JPMorgan Municipal ETFJMUBETF
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 357 institutions reported holding JPMorgan Municipal ETF (JMUB) in their 13F filings, up 25 from Q1 2025. 49 opened new positions and 21 sold out. The largest holders were LPL Financial LLC ($150.3M), Meeder Advisory Services, Inc. ($135.3M) and Northwestern Mutual Wealth Management Co. ($118.2M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- JPMorgan Municipal ETF
- CUSIP
- 46641Q647
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $90.8M |
| Exits | 21 | $12.8M |
All 13F filers, Q1 2025 → Q2 2025: 10,653,817 shares bought and 1,603,821 shares sold, net +9,049,996 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 357 holders
| LPL Financial LLC | 0.05% | Add +6.3% | 3,027,582 | $150.3M |
| Meeder Advisory Services, Inc. | 7.01% | Add +7.7% | 2,726,103 | $135.3M |
| Northwestern Mutual Wealth Management Co. | 0.09% | Add +8.3% | 2,382,007 | $118.2M |
| Wealth Enhancement Advisory Services, LLC | 0.16% | Add +42.9% | 1,899,154 | $94.0M |
| Raymond James Financial Inc. | 0.03% | Add +16.0% | 1,763,230 | $87.5M |
| Ameriprise Financial Inc. | 0.02% | Add +40.0% | 1,563,490 | $77.6M |
| Cetera Investment Advisers | 0.11% | Add +18.8% | 1,343,673 | $66.7M |
| Bailard, Inc. | 1.55% | Add +22.5% | 1,341,884 | $66.6M |
| Bank of America Corp. | 0.00% | Add +152.3% | 1,101,672 | $54.7M |
| Forvis Mazars Wealth Advisors, LLC | 1.14% | Add +13.4% | 1,060,998 | $52.7M |
| Envestnet Asset Management Inc. | 0.02% | Add +3.6% | 1,059,800 | $52.6M |
| Tiaa Trust, National Association | 0.12% | Add +53.1% | 910,262 | $45.2M |
| Avantax Advisory Services, Inc. | 0.24% | Add +2438.3% | 897,843 | $44.6M |
| HighTower Advisors, LLC | 0.05% | Reduce -2.8% | 838,215 | $41.6M |
| 1900 Wealth Management LLC | 3.01% | Add +47.7% | 802,131 | $39.8M |
| Osaic Holdings, Inc. | 0.06% | Add +69.1% | 730,372 | $36.3M |
| Rockefeller Capital Management L.P. | 0.08% | Reduce -3.2% | 720,796 | $35.8M |
| G2 Capital Management, LLC / Oh | 9.70% | Add +489.2% | 695,217 | $34.5M |
| Equitable Holdings, Inc. | 0.28% | Add +20.8% | 693,951 | $34.4M |
| Orion Porfolio Solutions, LLC | 0.29% | Add +4.0% | 674,571 | $33.5M |
| CENTRAL TRUST Co | 0.77% | Add +4.5% | 672,676 | $33.4M |
| Avantax Planning Partners, Inc. | 0.97% | Add +13.8% | 614,401 | $30.5M |
| MML Investors Services, LLC | 0.09% | Add +1.3% | 600,828 | $29.8M |
| Jane Street Group, LLC | 0.05% | Add +120.9% | 572,546 | $28.4M |
| Collective Family Office LLC | 7.30% | Reduce -0.1% | 572,480 | $28.4M |
| JPMorgan Chase & Co. | 0.00% | Add +9.1% | 552,609 | $27.4M |
| Asio Capital, LLC | 4.09% | Reduce -12.3% | 494,921 | $24.6M |
| Cwm, LLC | 0.08% | Reduce -2.9% | 470,403 | $23.4M |
| Commonwealth Equity Services, LLC | 0.03% | Add +5.0% | 434,242 | $21.6M |
| Truist Financial Corp. | 0.03% | Add +7.3% | 421,065 | $20.9M |
| Avidian Wealth Enterprises, LLC | 0.83% | Add +14.9% | 409,288 | $20.3M |
| Invenio Wealth Partners LLC | 8.08% | Reduce -1.5% | 409,171 | $20.3M |
| Smith & Howard Wealth Management, LLC | 5.11% | Reduce -0.7% | 406,001 | $20.2M |
| Larson Financial Group LLC | 0.76% | Add +240.4% | 380,476 | $18.9M |
| TBH Global Asset Management, LLC | 3.98% | Reduce -31.1% | 341,276 | $18.6M |
| Mather Group, Llc. | 0.19% | Add +96.6% | 365,641 | $18.2M |
| Stephens Consulting, LLC | 4.17% | Add +11.6% | 351,646 | $17.5M |
| Magnus Financial Group LLC | 1.53% | Reduce -2.3% | 349,109 | $17.3M |
| Integrated Wealth Concepts LLC | 0.17% | Reduce -4.1% | 334,155 | $16.6M |
| IAG Wealth Partners, LLC | 2.14% | Add +6.8% | 326,468 | $16.2M |
| Aspen Wealth Management LLC | 3.84% | Add +21.9% | 311,415 | $15.5M |
| CFO4Life Group, LLC | 2.40% | Reduce -1.5% | 308,920 | $15.3M |
| Legacy Financial Advisors, Inc. | 2.37% | Add +0.3% | 305,847 | $15.2M |
| ABLE Financial Group, LLC | 3.61% | New | 301,193 | $15.0M |
| BlueStem Wealth Partners, LLC | 1.81% | Reduce -23.3% | 296,594 | $14.7M |
| Apollon Wealth Management, LLC | 0.29% | Add +2.5% | 292,761 | $14.5M |
