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
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 56 | $148.7M |
| Exits | 17 | $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 |
| Citadel Advisors | 0.00% | New | 112,329 | $5.7M |
| Baker Tilly Wealth Management, LLC | 1.28% | Add +14.2% | 112,158 | $5.7M |
| RiverFront Investment Group, LLC | 0.10% | Add +12.2% | 109,912 | $5.5M |
| TruWealth Advisors, LLC | 0.28% | Reduce -6.6% | 109,152 | $5.5M |
| Peapack Gladstone Financial Corp. | 0.07% | Add +37.6% | 108,835 | $5.5M |
| Stifel Financial Corp. | 0.00% | Add +0.5% | 105,172 | $5.3M |
| Capital Analysts, LLC | 0.15% | Add +74.7% | 98,748 | $5.0M |
| Summit Wealth Partners, LLC | 0.90% | Add +9.1% | 98,716 | $5.0M |
| HTG Investment Advisors, Inc. | 1.67% | Add +9.3% | 98,580 | $5.0M |
| Boston Standard Wealth Management, LLC | 0.81% | Add +907.6% | 95,790 | $4.8M |
| Opal Wealth Advisors, LLC | 1.31% | Add +62.6% | 93,458 | $4.7M |
| Dynasty Wealth Management, LLC | 0.06% | New | 90,289 | $4.6M |
| Principal Securities, Inc. | 0.07% | Add +14.1% | 90,246 | $4.6M |
| Kestra Advisory Services, LLC | 0.02% | Add +2.0% | 88,220 | $4.5M |
| TD Capital Management LLC | 0.40% | Add +19.6% | 88,143 | $4.4M |
| Moneta Group Investment Advisors LLC | 0.04% | New | 87,776 | $4.4M |
| Private Wealth Management Group, LLC | 1.21% | Add +17.0% | 87,279 | $4.4M |
| NewEdge Wealth, LLC | 0.06% | Add +39.5% | 85,625 | $4.3M |
| Old Mission Capital LLC | 0.15% | Add +12.9% | 85,053 | $4.3M |
| Hughes Financial Services, LLC | 0.65% | Add +5.9% | 80,839 | $4.1M |
| Vicus Capital | 0.31% | Reduce -0.5% | 80,723 | $4.1M |
| Axxcess Wealth Management, LLC | 0.09% | Reduce -1.5% | 80,177 | $4.0M |
| Resonant Capital Advisors, LLC | 0.23% | Add +0.1% | 78,979 | $4.0M |
| Prentice Wealth Management LLC | 0.98% | Reduce -14.8% | 78,604 | $4.0M |
| Obsidian Personal Planning Solutions LLC | 1.34% | Add +10.4% | 76,129 | $3.9M |
| Cahill Financial Advisors Inc. | 0.43% | Add +67.9% | 75,545 | $3.8M |
| Landmark Wealth Management, LLC | 1.51% | Add +11.9% | 75,223 | $3.8M |
| VestGen Advisors, LLC | 0.12% | Reduce -2.9% | 72,675 | $3.7M |
| FMA Wealth Management, LLC | 2.48% | Add +4.3% | 71,600 | $3.6M |
| Prime Capital Investment Advisors, LLC | 0.05% | Add +7.7% | 71,264 | $3.6M |
| Red Mountain Financial, LLC | 3.62% | Add +3.8% | 70,667 | $3.6M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -4.5% | 68,410 | $3.5M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Reduce -1.1% | 67,664 | $3.4M |
| Retirement Planning Group, LLC | 0.12% | Add +18.7% | 67,272 | $3.4M |
| Intrua Financial, LLC | 0.40% | Add +9.1% | 67,139 | $3.4M |
| Cedar Point Capital Partners, LLC | 2.03% | Add +0.9% | 61,423 | $3.1M |
| Mills Wealth Advisors LLC | 1.26% | Reduce -8.8% | 61,212 | $3.1M |
| Mariner, LLC | 0.00% | Reduce -39.5% | 61,165 | $3.1M |
| Silver Oak Wealth Advisors Services, LLC | 2.00% | Add +27.0% | 60,164 | $3.0M |
| Mutual Advisors, LLC | 0.07% | Add +0.6% | 59,625 | $3.0M |
| JFS Wealth Advisors, LLC | 0.18% | Add +263.4% | 59,753 | $3.0M |
| Quadcap Wealth Management, LLC | 0.36% | Reduce -1.5% | 59,706 | $3.0M |
| StoneX Group Inc. | 0.13% | Add +107.8% | 58,460 | $3.0M |
