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

0200400600 Q1 2024: 224Q1 2024Q2 2024: 255Q2 2024Q3 2024: 268Q3 2024Q4 2024: 319Q4 2024Q1 2025: 332Q1 2025Q2 2025: 357Q2 2025Q3 2025: 394Q3 2025Q4 2025: 483Q4 2025Q1 2026: 500Q1 2026Q2 2026: 511Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions22$14.8M
Exits6$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
Northern Trust Corp. 0.00% No change 46,200 $2.4M
Naviter Wealth, LLC 0.32% Add +36.0% 45,351 $2.3M
NewEdge Advisors, LLC 0.01% Add +51.9% 43,479 $2.2M
Summit Wealth Partners, LLC 0.43% Add +3.7% 43,055 $2.2M
Prime Capital Investment Advisors, LLC 0.03% Add +46.5% 42,179 $2.2M
NWF Advisory Services Inc. 0.29% Reduce -16.3% 38,783 $2.0M
Cambridge Investment Research Advisors, Inc. 0.01% Add +22.1% 38,158 $2.0M
CW Advisors, LLC 0.02% Reduce -28.7% 35,844 $1.8M
Philip James Wealth Mangement, LLC 0.23% Add +15.2% 34,771 $1.8M
Acima Private Wealth, LLC 0.58% Add +2.7% 33,727 $1.7M
Ascentis Independent Advisors 0.27% Add +98.1% 33,556 $1.7M
Crumly & Associates Inc. 0.47% Add +59.7% 33,463 $1.7M
Investment Planning Advisors, Inc. 0.87% No change 33,893 $1.7M
Personal Cfo Solutions, LLC 0.24% Add +31.7% 33,111 $1.7M
Financial Connections Group, Inc. 0.83% Add +38.0% 32,799 $1.7M
Mason & Associates Inc 0.42% Add +1.1% 32,486 $1.7M
ERn Financial, LLC 0.25% Reduce -2.1% 32,326 $1.7M
Kooman & Associates 0.61% Add +1.6% 32,321 $1.7M
Beaumont Financial Advisors, LLC 0.13% Reduce -10.8% 32,150 $1.6M
Thrivent Financial for Lutherans 0.00% Add +9.2% 31,927 $1.6M
Avantax Advisory Services, Inc. 0.01% Add +22.8% 31,877 $1.6M
Benjamin Edwards Inc. 0.02% Add +169.4% 31,255 $1.6M
Waverly Advisors, LLC 0.03% Add +21.4% 31,023 $1.6M
Jane Street Group, LLC 0.00% Add +95.9% 30,946 $1.6M
Trustmark Bank Trust Department 0.12% Add +7.3% 29,949 $1.5M
Wealthcare Advisory Partners LLC 0.04% Add +11.3% 29,838 $1.5M
Daymark Wealth Partners, LLC 0.06% Add +46.5% 29,640 $1.5M
United Advisor Group, LLC 0.34% Add +3.4% 29,625 $1.5M
Summit X, LLC 0.37% Reduce -9.5% 29,955 $1.5M
NewEdge Wealth, LLC 0.03% Add +2.3% 29,338 $1.5M
Lineweaver Wealth Advisors, LLC 0.29% Add +3.5% 29,258 $1.5M
Olde Wealth Management, LLC 0.48% No change 26,362 $1.4M
Verus Capital Partners, LLC 0.13% Add +255.1% 25,475 $1.3M
Sequoia Financial Advisors, LLC 0.01% Reduce -14.8% 25,430 $1.3M
Clear Point Advisors Inc. 0.94% Add +5.6% 23,837 $1.2M
Prospera Financial Services Inc 0.03% Reduce -0.8% 23,075 $1.2M
Bartlett & Co. Wealth Management LLC 0.02% Reduce -4.4% 22,643 $1.2M
Walkner Condon Financial Advisors LLC 0.23% Reduce -28.3% 21,893 $1.1M
Family Investment Center, Inc. 0.28% Add +1.2% 21,716 $1.1M
Quadcap Wealth Management, LLC 0.16% Add +167.4% 19,943 $1.0M
Beacon Pointe Advisors, LLC 0.01% Add +33.9% 19,799 $1.0M
FAS Wealth Partners, Inc. 0.08% Add +1.7% 19,582 $1.0M
Rosenberg Matthew Hamilton 0.26% Reduce -8.3% 19,394 $994K
Janney Montgomery Scott LLC 0.00% Add +23.4% 19,133 $981K
WCG Wealth Advisors LLC 0.07% Add +1.9% 19,001 $974K
Corient Private Wealth LP 0.00% Reduce -5.3% 18,302 $938K
Pennsylvania Capital Management Inc. 0.34% Add +75.1% 18,283 $937K
Bernardo Wealth Planning LLC 0.22% Reduce -0.3% 18,209 $926K
Planning Directions Inc. 0.55% New 17,976 $922K
Boyce & Associates Wealth Consulting, Inc. 0.94% Add +6.0% 17,559 $900K
