JPMorgan Municipal ETFJMUBETF

13F holders, Q2 2026 (June 30)
511holders +11
47new positions
29sold out
2famous investors
$50.62avg. 13F price*

At the end of Q2 2026, 511 institutions reported holding JPMorgan Municipal ETF (JMUB) in their 13F filings, up 11 from Q1 2026. 47 opened new positions and 29 sold out. The largest holders were JPMorgan Chase & Co. ($614.1M), LPL Financial LLC ($343.1M) and Northwestern Mutual Wealth Management Co. ($266.6M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
JPMorgan Municipal ETF
CUSIP
46641Q647
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600 Q1 2024: 224Q1 2024Q2 2024: 255Q2 2024Q3 2024: 268Q3 2024Q4 2024: 319Q4 2024Q1 2025: 332Q1 2025Q2 2025: 357Q2 2025Q3 2025: 394Q3 2025Q4 2025: 483Q4 2025Q1 2026: 500Q1 2026Q2 2026: 511Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions47$70.2M
Exits29$26.5M

All 13F filers, Q1 2026 → Q2 2026: 12,998,998 shares bought and 3,724,622 shares sold, net +9,274,376 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 511 holders

JPMorgan Chase & Co. 0.04% Reduce -5.7% 12,119,839 $614.1M
LPL Financial LLC 0.08% Add +9.2% 6,772,836 $343.1M
Northwestern Mutual Wealth Management Co. 0.14% Add +10.3% 5,262,506 $266.6M
Meeder Advisory Services, Inc. 8.14% Add +3.0% 4,389,856 $222.4M
Cetera Investment Advisers 0.19% Add +12.5% 4,089,282 $207.1M
Ameriprise Financial Inc. 0.03% Add +13.3% 3,257,514 $165.0M
Jones Financial Companies LLLP 0.06% Add +120.1% 3,124,556 $158.2M
Bank of America Corp. 0.01% Add +8.5% 2,969,076 $150.4M
Wealth Enhancement Advisory Services, LLC 0.22% Add +15.9% 2,629,605 $132.5M
Envestnet Asset Management Inc. 0.03% Add +14.3% 2,186,706 $110.8M
Raymond James Financial Inc. 0.02% Add +2.9% 1,788,903 $90.6M
Captrust Financial Advisors 0.12% Add +18.0% 1,512,748 $76.6M
1900 Wealth Management LLC 3.81% Reduce -3.9% 1,350,673 $68.4M
Avantax Planning Partners, Inc. 1.68% Add +7.6% 1,335,459 $67.6M
Morgan Stanley 0.00% Add +7.9% 1,257,661 $63.7M
Forvis Mazars Wealth Advisors, LLC 1.06% Reduce -1.0% 1,255,802 $63.6M
Dynasty Wealth Management, LLC 0.43% Add +43.8% 1,146,449 $58.1M
Osaic Holdings, Inc. 0.06% Add +10.3% 1,076,926 $54.6M
Integrated Wealth Concepts LLC 0.34% Add +3.1% 1,035,056 $52.4M
Rockefeller Capital Management L.P. 0.08% Add +13.1% 993,028 $50.3M
Asio Capital, LLC 6.26% Add +5.1% 965,274 $48.9M
Orion Porfolio Solutions, LLC 0.34% Reduce -0.3% 873,906 $44.3M
G2 Capital Management, LLC / Oh 8.95% Add +1.6% 810,353 $41.0M
CENTRAL TRUST Co 0.73% Add +2.3% 793,283 $40.2M
Equitable Holdings, Inc. 0.23% Add +1.8% 748,040 $37.9M
Collective Family Office LLC 7.54% Add +0.8% 728,056 $36.9M
MML Investors Services, LLC 0.07% Add +28.4% 724,122 $36.7M
TIAA Wealth Investment Management LLC 0.23% Add +10.1% 688,121 $34.9M
AllGen Financial Advisors, Inc. 7.35% Add +185.5% 664,690 $33.7M
Tortoise Investment Management, LLC 2.51% Add +12.4% 664,214 $33.6M
MAI Capital Management 0.13% Add +0.3% 655,314 $33.2M
Bailard, Inc. 0.67% Reduce -3.9% 653,474 $33.1M
OpenArc Corporate Advisory, LLC 0.39% Add +35.2% 651,078 $33.0M
HighTower Advisors, LLC 0.03% Reduce -21.4% 648,294 $32.8M
Assetmark, Inc. 0.06% Add +3.7% 641,928 $32.5M
Corient Private Wealth LP 0.04% Reduce -11.3% 599,909 $30.4M
ABLE Financial Group, LLC 4.95% Add +18.5% 582,550 $29.5M
Commonwealth Equity Services, LLC 0.04% Add +13.8% 551,894 $28.0M
Larson Financial Group LLC 0.72% Add +12.2% 537,668 $27.2M
Lebenthal Global Advisors, LLC 3.56% Add +37.4% 520,742 $26.4M
Mather Group, Llc. 0.23% Add +8.8% 516,975 $26.2M
Avidian Wealth Enterprises, LLC 0.71% Add +5.7% 504,030 $25.5M
Clearwater Capital Advisors, LLC 1.86% Add +4.2% 500,367 $25.3M
