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

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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions42$119.2M
Exits9$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
Summit Wealth Partners, LLC 0.58% Add +29.9% 55,945 $2.8M
First Horizon Advisors, Inc. 0.08% Reduce -16.5% 55,720 $2.8M
Brady Martz Wealth Solutions, LLC 0.66% — 55,277 $2.8M
Principal Securities, Inc. 0.06% Add +9.7% 54,635 $2.7M
WealthCare Investment Partners, LLC 1.17% Reduce -8.9% 53,299 $2.7M
Morningstar Investment Services LLC 0.24% Reduce -87.3% 51,626 $2.6M
Cambridge Investment Research Advisors, Inc. 0.01% Add +31.9% 50,328 $2.5M
Hennion & Walsh Asset Management, Inc. 0.11% Reduce -3.0% 50,279 $2.5M
Prime Capital Investment Advisors, LLC 0.04% Add +15.5% 48,704 $2.4M
49 Wealth Management, LLC 0.35% Reduce -41.5% 48,599 $2.4M
Per Stirling Capital Management, LLC. 0.34% Add +276.6% 47,966 $2.4M
NewEdge Advisors, LLC 0.01% Add +9.4% 47,553 $2.4M
Larson Financial Group LLC 0.12% Add +365.4% 45,567 $2.3M
Independent Advisor Alliance 0.03% New 44,991 $2.3M
NBT Bank, N.A. 0.15% Reduce -7.0% 43,175 $2.2M
Financial Connections Group, Inc. 1.01% Add +27.9% 41,961 $2.1M
Jones Financial Companies LLLP 0.00% Add +236.0% 41,425 $2.1M
Investment Planning Advisors, Inc. 0.90% Add +21.8% 41,269 $2.1M
NewEdge Wealth, LLC 0.03% Add +34.9% 39,583 $2.0M
Naviter Wealth, LLC 0.24% Reduce -13.0% 39,474 $2.0M
TD Capital Management LLC 0.20% New 38,458 $1.9M
Waverly Advisors, LLC 0.03% Add +21.5% 37,680 $1.9M
Goodwin Investment Advisory 0.95% New 36,356 $1.8M
Kestra Private Wealth Services, LLC 0.03% Reduce -45.0% 36,199 $1.8M
Hughes Financial Services, LLC 0.37% — 36,194 $1.8M
Quadcap Wealth Management, LLC 0.27% Add +80.3% 35,954 $1.8M
CW Advisors, LLC 0.02% Reduce -0.1% 35,822 $1.8M
Philip James Wealth Mangement, LLC 0.23% Add +0.1% 34,812 $1.7M
Riggs Capital Management LLC 1.68% — 34,137 $1.7M
Wealthcare Advisory Partners LLC 0.05% Add +14.3% 34,106 $1.7M
Wealthspire Retirement, LLC 0.13% Add +141.9% 33,933 $1.7M
Acima Private Wealth, LLC 0.57% No change 33,727 $1.7M
Crumly & Associates Inc. 0.46% Add +0.5% 33,638 $1.7M
Mason & Associates Inc 0.39% Add +2.4% 33,259 $1.7M
Kooman & Associates 0.60% Add +2.4% 33,102 $1.7M
ERn Financial, LLC 0.25% Add +1.7% 32,879 $1.6M
Daymark Wealth Partners, LLC 0.07% Add +9.0% 32,304 $1.6M
Lineweaver Wealth Advisors, LLC 0.30% Add +10.3% 32,278 $1.6M
Beaumont Financial Advisors, LLC 0.12% No change 32,150 $1.6M
United Advisor Group, LLC 0.32% Add +7.6% 31,879 $1.6M
Avantax Advisory Services, Inc. 0.01% Reduce -0.3% 31,769 $1.6M
Rosenberg Matthew Hamilton 0.41% Add +63.1% 31,635 $1.6M
Benjamin Edwards Inc. 0.02% Reduce -0.5% 31,095 $1.6M
Trustmark Bank Trust Department 0.11% Add +0.5% 30,095 $1.5M
NWF Advisory Services Inc. 0.22% Reduce -23.7% 29,584 $1.5M
Assetmark, Inc. 0.00% Add +7775.6% 27,722 $1.4M
MBM Wealth Consultants, LLC 0.41% New 27,580 $1.4M
Summit X, LLC 0.31% Reduce -8.2% 27,509 $1.4M
Keyvantage Wealth, LLC 0.98% — 27,467 $1.4M
Olde Wealth Management, LLC 0.47% No change 26,362 $1.3M