Baird Financial Group, Inc. 0.00% Add +74.2% 17,505 $897K
Choreo, LLC 0.01% No change 17,168 $882K
Chesley Taft & Associates LLC 0.04% Reduce -14.1% 16,915 $867K
Good Life Advisors, LLC 0.05% Add +9.7% 16,552 $849K
Capital Advisors Wealth Management, LLC 0.16% Add +14.4% 16,543 $848K
Private Trust Co. NA 0.09% Add +85.5% 16,450 $843K
Kingsview Wealth Management, LLC 0.02% Add +15.7% 16,139 $827K
Commonwealth Financial Services, LLC 0.16% Add +11.1% 15,872 $813K
Vista Investment Management 0.31% Add +13.8% 15,840 $812K
GGM Financial LLC 0.69% Reduce -5.0% 15,636 $802K
Dynamic Advisor Solutions LLC 0.02% Add +40.6% 15,019 $770K
Presidio Capital Management, LLC 0.49% Add +30.6% 15,014 $770K
Essex Financial Services, Inc. 0.05% Add +85.5% 14,860 $753K
FinTrust Capital Advisors, LLC 0.12% Add +1170.6% 14,193 $728K
Wealthspire Retirement, LLC 0.06% Add +38.5% 14,027 $719K
Focus Partners Advisor Solutions, LLC 0.02% New 13,952 $715K
Envestnet Portfolio Solutions, Inc. 0.00% Add +14.3% 13,909 $713K
Arkadios Wealth Advisors 0.04% Add +8.3% 13,660 $700K
Collaborative Wealth Managment Inc. 0.30% Add +17.1% 13,066 $670K
Jacobi Capital Management LLC 0.05% Add +49.5% 12,984 $666K
Per Stirling Capital Management, LLC. 0.09% Add +144.9% 12,737 $653K
Lifestyle Asset Management, Inc. 0.35% Reduce -15.0% 12,427 $637K
Jones Financial Companies LLLP 0.00% Add +1914.5% 12,329 $632K
Global Financial Private Client, LLC 0.24% Reduce -1.3% 12,166 $624K
Seascape Capital Management 0.22% No change 12,000 $615K
Western Wealth Management, LLC 0.03% Add +4.8% 11,525 $591K
Hill Island Financial LLC 0.17% Add +0.7% 11,265 $578K
Swmg, LLC 0.23% Add +5.1% 11,283 $569K
Cary Street Partners Investment Advisory LLC 0.02% No change 10,581 $542K
Financial Strategies Group, Inc. 0.12% Reduce -2.6% 10,259 $521K
U.S. Capital Wealth Advisors, LLC 0.02% New 10,070 $516K
Ferguson Shapiro LLC 0.19% Reduce -18.2% 10,027 $514K
Milestone Investment Advisors LLC 0.14% Add +1.7% 9,808 $503K
Larson Financial Group LLC 0.03% Add +9594.1% 9,791 $502K
First Heartland Consultants, Inc. 0.05% Reduce -91.9% 9,763 $501K
Marion Wealth Management 0.13% Add +32.2% 9,575 $491K
Stone Summit Wealth LLC 0.16% Add +3.3% 9,496 $487K
High Net Worth Advisory Group LLC 0.14% Reduce -7.8% 9,480 $486K
Sanctuary Advisors, LLC 0.00% Add +33.3% 9,094 $460K
Saxon Interests, Inc. 0.21% No change 8,890 $456K
Forum Private Client Group LLC 0.20% Add +0.3% 8,877 $455K
Quadrant Capital Group LLC 0.03% No change 8,815 $452K
WNY Asset Management, LLC 0.05% Add +1.9% 8,546 $438K
USAdvisors Wealth Management, LLC 0.15% Add +12.8% 8,541 $437K
Sigma Planning Corp 0.01% Reduce -5.8% 8,482 $435K
IHT Wealth Management, LLC 0.01% Add +30.3% 8,330 $427K
Holderness Investments Co. 0.09% No change 8,243 $423K
Fifth Third Securities, Inc. 0.04% Add +7.2% 7,998 $410K
Old Mission Capital LLC 0.01% New 7,896 $405K
Pine Valley Investments Ltd Liability Co 0.03% Add +81.5% 7,796 $400K
Lodestar Private Asset Management LLC 0.05% Add +1.3% 7,754 $398K
Peterson Wealth Advisors, LLC 0.07% Add +11.0% 7,747 $397K
IFP Advisors, Inc 0.01% Add +0.5% 7,646 $392K
BCGM Wealth Management, LLC 0.13% Add +49.3% 7,631 $391K
Bond & Devick Financial Network, Inc. 0.17% Add +11.5% 7,583 $389K
Advisory Services Network, LLC 0.01% No change 7,640 $385K
SignalPoint Asset Management, LLC 0.09% Add +67.6% 7,440 $381K