Syntegra Private Wealth Group, LLC 1.90% Add +122.9% 484,965 $24.6M
Truist Financial Corp. 0.03% Add +9.8% 475,402 $24.1M
Amplius Wealth Advisors, LLC 1.75% Add +22.4% 470,566 $23.8M
Bridgewater Advisors Inc. 1.20% Reduce -23.4% 444,537 $22.1M
Smith & Howard Wealth Management, LLC 4.51% Reduce -3.5% 432,992 $21.9M
Wells Fargo & Company 0.00% Reduce -1.9% 426,082 $21.6M
Beacon Pointe Advisors, LLC 0.09% Add +3435.8% 400,958 $20.3M
IAG Wealth Partners, LLC 2.01% Reduce -3.2% 400,095 $20.3M
Invenio Wealth Partners LLC 7.21% Add +4.4% 397,279 $20.1M
Savant Capital, LLC 0.06% Add +36.5% 385,070 $19.5M
Diversified Portfolios, Inc. 1.40% Add +40.2% 380,323 $19.3M
Clear Trail Advisors, LLC 2.86% Add +29.6% 369,734 $18.7M
Sagespring Wealth Partners, LLC 0.28% Add +45.0% 359,313 $18.2M
Summit Financial, LLC 0.20% Add +0.4% 356,903 $18.1M
Apollon Wealth Management, LLC 0.22% Add +21.1% 356,305 $18.0M
Nolet Wealth Management, LLC 9.69% Reduce -26.1% 346,476 $17.6M
CGN Advisors LLC 1.28% Reduce -1.8% 345,172 $17.5M
Cardinal Strategic Wealth Guidance 3.88% New 337,742 $17.1M
CFO4Life Group, LLC 2.27% Add +1.9% 331,936 $16.8M
Arq Wealth Advisors, LLC 2.08% New 336,222 $16.8M
PW Advisors, LLC \ FL 11.15% Add +10.9% 329,861 $16.7M
Cambridge Investment Research Advisors, Inc. 0.04% Add +5.8% 328,817 $16.7M
Wealth Alliance Advisory Group, LLC 2.37% Add +2.2% 323,908 $16.4M
Harbor Group, Inc. 1.86% Add +1.3% 313,229 $15.9M
Chesley Taft & Associates LLC 0.62% Add +11.2% 312,202 $15.8M
Aspen Wealth Management LLC 2.62% Add +31.0% 304,147 $15.4M
Magnus Financial Group LLC 1.04% Add +4.6% 289,678 $14.7M
Per Stirling Capital Management, LLC. 1.39% Reduce -0.0% 288,087 $14.6M
Baron Silver Stevens Financial Advisors, LLC 1.76% Add +16.7% 274,073 $13.9M
OneDigital Investment Advisors LLC 0.11% Add +38.8% 267,138 $13.5M
Condor Capital Management 1.01% Add +1.2% 265,506 $13.4M
Modern Wealth Management, LLC 0.16% Add +119.0% 261,910 $13.3M
BlueStem Wealth Partners, LLC 1.30% Reduce -20.5% 257,354 $13.0M
Hartford Financial Management Inc. 2.91% Reduce -9.6% 257,179 $13.0M
Keyvantage Wealth, LLC 4.93% Add +82.9% 256,993 $13.0M
Peapack Gladstone Financial Corp. 0.15% Add +19.0% 251,191 $12.7M
Capital Analysts, LLC 0.29% Add +23.9% 247,480 $12.5M
HTG Investment Advisors, Inc. 3.19% Add +3.6% 245,301 $12.4M
Legacy Financial Advisors, Inc. 1.42% Add +2.2% 230,771 $11.7M
Great Valley Advisor Group, Inc. 0.18% Add +24.2% 225,686 $11.4M
Renaissance Technologies 0.02% Add +686.3% 224,887 $11.4M
Leverty Financial Group, LLC 2.21% Reduce -8.1% 224,288 $11.4M
Dodds Wealth, LLC 2.51% Add +9.0% 220,422 $11.2M
Lido Advisors, LLC 0.04% Reduce -4.5% 219,313 $11.1M
Royal Bank of Canada 0.00% Add +32.0% 218,998 $11.1M
Vise Technologies, Inc. 0.12% Add +611.1% 211,096 $10.7M
Rosenberg Matthew Hamilton 1.99% Add +13.6% 210,875 $10.7M
Cornerstone Wealth Management, LLC 0.46% Add +5.9% 209,551 $10.6M
Stifel Financial Corp. 0.01% Add +2.6% 209,537 $10.6M
Verus Capital Partners, LLC 0.57% Add +0.5% 209,101 $10.6M
Keudell/Morrison Wealth Management 1.96% Add +2.9% 204,595 $10.4M
Signature Estate & Investment Advisors LLC 0.19% Add +8.4% 203,952 $10.3M
Founders Financial Securities LLC 0.52% Add +5.8% 201,932 $10.2M
Simon Quick Advisors, LLC 0.41% Add +0.9% 201,271 $10.2M
Retirement Planning Group, LLC 0.25% Add +62.9% 193,799 $9.8M
Oakwell Private Wealth Management, LLC 1.58% Add +7.7% 187,820 $9.5M
Natixis Advisors, LLC 0.01% Add +75.5% 182,958 $9.3M

"% of holder's portfolio" is JMUB's weight in each manager's 13F, not the share of JPMorgan Municipal ETF the manager owns.

Show all 511 holders