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 |
| Summit X, LLC | 0.36% | Add +5.0% | 28,041 | $1.4M |
| TBH Global Asset Management, LLC | 0.28% | Add +223.3% | 27,309 | $1.4M |
| Mills Wealth Advisors LLC | 1.01% | New | 27,133 | $1.4M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +372.5% | 26,251 | $1.3M |
| Olde Wealth Management, LLC | 0.63% | New | 26,362 | $1.3M |
| Thrivent Financial for Lutherans | 0.00% | Add +4.3% | 25,306 | $1.3M |
| United Advisor Group, LLC | 0.48% | Reduce -1.8% | 25,162 | $1.3M |
| Lineweaver Wealth Advisors, LLC | 0.30% | Add +26.4% | 24,629 | $1.2M |
| Lincoln National Corp. | 0.02% | Add +5.1% | 24,479 | $1.2M |
| Bartlett & Co. Wealth Management LLC | 0.02% | No change | 24,425 | $1.2M |
| Pennsylvania Capital Management Inc. | 0.51% | Reduce -15.1% | 24,147 | $1.2M |
| NewEdge Advisors, LLC | 0.01% | Add +14.0% | 23,663 | $1.2M |
| NewEdge Wealth, LLC | 0.03% | Add +10.7% | 23,788 | $1.2M |
| Prospera Financial Services Inc | 0.04% | New | 23,244 | $1.2M |
| Clear Point Advisors Inc. | 0.94% | Reduce -9.4% | 23,073 | $1.1M |
| G2 Capital Management, LLC / Oh | 0.36% | Add +269.6% | 21,975 | $1.1M |
| Prentice Wealth Management LLC | 0.36% | New | 20,604 | $1.0M |
| Trustmark Bank Trust Department | 0.08% | Add +24.2% | 20,500 | $1.0M |
| Rosenberg Matthew Hamilton | 0.29% | Add +91.8% | 19,718 | $995K |
| Waverly Advisors, LLC | 0.02% | New | 18,641 | $946K |
| Commonwealth Financial Services, LLC | 0.22% | No change | 18,308 | $933K |
| HTG Investment Advisors, Inc. | 0.52% | New | 17,734 | $900K |
| FAS Wealth Partners, Inc. | 0.08% | Add +5.8% | 17,594 | $893K |
| Beacon Pointe Advisors, LLC | 0.01% | New | 17,156 | $871K |
| Unique Wealth Strategies, LLC | 0.43% | New | 17,115 | $868K |
| Personal Cfo Solutions, LLC | 0.13% | Add +29.8% | 16,771 | $851K |
| Good Life Advisors, LLC | 0.07% | New | 16,217 | $823K |
| Lifestyle Asset Management, Inc. | 0.48% | New | 16,055 | $815K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Add +5.4% | 15,927 | $808K |
| Mariner, LLC | 0.00% | Reduce -8.8% | 14,682 | $745K |
| Financial Connections Group, Inc. | 0.78% | Add +1.7% | 14,051 | $713K |
| Perennial Advisors, LLC | 0.16% | Add +40.9% | 13,950 | $708K |
| Corient Private Wealth LP | 0.00% | Add +0.1% | 13,727 | $697K |
| Family Investment Center, Inc. | 0.21% | Add +9.0% | 13,090 | $664K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -22.1% | 12,787 | $649K |
| Ferguson Shapiro LLC | 0.29% | Add +8.1% | 12,208 | $619K |
| Capital Advisors Wealth Management, LLC | 0.13% | Add +36.8% | 12,178 | $618K |
| Seascape Capital Management | 0.23% | New | 12,000 | $609K |
| Benjamin Edwards Inc. | 0.12% | Add +6.4% | 11,621 | $590K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +18.3% | 11,157 | $566K |
| Hill Island Financial LLC | 0.19% | Add +0.5% | 11,099 | $563K |
| Arkadios Wealth Advisors | 0.04% | Add +40.4% | 11,052 | $561K |
| Western Wealth Management, LLC | 0.04% | Add +11.1% | 10,775 | $547K |
| Swmg, LLC | 0.25% | Add +0.3% | 10,764 | $546K |
| Baker Tilly Wealth Management, LLC | 0.10% | Add +75.5% | 10,671 | $541K |
| Daymark Wealth Partners, LLC | 0.03% | New | 10,670 | $541K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Add +15.0% | 10,581 | $537K |
| Financial Strategies Group, Inc. | 0.14% | Add +76.9% | 10,611 | $534K |
| Collaborative Wealth Managment Inc. | 0.26% | Add +68.7% | 10,311 | $523K |
| High Net Worth Advisory Group LLC | 0.16% | Add +133.6% | 10,280 | $522K |
| Boyce & Associates Wealth Consulting, Inc. | 0.67% | New | 10,252 | $520K |
| Presidio Capital Management, LLC | 0.37% | Add +143.4% | 10,023 | $509K |
| Bernardo Wealth Planning LLC | 0.13% | New | 9,365 | $475K |
| Saxon Interests, Inc. | 0.21% | No change | 8,890 | $451K |
| MML Investors Services, LLC | 0.00% | Reduce -7.5% | 8,882 | $451K |
| Sigma Planning Corp | 0.01% | New | 8,694 | $441K |
| Stone Summit Wealth LLC | 0.15% | Add +55.3% | 8,641 | $438K |
| International Assets Investment Management, LLC | 0.04% | New | 8,370 | $422K |
| Holderness Investments Co. | 0.10% | No change | 8,243 | $418K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 8,132 | $413K |
| USAdvisors Wealth Management, LLC | 0.15% | Add +6.7% | 7,781 | $395K |
