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
Kestra Advisory Services, LLC 0.02% Add +9.5% 86,452 $4.3M
Axxcess Wealth Management, LLC 0.10% Reduce -8.6% 81,398 $4.0M
Vicus Capital 0.33% Add +19.6% 81,108 $4.0M
Summit Financial Strategies, Inc. 0.37% Reduce -19.5% 79,795 $4.0M
Peapack Gladstone Financial Corp. 0.06% Add +317.8% 79,084 $3.9M
Principal Securities, Inc. 0.07% Add +44.7% 79,066 $3.9M
Resonant Capital Advisors, LLC 0.25% Reduce -10.9% 78,922 $3.9M
Hughes Financial Services, LLC 0.65% Add +71.1% 76,314 $3.8M
Old Mission Capital LLC 0.10% New 75,307 $3.7M
Private Wealth Management Group, LLC 1.23% Add +348.0% 74,579 $3.7M
VestGen Advisors, LLC 0.15% Add +49.6% 74,850 $3.7M
TD Capital Management LLC 0.35% Add +136.9% 73,671 $3.7M
Steward Partners Investment Advisory, LLC 0.03% Add +3.2% 71,600 $3.6M
Obsidian Personal Planning Solutions LLC 1.39% Add +1.3% 68,938 $3.4M
FMA Wealth Management, LLC 2.52% Add +5.1% 68,652 $3.4M
Focus Partners Advisor Solutions, LLC 0.05% Reduce -2.9% 68,391 $3.4M
Red Mountain Financial, LLC 3.75% Reduce -7.8% 68,067 $3.4M
Landmark Wealth Management, LLC 1.42% Reduce -15.9% 67,238 $3.3M
Mills Wealth Advisors LLC 1.53% Reduce -52.7% 67,106 $3.3M
Prime Capital Investment Advisors, LLC 0.04% Reduce -28.9% 66,196 $3.3M
Rosenberg Matthew Hamilton 0.76% Add +74.6% 65,502 $3.3M
Whitegate Investment Counselors, Inc. 1.10% Add +1219.4% 65,045 $3.2M
Financial Connections Group, Inc. 1.29% Add +110.6% 63,111 $3.1M
Intrua Financial, LLC 0.44% Reduce -9.2% 61,551 $3.1M
NewEdge Wealth, LLC 0.05% Add +66.0% 61,391 $3.0M
Bridge Generations Wealth Management LLC 1.83% Reduce -3.8% 60,906 $3.0M
Cedar Point Capital Partners, LLC 2.13% Reduce -6.6% 60,886 $3.0M
Quadcap Wealth Management, LLC 0.38% Add +28.9% 60,638 $3.0M
Freedom Investment Management, Inc. 0.24% Reduce -6.0% 60,442 $3.0M
Mutual Advisors, LLC 0.07% Add +1.1% 59,293 $2.9M
WealthCare Investment Partners, LLC 1.04% Add +1.4% 58,200 $2.9M
Opal Wealth Advisors, LLC 0.79% Add +265.1% 57,485 $2.9M
Retirement Planning Group, LLC 0.12% Add +296.4% 56,679 $2.8M
Capital Analysts, LLC 0.09% Add +484.4% 56,537 $2.8M
Unique Wealth Strategies, LLC 1.13% Reduce -20.4% 54,237 $2.7M
Galvin, Gaustad & Stein, LLC 0.23% Reduce -4.9% 53,887 $2.7M
First Horizon Advisors, Inc. 0.07% Add +0.7% 52,345 $2.6M
Brady Martz Wealth Solutions, LLC 0.49% Reduce -7.4% 51,389 $2.6M
Hennion & Walsh Asset Management, Inc. 0.10% Reduce -3.6% 50,684 $2.5M
Investment Planning Advisors, Inc. 0.85% Reduce -1.4% 48,645 $2.4M
ORG Partners LLC 0.52% New 47,971 $2.4M
Janney Montgomery Scott LLC 0.01% Add +107.6% 47,849 $2.4M
Silver Oak Wealth Advisors Services, LLC 1.69% New 47,374 $2.4M
AdvisorNet Financial, Inc 0.15% No change 47,075 $2.3M
Cahill Financial Advisors Inc. 0.28% Add +129.7% 44,986 $2.2M
Diversify Advisory Services, LLC 0.09% New 45,155 $2.2M
Merit Financial Group, LLC 0.02% New 44,757 $2.2M
Philip James Wealth Mangement, LLC 0.28% Add +1.7% 43,210 $2.1M
