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JPMorgan Municipal ETF

268 hedge funds and large institutions have $1.36B invested in JPMorgan Municipal ETF in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 165 increasing their positions, 50 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 6

230% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 50

15% more capital invested

Capital invested by funds: $1.18B → $1.36B (+$180M)

5% more funds holding

Funds holding: 255268 (+13)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

3.1% less ownership

Funds ownership: 81.04%77.94% (-3.1%)

Holders
268
Holders Change
+13
Holders Change %
+5.1%
% of All Funds
3.85%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.23%
New
24
Increased
165
Reduced
50
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$129M +$20.1M +394,199 +19%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$93.2M +$34.9M +686,600 +61%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$46.9M +$3.12M +61,308 +7%
FMWA
4
Forvis Mazars Wealth Advisors
Missouri
$43.3M +$3.69M +72,458 +9%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$39.4M +$1.93M +38,001 +5%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$36.9M +$3.57M +70,123 +11%
Rockefeller Capital Management
7
Rockefeller Capital Management
New York
$29.6M +$855K +16,794 +3%
CTC
8
Central Trust Company
Missouri
$27.1M +$3.88M +76,259 +17%
APP
9
Avantax Planning Partners
Iowa
$24.7M -$3.25M -63,891 -12%
AC
10
Asio Capital
Kentucky
$23.8M +$2.82M +55,451 +14%
CFO
11
Collective Family Office
Pennsylvania
$23.3M +$2.63M +51,611 +13%
EH
12
Equitable Holdings
New York
$22.6M +$2.95M +57,959 +15%
MIS
13
Morningstar Investment Services
Illinois
$20.9M +$362K +7,113 +2%
RJA
14
Raymond James & Associates
Florida
$20.7M +$5.89M +115,690 +40%
HighTower Advisors
15
HighTower Advisors
Illinois
$20.7M +$229K +4,497 +1%
MML Investors Services
16
MML Investors Services
Massachusetts
$19.3M +$1.76M +34,597 +10%
Truist Financial
17
Truist Financial
North Carolina
$18.5M +$137K +2,691 +0.8%
MFG
18
Magnus Financial Group
New York
$16.5M +$5.36M +105,360 +49%
Ameriprise
19
Ameriprise
Minnesota
$16.2M +$11.3M +222,318 +237%
SHWM
20
Smith & Howard Wealth Management
Georgia
$15.9M +$1.4M +27,557 +10%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$15.7M +$1.72M +33,825 +12%
AFA
22
AllGen Financial Advisors
Florida
$15.5M -$1.72M -33,782 -10%
SC
23
Stephens Consulting
Michigan
$15.5M +$166K +3,263 +1%
IWP
24
IAG Wealth Partners
Wisconsin
$15.2M -$91.4K -1,796 -0.6%
IWC
25
Integrated Wealth Concepts
Massachusetts
$14.8M +$1.94M +38,199 +15%

JMUB Hedge Fund Activity: Q3 2024 in Review

268 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Municipal ETF (JMUB) for Q3 2024, worth a combined $1.36B — up 15% from $1.18B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new JMUB positions and 6 closed out — a net gain of 18 holders — while 165 added to existing stakes and 50 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $34.9M. The largest seller was Kestra Private Wealth Services, cutting an estimated $7.53M.

  • 268 institutional investors held JPMorgan Municipal ETF (JMUB) as of Q3 2024, up from 255 in Q2 2024.
  • Funds reported $1.36B of JPMorgan Municipal ETF stock for Q3 2024, up 15% quarter-over-quarter.
  • 24 funds opened new JPMorgan Municipal ETF positions in Q3 2024 and 6 closed out, a net change of +18 holders.
  • The largest JPMorgan Municipal ETF buyer in Q3 2024 was Northwestern Mutual Wealth Management, an estimated $34.9M added.
  • The largest JPMorgan Municipal ETF seller in Q3 2024 was Kestra Private Wealth Services, an estimated $7.53M sold.

Based on aggregated 13F filings for Q3 2024.