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 |
| Unique Wealth Strategies, LLC | 1.55% | Add +5.5% | 68,159 | $3.4M |
| Vicus Capital | 0.32% | Reduce -2.2% | 67,824 | $3.4M |
| Intrua Financial, LLC | 0.53% | Add +6.0% | 67,794 | $3.4M |
| Obsidian Personal Planning Solutions LLC | 1.51% | Add +2.0% | 68,082 | $3.4M |
| Per Stirling Capital Management, LLC. | 0.48% | Add +38.9% | 66,606 | $3.3M |
| FMA Wealth Management, LLC | 2.55% | Add +0.5% | 65,301 | $3.3M |
| Cedar Point Capital Partners, LLC | 2.19% | Add +2.3% | 65,181 | $3.3M |
| Freedom Investment Management, Inc. | 0.27% | Reduce -2.0% | 64,283 | $3.2M |
| Bridge Generations Wealth Management LLC | 1.99% | New | 63,288 | $3.2M |
| Mutual Advisors, LLC | 0.08% | Add +3.8% | 58,622 | $2.9M |
| Galvin, Gaustad & Stein, LLC | 0.26% | Reduce -13.8% | 56,653 | $2.8M |
| WealthCare Investment Partners, LLC | 1.19% | Add +7.7% | 57,410 | $2.8M |
| Brady Martz Wealth Solutions, LLC | 0.63% | Add +0.4% | 55,503 | $2.8M |
| Principal Securities, Inc. | 0.06% | No change | 54,635 | $2.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +7.1% | 53,889 | $2.7M |
| Naviter Wealth, LLC | 0.33% | Add +36.4% | 53,848 | $2.7M |
| Hennion & Walsh Asset Management, Inc. | 0.12% | Add +4.6% | 52,605 | $2.6M |
| First Horizon Advisors, Inc. | 0.07% | Reduce -6.7% | 51,966 | $2.6M |
| VestGen Advisors, LLC | 0.11% | — | 50,045 | $2.5M |
| Investment Planning Advisors, Inc. | 1.00% | Add +19.5% | 49,327 | $2.5M |
| AdvisorNet Financial, Inc | 0.17% | New | 47,075 | $2.4M |
| Quadcap Wealth Management, LLC | 0.34% | Add +30.9% | 47,057 | $2.4M |
| 49 Wealth Management, LLC | 0.28% | Reduce -4.5% | 46,412 | $2.3M |
| Wealthcare Advisory Partners LLC | 0.06% | Add +31.9% | 44,973 | $2.2M |
| Hughes Financial Services, LLC | 0.44% | Add +23.2% | 44,592 | $2.2M |
| CW Advisors, LLC | 0.03% | Add +20.9% | 43,315 | $2.2M |
| Perigon Wealth Management, LLC | 0.06% | Add +63.2% | 42,840 | $2.1M |
| Philip James Wealth Mangement, LLC | 0.27% | Add +22.1% | 42,504 | $2.1M |
| Clark Capital Management Group, Inc. | 0.02% | New | 42,057 | $2.1M |
| Breakwater Capital Group | 0.37% | Add +101.2% | 41,300 | $2.1M |
| NewEdge Advisors, LLC | 0.01% | Reduce -17.2% | 39,356 | $2.0M |
| ERn Financial, LLC | 0.30% | Add +17.1% | 38,507 | $1.9M |
| Wealthspire Retirement, LLC | 0.15% | Add +12.3% | 38,095 | $1.9M |
| Waverly Advisors, LLC | 0.02% | Add +0.1% | 37,725 | $1.9M |
| Rosenberg Matthew Hamilton | 0.47% | Add +18.6% | 37,524 | $1.9M |
| NewEdge Wealth, LLC | 0.03% | Reduce -6.6% | 36,988 | $1.8M |
| Daymark Wealth Partners, LLC | 0.08% | Add +14.3% | 36,922 | $1.8M |
| Lineweaver Wealth Advisors, LLC | 0.31% | Add +13.5% | 36,634 | $1.8M |
| Crumly & Associates Inc. | 0.50% | Add +7.7% | 36,233 | $1.8M |
| Avantax Advisory Services, Inc. | 0.01% | Add +11.3% | 35,372 | $1.8M |
| NBT Bank, N.A. | 0.12% | Reduce -20.0% | 34,540 | $1.7M |
| Kestra Private Wealth Services, LLC | 0.03% | Reduce -4.6% | 34,523 | $1.7M |
| Kooman & Associates | 0.62% | Add +2.5% | 33,943 | $1.7M |
| Beaumont Financial Advisors, LLC | 0.13% | Add +4.3% | 33,515 | $1.7M |
