JPMorgan Municipal ETFJMUBETF

13F holders, Q3 2025 (September 30)
394holders +37
56new positions
17sold out
2famous investors
$50.46avg. 13F price*

At the end of Q3 2025, 394 institutions reported holding JPMorgan Municipal ETF (JMUB) in their 13F filings, up 37 from Q2 2025. 56 opened new positions and 17 sold out. The largest holders were LPL Financial LLC ($193.3M), Northwestern Mutual Wealth Management Co. ($162.0M) and Meeder Advisory Services, Inc. ($148.4M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions56$148.7M
Exits17$8.8M

All 13F filers, Q2 2025 → Q3 2025: 13,835,985 shares bought and 2,903,747 shares sold, net +10,932,238 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 394 holders

LPL Financial LLC 0.06% Add +26.5% 3,829,411 $193.3M
Northwestern Mutual Wealth Management Co. 0.11% Add +34.7% 3,208,854 $162.0M
Meeder Advisory Services, Inc. 6.90% Add +7.8% 2,940,215 $148.4M
Wealth Enhancement Advisory Services, LLC 0.19% Add +33.8% 2,540,890 $128.0M
Cetera Investment Advisers 0.14% Add +81.1% 2,433,965 $122.8M
Ameriprise Financial Inc. 0.03% Add +43.7% 2,246,619 $113.3M
Raymond James Financial Inc. 0.02% Reduce -21.8% 1,378,365 $69.6M
Bank of America Corp. 0.00% Add +13.6% 1,251,884 $63.2M
Forvis Mazars Wealth Advisors, LLC 1.19% Add +11.7% 1,184,951 $59.8M
1900 Wealth Management LLC 4.02% Add +46.4% 1,174,163 $59.3M
Avantax Planning Partners, Inc. 1.68% Add +88.8% 1,160,184 $58.6M
Captrust Financial Advisors 0.11% Add +375.8% 1,061,229 $53.6M
Envestnet Asset Management Inc. 0.02% Reduce -0.9% 1,049,817 $53.0M
Tiaa Trust, National Association 0.12% Add +7.4% 977,385 $49.3M
HighTower Advisors, LLC 0.05% Add +0.3% 840,845 $42.4M
Osaic Holdings, Inc. 0.06% Add +8.0% 788,702 $39.6M
JPMorgan Chase & Co. 0.00% Add +40.0% 773,877 $39.1M
Bailard, Inc. 0.84% Reduce -43.2% 762,659 $38.5M
G2 Capital Management, LLC / Oh 9.64% Add +8.8% 756,683 $38.2M
Corient Private Wealth LP 0.06% New 733,905 $37.0M
Rockefeller Capital Management L.P. 0.07% Reduce -0.1% 720,159 $36.3M
Orion Porfolio Solutions, LLC 0.27% Add +4.1% 702,233 $35.4M
Integrated Wealth Concepts LLC 0.31% Add +104.7% 684,085 $34.5M
Equitable Holdings, Inc. 0.25% Reduce -1.9% 680,954 $34.4M
CENTRAL TRUST Co 0.69% Reduce -2.6% 655,418 $33.1M
Collective Family Office LLC 7.59% Add +9.4% 626,165 $31.6M
Asio Capital, LLC 4.72% Add +26.3% 625,001 $31.5M
Cwm, LLC 0.08% Add +10.4% 519,219 $26.2M
American Trust 2.04% New 478,239 $24.1M
Tortoise Investment Management, LLC 2.14% Add +62.9% 476,369 $24.0M
Lebenthal Global Advisors, LLC 4.17% New 472,343 $23.8M
MML Investors Services, LLC 0.06% Reduce -29.1% 426,194 $21.5M
Mather Group, Llc. 0.22% Add +16.1% 424,411 $21.4M
Truist Financial Corp. 0.03% Reduce -0.0% 420,985 $21.2M
Avidian Wealth Enterprises, LLC 0.80% Add +2.4% 419,252 $21.2M
ABLE Financial Group, LLC 4.57% Add +38.6% 417,520 $21.1M
Invenio Wealth Partners LLC 7.54% Add +0.4% 410,731 $20.7M
Larson Financial Group LLC 0.72% Add +6.8% 406,410 $20.5M
Smith & Howard Wealth Management, LLC 4.74% Reduce -0.7% 403,092 $20.3M
IAG Wealth Partners, LLC 2.35% Add +18.9% 388,132 $19.6M
Commonwealth Equity Services, LLC 0.03% Reduce -11.1% 386,060 $19.5M
Stephens Consulting, LLC 6.45% Add +5.3% 370,348 $18.7M
Lido Advisors, LLC 0.07% Add +159.6% 358,072 $18.1M
Jones Financial Companies LLLP 0.01% Add +91.3% 346,456 $17.5M
Bridgewater Advisors Inc. 1.21% Add +203.7% 342,969 $17.4M
