JPMorgan Municipal ETFJMUBETF
13F holders, Q1 2024 (March 31)224holders
1famous investor
$50.72avg. 13F price*
At the end of Q1 2024, 224 institutions reported holding JPMorgan Municipal ETF (JMUB) in their 13F filings. The largest holders were LPL Financial LLC ($96.4M), Northwestern Mutual Wealth Management Co. ($52.6M) and Forvis Mazars Wealth Advisors, LLC ($36.9M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- JPMorgan Municipal ETF
- CUSIP
- 46641Q647
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $60.5M |
| Exits | 18 | $19.2M |
Ownership 224 holders
| LPL Financial LLC | 0.05% | Add +21.7% | 1,900,364 | $96.4M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +13.4% | 1,036,407 | $52.6M |
| Forvis Mazars Wealth Advisors, LLC | 0.94% | Add +40.5% | 727,190 | $36.9M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Add +5.3% | 712,082 | $36.1M |
| Avantax Planning Partners, Inc. | 0.93% | Reduce -3.3% | 562,928 | $28.6M |
| Rockefeller Capital Management L.P. | 0.08% | Add +4.4% | 515,924 | $26.2M |
| 49 Wealth Management, LLC | 5.12% | Reduce -2.7% | 473,205 | $23.9M |
| CENTRAL TRUST Co | 0.55% | Add +2.8% | 432,320 | $21.9M |
| Morningstar Investment Services LLC | 0.22% | Reduce -50.5% | 402,050 | $20.4M |
| Asio Capital, LLC | 3.96% | Add +229.4% | 367,674 | $18.7M |
| Collective Family Office LLC | 5.90% | Add +48.2% | 358,259 | $18.2M |
| Truist Financial Corp. | 0.03% | Add +4.7% | 341,544 | $17.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +52.9% | 295,903 | $15.0M |
| AllGen Financial Advisors, Inc. | 6.01% | Add +54.1% | 291,079 | $14.8M |
| IAG Wealth Partners, LLC | 3.12% | Add +0.5% | 286,487 | $14.5M |
| Opal Wealth Advisors, LLC | 4.89% | Reduce -0.5% | 284,072 | $14.4M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +89.9% | 279,015 | $14.2M |
| Stephens Consulting, LLC | 4.12% | Add +93.4% | 264,492 | $13.4M |
| Aveo Capital Partners, LLC | 1.43% | Add +69.2% | 261,717 | $13.1M |
| Legacy Financial Advisors, Inc. | 2.32% | Add +21.9% | 255,265 | $13.0M |
| Integrated Wealth Concepts LLC | 0.18% | Add +4.4% | 248,664 | $12.6M |
| Condor Capital Management | 1.16% | Add +9.4% | 233,664 | $11.9M |
| CFO4Life Group, LLC | 2.09% | Add +27.5% | 227,366 | $11.5M |
| Kestra Private Wealth Services, LLC | 0.26% | Reduce -1.6% | 225,611 | $11.4M |
| Commonwealth Equity Services, LLC | 0.02% | Add +20.6% | 224,222 | $11.4M |
| Magnus Financial Group LLC | 1.31% | Add +8.7% | 215,656 | $10.9M |
| Osaic Holdings, Inc. | 0.02% | Reduce -1.7% | 215,451 | $10.9M |
| Raymond James & Associates | 0.01% | Reduce -5.7% | 214,278 | $10.9M |
| Bank of America Corp. | 0.00% | Add +10.4% | 210,774 | $10.7M |
| Beta Wealth Group, Inc. | 5.16% | Add +8.9% | 209,224 | $10.6M |
| Hartford Financial Management Inc. | 2.19% | Add +64.5% | 204,405 | $10.4M |
| Skyline Advisors, Inc. | 4.22% | Add +10.2% | 185,661 | $9.4M |
| HighTower Advisors, LLC | 0.01% | Add +6.2% | 179,984 | $9.1M |
| Aspen Wealth Management LLC | 3.51% | Add +4.9% | 179,400 | $9.1M |
| Invenio Wealth Partners LLC | 4.87% | Add +149.5% | 178,117 | $9.0M |
| Wealth Alliance Advisory Group, LLC | 2.01% | Add +9.9% | 170,283 | $8.6M |
| Smith & Howard Wealth Management, LLC | 2.60% | Add +48.8% | 165,570 | $8.4M |
| Renaissance Technologies | 0.01% | Add +198.2% | 162,400 | $8.2M |
| JPMorgan Chase & Co. | 0.00% | Add +148.1% | 157,637 | $8.0M |
| Syntegra Private Wealth Group, LLC | 1.02% | New | 156,026 | $7.9M |
| Platte River Wealth Advisors, LLC | 2.22% | Add +209.0% | 153,805 | $7.8M |
| Signature Estate & Investment Advisors LLC | 0.21% | New | 147,472 | $7.5M |
| Great Valley Advisor Group, Inc. | 0.22% | Add +15.3% | 140,960 | $7.2M |
| Ameritas Advisory Services, LLC | 0.29% | Add +360.3% | 139,612 | $7.0M |
| Cornerstone Wealth Management, LLC | 0.57% | Add +6.2% | 137,610 | $7.0M |
| CGN Advisors LLC | 0.85% | Add +170.8% | 132,662 | $6.7M |