| United Advisor Group, LLC | 0.33% | Add +2.1% | 32,557 | $1.6M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -65.0% | 32,294 | $1.6M |
| Jacobi Capital Management LLC | 0.12% | Add +81.3% | 32,274 | $1.6M |
| Savant Capital, LLC | 0.01% | New | 32,003 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Add +37.0% | 31,493 | $1.6M |
| TD Capital Management LLC | 0.16% | Reduce -19.1% | 31,100 | $1.6M |
| Park Avenue Securities LLC | 0.02% | Add +616.3% | 30,780 | $1.5M |
| MBM Wealth Consultants, LLC | 0.45% | Add +9.8% | 30,277 | $1.5M |
| Financial Connections Group, Inc. | 0.67% | Reduce -28.6% | 29,962 | $1.5M |
| Verus Capital Partners, LLC | 0.14% | Add +20.2% | 28,682 | $1.4M |
| Morningstar Investment Services LLC | 0.26% | Reduce -45.5% | 28,124 | $1.4M |
| Golden State Wealth Management, LLC | 0.20% | Add +10.5% | 27,452 | $1.4M |
| Summit X, LLC | 0.29% | Reduce -0.9% | 27,267 | $1.4M |
| Olde Wealth Management, LLC | 0.47% | No change | 26,362 | $1.3M |
| Higgins & Schmidt Wealth Strategies LLC | 0.77% | Add +148.3% | 25,990 | $1.3M |
| Trustmark Bank Trust Department | 0.09% | Reduce -15.8% | 25,332 | $1.3M |
| J.W. Cole Advisors, Inc. | 0.04% | New | 24,874 | $1.2M |
| Riversedge Advisors, LLC | 0.27% | Reduce -81.0% | 24,582 | $1.2M |
| Walkner Condon Financial Advisors LLC | 0.25% | Add +10.2% | 24,480 | $1.2M |
| NWF Advisory Services Inc. | 0.16% | Reduce -20.8% | 23,420 | $1.2M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -3.6% | 23,052 | $1.2M |
| Mason & Associates Inc | 0.28% | Reduce -31.7% | 22,723 | $1.1M |
| Presidio Capital Management, LLC | 0.47% | Add +55.0% | 22,683 | $1.1M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +0.7% | 22,248 | $1.1M |
| Boyce & Associates Wealth Consulting, Inc. | 1.09% | Add +7.5% | 21,866 | $1.1M |
| Good Life Advisors, LLC | 0.07% | Add +5.1% | 21,025 | $1.1M |
| Assetmark, Inc. | 0.00% | Reduce -25.2% | 20,747 | $1.0M |
| Prospera Financial Services Inc | 0.02% | Reduce -3.1% | 20,624 | $1.0M |
| Dorsey & Whitney Trust CO LLC | 0.06% | Add +0.0% | 20,515 | $1.0M |
| Clear Point Advisors Inc. | 0.91% | Reduce -1.7% | 20,343 | $1.0M |
| Benjamin Edwards Inc. | 0.01% | Reduce -35.2% | 20,147 | $1.0M |
| Bernardo Wealth Planning LLC | 0.23% | Add +4.2% | 19,638 | $982K |
| Cahill Financial Advisors Inc. | 0.13% | Add +30.3% | 19,581 | $979K |
| Planning Directions Inc. | 0.42% | Add +7.5% | 19,489 | $974K |
| FAS Wealth Partners, Inc. | 0.08% | Add +1.0% | 19,298 | $965K |
| WCG Wealth Advisors LLC | 0.07% | Add +0.6% | 19,111 | $956K |
| Advisory Services Network, LLC | 0.02% | Add +155.3% | 18,983 | $949K |
| Peapack Gladstone Financial Corp. | 0.01% | New | 18,927 | $946K |
| Family Investment Center, Inc. | 0.23% | Add +8.2% | 18,668 | $933K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -12.8% | 18,358 | $918K |
| Ascentis Independent Advisors | 0.18% | Add +3.4% | 18,288 | $914K |
| Brookwood Investment Group LLC | 0.15% | — | 17,633 | $882K |
| Capital Advisors Wealth Management, LLC | 0.15% | Add +15.2% | 17,241 | $862K |
| Choreo, LLC | 0.01% | No change | 17,168 | $858K |
| Private Trust Co. NA | 0.09% | Reduce -10.6% | 17,056 | $853K |
| Kingsview Wealth Management, LLC | 0.02% | Add +6.4% | 16,955 | $848K |