Perigon Wealth Management, LLC 0.03% New 26,245 $1.3M
Old Mission Capital LLC 0.03% Add +223.6% 25,555 $1.3M
Golden State Wealth Management, LLC 0.19% — 24,836 $1.2M
Janney Montgomery Scott LLC 0.00% Add +25.0% 23,917 $1.2M
Verus Capital Partners, LLC 0.11% Reduce -6.3% 23,862 $1.2M
Citadel Advisors 0.00% Reduce -51.4% 23,151 $1.2M
Susquehanna International Group, LLP 0.00% New 22,980 $1.2M
Walkner Condon Financial Advisors LLC 0.23% Add +1.4% 22,206 $1.1M
Beacon Pointe Advisors, LLC 0.01% Add +11.5% 22,084 $1.1M
Prospera Financial Services Inc 0.02% Reduce -7.8% 21,279 $1.1M
Bartlett & Co. Wealth Management LLC 0.02% Reduce -7.0% 21,055 $1.1M
Clear Point Advisors Inc. 0.89% Reduce -13.2% 20,689 $1.0M
Breakwater Capital Group 0.20% New 20,524 $1.0M
Dorsey & Whitney Trust CO LLC 0.06% New 20,510 $1.0M
Boyce & Associates Wealth Consulting, Inc. 1.03% Add +15.9% 20,350 $1.0M
Good Life Advisors, LLC 0.07% Add +20.8% 19,998 $1.0M
Thrivent Financial for Lutherans 0.00% Reduce -38.6% 19,608 $988K
FAS Wealth Partners, Inc. 0.08% Reduce -2.5% 19,099 $958K
Private Trust Co. NA 0.10% Add +15.9% 19,074 $957K
WCG Wealth Advisors LLC 0.06% No change 19,001 $953K
Bernardo Wealth Planning LLC 0.22% Add +3.5% 18,849 $939K
Planning Directions Inc. 0.53% Add +0.9% 18,132 $909K
Jacobi Capital Management LLC 0.07% Add +37.1% 17,805 $893K
Ascentis Independent Advisors 0.17% Reduce -47.3% 17,694 $887K
Perennial Advisors, LLC 0.19% — 17,275 $866K
Family Investment Center, Inc. 0.22% Reduce -20.5% 17,258 $865K
Choreo, LLC 0.01% No change 17,168 $863K
Advyzon Investment Management, LLC 0.31% — 16,226 $814K
Vista Investment Management 0.31% Add +2.4% 16,220 $813K
Commonwealth Financial Services, LLC 0.16% Add +0.5% 15,951 $800K
Kingsview Wealth Management, LLC 0.02% Reduce -1.3% 15,933 $799K
Baird Financial Group, Inc. 0.00% Reduce -9.1% 15,905 $798K
High Net Worth Advisory Group LLC 0.22% Add +63.3% 15,480 $776K
Crews Bank & Trust 0.13% — 15,425 $774K
StrongBox Wealth, LLC 0.32% Add +108.9% 15,247 $765K
Capital Analysts, LLC 0.03% Add +531.6% 15,051 $755K
Cahill Financial Advisors Inc. 0.10% Add +188.5% 15,030 $754K
Capital Advisors Wealth Management, LLC 0.13% Reduce -9.6% 14,961 $750K
Essex Financial Services, Inc. 0.05% No change 14,860 $745K
Presidio Capital Management, LLC 0.39% Reduce -2.5% 14,636 $734K
Forum Private Client Group LLC 0.32% Add +63.9% 14,549 $730K
Private Capital Management LLC 0.14% Add +188.8% 14,269 $716K
Envestnet Portfolio Solutions, Inc. 0.00% Add +1.5% 14,114 $708K
GGM Financial LLC 0.74% Reduce -11.1% 13,906 $697K
Pennsylvania Capital Management Inc. 0.24% Reduce -25.1% 13,703 $687K
Arkadios Wealth Advisors 0.04% No change 13,660 $685K
Lifestyle Asset Management, Inc. 0.37% Add +9.7% 13,627 $683K
Lionshead Wealth Management, LLC 0.49% — 13,475 $678K
Private Wealth Management Group, LLC 0.26% New 13,415 $673K
Dynamic Advisor Solutions LLC 0.03% Reduce -13.4% 13,004 $652K
Ferguson Shapiro LLC 0.24% Add +28.4% 12,872 $646K
Marion Wealth Management 0.17% Add +31.0% 12,540 $629K
Western Wealth Management, LLC 0.03% Add +5.4% 12,150 $609K
