JPMorgan Municipal ETFJMUBETF
13F holders, Q2 2024 (June 30)255holders +31
34new positions
7sold out
2famous investors
$50.38avg. 13F price*
At the end of Q2 2024, 255 institutions reported holding JPMorgan Municipal ETF (JMUB) in their 13F filings, up 31 from Q1 2024. 34 opened new positions and 7 sold out. The largest holders were LPL Financial LLC ($106.4M), Northwestern Mutual Wealth Management Co. ($57.0M) and Raymond James Financial Services Advisors, Inc. ($43.0M). 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
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $44.4M |
| Exits | 7 | $2.1M |
All 13F filers, Q1 2024 → Q2 2024: 4,427,715 shares bought and 806,665 shares sold, net +3,621,050 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 255 holders
| LPL Financial LLC | 0.05% | Add +11.2% | 2,112,549 | $106.4M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +9.1% | 1,130,986 | $57.0M |
| Raymond James Financial Services Advisors, Inc. | 0.06% | Add +205.9% | 853,485 | $43.0M |
| Forvis Mazars Wealth Advisors, LLC | 0.97% | Add +6.0% | 771,143 | $38.8M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Add +2.6% | 730,549 | $36.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +119.7% | 650,088 | $32.7M |
| Rockefeller Capital Management L.P. | 0.08% | Add +8.8% | 561,355 | $28.3M |
| Avantax Planning Partners, Inc. | 0.89% | Reduce -2.9% | 546,573 | $27.5M |
| CENTRAL TRUST Co | 0.56% | Add +4.5% | 451,992 | $22.8M |
| Asio Capital, LLC | 4.21% | Add +11.0% | 408,251 | $20.6M |
| Collective Family Office LLC | 5.96% | Add +12.4% | 402,522 | $20.3M |
| Morningstar Investment Services LLC | 0.22% | Reduce -0.5% | 400,046 | $20.2M |
| HighTower Advisors, LLC | 0.03% | Add +122.0% | 399,515 | $20.1M |
| Equitable Holdings, Inc. | 0.20% | New | 382,576 | $19.3M |
| Truist Financial Corp. | 0.03% | Add +4.8% | 358,083 | $18.0M |
| MML Investors Services, LLC | 0.07% | Add +3751.6% | 342,099 | $17.2M |
| AllGen Financial Advisors, Inc. | 6.44% | Add +15.8% | 336,967 | $17.0M |
| Stephens Consulting, LLC | 4.29% | Add +13.0% | 298,895 | $15.1M |
| IAG Wealth Partners, LLC | 3.02% | Add +4.1% | 298,111 | $15.0M |
| Raymond James & Associates | 0.01% | Add +34.7% | 288,565 | $14.5M |
| Smith & Howard Wealth Management, LLC | 4.24% | Add +70.3% | 282,002 | $14.2M |
| Commonwealth Equity Services, LLC | 0.02% | Add +21.8% | 273,115 | $13.8M |
| Legacy Financial Advisors, Inc. | 2.44% | Add +6.6% | 272,061 | $13.7M |
| Aveo Capital Partners, LLC | 1.54% | Add +2.8% | 269,014 | $13.6M |
| Integrated Wealth Concepts LLC | 0.17% | Add +0.4% | 249,725 | $12.6M |
| JPMorgan Chase & Co. | 0.00% | Add +53.9% | 242,591 | $12.2M |
| Condor Capital Management | 1.16% | Add +3.4% | 241,549 | $12.2M |
| CFO4Life Group, LLC | 2.28% | Add +5.9% | 240,861 | $12.1M |
| Opal Wealth Advisors, LLC | 3.85% | Reduce -16.3% | 237,735 | $12.0M |
| Bank of America Corp. | 0.00% | Add +7.9% | 227,399 | $11.5M |
| Hartford Financial Management Inc. | 2.45% | Add +11.1% | 227,072 | $11.4M |
| Magnus Financial Group LLC | 1.23% | Add +0.6% | 216,832 | $10.9M |
| Beta Wealth Group, Inc. | 5.17% | Add +3.6% | 216,666 | $10.9M |
| Osaic Holdings, Inc. | 0.03% | Add +0.1% | 215,598 | $10.9M |
| Kestra Private Wealth Services, LLC | 0.22% | Reduce -5.2% | 213,808 | $10.8M |
| Invenio Wealth Partners LLC | 5.01% | Add +12.8% | 200,831 | $10.1M |
| CGN Advisors LLC | 1.11% | Add +42.6% | 189,147 | $9.5M |
| Wealth Alliance Advisory Group, LLC | 2.00% | Add +3.4% | 176,096 | $8.9M |
| Aspen Wealth Management LLC | 2.99% | Reduce -4.4% | 171,484 | $8.6M |
| Syntegra Private Wealth Group, LLC | 1.08% | Add +8.1% | 168,605 | $8.5M |
| Skyline Advisors, Inc. | 3.61% | Reduce -11.2% | 164,870 | $8.3M |
| Signature Estate & Investment Advisors LLC | 0.20% | Add +6.5% | 157,107 | $7.9M |
| Great Valley Advisor Group, Inc. | 0.21% | Add +3.5% | 145,868 | $7.3M |
| 1900 Wealth Management LLC | 0.68% | Add +54.5% | 145,045 | $7.3M |