| Vista Investment Management | 0.33% | Add +4.3% | 16,920 | $846K |
| Private Wealth Management Group, LLC | 0.31% | Add +24.1% | 16,646 | $832K |
| Marion Wealth Management | 0.22% | Add +29.0% | 16,182 | $809K |
| Advyzon Investment Management, LLC | 0.28% | Reduce -2.2% | 15,872 | $794K |
| Opal Wealth Advisors, LLC | 0.24% | Reduce -93.9% | 15,746 | $787K |
| StrongBox Wealth, LLC | 0.32% | Add +1.3% | 15,447 | $772K |
| Crews Bank & Trust | 0.13% | No change | 15,425 | $771K |
| Collaborative Wealth Managment Inc. | 0.36% | Add +28.6% | 15,202 | $760K |
| Forum Private Client Group LLC | 0.32% | Add +1.8% | 14,808 | $740K |
| Commonwealth Financial Services, LLC | 0.15% | Reduce -8.2% | 14,636 | $732K |
| Level Four Advisory Services, LLC | 0.03% | New | 14,579 | $729K |
| Washington Trust Bank | 0.07% | Add +85.3% | 14,309 | $715K |
| Retirement Planning Group, LLC | 0.03% | New | 14,300 | $715K |
| High Net Worth Advisory Group LLC | 0.20% | Reduce -9.3% | 14,047 | $702K |
| Farther Finance Advisors, LLC | 0.02% | Add +276.9% | 14,029 | $702K |
| USAdvisors Wealth Management, LLC | 0.24% | Add +17.7% | 13,937 | $696K |
| GGM Financial LLC | 0.46% | Reduce -2.1% | 13,610 | $681K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -31.4% | 13,441 | $679K |
| Marshall Financial Group, LLC | 0.15% | Add +170.3% | 13,477 | $674K |
| Arkadios Wealth Advisors | 0.03% | Reduce -2.0% | 13,392 | $670K |
| Essex Financial Services, Inc. | 0.05% | Reduce -10.1% | 13,360 | $668K |
| Ferguson Shapiro LLC | 0.25% | Add +3.6% | 13,330 | $667K |
| McCarthy & Cox | 0.29% | Add +191.8% | 13,313 | $666K |
| Milestone Investment Advisors LLC | 0.18% | Add +30.4% | 12,852 | $643K |
| Western Wealth Management, LLC | 0.04% | Add +5.1% | 12,769 | $638K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -5.2% | 12,325 | $616K |
| Aptus Capital Advisors, LLC | 0.01% | Add +264.8% | 12,205 | $610K |
| Seascape Capital Management | 0.21% | No change | 12,105 | $605K |
| Perennial Advisors, LLC | 0.12% | Reduce -31.3% | 11,875 | $594K |
| BCGM Wealth Management, LLC | 0.18% | Add +53.1% | 11,782 | $589K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -18.7% | 11,473 | $574K |
| Friday Financial | 0.33% | No change | 11,174 | $558K |
| Barnes Wealth Management Group, Inc | 0.36% | New | 11,131 | $557K |
| Financial Strategies Group, Inc. | 0.13% | Reduce -0.7% | 11,161 | $547K |
| Swmg, LLC | 0.22% | Reduce -2.1% | 11,029 | $544K |
| Berger Financial Group, Inc | 0.04% | Reduce -0.6% | 10,862 | $543K |
| AQR Capital Management | 0.00% | Add +37.4% | 10,756 | $538K |
| Sanctuary Advisors, LLC | 0.00% | Add +1.1% | 10,726 | $536K |
| Mallini Complete Financial Planning LLC | 0.55% | No change | 10,600 | $530K |
| Vawter Financial, Ltd. | 0.30% | Add +89.8% | 10,571 | $529K |
| Oak Hill Wealth Advisors, LLC | 0.12% | Add +60.6% | 10,542 | $527K |
| Leslie Global Wealth, LLC | 0.25% | Reduce -92.5% | 10,340 | $524K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +0.8% | 10,367 | $518K |
| International Assets Investment Management, LLC | 0.05% | Reduce -0.2% | 10,300 | $515K |
| Calton & Associates, Inc. | 0.12% | New | 10,250 | $513K |
