JPMorgan Municipal ETFJMUBETF
13F holders, Q4 2024 (December 31)319holders +51
42new positions
9sold out
3famous investors
$50.15avg. 13F price*
At the end of Q4 2024, 319 institutions reported holding JPMorgan Municipal ETF (JMUB) in their 13F filings, up 51 from Q3 2024. 42 opened new positions and 9 sold out. The largest holders were LPL Financial LLC ($133.4M), Northwestern Mutual Wealth Management Co. ($100.7M) and Raymond James Financial Inc. ($63.2M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $119.2M |
| Exits | 9 | $6.4M |
All 13F filers, Q3 2024 → Q4 2024: 6,471,930 shares bought and 880,008 shares sold, net +5,591,922 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 319 holders
| LPL Financial LLC | 0.05% | Add +6.1% | 2,659,326 | $133.4M |
| Northwestern Mutual Wealth Management Co. | 0.09% | Add +10.5% | 2,008,629 | $100.7M |
| Raymond James Financial Inc. | 0.02% | — | 1,260,793 | $63.2M |
| Wealth Enhancement Advisory Services, LLC | 0.11% | Add +45.1% | 1,115,291 | $55.9M |
| HighTower Advisors, LLC | 0.07% | Add +147.4% | 999,722 | $50.1M |
| Forvis Mazars Wealth Advisors, LLC | 1.07% | Add +9.6% | 924,781 | $46.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +9.1% | 785,464 | $39.4M |
| Bailard, Inc. | 0.94% | New | 735,933 | $36.9M |
| Tiaa Trust, National Association | 0.10% | New | 682,905 | $34.2M |
| Rockefeller Capital Management L.P. | 0.08% | Add +2.7% | 593,711 | $29.8M |
| Equitable Holdings, Inc. | 0.26% | Add +25.3% | 551,877 | $27.7M |
| Ameriprise Financial Inc. | 0.01% | Add +64.9% | 521,262 | $26.1M |
| Asio Capital, LLC | 4.93% | Add +11.8% | 518,525 | $26.1M |
| CENTRAL TRUST Co | 0.64% | Reduce -1.7% | 519,223 | $26.0M |
| Collective Family Office LLC | 6.94% | Add +11.1% | 504,584 | $25.3M |
| Avantax Planning Partners, Inc. | 0.89% | Add +2.5% | 494,780 | $24.8M |
| Smith & Howard Wealth Management, LLC | 6.79% | Add +54.5% | 478,177 | $24.0M |
| Invenio Wealth Partners LLC | 8.30% | Add +51.7% | 395,118 | $19.8M |
| BlueStem Wealth Partners, LLC | 2.56% | — | 388,265 | $19.5M |
| MML Investors Services, LLC | 0.07% | Add +3.0% | 388,161 | $19.5M |
| Cetera Investment Advisers | 0.04% | Add +93.3% | 378,197 | $19.0M |
| Magnus Financial Group LLC | 1.71% | Add +9.2% | 351,920 | $17.6M |
| Commonwealth Equity Services, LLC | 0.03% | Add +14.4% | 351,299 | $17.6M |
| Bank of America Corp. | 0.00% | Add +47.8% | 343,386 | $17.2M |
| Marcum Wealth, LLC | 1.45% | New | 333,392 | $16.7M |
| Truist Financial Corp. | 0.03% | Reduce -9.7% | 325,824 | $16.3M |
| Osaic Holdings, Inc. | 0.04% | Add +11.4% | 313,958 | $15.7M |
| Stephens Consulting, LLC | 3.93% | Add +3.4% | 312,530 | $15.7M |
| Integrated Wealth Concepts LLC | 0.17% | Add +4.1% | 299,815 | $15.0M |
| IAG Wealth Partners, LLC | 2.61% | Reduce -0.3% | 295,309 | $14.8M |
| Legacy Financial Advisors, Inc. | 2.44% | Add +3.8% | 293,820 | $14.7M |
| AllGen Financial Advisors, Inc. | 4.67% | Reduce -8.4% | 277,563 | $13.9M |
| Hartford Financial Management Inc. | 2.71% | Add +13.2% | 263,507 | $13.2M |
| Opal Wealth Advisors, LLC | 3.91% | Add +11.5% | 259,834 | $13.0M |
| Aveo Capital Partners, LLC | 1.41% | Reduce -4.3% | 256,078 | $12.8M |
| JPMorgan Chase & Co. | 0.00% | Add +6.4% | 252,129 | $12.6M |
| Condor Capital Management | 1.11% | Add +2.6% | 250,282 | $12.6M |
| Aspen Wealth Management LLC | 3.71% | Add +26.4% | 249,929 | $12.5M |
| CFO4Life Group, LLC | 2.17% | Add +6.8% | 245,819 | $12.3M |
| 1900 Wealth Management LLC | 1.03% | Add +17.0% | 244,485 | $12.3M |
| CGN Advisors LLC | 1.18% | Reduce -10.6% | 242,072 | $12.1M |
| Syntegra Private Wealth Group, LLC | 1.33% | Add +7.0% | 234,837 | $11.8M |
| Beta Wealth Group, Inc. | 4.71% | Add +1.0% | 212,351 | $10.6M |
| Signature Estate & Investment Advisors LLC | 0.26% | Add +30.0% | 204,206 | $10.2M |
| Ameritas Advisory Services, LLC | 0.34% | Add +89.3% | 193,660 | $9.7M |
| Wealth Alliance Advisory Group, LLC | 1.95% | Add +3.9% | 183,988 | $9.2M |
