JPMorgan Municipal ETF
JMUB
319 hedge funds and large institutions have $1.65B invested in JPMorgan Municipal ETF in 2024 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 162 increasing their positions, 64 reducing their positions, and 9 closing their positions.
873% more capital inflows, than outflows
Capital inflows: $434M | Capital outflows: $44.6M
633% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 9
153% more repeat investments, than reductions
Existing positions increased: 162 | Existing positions reduced: 64
19% more funds holding
Funds holding: 268 → 319 (+51)
6% more funds holding in top 10
Funds holding in top 10: 16 → 17 (+1)
2.71% more ownership
Funds ownership: 77.98% → 80.69% (+2.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bailard
Foster City,
California
|
+$37.3M |
| 2 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
+$34.6M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$30.2M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$17.6M |
| 5 |
Marcum Wealth
Cleveland,
Ohio
|
+$16.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
-$18M |
| 2 |
Northern Trust
Chicago,
Illinois
|
-$2.37M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
-$1.77M |
| 4 |
4WM
49 Wealth Management
Austin,
Texas
|
-$1.75M |
| 5 |
SA
Skyline Advisors
Bellingham,
Washington
|
-$1.73M |
JMUB Hedge Fund Activity: Q4 2024 in Review
319 of the 7,615 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Municipal ETF (JMUB) for Q4 2024, worth a combined $1.65B — up 21% from $1.36B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new JMUB positions and 9 closed out — a net gain of 57 holders — while 162 added to existing stakes and 64 trimmed.
The largest buyer was Bailard, opening a new position worth an estimated $37.3M. The largest seller was Morningstar Investment Services, cutting an estimated $18M.
- 319 institutional investors held JPMorgan Municipal ETF (JMUB) as of Q4 2024, up from 268 in Q3 2024.
- Funds reported $1.65B of JPMorgan Municipal ETF stock for Q4 2024, up 21% quarter-over-quarter.
- 66 funds opened new JPMorgan Municipal ETF positions in Q4 2024 and 9 closed out, a net change of +57 holders.
- The largest JPMorgan Municipal ETF buyer in Q4 2024 was Bailard, an estimated $37.3M added.
- The largest JPMorgan Municipal ETF seller in Q4 2024 was Morningstar Investment Services, an estimated $18M sold.
Based on aggregated 13F filings for Q4 2024.