JPMorgan Municipal ETFJMUBETF
13F holders, Q4 2024 (December 31)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 |
| 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.