Seascape Capital Management 0.21% Add +0.9% 12,105 $607K
Collaborative Wealth Managment Inc. 0.27% Reduce -9.5% 11,825 $593K
USAdvisors Wealth Management, LLC 0.19% Add +38.6% 11,838 $593K
Fortis Group Advisors, LLC 0.11% New 11,761 $590K
Swmg, LLC 0.23% Reduce -0.2% 11,263 $565K
Friday Financial 0.39% — 11,174 $560K
Financial Strategies Group, Inc. 0.13% Add +9.5% 11,234 $560K
Berger Financial Group, Inc 0.04% New 10,928 $548K
Sanctuary Advisors, LLC 0.00% Add +16.7% 10,610 $535K
Mallini Complete Financial Planning LLC 0.90% — 10,600 $532K
Cary Street Partners Financial LLC 0.02% — 10,581 $531K
Cwm, LLC 0.00% Add +549.6% 10,549 $529K
Higgins & Schmidt Wealth Strategies LLC 0.33% New 10,466 $525K
International Assets Investment Management, LLC 0.04% New 10,320 $518K
Sagespring Wealth Partners, LLC 0.01% — 10,283 $516K
Hill Island Financial LLC 0.15% Reduce -9.9% 10,153 $509K
Global Financial Private Client, LLC 0.19% Reduce -17.6% 10,030 $503K
Milestone Investment Advisors LLC 0.13% Add +0.5% 9,856 $494K
IFP Advisors, Inc 0.02% Add +26.5% 9,672 $485K
Pine Valley Investments Ltd Liability Co 0.03% Add +23.5% 9,629 $484K
U.S. Capital Wealth Advisors, LLC 0.01% Reduce -8.9% 9,172 $460K
Sigma Planning Corp 0.01% Add +5.9% 8,980 $450K
PDS Planning, Inc 0.04% New 8,930 $448K
Saxon Interests, Inc. 0.20% No change 8,890 $446K
Quadrant Capital Group LLC 0.03% No change 8,815 $442K
Comerica Bank 0.00% New 8,694 $436K
Stone Summit Wealth LLC 0.14% Reduce -10.4% 8,511 $427K
Fifth Third Securities, Inc. 0.04% Add +3.6% 8,290 $416K
Holderness Investments Co. 0.09% No change 8,243 $413K
Flow Traders U.S. LLC 0.02% New 8,226 $413K
Optima Capital LLC 0.28% — 7,946 $400K
Lodestar Private Asset Management LLC 0.05% Add +2.5% 7,951 $399K
Peterson Wealth Advisors, LLC 0.07% Add +1.3% 7,844 $394K
AQR Capital Management 0.00% Add +12.8% 7,829 $393K
IHT Wealth Management, LLC 0.01% Reduce -6.9% 7,754 $389K
Bond & Devick Financial Network, Inc. 0.17% No change 7,583 $389K
Washington Trust Bank 0.04% New 7,720 $387K
Firestone Capital Management 0.10% New 7,706 $386K
BCGM Wealth Management, LLC 0.12% Add +0.9% 7,697 $386K
HRT Financial LP 0.00% New 7,541 $378K
SignalPoint Asset Management, LLC 0.09% No change 7,440 $373K
Advisory Services Network, LLC 0.01% Reduce -2.7% 7,434 $373K
World Equity Group, Inc. 0.08% New 7,192 $361K
Boston Family Office LLC 0.02% No change 7,163 $359K
Woodmont Investment Counsel LLC 0.03% Add +16.0% 7,130 $358K
Blair William & Co. 0.00% Add +9.2% 7,100 $356K
Stratos Wealth Partners, LTD. 0.01% Add +7.6% 6,934 $348K
Davis Wealth Advisors, LLC 0.38% — 6,868 $344K
Boston Standard Wealth Management, LLC 0.06% New 6,627 $332K
Oak Hill Wealth Advisors, LLC 0.08% — 6,562 $329K
Atria Investments, Inc 0.00% Add +60.4% 6,515 $327K
Cooper Financial Group 0.04% Add +61.2% 6,477 $325K
Madison Wealth Partners, Inc 0.09% Add +48.4% 6,395 $321K
Visionary Wealth Advisors 0.02% Add +0.9% 6,326 $317K
D'Orazio & Associates, Inc. 0.05% Add +25.2% 6,230 $312K
Gentry Private Wealth, LLC 1.30% New 6,216 $312K