| Baird Financial Group, Inc. | 0.00% | Reduce -36.1% | 10,155 | $508K |
| Hill Island Financial LLC | 0.15% | Reduce -1.3% | 10,019 | $501K |
| Morgan Stanley | 0.00% | Add +6536.7% | 9,955 | $498K |
| Capital Analysts, LLC | 0.02% | Reduce -35.7% | 9,674 | $484K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Reduce -2.3% | 9,404 | $470K |
| Next Level Wealth Planning, LLC | 0.35% | New | 9,249 | $462K |
| Global Financial Private Client, LLC | 0.17% | Reduce -8.7% | 9,156 | $458K |
| PDS Planning, Inc | 0.04% | Add +0.8% | 9,003 | $450K |
| Stone Summit Wealth LLC | 0.15% | Add +5.5% | 8,977 | $449K |
| Saxon Interests, Inc. | 0.21% | No change | 8,890 | $445K |
| Quadrant Capital Group LLC | 0.02% | No change | 8,815 | $441K |
| Lodestar Private Asset Management LLC | 0.06% | Add +10.6% | 8,792 | $440K |
| Sigma Planning Corp | 0.01% | Reduce -4.6% | 8,567 | $428K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -7.3% | 8,499 | $425K |
| Balance Wealth Partners LLC | 0.27% | — | 8,315 | $416K |
| Fifth Third Securities, Inc. | 0.04% | Reduce -0.0% | 8,289 | $414K |
| Holderness Investments Co. | 0.10% | No change | 8,243 | $412K |
| SouthState Bank Corp | 0.02% | New | 8,135 | $407K |
| Optima Capital LLC | 0.26% | Add +1.4% | 8,055 | $403K |
| Blair William & Co. | 0.00% | Add +12.7% | 8,000 | $400K |
| Peterson Wealth Advisors, LLC | 0.08% | Add +2.5% | 8,042 | $398K |
| IHT Wealth Management, LLC | 0.01% | Add +0.9% | 7,828 | $391K |
| Firestone Capital Management | 0.10% | Add +0.4% | 7,734 | $387K |
| Bond & Devick Financial Network, Inc. | 0.14% | Reduce -1.4% | 7,481 | $374K |
| Lionshead Wealth Management, LLC | 0.38% | Reduce -45.5% | 7,348 | $367K |
| IFP Advisors, Inc | 0.01% | Reduce -24.6% | 7,291 | $365K |
| Boston Family Office LLC | 0.03% | No change | 7,163 | $358K |
| Woodmont Investment Counsel LLC | 0.03% | No change | 7,130 | $357K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 7,070 | $354K |
| Comerica Bank | 0.00% | Reduce -19.0% | 7,041 | $352K |
| Gentry Private Wealth, LLC | 0.29% | Add +12.8% | 7,014 | $351K |
| Lifestyle Asset Management, Inc. | 0.19% | Reduce -50.4% | 6,754 | $338K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -3.0% | 6,724 | $336K |
| Cooper Financial Group | 0.04% | Add +0.8% | 6,530 | $327K |
| Madison Wealth Partners, Inc | 0.08% | Add +0.2% | 6,409 | $320K |
| Atria Investments, Inc | 0.00% | Reduce -1.7% | 6,403 | $320K |
| SageView Advisory Group, LLC | 0.01% | New | 6,384 | $319K |
| Visionary Wealth Advisors | 0.02% | Add +0.8% | 6,378 | $319K |
| Acima Private Wealth, LLC | 0.11% | Reduce -81.5% | 6,235 | $312K |
| Teamwork Financial Advisors, LLC | 0.04% | Add +0.3% | 6,196 | $310K |
| OMNI 360 Wealth, Inc. | 0.20% | Add +32.6% | 6,096 | $305K |
| StoneX Group Inc. | 0.02% | Add +15.9% | 6,072 | $304K |
| Masso Torrence Wealth Management Inc. | 0.16% | No change | 6,000 | $300K |
| PFG Investments, LLC | 0.02% | No change | 6,000 | $300K |
| Apollon Financial, LLC | 0.07% | Reduce -0.6% | 5,951 | $298K |
| Meridian Financial Advisors, LLC | 0.21% | No change | 5,938 | $297K |
| Gryphon Financial Partners LLC | 0.04% | Reduce -3.1% | 5,860 | $293K |