CW Advisors, LLC 0.02% Reduce -2.3% 42,337 $2.1M
Clark Capital Management Group, Inc. 0.01% Reduce -4.3% 40,248 $2.0M
Lineweaver Wealth Advisors, LLC 0.31% Add +9.1% 39,967 $2.0M
McAdam, LLC 0.11% New 39,674 $2.0M
Wealthspire Retirement, LLC 0.13% Add +3.7% 39,498 $2.0M
Ameritas Advisory Services, LLC 0.10% Reduce -68.6% 39,340 $2.0M
Cerity Partners LLC 0.00% New 39,292 $2.0M
Higgins & Schmidt Wealth Strategies LLC 1.07% Add +49.4% 38,824 $1.9M
Waverly Advisors, LLC 0.02% Add +2.4% 38,620 $1.9M
NewEdge Advisors, LLC 0.01% Reduce -2.2% 38,503 $1.9M
Daymark Wealth Partners, LLC 0.07% Add +3.2% 38,119 $1.9M
Breakwater Capital Group 0.31% Reduce -7.9% 38,051 $1.9M
Sequoia Financial Advisors, LLC 0.01% Add +15.1% 37,159 $1.8M
MBM Wealth Consultants, LLC 0.49% Add +21.2% 36,708 $1.8M
IHT Wealth Management, LLC 0.05% Add +360.8% 36,068 $1.8M
Kestra Private Wealth Services, LLC 0.03% Add +1.5% 35,027 $1.7M
OneDigital Investment Advisors LLC 0.02% New 34,750 $1.7M
Presidio Capital Management, LLC 0.66% Add +52.7% 34,634 $1.7M
Jacobi Capital Management LLC 0.11% Add +6.1% 34,256 $1.7M
Beaumont Financial Advisors, LLC 0.12% Reduce -1.7% 32,959 $1.6M
Sand Hill Global Advisors, LLC 0.06% New 32,623 $1.6M
United Advisor Group, LLC 0.28% Reduce -0.3% 32,472 $1.6M
Park Avenue Securities LLC 0.01% Add +5.3% 32,421 $1.6M
NBT Bank, N.A. 0.11% Reduce -8.1% 31,740 $1.6M
Crumly & Associates Inc. 0.38% Reduce -12.9% 31,541 $1.6M
Kooman & Associates 0.53% Reduce -7.6% 31,373 $1.6M
Robertson Stephens Wealth Management, LLC 0.05% New 31,036 $1.5M
Golden State Wealth Management, LLC 0.19% Add +12.5% 30,875 $1.5M
Balance Wealth Partners LLC 0.89% Add +267.4% 30,546 $1.5M
Wealthcare Advisory Partners LLC 0.03% Reduce -33.8% 29,755 $1.5M
Berger Financial Group, Inc 0.10% Add +172.1% 29,560 $1.5M
Renaissance Technologies 0.00% Reduce -73.6% 29,400 $1.5M
Uniting Wealth Partners, LLC 0.56% New 29,392 $1.5M
Cliftonlarsonallen Wealth Advisors, LLC 0.02% New 29,353 $1.5M
Trustmark Bank Trust Department 0.10% Add +12.1% 28,385 $1.4M
StoneX Group Inc. 0.07% Add +363.4% 28,136 $1.4M
SouthState Bank Corp 0.06% Add +243.9% 27,974 $1.4M
Summit X, LLC 0.24% Reduce -3.7% 26,258 $1.3M
49 Wealth Management, LLC 0.14% Reduce -44.2% 25,915 $1.3M
Boyce & Associates Wealth Consulting, Inc. 1.16% Add +16.9% 25,553 $1.3M
Walkner Condon Financial Advisors LLC 0.23% Add +4.2% 25,508 $1.3M
Sagespring Wealth Partners, LLC 0.03% Add +145.6% 25,462 $1.3M
Benjamin Edwards Inc. 0.02% Add +24.9% 25,157 $1.2M
J.W. Cole Advisors, Inc. 0.03% Add +1.0% 25,132 $1.2M
&partners 0.01% Add +318.7% 24,018 $1.2M
Dorsey & Whitney Trust CO LLC 0.06% Add +12.2% 23,015 $1.1M
Beacon Pointe Advisors, LLC 0.01% Add +2.0% 22,699 $1.1M
Level Four Advisory Services, LLC 0.04% Add +53.1% 22,321 $1.1M
Bernardo Wealth Planning LLC 0.23% Add +9.4% 21,486 $1.1M
Marion Wealth Management 0.27% Add +32.2% 21,398 $1.1M
Kingsview Wealth Management, LLC 0.02% Add +24.1% 21,035 $1.0M
Good Life Advisors, LLC 0.07% Reduce -0.2% 20,990 $1.0M
