.8M +$929K +18,467 +3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$32.7M +$17.8M +354,185 +120%
Rockefeller Capital Management
7
Rockefeller Capital Management
New York
$28.3M +$2.29M +45,431 +9%
APP
8
Avantax Planning Partners
Iowa
$27.5M -$823K -16,355 -3%
CTC
9
Central Trust Company
Missouri
$22.8M +$990K +19,672 +5%
AC
10
Asio Capital
Kentucky
$20.6M +$2.04M +40,577 +11%
CFO
11
Collective Family Office
Pennsylvania
$20.3M +$2.23M +44,263 +12%
MIS
12
Morningstar Investment Services
Illinois
$20.2M -$101K -2,004 -0.5%
HighTower Advisors
13
HighTower Advisors
Illinois
$20.1M +$11M +219,531 +122%
EH
14
Equitable Holdings
New York
$19.3M +$19.2M +382,576 New
Truist Financial
15
Truist Financial
North Carolina
$18M +$832K +16,539 +5%
MML Investors Services
16
MML Investors Services
Massachusetts
$17.2M +$16.8M +333,217 +3,752%
AFA
17
AllGen Financial Advisors
Florida
$17M +$2.31M +45,888 +16%
SC
18
Stephens Consulting
Michigan
$15.1M +$1.73M +34,403 +13%
IWP
19
IAG Wealth Partners
Wisconsin
$15M +$585K +11,624 +4%
RJA
20
Raymond James & Associates
Florida
$14.5M +$3.74M +74,287 +35%
SHWM
21
Smith & Howard Wealth Management
Georgia
$14.2M +$5.86M +116,432 +70%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$13.8M +$2.46M +48,893 +22%
LFA
23
Legacy Financial Advisors
Kentucky
$13.7M +$845K +16,796 +7%
ACP
24
Aveo Capital Partners
Colorado
$13.6M +$367K +7,297 +3%
IWC
25
Integrated Wealth Concepts
Massachusetts
$12.6M +$53.4K +1,061 +0.4%

JMUB Hedge Fund Activity: Q2 2024 in Review

255 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Municipal ETF (JMUB) for Q2 2024, worth a combined $1.18B — up 17% from $1.01B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new JMUB positions and 7 closed out — a net gain of 33 holders — while 141 added to existing stakes and 47 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $28.9M. The largest seller was 49 Wealth Management, cutting an estimated $17.6M.

  • 255 institutional investors held JPMorgan Municipal ETF (JMUB) as of Q2 2024, up from 226 in Q1 2024.
  • Funds reported $1.18B of JPMorgan Municipal ETF stock for Q2 2024, up 17% quarter-over-quarter.
  • 40 funds opened new JPMorgan Municipal ETF positions in Q2 2024 and 7 closed out, a net change of +33 holders.
  • The largest JPMorgan Municipal ETF buyer in Q2 2024 was Raymond James Financial Services Advisors, an estimated $28.9M added.
  • The largest JPMorgan Municipal ETF seller in Q2 2024 was 49 Wealth Management, an estimated $17.6M sold.

Based on aggregated 13F filings for Q2 2024.