Teamwork Financial Advisors, LLC 0.04% Add +0.3% 6,179 $310K
Gryphon Financial Partners LLC 0.04% Add +4.2% 6,045 $303K
Masso Torrence Wealth Management Inc. 0.16% New 6,000 $301K
PFG Investments, LLC 0.02% No change 6,000 $301K
Apollon Financial, LLC 0.07% Reduce -2.6% 5,986 $300K
Kelly Financial Services LLC 0.11% No change 5,969 $299K
Warther Private Wealth, LLC 0.10% No change 5,967 $299K
Meridian Financial Advisors, LLC 0.21% Add +6.8% 5,938 $298K
Thoroughbred Financial Services, LLC 0.02% Add +50.3% 5,921 $296K
Vawter Financial, Ltd. 0.17% Add +33.6% 5,571 $279K
Saxony Capital Management, LLC 0.24% No change 5,465 $274K
WNY Asset Management, LLC 0.03% Reduce -36.1% 5,460 $274K
Bowman & Co S.C. 0.14% Add +0.5% 5,301 $266K
Financial Partners Group, Inc 0.04% Reduce -5.3% 5,274 $264K
StoneX Group Inc. 0.01% New 5,239 $263K
Brookstone Capital Management 0.00% Reduce -0.3% 5,121 $257K
Marshall Financial Group, LLC 0.06% New 4,986 $250K
Transform Wealth, LLC 0.01% No change 4,805 $241K
West Oak Capital, LLC 0.12% Add +17.5% 4,700 $236K
Geneos Wealth Management Inc. 0.01% Reduce -17.9% 4,598 $231K
OMNI 360 Wealth, Inc. 0.15% Add +0.5% 4,596 $230K
McCarthy & Cox 0.08% New 4,563 $229K
C M Bidwell & Associates Ltd. 0.14% Add +28.2% 4,505 $226K
Blue Investment Partners LLC 0.08% Add +12.9% 4,468 $224K
Axis Wealth Partners, LLC 0.18% — 4,298 $216K
Park Avenue Securities LLC 0.00% New 4,297 $215K
PNC Financial Services Group, Inc. 0.00% Reduce -1.1% 4,130 $207K
Parallel Advisors, LLC 0.00% New 4,017 $201K
US Bancorp \de 0.00% No change 4,016 $201K
Farther Finance Advisors, LLC 0.01% Reduce -42.5% 3,722 $187K
Aptus Capital Advisors, LLC 0.00% Reduce -16.9% 3,346 $168K
Hollencrest Capital Management 0.01% New 2,750 $138K
CoreCap Advisors, LLC 0.01% No change 2,638 $132K
WealthTrak Capital Management LLC 0.10% — 2,473 $124K
Longview Financial Advisors LLC 0.08% — 2,300 $115K
Mb, Levis & Associates, LLC 0.04% Add +0.9% 1,767 $89K
Cary Street Partners Investment Advisory LLC 0.05% Reduce -84.8% 1,610 $81K
Allworth Financial LP 0.00% New 1,527 $77K
MAI Capital Management 0.00% New 1,374 $69K
AE Wealth Management LLC 0.00% New 1,333 $67K
EverSource Wealth Advisors, LLC 0.00% Reduce -27.4% 1,281 $64K
Sunbelt Securities, Inc. 0.01% No change 1,118 $56K
Hazlett, Burt & Watson, Inc. 0.02% Add +0.9% 1,041 $52K
Clarity Asset Management, Inc. 0.03% Add +0.9% 1,022 $51K
1620 Investment Advisors, Inc. 0.03% New 868 $44K
Financial Gravity Companies, Inc. 0.01% No change 565 $28K
Fourth Dimension Wealth, LLC 0.01% — 485 $24K
Trust Co. of Vermont 0.00% No change 391 $20K
Blue Trust, Inc. 0.00% Add +1.9% 376 $19K
Global Retirement Partners, LLC 0.00% New 256 $13K
Evergreen Private Wealth LLC 0.01% No change 220 $11K
Cape Investment Advisory, Inc. 0.00% Add +12.9% 218 $11K
Noble Wealth Management PBC 0.01% — 210 $11K
Morgan Stanley 0.00% New 150 $8K
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
BNP Paribas Financial Markets 0.00% New 10 $502
FMR LLC 0.00% New 2 $100
Wells Fargo & Company 0.00% Reduce -99.5% 1 $47

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