Marshall Financial Group, LLC 0.20% Add +53.7% 20,711 $1.0M
FAS Wealth Partners, Inc. 0.07% Add +4.6% 20,189 $1.0M
Boothbay Fund Management, LLC 0.03% New 20,000 $993K
Aptus Capital Advisors, LLC 0.01% Add +63.0% 19,893 $987K
Pine Valley Investments Ltd Liability Co 0.06% Add +110.1% 19,754 $981K
Advisory Services Network, LLC 0.02% Add +4.4% 19,822 $978K
Planning Directions Inc. 0.55% Add +0.9% 19,664 $976K
Prospera Financial Services Inc 0.02% Reduce -5.3% 19,529 $969K
Brookwood Investment Group LLC 0.16% Add +10.5% 19,482 $967K
BTG Pactual Asset Management US LLC 0.13% New 19,193 $953K
Ascentis Independent Advisors 0.18% Add +4.8% 19,159 $951K
WCG Wealth Advisors LLC 0.06% Add +0.0% 19,112 $949K
Vista Investment Management 0.35% Add +11.1% 18,805 $933K
Milestone Investment Advisors LLC 0.23% Add +40.6% 18,074 $897K
NWF Advisory Services Inc. 0.10% Reduce -25.6% 17,423 $865K
Cyr Financial Inc. 0.66% Add +255.1% 17,183 $853K
Choreo, LLC 0.01% No change 17,168 $852K
Forum Private Client Group LLC 0.32% Add +14.1% 16,896 $839K
Capital Advisors Wealth Management, LLC 0.13% Reduce -3.4% 16,659 $827K
StrongBox Wealth, LLC 0.31% Add +7.8% 16,647 $826K
Collaborative Wealth Managment Inc. 0.36% Add +9.4% 16,634 $826K
JFS Wealth Advisors, LLC 0.05% New 16,445 $816K
Clear Point Advisors Inc. 0.67% Reduce -21.0% 16,072 $798K
Compass Wealth Management, LLC 0.42% — 15,976 $793K
Mason & Associates Inc 0.18% Reduce -30.1% 15,877 $788K
Private Trust Co. NA 0.07% Reduce -8.7% 15,579 $773K
Bartlett & Co. Wealth Management LLC 0.01% Reduce -15.9% 15,436 $766K
Farther Finance Advisors, LLC 0.01% Add +7.5% 15,083 $749K
IFP Advisors, Inc 0.02% Add +102.3% 14,751 $732K
Financial Strategies Group, Inc. 0.15% Add +29.9% 14,495 $716K
McCarthy & Cox 0.19% Add +7.6% 14,330 $711K
Advyzon Investment Management, LLC 0.16% Reduce -11.0% 14,129 $701K
High Net Worth Advisory Group LLC 0.18% No change 14,047 $697K
Commonwealth Financial Services, LLC 0.13% Reduce -5.2% 13,873 $689K
USAdvisors Wealth Management, LLC 0.25% Reduce -3.0% 13,524 $671K
Ferguson Shapiro LLC 0.23% Add +0.9% 13,453 $668K
Lodestar Private Asset Management LLC 0.08% Add +50.6% 13,237 $657K
Barnes Wealth Management Group, Inc 0.36% Add +11.1% 12,364 $614K
Crews Bank & Trust 0.10% Reduce -20.1% 12,325 $612K
Perennial Advisors, LLC 0.11% Add +2.5% 12,175 $604K
Seascape Capital Management 0.19% No change 12,105 $601K
Choice Wealth Advisors LLC 0.27% New 12,100 $601K
Sanctuary Advisors, LLC 0.00% Add +12.3% 12,045 $598K
BCGM Wealth Management, LLC 0.17% Add +0.4% 11,832 $587K
Family Investment Center, Inc. 0.13% Reduce -37.3% 11,703 $581K
Friday Financial 0.29% Add +3.3% 11,541 $573K
Arkadios Wealth Advisors 0.02% Reduce -14.0% 11,519 $572K
Sigma Planning Corp 0.02% Add +29.9% 11,131 $553K
Western Wealth Management, LLC 0.03% Reduce -14.0% 10,986 $545K
Mallini Complete Financial Planning LLC 0.76% No change 10,600 $526K
International Assets Investment Management, LLC 0.04% No change 10,300 $511K