| Diversified Portfolios, Inc. | 0.94% | Add +41.0% | 131,143 | $6.7M |
| Royal Bank of Canada | 0.00% | Add +2057.6% | 130,235 | $6.6M |
| Shorepoint Capital Partners LLC | 1.56% | Add +8.6% | 125,794 | $6.4M |
| First Heartland Consultants, Inc. | 0.65% | Add +371.1% | 123,315 | $6.3M |
| LWM Advisory Services, LLC | 5.01% | Add +9.1% | 123,185 | $6.3M |
| Olympus Wealth Management, LLC | 3.61% | New | 120,109 | $6.1M |
| Baron Silver Stevens Financial Advisors, LLC | 1.16% | Add +20.1% | 117,646 | $6.0M |
| Atlas Private Wealth Management, LLC | 2.47% | Add +5.3% | 115,801 | $5.9M |
| Jane Street Group, LLC | 0.01% | Add +396.5% | 108,061 | $5.5M |
| Apollon Wealth Management, LLC | 0.17% | New | 107,127 | $5.4M |
| Stifel Financial Corp. | 0.01% | Add +10.4% | 99,964 | $5.1M |
| Apexium Financial, LP | 0.38% | Add +2.1% | 99,060 | $5.0M |
| 1900 Wealth Management LLC | 0.43% | Add +58.6% | 93,873 | $4.8M |
| Keudell/Morrison Wealth Management | 1.40% | Add +3.1% | 91,169 | $4.6M |
| CVA Family Office, LLC | 0.80% | Add +27.5% | 87,995 | $4.5M |
| Private Advisor Group, LLC | 0.03% | Add +17.6% | 81,448 | $4.1M |
| Brio Consultants, LLC | 0.68% | Add +4.2% | 79,846 | $4.1M |
| TruWealth Advisors, LLC | 0.27% | New | 76,580 | $3.9M |
| Resonant Capital Advisors, LLC | 0.33% | Add +0.6% | 76,169 | $3.9M |
| Cetera Investment Advisers | 0.01% | New | 71,673 | $3.6M |
| Riversedge Advisors, LLC | 0.88% | Add +164.5% | 69,959 | $3.5M |
| Freedom Investment Management, Inc. | 0.28% | Add +42.1% | 69,322 | $3.5M |
| Landmark Wealth Management, LLC | 1.62% | Add +6.0% | 69,108 | $3.5M |
| Galvin, Gaustad & Stein, LLC | 0.32% | Add +5.1% | 68,578 | $3.5M |
| First Horizon Advisors, Inc. | 0.10% | Reduce -1.2% | 65,316 | $3.3M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +12.5% | 64,048 | $3.2M |
| Cedar Point Capital Partners, LLC | 2.43% | Add +6.6% | 63,111 | $3.2M |
| Clearwater Capital Advisors, LLC | 0.34% | Add +86.3% | 62,090 | $3.2M |
| Vicus Capital | 0.27% | Add +0.2% | 57,424 | $2.9M |
| RiverFront Investment Group, LLC | 0.08% | Add +59.7% | 56,552 | $2.9M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -14.9% | 56,415 | $2.9M |
| WealthCare Investment Partners, LLC | 1.32% | Add +44.1% | 53,968 | $2.7M |
| Mutual Advisors, LLC | 0.09% | Add +29.2% | 52,846 | $2.7M |
| Newman Dignan & Sheerar, Inc. | 0.70% | Add +30.2% | 51,859 | $2.6M |
| Prime Capital Investment Advisors, LLC | 0.04% | New | 50,811 | $2.6M |
| Northern Trust Corp. | 0.00% | New | 46,200 | $2.3M |
| Hennion & Walsh Asset Management, Inc. | 0.12% | Reduce -15.6% | 43,563 | $2.2M |
| NWF Advisory Services Inc. | 0.37% | Add +22.3% | 43,139 | $2.2M |
| WCG Wealth Advisors LLC | 0.17% | Add +0.5% | 41,240 | $2.1M |
| FMA Wealth Management, LLC | 1.72% | Add +24.4% | 40,824 | $2.1M |
| Principal Securities, Inc. | 0.06% | Add +2.6% | 39,303 | $2.0M |
| Summit Wealth Partners, LLC | 0.41% | Reduce -5.0% | 38,187 | $1.9M |
| Acima Private Wealth, LLC | 0.70% | No change | 37,643 | $1.9M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -57.5% | 37,214 | $1.9M |
| Bank of New York Mellon Corp | 0.00% | New | 36,954 | $1.9M |
| Crumly & Associates Inc. | 0.49% | Add +1.4% | 36,644 | $1.9M |
| Beaumont Financial Advisors, LLC | 0.15% | No change | 36,038 | $1.8M |
| NBT Bank, N.A. | 0.13% | Add +1.7% | 35,720 | $1.8M |
| Mason & Associates Inc | 0.46% | Add +5.2% | 34,070 | $1.7M |
| Kooman & Associates | 0.69% | Add +2.9% | 32,730 | $1.7M |
| ERn Financial, LLC | 0.29% | Add +1.7% | 32,721 | $1.7M |
| Naviter Wealth, LLC | 0.26% | New | 31,220 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +209.0% | 28,761 | $1.5M |
| Walkner Condon Financial Advisors LLC | 0.31% | Add +15.4% | 28,390 | $1.4M |
"% of holder's portfolio" is JMUB's weight in each manager's 13F, not the share of JPMorgan Municipal ETF the manager owns.