CGN Advisors LLC 1.41% Add +19.5% 340,629 $17.2M
CFO4Life Group, LLC 2.42% Add +6.9% 330,165 $16.7M
Aspen Wealth Management LLC 3.60% Add +3.1% 320,987 $16.2M
Jane Street Group, LLC 0.02% Reduce -47.0% 303,229 $15.3M
Amplius Wealth Advisors, LLC 1.30% Add +27.4% 297,515 $15.0M
Apollon Wealth Management, LLC 0.26% Reduce -1.1% 289,605 $14.6M
BlueStem Wealth Partners, LLC 1.52% Reduce -11.6% 262,211 $13.2M
Condor Capital Management 1.08% Add +0.6% 261,774 $13.2M
Summit Financial, LLC 0.20% New 260,640 $13.2M
Magnus Financial Group LLC 1.03% Reduce -26.1% 258,002 $13.0M
Leverty Financial Group, LLC 3.15% Add +167.6% 240,395 $12.1M
Diversified Portfolios, Inc. 1.03% Add +23.3% 231,492 $11.7M
AllGen Financial Advisors, Inc. 2.87% Reduce -7.6% 231,191 $11.7M
Legacy Financial Advisors, Inc. 1.57% Reduce -26.1% 226,184 $11.4M
Signature Estate & Investment Advisors LLC 0.22% Add +10.7% 208,170 $10.5M
Syntegra Private Wealth Group, LLC 0.97% Add +3.4% 204,197 $10.3M
Hartford Financial Management Inc. 2.70% Reduce -26.4% 201,910 $10.2M
Sequoia Financial Advisors, LLC 0.06% Add +439.4% 200,446 $10.1M
Wealth Alliance Advisory Group, LLC 1.79% Reduce -2.5% 196,984 $9.9M
Baron Silver Stevens Financial Advisors, LLC 1.44% Add +33.7% 195,290 $9.9M
Cornerstone Wealth Management, LLC 0.52% Add +2.5% 187,871 $9.5M
Boulder Wealth Advisors, LLC 4.35% — 185,556 $9.4M
Savant Capital, LLC 0.06% Add +54.7% 183,944 $9.3M
Chesley Taft & Associates LLC 0.37% Add +22.3% 174,335 $8.8M
Verus Capital Partners, LLC 0.67% Add +40.2% 171,809 $8.7M
Oakwell Private Wealth Management, LLC 1.63% Add +7.2% 161,016 $8.1M
Cambridge Investment Research Advisors, Inc. 0.02% Add +56.3% 158,781 $8.0M
Ameritas Advisory Services, LLC 0.52% Add +302.9% 158,503 $8.0M
Per Stirling Capital Management, LLC. 0.93% Add +37.4% 154,594 $7.8M
Perigon Wealth Management, LLC 0.16% Add +48.1% 153,407 $7.7M
Thrivent Financial for Lutherans 0.01% New 145,007 $7.3M
Shorepoint Capital Partners LLC 1.41% — 140,638 $7.1M
Founders Financial Securities LLC 0.48% Add +7.3% 139,822 $7.1M
21 West Wealth Management LLC 6.67% Add +10.9% 139,311 $7.0M
Washington Trust Bank 0.51% Reduce -5.5% 138,462 $7.0M
Private Advisor Group, LLC 0.03% Add +12.7% 135,678 $6.8M
Royal Bank of Canada 0.00% Reduce -50.6% 132,755 $6.7M
Skyline Advisors, Inc. 2.30% Add +38.6% 132,125 $6.7M
Retirement Income Solutions, Inc. 1.13% Add +3.8% 131,496 $6.6M
LWM Advisory Services, LLC 3.85% Reduce -5.8% 130,877 $6.6M
Great Valley Advisor Group, Inc. 0.13% Reduce -0.5% 129,164 $6.5M
Assetmark, Inc. 0.01% Add +31.0% 127,296 $6.4M
Focus Partners Wealth 0.01% Add +3.2% 127,269 $6.4M
Brio Consultants, LLC 0.88% Add +0.5% 127,018 $6.4M
Apexium Financial, LP 0.31% Add +0.1% 126,612 $6.4M
Keyvantage Wealth, LLC 2.67% Add +1.1% 126,249 $6.4M
OneDigital Investment Advisors LLC 0.06% Add +259.4% 124,895 $6.3M
Elequin Capital, LP 0.52% Add +1955.6% 121,690 $6.1M
Summit Financial Strategies, Inc. 0.52% Add +50.2% 119,851 $6.0M
Uniting Wealth Partners, LLC 1.41% Add +302.9% 118,426 $6.0M
Newman Dignan & Sheerar, Inc. 1.28% Add +16.2% 116,905 $5.9M
Clearwater Capital Advisors, LLC 0.50% Add +23.4% 116,357 $5.9M
CVA Family Office, LLC 0.75% Reduce -3.5% 115,768 $5.8M
Renaissance Technologies 0.01% Add +291.8% 115,200 $5.8M
Rosenberg Matthew Hamilton 1.23% Add +72.2% 112,791 $5.7M

"% 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 394 holders