JPMorgan Municipal ETFJMUBETF
13F holders, Q1 2025 (March 31)332holders +13
36new positions
22sold out
2famous investors
$50.03avg. 13F price*
At the end of Q1 2025, 332 institutions reported holding JPMorgan Municipal ETF (JMUB) in their 13F filings, up 13 from Q4 2024. 36 opened new positions and 22 sold out. The largest holders were LPL Financial LLC ($142.4M), Meeder Advisory Services, Inc. ($126.6M) and Northwestern Mutual Wealth Management Co. ($110.0M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $258.6M |
| Exits | 22 | $13.8M |
All 13F filers, Q4 2024 → Q1 2025: 11,883,391 shares bought and 1,615,034 shares sold, net +10,268,357 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 332 holders
| LPL Financial LLC | 0.06% | Add +7.1% | 2,847,971 | $142.4M |
| Meeder Advisory Services, Inc. | 7.59% | New | 2,531,748 | $126.6M |
| Northwestern Mutual Wealth Management Co. | 0.09% | Add +9.5% | 2,199,520 | $110.0M |
| Raymond James Financial Inc. | 0.03% | Add +20.5% | 1,519,479 | $76.0M |
| Wealth Enhancement Advisory Services, LLC | 0.13% | Add +19.2% | 1,329,262 | $66.5M |
| Cetera Investment Advisers | 0.11% | Add +199.1% | 1,131,266 | $56.6M |
| Ameriprise Financial Inc. | 0.02% | Add +114.2% | 1,116,436 | $55.8M |
| Bailard, Inc. | 1.41% | Add +48.9% | 1,095,717 | $54.8M |
| Envestnet Asset Management Inc. | 0.02% | Add +30.2% | 1,022,514 | $51.1M |
| Forvis Mazars Wealth Advisors, LLC | 1.12% | Add +1.2% | 935,789 | $46.8M |
| HighTower Advisors, LLC | 0.06% | Reduce -13.7% | 862,480 | $43.1M |
| Rockefeller Capital Management L.P. | 0.09% | Add +25.5% | 744,907 | $37.2M |
| Orion Porfolio Solutions, LLC | 0.32% | New | 648,640 | $32.4M |
| Orion Portfolio Solutions, LLC | 0.32% | New | 648,640 | $32.4M |
| CENTRAL TRUST Co | 0.79% | Add +24.0% | 643,792 | $32.2M |
| Tiaa Trust, National Association | 0.09% | Reduce -13.0% | 594,368 | $29.7M |
| MML Investors Services, LLC | 0.10% | Add +52.9% | 593,358 | $29.7M |
| Equitable Holdings, Inc. | 0.27% | Add +4.1% | 574,322 | $28.7M |
| Collective Family Office LLC | 7.75% | Add +13.6% | 573,210 | $28.7M |
| Asio Capital, LLC | 5.46% | Add +8.9% | 564,535 | $28.2M |
| 1900 Wealth Management LLC | 2.26% | Add +122.2% | 543,162 | $27.2M |
| Avantax Planning Partners, Inc. | 0.96% | Add +9.1% | 539,662 | $27.0M |
| TBH Global Asset Management, LLC | 5.06% | Add +432.9% | 494,962 | $26.4M |
| JPMorgan Chase & Co. | 0.00% | Add +100.9% | 506,622 | $25.3M |
| Cwm, LLC | 0.10% | Add +4492.1% | 484,425 | $24.2M |
| Bank of America Corp. | 0.00% | Add +27.1% | 436,572 | $21.8M |
| Osaic Holdings, Inc. | 0.05% | Add +37.6% | 431,977 | $21.6M |
| Invenio Wealth Partners LLC | 8.72% | Add +5.2% | 415,490 | $20.8M |
| Commonwealth Equity Services, LLC | 0.03% | Add +17.8% | 413,697 | $20.7M |
| Smith & Howard Wealth Management, LLC | 5.58% | Reduce -14.5% | 408,796 | $20.4M |
| Truist Financial Corp. | 0.03% | Add +20.5% | 392,557 | $19.6M |
| BlueStem Wealth Partners, LLC | 2.64% | Reduce -0.5% | 386,515 | $19.3M |
| Magnus Financial Group LLC | 1.74% | Add +1.5% | 357,320 | $17.9M |
| Avidian Wealth Enterprises, LLC | 0.79% | New | 356,226 | $17.8M |
| Integrated Wealth Concepts LLC | 0.20% | Add +16.2% | 348,460 | $17.4M |
| Marcum Wealth, LLC | 1.37% | Reduce -5.3% | 315,774 | $15.8M |
| Stephens Consulting, LLC | 3.96% | Add +0.8% | 315,077 | $15.8M |
| CFO4Life Group, LLC | 2.64% | Add +27.6% | 313,541 | $15.7M |
| IAG Wealth Partners, LLC | 2.38% | Add +3.5% | 305,689 | $15.3M |
| Legacy Financial Advisors, Inc. | 2.55% | Add +3.8% | 304,871 | $15.2M |
| Hartford Financial Management Inc. | 3.03% | Add +11.5% | 293,843 | $14.7M |
| Apollon Wealth Management, LLC | 0.31% | Add +62.0% | 285,524 | $14.3M |
| AllGen Financial Advisors, Inc. | 4.22% | Add +2.7% | 285,173 | $14.3M |
| Amplius Wealth Advisors, LLC | 1.35% | New | 259,968 | $13.0M |
| Condor Capital Management | 1.21% | Add +3.8% | 259,854 | $13.0M |
| Jane Street Group, LLC | 0.02% | Add +49.2% | 259,146 | $13.0M |