StrongBox Wealth, LLC 0.16% New 7,300 $374K
Boston Family Office LLC 0.02% New 7,163 $367K
AQR Capital Management 0.00% New 6,941 $356K
Axxcess Wealth Management, LLC 0.01% New 6,500 $333K
Blair William & Co. 0.00% New 6,500 $333K
Farther Finance Advisors, LLC 0.01% Add +43.8% 6,470 $332K
Stratos Wealth Partners, LTD. 0.00% No change 6,444 $330K
Visionary Wealth Advisors 0.02% Reduce -2.7% 6,272 $322K
Teamwork Financial Advisors, LLC 0.04% Add +0.3% 6,160 $316K
Apollon Financial, LLC 0.09% Add +2.0% 6,148 $315K
Woodmont Investment Counsel LLC 0.02% No change 6,146 $315K
PFG Investments, LLC 0.02% No change 6,000 $308K
Kelly Financial Services LLC 0.11% No change 5,969 $306K
Warther Private Wealth, LLC 0.11% No change 5,967 $306K
Gryphon Financial Partners LLC 0.04% Reduce -4.8% 5,800 $297K
Geneos Wealth Management Inc. 0.01% No change 5,598 $287K
Financial Partners Group, Inc 0.04% Add +12.2% 5,570 $286K
Meridian Financial Advisors, LLC 0.19% Add +19.6% 5,560 $285K
Saxony Capital Management, LLC 0.26% No change 5,465 $280K
Raymond James Trust N.A. 0.01% New 5,322 $273K
Bowman & Co S.C. 0.14% Add +0.9% 5,277 $271K
Cahill Financial Advisors Inc. 0.04% New 5,210 $267K
Brookstone Capital Management 0.00% Reduce -0.4% 5,134 $263K
D'Orazio & Associates, Inc. 0.04% Add +6.6% 4,975 $255K
Private Capital Management LLC 0.05% Add +437.5% 4,940 $253K
Moody National Bank Trust Division 0.03% New 4,830 $248K
Transform Wealth, LLC 0.02% No change 4,805 $246K
OMNI 360 Wealth, Inc. 0.16% New 4,575 $235K
Madison Wealth Partners, Inc 0.07% Add +2.6% 4,310 $221K
PNC Financial Services Group, Inc. 0.00% Reduce -3.9% 4,177 $214K
Vawter Financial, Ltd. 0.13% New 4,171 $214K
Atria Investments, Inc 0.00% New 4,062 $208K
Aptus Capital Advisors, LLC 0.00% Add +291.3% 4,026 $206K
Cooper Financial Group 0.03% Reduce -49.6% 4,017 $206K
US Bancorp \de 0.00% No change 4,016 $206K
West Oak Capital, LLC 0.10% No change 4,000 $205K
Blue Investment Partners LLC 0.08% New 3,956 $203K
Goodman Advisory Group, LLC 0.06% Reduce -0.1% 3,946 $202K
Thoroughbred Financial Services, LLC 0.01% New 3,940 $202K
C M Bidwell & Associates Ltd. 0.11% Add +93.7% 3,515 $180K
CoreCap Advisors, LLC 0.01% No change 2,638 $135K
Capital Analysts, LLC 0.01% No change 2,383 $122K
EverSource Wealth Advisors, LLC 0.01% Add +1.3% 1,764 $90K
Northwest Financial Advisors 0.07% New 1,755 $90K
Mb, Levis & Associates, LLC 0.04% Add +0.9% 1,752 $90K
Cwm, LLC 0.00% Reduce -67.9% 1,624 $83K
Carmichael Hill & Associates, Inc. 0.03% No change 1,374 $70K
Sunbelt Securities, Inc. 0.01% Add +208.0% 1,118 $57K
Hazlett, Burt & Watson, Inc. 0.02% Add +0.9% 1,032 $53K
Clarity Asset Management, Inc. 0.04% Add +1.7% 1,013 $52K
Financial Gravity Companies, Inc. 0.01% — 565 $29K
Trust Co. of Vermont 0.00% New 391 $20K
Blue Trust, Inc. 0.00% Add +0.8% 369 $19K
Assetmark, Inc. 0.00% Add +35.9% 352 $18K
Evergreen Private Wealth LLC 0.01% No change 220 $11K
Wells Fargo & Company 0.00% Add +0.0% 200 $10K
GoalVest Advisory LLC 0.00% New 194 $10K
Cape Investment Advisory, Inc. 0.00% No change 193 $10K
Smartleaf Asset Management LLC 0.00% No change 105 $5K
Continuum Advisory, LLC 0.00% No change 49 $2K
Spire Wealth Management 0.00% No change 20 $1K

"% of holder's portfolio" is JMUB's weight in each manager's 13F, not the share of JPMorgan Municipal ETF the manager owns.