Swmg, LLC 0.17% Reduce -6.7% 10,291 $506K
Apollon Financial, LLC 0.11% Add +69.5% 10,087 $501K
Creative Planning 0.00% New 9,859 $489K
Hill Island Financial LLC 0.13% Reduce -2.7% 9,746 $484K
Boston Standard Wealth Management, LLC 0.09% New 9,507 $472K
Leslie Global Wealth, LLC 0.25% Reduce -10.0% 9,305 $472K
Compound Planning, Inc. 0.02% New 9,355 $464K
PDS Planning, Inc 0.03% Add +0.9% 9,084 $451K
Blair William & Co. 0.00% Add +12.5% 9,000 $447K
Saxon Interests, Inc. 0.21% No change 8,890 $445K
D'Orazio & Associates, Inc. 0.06% Add +66.6% 8,811 $437K
U.S. Capital Wealth Advisors, LLC 0.01% Add +2.5% 8,707 $432K
Quadrant Capital Group LLC 0.02% Reduce -2.3% 8,612 $428K
Global Financial Private Client, LLC 0.16% Reduce -7.1% 8,506 $422K
Optima Capital LLC 0.22% Add +4.4% 8,410 $417K
W.H. Cornerstone Investments Inc. 0.26% New 8,300 $412K
First Financial Bank - Trust Division 0.04% New 8,275 $411K
Calton & Associates, Inc. 0.07% Reduce -19.3% 8,270 $411K
Atria Investments, Inc 0.00% Add +23.7% 7,923 $393K
Baird Financial Group, Inc. 0.00% Reduce -23.7% 7,750 $385K
Bond & Devick Financial Network, Inc. 0.12% No change 7,481 $371K
Oppenheimer & Co. Inc. 0.00% Add +82.0% 7,426 $369K
Fifth Third Securities, Inc. 0.03% Reduce -11.6% 7,330 $364K
Visionary Wealth Advisors 0.02% Add +13.2% 7,220 $358K
Firestone Capital Management 0.08% Reduce -7.3% 7,172 $356K
Woodmont Investment Counsel LLC 0.02% No change 7,130 $354K
GGM Financial LLC 0.20% Reduce -47.8% 7,110 $353K
Boston Family Office LLC 0.02% Reduce -2.8% 6,963 $346K
Lifestyle Asset Management, Inc. 0.16% Add +2.2% 6,905 $343K
Axis Wealth Partners, LLC 0.22% Add +58.6% 6,872 $341K
Savvy Advisors, Inc. 0.02% New 6,816 $338K
Madison Wealth Partners, Inc 0.07% Add +5.3% 6,749 $335K
Comerica Bank 0.00% Reduce -4.3% 6,741 $335K
Stone Summit Wealth LLC 0.10% Reduce -26.7% 6,577 $326K
Oak Hill Wealth Advisors, LLC 0.07% Reduce -38.8% 6,450 $319K
Dynamic Advisor Solutions LLC 0.01% Reduce -47.9% 6,428 $319K
SageView Advisory Group, LLC 0.01% No change 6,384 $314K
Acima Private Wealth, LLC 0.11% No change 6,235 $310K
Teamwork Financial Advisors, LLC 0.04% Add +0.3% 6,215 $309K
Essex Financial Services, Inc. 0.02% Reduce -53.9% 6,165 $306K
Gentry Private Wealth, LLC 0.23% Reduce -13.0% 6,103 $303K
Lionshead Wealth Management, LLC 0.28% Reduce -17.1% 6,089 $302K
Masso Torrence Wealth Management Inc. 0.14% No change 6,000 $298K
Meridian Financial Advisors, LLC 0.19% No change 5,938 $295K
Elequin Capital, LP 0.09% New 5,920 $294K
Peterson Wealth Advisors, LLC 0.05% Reduce -27.1% 5,863 $291K
Gryphon Financial Partners LLC 0.04% No change 5,860 $291K
Spire Wealth Management 0.01% Add +28330.0% 5,686 $282K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -52.7% 5,428 $269K
Saxony Capital Management, LLC 0.20% No change 5,269 $262K
Certified Advisory Corp 0.03% Add +10.7% 5,259 $261K
Bowman & Co S.C. 0.12% Add +0.9% 5,247 $260K
Genesis Private Wealth, LLC 0.12% Add +14.2% 5,186 $257K