| Aspen Wealth Management LLC | 3.62% | Add +2.2% | 255,491 | $12.8M |
| Syntegra Private Wealth Group, LLC | 1.47% | Add +7.1% | 251,525 | $12.6M |
| CGN Advisors LLC | 1.12% | Reduce -5.7% | 228,271 | $11.4M |
| Signature Estate & Investment Advisors LLC | 0.28% | Add +5.7% | 215,927 | $10.8M |
| Beta Wealth Group, Inc. | 3.66% | Reduce -4.0% | 203,950 | $10.2M |
| Wealth Alliance Advisory Group, LLC | 2.10% | Add +10.3% | 202,950 | $10.1M |
| Mather Group, Llc. | 0.11% | Add +46.0% | 185,956 | $9.3M |
| Baron Silver Stevens Financial Advisors, LLC | 1.57% | Add +30.8% | 179,666 | $9.0M |
| Cornerstone Wealth Management, LLC | 0.58% | Add +1.2% | 172,320 | $8.6M |
| Great Valley Advisor Group, Inc. | 0.18% | Add +29.0% | 171,006 | $8.6M |
| Aveo Capital Partners, LLC | 1.33% | Reduce -37.2% | 160,852 | $8.0M |
| Martin Worley Group | 4.31% | Add +5.8% | 151,044 | $7.6M |
| Diversified Portfolios, Inc. | 0.78% | Add +19.2% | 147,444 | $7.4M |
| Oakwell Private Wealth Management, LLC | 1.98% | New | 143,273 | $7.2M |
| Mills Wealth Advisors LLC | 3.76% | Reduce -4.0% | 141,762 | $7.1M |
| Lido Advisors, LLC | 0.04% | Reduce -11.9% | 141,448 | $7.1M |
| LWM Advisory Services, LLC | 4.73% | Add +2.9% | 136,203 | $6.8M |
| CVA Family Office, LLC | 1.04% | Add +11.7% | 135,684 | $6.8M |
| Skyline Advisors, Inc. | 2.61% | Reduce -0.4% | 132,509 | $6.6M |
| TruWealth Advisors, LLC | 0.40% | Reduce -5.5% | 132,168 | $6.6M |
| Apexium Financial, LP | 0.38% | Add +6.1% | 126,776 | $6.3M |
| Retirement Income Solutions, Inc. | 1.32% | New | 126,238 | $6.3M |
| Ameritas Advisory Services, LLC | 0.25% | Reduce -35.4% | 125,154 | $6.3M |
| Shorepoint Capital Partners LLC | 1.40% | Reduce -1.4% | 123,775 | $6.2M |
| Focus Partners Wealth | 0.02% | Reduce -2.7% | 123,095 | $6.2M |
| Brio Consultants, LLC | 0.95% | Add +13.1% | 121,127 | $6.1M |
| Keyvantage Wealth, LLC | 2.93% | Add +338.6% | 120,456 | $6.0M |
| G2 Capital Management, LLC / Oh | 1.79% | Add +22.0% | 117,990 | $5.9M |
| Olympus Wealth Management, LLC | 2.50% | Reduce -14.0% | 113,950 | $5.7M |
| Larson Financial Group LLC | 0.27% | Add +145.3% | 111,780 | $5.6M |
| Renaissance Technologies | 0.01% | Reduce -7.2% | 111,491 | $5.6M |
| Stifel Financial Corp. | 0.01% | Reduce -2.2% | 104,079 | $5.2M |
| Baker Tilly Wealth Management, LLC | 2.01% | Add +13.1% | 102,392 | $5.1M |
| Royal Bank of Canada | 0.00% | Add +12.1% | 100,198 | $5.0M |
| Keudell/Morrison Wealth Management | 1.18% | Reduce -0.8% | 100,030 | $5.0M |
| Mariner, LLC | 0.01% | Reduce -13.8% | 99,876 | $5.0M |
| Summit Financial Strategies, Inc. | 0.50% | Add +14.0% | 99,130 | $5.0M |
| RiverFront Investment Group, LLC | 0.11% | Add +5.3% | 97,542 | $4.9M |
| Jones Financial Companies LLLP | 0.00% | Add +129.3% | 94,988 | $4.7M |
| Prime Capital Investment Advisors, LLC | 0.05% | Add +91.2% | 93,131 | $4.7M |
| Private Advisor Group, LLC | 0.03% | Add +4.6% | 92,427 | $4.6M |
| Axxcess Wealth Management, LLC | 0.12% | New | 89,095 | $4.5M |
| Resonant Capital Advisors, LLC | 0.31% | Add +6.2% | 88,578 | $4.4M |
| Clearwater Capital Advisors, LLC | 0.43% | Add +19.4% | 88,217 | $4.4M |
| Prentice Wealth Management LLC | 1.27% | Add +13.5% | 88,140 | $4.4M |
| Newman Dignan & Sheerar, Inc. | 1.18% | Add +3.0% | 86,207 | $4.3M |
| HTG Investment Advisors, Inc. | 1.73% | Add +18.0% | 82,986 | $4.1M |
| Landmark Wealth Management, LLC | 1.76% | Add +7.2% | 79,968 | $4.0M |
| Kestra Advisory Services, LLC | 0.02% | Add +9.4% | 78,973 | $3.9M |
| Chesley Taft & Associates LLC | 0.18% | Add +17.0% | 76,060 | $3.8M |
| Red Mountain Financial, LLC | 4.50% | Add +0.8% | 73,857 | $3.7M |
| Focus Partners Advisor Solutions, LLC | 0.05% | Add +4.2% | 70,444 | $3.5M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +1.6% | 69,380 | $3.5M |
| Summit Wealth Partners, LLC | 0.70% | Add +23.5% | 69,069 | $3.5M |
"% of holder's portfolio" is JMUB's weight in each manager's 13F, not the share of JPMorgan Municipal ETF the manager owns.