| Apollon Wealth Management, LLC | 0.20% | Add +22.2% | 176,265 | $8.8M |
| Jane Street Group, LLC | 0.01% | Add +461.4% | 173,734 | $8.7M |
| Cornerstone Wealth Management, LLC | 0.58% | Add +6.2% | 170,228 | $8.5M |
| Lido Advisors, LLC | 0.05% | New | 160,481 | $8.0M |
| Mills Wealth Advisors LLC | 4.21% | Add +89.1% | 147,680 | $7.4M |
| Martin Worley Group | 4.48% | — | 142,829 | $7.2M |
| TruWealth Advisors, LLC | 0.42% | Add +17.5% | 139,864 | $7.0M |
| Leslie Global Wealth, LLC | 3.22% | Add +0.1% | 138,237 | $6.9M |
| Baron Silver Stevens Financial Advisors, LLC | 1.17% | Add +4.1% | 137,323 | $6.9M |
| Skyline Advisors, Inc. | 2.59% | Reduce -20.4% | 133,032 | $6.7M |
| Great Valley Advisor Group, Inc. | 0.15% | Reduce -14.1% | 132,570 | $6.6M |
| Olympus Wealth Management, LLC | 2.42% | Reduce -3.0% | 132,553 | $6.6M |
| LWM Advisory Services, LLC | 4.62% | Add +3.5% | 132,395 | $6.6M |
| Riversedge Advisors, LLC | 1.47% | Add +1.8% | 129,301 | $6.5M |
| Mather Group, Llc. | 0.08% | Add +21.5% | 127,398 | $6.4M |
| Focus Partners Wealth | 0.02% | Add +0.4% | 126,486 | $6.3M |
| Shorepoint Capital Partners LLC | 1.44% | Add +5.0% | 125,555 | $6.3M |
| Diversified Portfolios, Inc. | 0.68% | Add +12.2% | 123,690 | $6.2M |
| CVA Family Office, LLC | 0.96% | Add +7.2% | 121,491 | $6.1M |
| Renaissance Technologies | 0.01% | Add +5.6% | 120,100 | $6.0M |
| Apexium Financial, LP | 0.36% | Add +9.5% | 119,511 | $6.0M |
| Mariner, LLC | 0.01% | Add +73.0% | 115,843 | $5.8M |
| Brio Consultants, LLC | 0.84% | Add +1.9% | 107,061 | $5.4M |
| Stifel Financial Corp. | 0.01% | Add +3.1% | 106,421 | $5.3M |
| Keudell/Morrison Wealth Management | 1.32% | Add +9.8% | 100,881 | $5.1M |
| G2 Capital Management, LLC / Oh | 1.43% | Add +11.8% | 96,678 | $4.8M |
| TBH Global Asset Management, LLC | 1.10% | Reduce -12.3% | 92,890 | $4.7M |
| RiverFront Investment Group, LLC | 0.11% | Add +6.3% | 92,666 | $4.6M |
| Sequoia Financial Advisors, LLC | 0.04% | Add +262.4% | 92,168 | $4.6M |
| Baker Tilly Wealth Management, LLC | 1.78% | Add +44.0% | 90,512 | $4.5M |
| Royal Bank of Canada | 0.00% | Add +19.1% | 89,375 | $4.5M |
| Private Advisor Group, LLC | 0.03% | Add +0.9% | 88,390 | $4.4M |
| Summit Financial Strategies, Inc. | 0.48% | Add +6.2% | 86,964 | $4.4M |
| Newman Dignan & Sheerar, Inc. | 1.08% | Reduce -4.2% | 83,724 | $4.2M |
| Resonant Capital Advisors, LLC | 0.31% | Add +22.4% | 83,436 | $4.2M |
| Prentice Wealth Management LLC | 1.13% | Add +10.7% | 77,655 | $3.9M |
| Landmark Wealth Management, LLC | 1.66% | Add +4.2% | 74,576 | $3.7M |
| Clearwater Capital Advisors, LLC | 0.36% | Reduce -0.9% | 73,876 | $3.7M |
| Red Mountain Financial, LLC | 3.95% | Add +10.5% | 73,234 | $3.7M |
| Kestra Advisory Services, LLC | 0.02% | Add +14.5% | 72,186 | $3.6M |
| HTG Investment Advisors, Inc. | 1.61% | Add +13.1% | 70,326 | $3.5M |
| Vicus Capital | 0.31% | Add +1.1% | 69,318 | $3.5M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -1.7% | 68,298 | $3.4M |
| Focus Partners Advisor Solutions, LLC | 0.06% | Add +384.5% | 67,597 | $3.4M |
| Obsidian Personal Planning Solutions LLC | 1.62% | Add +6.6% | 66,771 | $3.4M |
| Galvin, Gaustad & Stein, LLC | 0.30% | Reduce -0.6% | 65,716 | $3.3M |
| Freedom Investment Management, Inc. | 0.27% | Reduce -3.5% | 65,618 | $3.3M |
| Chesley Taft & Associates LLC | 0.15% | Add +284.4% | 65,015 | $3.3M |
| FMA Wealth Management, LLC | 2.43% | Add +1.3% | 64,978 | $3.3M |
| Unique Wealth Strategies, LLC | 1.42% | Add +10.3% | 64,618 | $3.2M |
| Intrua Financial, LLC | 0.52% | New | 63,926 | $3.2M |
| Cedar Point Capital Partners, LLC | 2.16% | Add +5.9% | 63,740 | $3.2M |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.5% | 58,696 | $2.9M |
| Mutual Advisors, LLC | 0.08% | Add +5.8% | 56,478 | $2.8M |
"% of holder's portfolio" is JMUB's weight in each manager's 13F, not the share of JPMorgan Municipal ETF the manager owns.