| Tortoise Investment Management, LLC | 1.39% | New | 292,528 | $14.5M |
| CGN Advisors LLC | 1.26% | Add +24.8% | 284,980 | $14.1M |
| Hartford Financial Management Inc. | 3.73% | Reduce -6.6% | 274,522 | $13.6M |
| Royal Bank of Canada | 0.00% | Add +168.2% | 268,757 | $13.3M |
| Condor Capital Management | 1.12% | Add +0.1% | 260,231 | $12.9M |
| AllGen Financial Advisors, Inc. | 3.34% | Reduce -12.3% | 250,195 | $12.4M |
| Amplius Wealth Advisors, LLC | 1.08% | Reduce -10.2% | 233,473 | $11.6M |
| Captrust Financial Advisors | 0.02% | New | 223,064 | $11.1M |
| Wealth Alliance Advisory Group, LLC | 1.91% | Reduce -0.4% | 202,077 | $10.0M |
| Syntegra Private Wealth Group, LLC | 1.00% | Reduce -21.4% | 197,565 | $9.8M |
| Signature Estate & Investment Advisors LLC | 0.22% | Reduce -12.9% | 188,027 | $9.3M |
| Diversified Portfolios, Inc. | 0.89% | Add +27.3% | 187,755 | $9.3M |
| Cornerstone Wealth Management, LLC | 0.55% | Add +6.3% | 183,264 | $9.1M |
| Jones Financial Companies LLLP | 0.01% | Add +90.7% | 181,103 | $9.0M |
| Oakwell Private Wealth Management, LLC | 1.72% | Add +4.8% | 150,167 | $7.5M |
| Washington Trust Bank | 0.61% | Add +924.5% | 146,599 | $7.3M |
| Baron Silver Stevens Financial Advisors, LLC | 1.16% | Reduce -18.7% | 146,102 | $7.3M |
| Martin Worley Group | 3.52% | Reduce -4.1% | 144,916 | $7.2M |
| Chesley Taft & Associates LLC | 0.32% | Add +87.3% | 142,500 | $7.1M |
| LWM Advisory Services, LLC | 4.76% | Add +2.0% | 138,983 | $6.9M |
| Lido Advisors, LLC | 0.04% | Reduce -2.5% | 137,910 | $6.8M |
| Founders Financial Securities LLC | 0.49% | New | 130,374 | $6.5M |
| Great Valley Advisor Group, Inc. | 0.14% | Reduce -24.1% | 129,788 | $6.4M |
| Retirement Income Solutions, Inc. | 1.15% | Add +0.4% | 126,703 | $6.3M |
| Apexium Financial, LP | 0.33% | Reduce -0.2% | 126,495 | $6.3M |
| Brio Consultants, LLC | 0.92% | Add +4.4% | 126,451 | $6.3M |
| 21 West Wealth Management LLC | 6.29% | — | 125,591 | $6.2M |
| Keyvantage Wealth, LLC | 2.78% | Add +3.6% | 124,825 | $6.2M |
| Focus Partners Wealth | 0.01% | Add +0.2% | 123,371 | $6.1M |
| Verus Capital Partners, LLC | 0.54% | Add +327.3% | 122,549 | $6.1M |
| Private Advisor Group, LLC | 0.03% | Add +30.3% | 120,434 | $6.0M |
| CVA Family Office, LLC | 0.84% | Reduce -11.6% | 119,990 | $6.0M |
| Savant Capital, LLC | 0.04% | Add +271.5% | 118,898 | $5.9M |
| Olympus Wealth Management, LLC | 1.95% | Add +2.8% | 117,149 | $5.8M |
| TruWealth Advisors, LLC | 0.32% | Reduce -11.6% | 116,887 | $5.8M |
| Per Stirling Capital Management, LLC. | 0.73% | Add +68.9% | 112,501 | $5.6M |
| Bridgewater Advisors Inc. | 0.42% | New | 112,941 | $5.6M |
| Keudell/Morrison Wealth Management | 1.18% | Add +6.9% | 106,948 | $5.3M |
| Beta Wealth Group, Inc. | 1.92% | Reduce -48.2% | 105,572 | $5.2M |
| Stifel Financial Corp. | 0.01% | Add +0.5% | 104,609 | $5.2M |
| Perigon Wealth Management, LLC | 0.12% | Add +141.8% | 103,610 | $5.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +88.5% | 101,603 | $5.0M |
| Mariner, LLC | 0.01% | Add +1.1% | 101,012 | $5.0M |
| Newman Dignan & Sheerar, Inc. | 1.15% | Add +16.7% | 100,576 | $5.0M |
| Baker Tilly Wealth Management, LLC | 1.74% | Reduce -4.1% | 98,229 | $4.9M |
| RiverFront Investment Group, LLC | 0.09% | Add +0.4% | 97,953 | $4.9M |
| Assetmark, Inc. | 0.01% | Add +368.4% | 97,178 | $4.8M |
| Skyline Advisors, Inc. | 1.75% | Reduce -28.1% | 95,340 | $4.7M |
| Clearwater Capital Advisors, LLC | 0.43% | Add +6.9% | 94,272 | $4.7M |
| Vestmark Advisory Solutions, Inc. | 0.07% | New | 93,931 | $4.7M |
| Prentice Wealth Management LLC | 1.20% | Add +4.7% | 92,293 | $4.6M |
| Summit Wealth Partners, LLC | 0.86% | Add +31.0% | 90,469 | $4.5M |
| HTG Investment Advisors, Inc. | 1.66% | Add +8.7% | 90,182 | $4.5M |
| Leverty Financial Group, LLC | 1.33% | Add +1667.3% | 89,830 | $4.5M |
"% of holder's portfolio" is JMUB's weight in each manager's 13F, not the share of JPMorgan Municipal ETF the manager owns.