| Cornerstone Wealth Management, LLC | 0.56% | Add +4.5% | 143,874 | $7.2M |
| Olympus Wealth Management, LLC | 2.26% | Add +19.3% | 143,264 | $7.2M |
| Platte River Wealth Advisors, LLC | 2.02% | Reduce -7.1% | 142,841 | $7.2M |
| Royal Bank of Canada | 0.00% | Add +7.0% | 139,368 | $7.0M |
| Ameritas Advisory Services, LLC | 0.26% | Reduce -1.2% | 137,894 | $6.9M |
| Apollon Wealth Management, LLC | 0.20% | Add +24.5% | 133,365 | $6.7M |
| Leslie Global Wealth, LLC | 3.88% | — | 131,735 | $6.6M |
| LWM Advisory Services, LLC | 5.39% | Add +3.4% | 127,416 | $6.4M |
| Shorepoint Capital Partners LLC | 1.48% | Reduce -0.5% | 125,203 | $6.3M |
| Baron Silver Stevens Financial Advisors, LLC | 1.20% | Add +6.3% | 125,079 | $6.3M |
| 49 Wealth Management, LLC | 1.22% | Reduce -73.9% | 123,602 | $6.2M |
| Focus Partners Wealth | 0.02% | New | 122,710 | $6.2M |
| First Heartland Consultants, Inc. | 0.60% | Reduce -2.8% | 119,875 | $6.0M |
| Cetera Investment Advisers | 0.01% | Add +59.9% | 114,602 | $5.8M |
| Renaissance Technologies | 0.01% | Reduce -29.9% | 113,800 | $5.7M |
| Mills Wealth Advisors LLC | 3.78% | Add +287.3% | 105,091 | $5.3M |
| Apexium Financial, LP | 0.36% | Add +2.3% | 101,299 | $5.1M |
| CVA Family Office, LLC | 0.91% | Add +14.1% | 100,395 | $5.1M |
| Diversified Portfolios, Inc. | 0.66% | Reduce -23.6% | 100,132 | $5.0M |
| TBH Global Asset Management, LLC | 1.11% | Add +263.2% | 99,183 | $5.0M |
| Stifel Financial Corp. | 0.01% | Reduce -1.1% | 98,880 | $5.0M |
| TruWealth Advisors, LLC | 0.32% | Add +22.9% | 94,154 | $4.7M |
| Ameriprise Financial Inc. | 0.00% | New | 93,828 | $4.7M |
| Keudell/Morrison Wealth Management | 1.33% | Reduce -1.1% | 90,138 | $4.5M |
| Brio Consultants, LLC | 0.71% | Add +6.8% | 85,238 | $4.3M |
| Private Advisor Group, LLC | 0.03% | Add +2.5% | 83,454 | $4.2M |
| G2 Capital Management, LLC / Oh | 1.28% | Add +272.7% | 81,909 | $4.1M |
| Riversedge Advisors, LLC | 0.94% | Add +9.1% | 76,298 | $3.8M |
| Summit Financial Strategies, Inc. | 0.45% | Add +1731.3% | 72,265 | $3.6M |
| Clearwater Capital Advisors, LLC | 0.37% | Add +12.2% | 69,675 | $3.5M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +8.2% | 69,271 | $3.5M |
| Vicus Capital | 0.31% | Add +20.1% | 68,982 | $3.5M |
| Galvin, Gaustad & Stein, LLC | 0.33% | Add +0.1% | 68,670 | $3.5M |
| Resonant Capital Advisors, LLC | 0.28% | Reduce -10.5% | 68,149 | $3.4M |
| Landmark Wealth Management, LLC | 2.67% | Reduce -1.4% | 68,148 | $3.4M |
| Freedom Investment Management, Inc. | 0.27% | Reduce -3.9% | 66,613 | $3.4M |
| First Horizon Advisors, Inc. | 0.10% | Add +1.1% | 66,031 | $3.3M |
| Red Mountain Financial, LLC | 3.91% | — | 64,306 | $3.2M |
| Kestra Advisory Services, LLC | 0.02% | Add +11.8% | 63,084 | $3.2M |
| RiverFront Investment Group, LLC | 0.08% | Add +9.8% | 62,092 | $3.1M |
| Cedar Point Capital Partners, LLC | 2.25% | Reduce -5.3% | 59,754 | $3.0M |
| WealthCare Investment Partners, LLC | 1.36% | Add +7.8% | 58,165 | $2.9M |
| FMA Wealth Management, LLC | 2.36% | Add +41.9% | 57,924 | $2.9M |
| Newman Dignan & Sheerar, Inc. | 0.74% | Add +9.7% | 56,908 | $2.9M |
| Mariner, LLC | 0.01% | Add +286.3% | 56,716 | $2.9M |
| Mutual Advisors, LLC | 0.08% | Add +0.1% | 52,919 | $2.7M |
| HTG Investment Advisors, Inc. | 1.41% | Add +191.7% | 51,736 | $2.6M |
| Hennion & Walsh Asset Management, Inc. | 0.13% | Add +16.4% | 50,713 | $2.6M |
| CW Advisors, LLC | 0.04% | New | 50,303 | $2.5M |
| Citadel Advisors | 0.00% | New | 48,630 | $2.4M |
| NWF Advisory Services Inc. | 0.37% | Add +7.4% | 46,328 | $2.3M |
| Northern Trust Corp. | 0.00% | No change | 46,200 | $2.3M |
| Prentice Wealth Management LLC | 0.75% | Add +121.8% | 45,690 | $2.3M |
| Principal Securities, Inc. | 0.06% | Add +15.3% | 45,318 | $2.3M |
| Summit Wealth Partners, LLC | 0.43% | Add +8.8% | 41,534 | $2.1M |
| Bank of New York Mellon Corp | 0.00% | Add +0.4% | 37,118 | $1.9M |
"% of holder's portfolio" is JMUB's weight in each manager's 13F, not the share of JPMorgan Municipal ETF the manager owns.