| Meridian Financial Advisors, LLC | 0.29% | Add +28.1% | 7,694 | $390K |
| Lodestar Private Asset Management LLC | 0.06% | No change | 7,657 | $389K |
| WNY Asset Management, LLC | 0.06% | Add +70.3% | 7,390 | $375K |
| Kingsview Wealth Management, LLC | 0.01% | Add +18.2% | 7,329 | $372K |
| Forum Private Client Group LLC | 0.17% | New | 7,055 | $358K |
| Baird Financial Group, Inc. | 0.00% | No change | 7,025 | $356K |
| Gratus Capital, LLC | 0.02% | Add +55.8% | 7,009 | $356K |
| Vista Investment Management | 0.14% | No change | 6,925 | $351K |
| Chesley Taft & Associates LLC | 0.02% | New | 6,875 | $349K |
| Jacobi Capital Management LLC | 0.03% | New | 6,682 | $339K |
| IHT Wealth Management, LLC | 0.01% | New | 6,432 | $326K |
| Bond & Devick Financial Network, Inc. | 0.17% | No change | 6,197 | $314K |
| Teamwork Financial Advisors, LLC | 0.05% | Add +0.3% | 6,124 | $311K |
| Milestone Investment Advisors LLC | 0.08% | Add +48.6% | 6,119 | $310K |
| Gryphon Financial Partners LLC | 0.05% | Add +6.2% | 6,095 | $309K |
| PFG Investments, LLC | 0.02% | New | 6,000 | $304K |
| Kelly Financial Services LLC | 0.12% | Add +49.3% | 5,969 | $303K |
| Marion Wealth Management | 0.09% | Add +41.6% | 5,902 | $299K |
| Essex Financial Services, Inc. | 0.03% | Reduce -0.5% | 5,890 | $299K |
| IFP Advisors, Inc | 0.01% | Add +33.8% | 5,781 | $293K |
| Visionary Wealth Advisors | 0.02% | Reduce -2.7% | 5,773 | $293K |
| Private Trust Co. NA | 0.03% | Add +144.1% | 5,761 | $292K |
| Saxony Capital Management, LLC | 0.33% | New | 5,465 | $277K |
| Maripau Wealth Management LLC | 0.21% | New | 5,409 | $274K |
| Signal Advisors Wealth, LLC | 0.07% | New | 5,409 | $274K |
| Bowman & Co S.C. | 0.16% | Add +0.8% | 5,257 | $267K |
| Financial Partners Group, Inc | 0.04% | Add +10.2% | 5,119 | $260K |
| BCGM Wealth Management, LLC | 0.09% | New | 5,066 | $257K |
| Apollon Financial, LLC | 0.09% | New | 4,962 | $252K |
| Advisory Services Network, LLC | 0.01% | Add +20.3% | 4,850 | $246K |
| InterOcean Capital Group, LLC | 0.01% | New | 4,825 | $245K |
| Transform Wealth, LLC | 0.02% | No change | 4,805 | $244K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.0% | 4,444 | $226K |
| SignalPoint Asset Management, LLC | 0.06% | No change | 4,440 | $225K |
| StoneX Group Inc. | 0.02% | Add +11.9% | 4,415 | $224K |
| Avantax Advisory Services, Inc. | 0.00% | New | 4,222 | $214K |
| Cwm, LLC | 0.00% | New | 4,046 | $205K |
| US Bancorp \de | 0.00% | No change | 4,016 | $204K |
| West Oak Capital, LLC | 0.09% | No change | 4,000 | $203K |
| Tradition Wealth Management, LLC | 0.02% | No change | 4,000 | $203K |
| Summit Financial Strategies, Inc. | 0.03% | Reduce -37.6% | 3,946 | $200K |
| Goodman Advisory Group, LLC | 0.06% | Reduce -31.8% | 3,939 | $200K |
| Farther Finance Advisors, LLC | 0.01% | No change | 3,100 | $156K |
| CoreCap Advisors, LLC | 0.01% | New | 2,638 | $134K |
| Aptus Capital Advisors, LLC | 0.00% | New | 2,355 | $119K |
| C M Bidwell & Associates Ltd. | 0.06% | Add +1.1% | 1,815 | $92K |
| Mb, Levis & Associates, LLC | 0.05% | Add +0.8% | 1,721 | $87K |
| EverSource Wealth Advisors, LLC | 0.01% | New | 1,691 | $85K |
| GoalVest Advisory LLC | 0.03% | New | 1,551 | $79K |
| Carmichael Hill & Associates, Inc. | 0.03% | No change | 1,374 | $70K |
| Hazlett, Burt & Watson, Inc. | 0.03% | Add +0.8% | 1,014 | $51K |
| Clarity Asset Management, Inc. | 0.03% | Add +46.2% | 987 | $50K |
| ICA Group Wealth Management, LLC | 0.01% | Reduce -9.3% | 715 | $36K |
| Sunbelt Securities, Inc. | 0.00% | No change | 476 | $24K |
| Blue Trust, Inc. | 0.00% | New | 366 | $19K |
| Evergreen Private Wealth LLC | 0.01% | Reduce -47.6% | 220 | $11K |
| Cape Investment Advisory, Inc. | 0.00% | Add +47.3% | 193 | $10K |
| Tucker Asset Management LLC | 0.00% | Reduce -62.8% | 106 | $5K |
| Smartleaf Asset Management LLC | 0.00% | No change | 105 | $5K |
| Assetmark, Inc. | 0.00% | New | 76 | $4K |
| Continuum Advisory, LLC | 0.00% | Reduce -99.2% | 49 | $2K |
| Spire Wealth Management | 0.00% | No change | 20 | $1K |
| FMR LLC | 0.00% | Reduce -80.0% | 1 | $51 |
"% of holder's portfolio" is JMUB's weight in each manager's 13F, not the share of JPMorgan Municipal ETF the manager owns.