JPMorgan Municipal ETFJMUBETF

13F holders, Q2 2025 (June 30)
357holders +25
49new positions
21sold out
1famous investor
$49.66avg. 13F price*

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

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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions49$90.8M
Exits21$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.

Show all 357 holders