Centurion Wealth Management LLC 0.07% New 5,052 $251K
Blue Investment Partners LLC 0.09% Add +10.0% 4,950 $246K
Financial Partners Group, Inc 0.03% Add +0.9% 4,850 $241K
NorthCoast Asset Management LLC 0.00% New 4,805 $239K
Conrad Siegel Investment Advisors, Inc. 0.05% New 4,757 $236K
West Oak Capital, LLC 0.12% No change 4,700 $233K
Chicago Partners Investment Group LLC 0.01% No change 4,677 $230K
D.A. Davidson & Co. 0.00% New 4,628 $230K
Northern Trust Corp. 0.00% New 4,622 $229K
Signature Wealth Management Partners, LLC 0.13% No change 4,578 $227K
Buck Wealth Strategies, LLC 0.03% New 4,578 $227K
Summit Wealth Group LLC / Co. 0.06% — 4,567 $227K
Pennsylvania Capital Management Inc. 0.07% New 4,168 $207K
Goldman Sachs Group Inc. 0.00% New 4,149 $206K
MIdWestOne Financial Group, Inc. 0.03% New 4,042 $201K
Wilmington Savings Fund Society, FSB 0.00% New 4,037 $200K
US Bancorp \de 0.00% No change 4,016 $199K
C M Bidwell & Associates Ltd. 0.10% Reduce -11.1% 4,005 $199K
Parallel Advisors, LLC 0.00% Reduce -3.1% 3,770 $187K
Geneos Wealth Management Inc. 0.00% No change 3,598 $179K
PNC Financial Services Group, Inc. 0.00% Reduce -29.9% 3,249 $161K
Cranbrook Wealth Management, LLC 0.03% New 2,969 $147K
Allworth Financial LP 0.00% No change 2,919 $145K
Hollencrest Capital Management 0.01% No change 2,750 $137K
CoreCap Advisors, LLC 0.01% No change 2,638 $131K
Cary Street Partners Financial LLC 0.00% No change 2,581 $128K
WealthTrak Capital Management LLC 0.10% No change 2,473 $123K
Longview Financial Advisors LLC 0.07% No change 2,300 $114K
Ameriflex Group, Inc. 0.06% Add +360.0% 2,300 $114K
UBS Group AG 0.00% New 2,091 $104K
1620 Investment Advisors, Inc. 0.07% Add +6.3% 2,010 $100K
Mb, Levis & Associates, LLC 0.04% Add +0.9% 1,797 $89K
Morgan Stanley 0.00% Reduce -82.0% 1,791 $89K
Cape Investment Advisory, Inc. 0.03% Add +698.2% 1,740 $86K
Abound Wealth Management 0.02% New 1,577 $78K
Cary Street Partners Investment Advisory LLC 0.04% Add +1.0% 1,509 $75K
MAI Capital Management 0.00% No change 1,374 $68K
AE Wealth Management LLC 0.00% Reduce -10.1% 1,260 $63K
Sunbelt Securities, Inc. 0.00% Add +11.9% 1,118 $56K
Hazlett, Burt & Watson, Inc. 0.02% Add +0.9% 1,059 $53K
EverSource Wealth Advisors, LLC 0.00% Reduce -8.0% 1,022 $51K
Briaud Financial Planning Inc 0.02% New 977 $48K
Global Retirement Partners, LLC 0.00% — 739 $37K
Financial Gravity Companies, Inc. 0.01% — 565 $28K
St Germain D J Co. Inc. 0.00% New 500 $25K
Asset Dedication, LLC 0.00% New 390 $19K
Fourth Dimension Wealth, LLC 0.01% No change 362 $18K
NewSquare Capital LLC 0.00% New 193 $10K
Wealth Preservation Advisors, LLC 0.00% No change 127 $6K
Smartleaf Asset Management LLC 0.00% No change 105 $5K
SYM FINANCIAL Corp 0.00% New 50 $2K
Smallwood Wealth Investment Management, LLC 0.00% New 6 $297
Russell Investments Group, Ltd. 0.00% New 1 $50

"% of holder's portfolio" is JMUB's weight in each manager's 13F, not the share of JPMorgan Municipal ETF the manager owns.