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 |
| Beaumont Financial Advisors, LLC | 0.15% | No change | 36,038 | $1.8M |
| NBT Bank, N.A. | 0.13% | Reduce -1.1% | 35,320 | $1.8M |
| Investment Planning Advisors, Inc. | 0.87% | — | 33,893 | $1.7M |
| Naviter Wealth, LLC | 0.25% | Add +6.8% | 33,343 | $1.7M |
| Summit X, LLC | 0.37% | Add +18.1% | 33,112 | $1.7M |
| ERn Financial, LLC | 0.28% | Add +1.0% | 33,037 | $1.7M |
| Acima Private Wealth, LLC | 0.61% | Reduce -12.8% | 32,837 | $1.7M |
| Mason & Associates Inc | 0.43% | Reduce -5.7% | 32,143 | $1.6M |
| Kooman & Associates | 0.64% | Reduce -2.8% | 31,826 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +8.7% | 31,263 | $1.6M |
| Walkner Condon Financial Advisors LLC | 0.33% | Add +7.5% | 30,522 | $1.5M |
| Philip James Wealth Mangement, LLC | 1.01% | New | 30,183 | $1.5M |
| Baker Tilly Wealth Management, LLC | 0.62% | Add +180.6% | 29,946 | $1.5M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -19.8% | 29,864 | $1.5M |
| Thrivent Financial for Lutherans | 0.00% | Add +15.5% | 29,229 | $1.5M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -43.3% | 28,795 | $1.5M |
| NewEdge Wealth, LLC | 0.03% | Add +20.6% | 28,678 | $1.4M |
| United Advisor Group, LLC | 0.45% | Add +13.8% | 28,640 | $1.4M |
| NewEdge Advisors, LLC | 0.01% | Add +21.0% | 28,626 | $1.4M |
| Lineweaver Wealth Advisors, LLC | 0.29% | Add +14.8% | 28,263 | $1.4M |
| Trustmark Bank Trust Department | 0.11% | Add +36.1% | 27,900 | $1.4M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +2.2% | 26,819 | $1.4M |
| Olde Wealth Management, LLC | 0.51% | No change | 26,362 | $1.3M |
| Avantax Advisory Services, Inc. | 0.01% | Add +514.9% | 25,961 | $1.3M |
| Waverly Advisors, LLC | 0.03% | Add +37.0% | 25,547 | $1.3M |
| Personal Cfo Solutions, LLC | 0.19% | Add +49.9% | 25,136 | $1.3M |
| Financial Connections Group, Inc. | 0.62% | Add +69.2% | 23,773 | $1.2M |
| Bartlett & Co. Wealth Management LLC | 0.02% | Reduce -3.1% | 23,675 | $1.2M |
| Prospera Financial Services Inc | 0.03% | Add +0.0% | 23,254 | $1.2M |
| Clear Point Advisors Inc. | 0.93% | Reduce -2.1% | 22,579 | $1.1M |
| Family Investment Center, Inc. | 0.32% | Add +64.0% | 21,462 | $1.1M |
| Rosenberg Matthew Hamilton | 0.31% | Add +7.3% | 21,155 | $1.1M |
| Crumly & Associates Inc. | 0.30% | Reduce -42.8% | 20,954 | $1.1M |
| Daymark Wealth Partners, LLC | 0.05% | Add +89.6% | 20,229 | $1.0M |
| Chesley Taft & Associates LLC | 0.05% | Add +186.3% | 19,680 | $991K |
| Corient Private Wealth LP | 0.00% | Add +40.8% | 19,331 | $976K |
| FAS Wealth Partners, Inc. | 0.08% | Add +9.4% | 19,251 | $970K |
| WCG Wealth Advisors LLC | 0.07% | Reduce -54.8% | 18,643 | $939K |
| Bernardo Wealth Planning LLC | 0.25% | Add +95.0% | 18,258 | $920K |
| Unique Wealth Strategies, LLC | 0.41% | No change | 17,115 | $868K |
| Choreo, LLC | 0.01% | New | 17,168 | $861K |
| Ascentis Independent Advisors | 0.18% | — | 16,938 | $853K |
| Boyce & Associates Wealth Consulting, Inc. | 0.98% | Add +61.5% | 16,562 | $834K |
| GGM Financial LLC | 0.76% | — | 16,461 | $829K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Reduce -0.1% | 15,917 | $802K |
| Jane Street Group, LLC | 0.00% | Reduce -85.4% | 15,800 | $796K |
| Janney Montgomery Scott LLC | 0.00% | Add +21.3% | 15,507 | $781K |
| Good Life Advisors, LLC | 0.06% | Reduce -7.0% | 15,088 | $760K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -13.8% | 14,785 | $745K |
| Lifestyle Asset Management, Inc. | 0.42% | Reduce -8.9% | 14,621 | $737K |
