JPMorgan Municipal ETFJMUBETF
13F holders, Q3 2024 (September 30)268holders +13
22new positions
6sold out
3famous investors
$51.26avg. 13F price*
At the end of Q3 2024, 268 institutions reported holding JPMorgan Municipal ETF (JMUB) in their 13F filings, up 13 from Q2 2024. 22 opened new positions and 6 sold out. The largest holders were LPL Financial LLC ($128.5M), Northwestern Mutual Wealth Management Co. ($93.2M) and Raymond James Financial Services Advisors, Inc. ($46.9M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- JPMorgan Municipal ETF
- CUSIP
- 46641Q647
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $14.8M |
| Exits | 6 | $1.4M |
All 13F filers, Q2 2024 → Q3 2024: 3,722,244 shares bought and 663,707 shares sold, net +3,058,537 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 268 holders
| LPL Financial LLC | 0.06% | Add +18.7% | 2,506,748 | $128.5M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +60.7% | 1,817,586 | $93.2M |
| Raymond James Financial Services Advisors, Inc. | 0.06% | Add +7.2% | 914,793 | $46.9M |
| Forvis Mazars Wealth Advisors, LLC | 1.00% | Add +9.4% | 843,601 | $43.3M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Add +5.2% | 768,550 | $39.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +10.8% | 720,211 | $36.9M |
| Rockefeller Capital Management L.P. | 0.08% | Add +3.0% | 578,149 | $29.6M |
| CENTRAL TRUST Co | 0.63% | Add +16.9% | 528,251 | $27.1M |
| Avantax Planning Partners, Inc. | 0.89% | Reduce -11.7% | 482,682 | $24.7M |
| Asio Capital, LLC | 4.51% | Add +13.6% | 463,702 | $23.8M |
| Collective Family Office LLC | 6.32% | Add +12.8% | 454,133 | $23.3M |
| Equitable Holdings, Inc. | 0.22% | Add +15.2% | 440,535 | $22.6M |
| Morningstar Investment Services LLC | 0.21% | Add +1.8% | 407,159 | $20.9M |
| Raymond James & Associates | 0.01% | Add +40.1% | 404,255 | $20.7M |
| HighTower Advisors, LLC | 0.03% | Add +1.1% | 404,012 | $20.7M |
| MML Investors Services, LLC | 0.07% | Add +10.1% | 376,696 | $19.3M |
| Truist Financial Corp. | 0.03% | Add +0.8% | 360,774 | $18.5M |
| Magnus Financial Group LLC | 1.69% | Add +48.6% | 322,192 | $16.5M |
| Ameriprise Financial Inc. | 0.00% | Add +236.9% | 316,146 | $16.2M |
| Smith & Howard Wealth Management, LLC | 4.46% | Add +9.8% | 309,559 | $15.9M |
| Commonwealth Equity Services, LLC | 0.02% | Add +12.4% | 306,940 | $15.7M |
| AllGen Financial Advisors, Inc. | 5.04% | Reduce -10.0% | 303,185 | $15.5M |
| Stephens Consulting, LLC | 3.97% | Add +1.1% | 302,158 | $15.5M |
| IAG Wealth Partners, LLC | 2.81% | Reduce -0.6% | 296,315 | $15.2M |
| Integrated Wealth Concepts LLC | 0.18% | Add +15.3% | 287,924 | $14.8M |
| Legacy Financial Advisors, Inc. | 2.44% | Add +4.1% | 283,148 | $14.5M |
| Osaic Holdings, Inc. | 0.03% | Add +30.7% | 281,841 | $14.5M |
| CGN Advisors LLC | 1.40% | Add +43.2% | 270,815 | $13.9M |
| Aveo Capital Partners, LLC | 1.46% | Reduce -0.6% | 267,539 | $13.7M |
| Invenio Wealth Partners LLC | 5.78% | Add +29.7% | 260,430 | $13.4M |
| Condor Capital Management | 1.13% | Add +0.9% | 243,827 | $12.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.4% | 236,880 | $12.1M |
| Opal Wealth Advisors, LLC | 3.74% | Reduce -2.0% | 233,078 | $11.9M |
| Hartford Financial Management Inc. | 2.44% | Add +2.5% | 232,758 | $11.9M |
| Bank of America Corp. | 0.00% | Add +2.1% | 232,278 | $11.9M |
| CFO4Life Group, LLC | 2.09% | Reduce -4.4% | 230,253 | $11.8M |
| Syntegra Private Wealth Group, LLC | 1.30% | Add +30.1% | 219,384 | $11.2M |
| Beta Wealth Group, Inc. | 4.86% | Reduce -3.0% | 210,180 | $10.8M |
| 1900 Wealth Management LLC | 0.92% | Add +44.0% | 208,882 | $10.7M |
| Aspen Wealth Management LLC | 3.08% | Add +15.3% | 197,705 | $10.1M |
| Cetera Investment Advisers | 0.02% | Add +70.7% | 195,606 | $10.0M |
| Wealth Alliance Advisory Group, LLC | 1.91% | Add +0.6% | 177,089 | $9.1M |
| Skyline Advisors, Inc. | 3.53% | Add +1.4% | 167,224 | $8.6M |
| Cornerstone Wealth Management, LLC | 0.58% | Add +11.4% | 160,317 | $8.2M |
| Signature Estate & Investment Advisors LLC | 0.19% | Reduce -0.0% | 157,063 | $8.1M |