| &partners | 0.00% | New | 5,736 | $286K |
| WNY Asset Management, LLC | 0.03% | No change | 5,460 | $273K |
| D'Orazio & Associates, Inc. | 0.04% | Reduce -15.1% | 5,290 | $265K |
| Saxony Capital Management, LLC | 0.23% | Reduce -3.6% | 5,269 | $263K |
| Bowman & Co S.C. | 0.13% | Reduce -1.9% | 5,200 | $260K |
| Cresset Asset Management, LLC | 0.00% | New | 5,200 | $260K |
| Leverty Financial Group, LLC | 0.10% | New | 5,083 | $254K |
| Whitegate Investment Counselors, Inc. | 0.09% | New | 4,930 | $247K |
| Cyr Financial Inc. | 0.22% | New | 4,839 | $242K |
| Financial Partners Group, Inc | 0.04% | Reduce -8.8% | 4,807 | $240K |
| Transform Wealth, LLC | 0.01% | No change | 4,805 | $240K |
| Certified Advisory Corp | 0.03% | New | 4,750 | $238K |
| West Oak Capital, LLC | 0.13% | No change | 4,700 | $235K |
| Chicago Partners Investment Group LLC | 0.01% | New | 4,677 | $232K |
| PNC Financial Services Group, Inc. | 0.00% | Add +12.2% | 4,632 | $232K |
| Signature Wealth Management Partners, LLC | 0.15% | New | 4,578 | $229K |
| Genesis Private Wealth, LLC | 0.12% | New | 4,542 | $227K |
| C M Bidwell & Associates Ltd. | 0.14% | No change | 4,505 | $225K |
| Blue Investment Partners LLC | 0.08% | Add +0.7% | 4,499 | $225K |
| Axis Wealth Partners, LLC | 0.16% | Add +0.8% | 4,333 | $217K |
| Forbes Financial Planning, Inc. | 0.15% | New | 4,110 | $206K |
| Oppenheimer & Co. Inc. | 0.00% | New | 4,081 | $204K |
| Sincerus Advisory, LLC | 0.21% | New | 4,077 | $204K |
| US Bancorp \de | 0.00% | No change | 4,016 | $201K |
| Parallel Advisors, LLC | 0.00% | Reduce -3.2% | 3,890 | $195K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -21.8% | 3,598 | $180K |
| Allworth Financial LP | 0.00% | Add +91.2% | 2,919 | $144K |
| Hollencrest Capital Management | 0.01% | No change | 2,750 | $138K |
| CoreCap Advisors, LLC | 0.01% | No change | 2,638 | $132K |
| Cary Street Partners Financial LLC | 0.00% | Reduce -75.6% | 2,581 | $129K |
| WealthTrak Capital Management LLC | 0.11% | No change | 2,473 | $124K |
| Longview Financial Advisors LLC | 0.08% | No change | 2,300 | $115K |
| Goodman Advisory Group, LLC | 0.03% | New | 1,959 | $98K |
| 1620 Investment Advisors, Inc. | 0.07% | Add +117.7% | 1,890 | $95K |
| Mb, Levis & Associates, LLC | 0.04% | Add +0.8% | 1,781 | $89K |
| Cary Street Partners Investment Advisory LLC | 0.04% | Reduce -7.2% | 1,494 | $75K |
| AE Wealth Management LLC | 0.00% | Add +5.2% | 1,402 | $70K |
| MAI Capital Management | 0.00% | No change | 1,374 | $69K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -13.3% | 1,111 | $56K |
| Hazlett, Burt & Watson, Inc. | 0.02% | Add +0.9% | 1,050 | $52K |
| Clarity Asset Management, Inc. | 0.03% | Add +0.8% | 1,030 | $52K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -10.6% | 999 | $50K |
| Financial Gravity Asset Management, Inc. | 0.01% | — | 565 | $28K |
| Ameriflex Group, Inc. | 0.01% | New | 500 | $25K |
| Fourth Dimension Wealth, LLC | 0.01% | Reduce -25.4% | 362 | $18K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 218 | $11K |
| Wealth Preservation Advisors, LLC | 0.00% | — | 127 | $6K |
| 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.