| Capital Advisors Wealth Management, LLC | 0.14% | Add +18.7% | 14,454 | $728K |
| Commonwealth Financial Services, LLC | 0.15% | Reduce -22.0% | 14,285 | $721K |
| Perennial Advisors, LLC | 0.16% | Add +1.1% | 14,100 | $710K |
| Gratus Capital, LLC | 0.03% | Add +99.9% | 14,009 | $706K |
| Kingsview Wealth Management, LLC | 0.02% | Add +90.4% | 13,955 | $703K |
| Vista Investment Management | 0.28% | Add +101.1% | 13,925 | $701K |
| Arkadios Wealth Advisors | 0.04% | Add +14.1% | 12,608 | $635K |
| Global Financial Private Client, LLC | 0.26% | New | 12,321 | $621K |
| Ferguson Shapiro LLC | 0.24% | Add +0.4% | 12,259 | $618K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +9.0% | 12,166 | $613K |
| Seascape Capital Management | 0.23% | No change | 12,000 | $605K |
| Benjamin Edwards Inc. | 0.11% | Reduce -0.2% | 11,602 | $584K |
| Presidio Capital Management, LLC | 0.41% | Add +14.8% | 11,501 | $579K |
| Hill Island Financial LLC | 0.18% | Add +0.8% | 11,182 | $563K |
| Collaborative Wealth Managment Inc. | 0.27% | Add +8.3% | 11,162 | $562K |
| Western Wealth Management, LLC | 0.04% | Add +2.0% | 10,992 | $554K |
| Swmg, LLC | 0.24% | Reduce -0.3% | 10,733 | $541K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +31.4% | 10,682 | $538K |
| Cary Street Partners Investment Advisory LLC | 0.02% | No change | 10,581 | $533K |
| Financial Strategies Group, Inc. | 0.13% | Reduce -0.7% | 10,535 | $532K |
| Pennsylvania Capital Management Inc. | 0.20% | Reduce -56.8% | 10,441 | $526K |
| High Net Worth Advisory Group LLC | 0.16% | No change | 10,280 | $518K |
| Wealthspire Retirement, LLC | 0.04% | New | 10,127 | $510K |
| Baird Financial Group, Inc. | 0.00% | Add +43.1% | 10,050 | $506K |
| Milestone Investment Advisors LLC | 0.13% | Add +57.6% | 9,641 | $486K |
| Stone Summit Wealth LLC | 0.17% | Add +6.4% | 9,196 | $463K |
| Sigma Planning Corp | 0.01% | Add +3.5% | 9,003 | $454K |
| Saxon Interests, Inc. | 0.21% | No change | 8,890 | $448K |
| Private Trust Co. NA | 0.05% | Add +53.9% | 8,868 | $447K |
| Forum Private Client Group LLC | 0.21% | Add +25.5% | 8,853 | $446K |
| International Assets Investment Management, LLC | 0.04% | Add +5.4% | 8,820 | $444K |
| Quadrant Capital Group LLC | 0.03% | New | 8,815 | $444K |
| Jacobi Capital Management LLC | 0.04% | Add +29.9% | 8,682 | $437K |
| WNY Asset Management, LLC | 0.06% | Add +13.5% | 8,390 | $423K |
| Holderness Investments Co. | 0.10% | No change | 8,243 | $415K |
| Essex Financial Services, Inc. | 0.03% | Add +36.0% | 8,010 | $407K |
| Cooper Financial Group | 0.06% | New | 7,970 | $401K |
| Lodestar Private Asset Management LLC | 0.05% | No change | 7,657 | $386K |
| Advisory Services Network, LLC | 0.01% | Add +57.5% | 7,640 | $385K |
| IFP Advisors, Inc | 0.02% | Add +31.6% | 7,605 | $383K |
| USAdvisors Wealth Management, LLC | 0.13% | Reduce -2.7% | 7,572 | $381K |
| Fifth Third Securities, Inc. | 0.03% | New | 7,462 | $376K |
| Quadcap Wealth Management, LLC | 0.07% | New | 7,459 | $376K |
| Marion Wealth Management | 0.11% | Add +22.7% | 7,241 | $365K |
| Verus Capital Partners, LLC | 0.04% | New | 7,174 | $361K |
| Peterson Wealth Advisors, LLC | 0.07% | New | 6,981 | $352K |
| Bond & Devick Financial Network, Inc. | 0.18% | Add +9.8% | 6,802 | $343K |
| Sanctuary Advisors, LLC | 0.00% | — | 6,822 | $342K |
| Tradition Wealth Management, LLC | 0.03% | Add +67.2% | 6,688 | $337K |
| Visionary Wealth Advisors | 0.02% | Add +11.6% | 6,444 | $325K |
| Stratos Wealth Partners, LTD. | 0.01% | New | 6,444 | $325K |
| IHT Wealth Management, LLC | 0.01% | Reduce -0.6% | 6,393 | $322K |