| Great Valley Advisor Group, Inc. | 0.19% | Add +5.8% | 154,291 | $7.9M |
| Platte River Wealth Advisors, LLC | 2.07% | Add +5.5% | 150,716 | $7.7M |
| Apollon Wealth Management, LLC | 0.21% | Add +8.2% | 144,293 | $7.4M |
| Leslie Global Wealth, LLC | 3.44% | Add +4.8% | 138,105 | $7.1M |
| Olympus Wealth Management, LLC | 2.41% | Reduce -4.6% | 136,661 | $7.0M |
| Baron Silver Stevens Financial Advisors, LLC | 1.18% | Add +5.5% | 131,916 | $6.8M |
| LWM Advisory Services, LLC | 4.86% | Add +0.4% | 127,900 | $6.6M |
| Riversedge Advisors, LLC | 1.48% | Add +66.4% | 126,988 | $6.5M |
| Focus Partners Wealth | 0.02% | Add +2.6% | 125,930 | $6.5M |
| Shorepoint Capital Partners LLC | 1.40% | Reduce -4.5% | 119,534 | $6.1M |
| TruWealth Advisors, LLC | 0.37% | Add +26.4% | 119,051 | $6.1M |
| Renaissance Technologies | 0.01% | Reduce -0.1% | 113,700 | $5.8M |
| CVA Family Office, LLC | 0.94% | Add +12.8% | 113,300 | $5.8M |
| Diversified Portfolios, Inc. | 0.59% | Add +10.1% | 110,260 | $5.7M |
| Apexium Financial, LP | 0.37% | Add +7.8% | 109,157 | $5.6M |
| TBH Global Asset Management, LLC | 1.18% | Add +6.8% | 105,898 | $5.4M |
| Brio Consultants, LLC | 0.86% | Add +23.3% | 105,056 | $5.4M |
| Mather Group, Llc. | 0.07% | New | 104,868 | $5.4M |
| Stifel Financial Corp. | 0.01% | Add +4.4% | 103,235 | $5.3M |
| Ameritas Advisory Services, LLC | 0.23% | Reduce -25.8% | 102,284 | $5.2M |
| Keudell/Morrison Wealth Management | 1.28% | Add +1.9% | 91,832 | $4.7M |
| Private Advisor Group, LLC | 0.03% | Add +5.0% | 87,635 | $4.5M |
| RiverFront Investment Group, LLC | 0.11% | Add +40.4% | 87,190 | $4.5M |
| G2 Capital Management, LLC / Oh | 1.31% | Add +5.6% | 86,486 | $4.4M |
| Newman Dignan & Sheerar, Inc. | 1.06% | Add +53.5% | 87,358 | $4.4M |
| 49 Wealth Management, LLC | 0.69% | Reduce -32.8% | 83,094 | $4.3M |
| Summit Financial Strategies, Inc. | 0.47% | Add +13.3% | 81,909 | $4.2M |
| Mills Wealth Advisors LLC | 2.76% | Reduce -25.7% | 78,097 | $4.0M |
| Royal Bank of Canada | 0.00% | Reduce -46.2% | 75,023 | $3.8M |
| Clearwater Capital Advisors, LLC | 0.37% | Add +7.0% | 74,532 | $3.8M |
| Landmark Wealth Management, LLC | 1.60% | Add +5.0% | 71,564 | $3.7M |
| Prentice Wealth Management LLC | 1.07% | Add +53.6% | 70,174 | $3.6M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +0.3% | 69,448 | $3.6M |
| Vicus Capital | 0.31% | Reduce -0.7% | 68,535 | $3.5M |
| Resonant Capital Advisors, LLC | 0.26% | No change | 68,149 | $3.5M |
| Freedom Investment Management, Inc. | 0.28% | Add +2.0% | 67,968 | $3.5M |
| Mariner, LLC | 0.01% | Add +18.1% | 66,982 | $3.4M |
| First Horizon Advisors, Inc. | 0.10% | Add +1.1% | 66,759 | $3.4M |
| Red Mountain Financial, LLC | 3.61% | Add +3.1% | 66,289 | $3.4M |
| Galvin, Gaustad & Stein, LLC | 0.31% | Reduce -3.7% | 66,115 | $3.4M |
| Kestra Private Wealth Services, LLC | 0.06% | Reduce -69.2% | 65,876 | $3.4M |
| FMA Wealth Management, LLC | 2.39% | Add +10.7% | 64,137 | $3.3M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -0.1% | 63,025 | $3.2M |
| Baker Tilly Wealth Management, LLC | 1.43% | Add +109.8% | 62,840 | $3.2M |
| HTG Investment Advisors, Inc. | 1.50% | Add +20.2% | 62,197 | $3.2M |
| Obsidian Personal Planning Solutions LLC | 1.65% | New | 62,623 | $3.2M |
| Bank of New York Mellon Corp | 0.00% | Add +63.8% | 60,797 | $3.1M |
| Cedar Point Capital Partners, LLC | 2.12% | Add +0.7% | 60,190 | $3.1M |
| Unique Wealth Strategies, LLC | 1.30% | Add +242.4% | 58,602 | $3.0M |
| WealthCare Investment Partners, LLC | 1.31% | Add +0.6% | 58,498 | $3.0M |
| Mutual Advisors, LLC | 0.08% | Add +0.9% | 53,397 | $2.7M |
| Hennion & Walsh Asset Management, Inc. | 0.12% | Add +2.3% | 51,857 | $2.7M |
| Principal Securities, Inc. | 0.06% | Add +9.9% | 49,802 | $2.6M |
| Citadel Advisors | 0.00% | Reduce -2.1% | 47,614 | $2.4M |
| NBT Bank, N.A. | 0.16% | Add +31.5% | 46,440 | $2.4M |
"% of holder's portfolio" is JMUB's weight in each manager's 13F, not the share of JPMorgan Municipal ETF the manager owns.