| Woodmont Investment Counsel LLC | 0.03% | New | 6,146 | $310K |
| Teamwork Financial Advisors, LLC | 0.05% | Add +0.3% | 6,142 | $309K |
| Gryphon Financial Partners LLC | 0.05% | No change | 6,095 | $307K |
| Apollon Financial, LLC | 0.10% | Add +21.5% | 6,027 | $304K |
| PFG Investments, LLC | 0.02% | No change | 6,000 | $302K |
| Kelly Financial Services LLC | 0.11% | No change | 5,969 | $301K |
| Warther Private Wealth, LLC | 0.12% | New | 5,967 | $301K |
| Geneos Wealth Management Inc. | 0.01% | New | 5,598 | $282K |
| Saxony Capital Management, LLC | 0.30% | No change | 5,465 | $275K |
| Bowman & Co S.C. | 0.15% | Reduce -0.5% | 5,231 | $264K |
| Per Stirling Capital Management, LLC. | 0.04% | New | 5,200 | $262K |
| Brookstone Capital Management | 0.00% | New | 5,153 | $261K |
| BCGM Wealth Management, LLC | 0.09% | Add +0.9% | 5,111 | $257K |
| Cwm, LLC | 0.00% | Add +24.9% | 5,055 | $255K |
| Financial Partners Group, Inc | 0.04% | Reduce -3.0% | 4,966 | $250K |
| Transform Wealth, LLC | 0.02% | No change | 4,805 | $242K |
| McCarthy & Cox | 0.09% | New | 4,744 | $239K |
| D'Orazio & Associates, Inc. | 0.04% | New | 4,667 | $235K |
| Meridian Financial Advisors, LLC | 0.17% | Reduce -39.6% | 4,650 | $234K |
| Farther Finance Advisors, LLC | 0.01% | Add +45.1% | 4,498 | $226K |
| SignalPoint Asset Management, LLC | 0.06% | No change | 4,440 | $224K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.2% | 4,347 | $219K |
| Pine Valley Investments Ltd Liability Co | 0.02% | New | 4,296 | $216K |
| Captrust Financial Advisors | 0.00% | New | 4,260 | $215K |
| Madison Wealth Partners, Inc | 0.07% | New | 4,200 | $212K |
| Intrua Financial, LLC | 0.03% | New | 4,103 | $207K |
| US Bancorp \de | 0.00% | No change | 4,016 | $202K |
| West Oak Capital, LLC | 0.08% | No change | 4,000 | $202K |
| Goodman Advisory Group, LLC | 0.06% | Add +0.3% | 3,952 | $199K |
| CoreCap Advisors, LLC | 0.01% | No change | 2,638 | $133K |
| Capital Analysts, LLC | 0.01% | New | 2,383 | $120K |
| C M Bidwell & Associates Ltd. | 0.06% | No change | 1,815 | $91K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +3.0% | 1,742 | $89K |
| Mb, Levis & Associates, LLC | 0.05% | Add +0.9% | 1,736 | $87K |
| Carmichael Hill & Associates, Inc. | 0.03% | No change | 1,374 | $69K |
| ICA Group Wealth Management, LLC | 0.04% | Add +62.9% | 1,165 | $59K |
| Financial Gravity Asset Management, Inc. | 0.01% | New | 1,151 | $58K |
| FinTrust Capital Advisors, LLC | 0.01% | New | 1,117 | $56K |
| Hazlett, Burt & Watson, Inc. | 0.03% | Add +0.9% | 1,023 | $52K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -56.3% | 1,029 | $52K |
| Clarity Asset Management, Inc. | 0.04% | Add +0.9% | 996 | $50K |
| Private Capital Management LLC | 0.01% | New | 919 | $46K |
| Jones Financial Companies LLLP | 0.00% | New | 612 | $31K |
| Blue Trust, Inc. | 0.00% | No change | 366 | $19K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -23.7% | 363 | $18K |
| Assetmark, Inc. | 0.00% | Add +240.8% | 259 | $13K |
| Evergreen Private Wealth LLC | 0.01% | No change | 220 | $11K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 193 | $10K |
| Smartleaf Asset Management LLC | 0.00% | No change | 105 | $5K |
| Larson Financial Group LLC | 0.00% | New | 101 | $5K |
| Continuum Advisory, LLC | 0.00% | No change | 49 | $2K |
| Spire Wealth Management | 0.00% | No change | 20 | $1K |
| Allworth Financial LP | 0.00% | New | 5 | $254 |
"% of holder's portfolio" is JMUB's weight in each manager's 13F, not the share of JPMorgan Municipal ETF the manager owns.