| Marmo Financial Group, LLC | 1.43% | New | 58,435 | $2.9M |
| Whitegate Investment Counselors, Inc. | 0.97% | Reduce -10.3% | 58,325 | $2.9M |
| WealthCare Investment Partners, LLC | 0.94% | Reduce -0.9% | 57,651 | $2.9M |
| Galvin, Gaustad & Stein, LLC | 0.23% | Add +4.0% | 56,026 | $2.8M |
| Unique Wealth Strategies, LLC | 1.10% | Add +2.7% | 55,697 | $2.8M |
| Merit Financial Group, LLC | 0.03% | Add +21.1% | 54,214 | $2.7M |
| Financial Connections Group, Inc. | 1.06% | Reduce -14.7% | 53,835 | $2.7M |
| Investment Planning Advisors, Inc. | 0.82% | Add +6.3% | 51,722 | $2.6M |
| Janney Montgomery Scott LLC | 0.01% | Add +7.7% | 51,543 | $2.6M |
| Hennion & Walsh Asset Management, Inc. | 0.09% | Reduce -3.5% | 48,889 | $2.5M |
| AdvisorNet Financial, Inc | 0.14% | Add +3.7% | 48,810 | $2.5M |
| Natixis Advisors, LLC | 0.00% | New | 48,543 | $2.5M |
| Brady Martz Wealth Solutions, LLC | 0.44% | Reduce -6.0% | 48,324 | $2.4M |
| Visionary Wealth Advisors | 0.11% | Add +552.9% | 47,139 | $2.4M |
| Higgins & Schmidt Wealth Strategies LLC | 1.16% | Add +17.6% | 45,659 | $2.3M |
| Crumly & Associates Inc. | 0.50% | Add +43.8% | 45,370 | $2.3M |
| Waverly Advisors, LLC | 0.02% | Add +16.7% | 45,077 | $2.3M |
| NewEdge Advisors, LLC | 0.01% | Add +12.9% | 43,469 | $2.2M |
| Lineweaver Wealth Advisors, LLC | 0.32% | Add +8.7% | 43,443 | $2.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.03% | Add +46.9% | 43,132 | $2.2M |
| Breakwater Capital Group | 0.31% | Add +10.0% | 41,867 | $2.1M |
| Cerity Partners LLC | 0.00% | Add +6.3% | 41,779 | $2.1M |
| Presidio Capital Management, LLC | 0.73% | Add +19.6% | 41,416 | $2.1M |
| Jacobi Capital Management LLC | 0.13% | Add +20.3% | 41,211 | $2.1M |
| McAdam, LLC | 0.10% | Add +0.9% | 40,014 | $2.0M |
| IHT Wealth Management, LLC | 0.05% | Add +7.6% | 38,794 | $2.0M |
| Daymark Wealth Partners, LLC | 0.07% | Add +0.6% | 38,347 | $1.9M |
| Diversify Advisory Services, LLC | 0.06% | Reduce -18.2% | 36,926 | $1.9M |
| MBM Wealth Consultants, LLC | 0.46% | Add +0.1% | 36,763 | $1.9M |
| Freedom Investment Management, Inc. | 0.49% | Reduce -39.5% | 36,598 | $1.8M |
| Robertson Stephens Wealth Management, LLC | 0.06% | Add +16.3% | 36,085 | $1.8M |
| Philip James Wealth Mangement, LLC | 0.22% | Reduce -17.6% | 35,610 | $1.8M |
| Capital Advisors Wealth Management, LLC | 0.25% | Add +110.0% | 34,988 | $1.8M |
| Wealthspire Retirement, LLC | 0.11% | Reduce -11.6% | 34,901 | $1.8M |
| Level Four Advisory Services, LLC | 0.06% | Add +53.6% | 34,284 | $1.7M |
| Beaumont Financial Advisors, LLC | 0.11% | Add +2.8% | 33,870 | $1.7M |
| Harbor Group, Inc. | 0.26% | New | 32,976 | $1.7M |
| Balance Wealth Partners LLC | 0.41% | Add +7.7% | 32,884 | $1.7M |
| Kooman & Associates | 0.51% | Add +4.5% | 32,791 | $1.7M |
| Advisory Services Network, LLC | 0.02% | Add +63.6% | 32,435 | $1.6M |
| Golden State Wealth Management, LLC | 0.18% | Add +3.3% | 31,881 | $1.6M |
| NBT Bank, N.A. | 0.10% | No change | 31,740 | $1.6M |
| United Advisor Group, LLC | 0.21% | Reduce -3.1% | 31,466 | $1.6M |
| Park Avenue Securities LLC | 0.01% | Reduce -3.4% | 31,334 | $1.6M |
| Impact Investors, Inc | 1.03% | New | 31,134 | $1.6M |
| BTG Pactual Asset Management US LLC | 0.18% | Add +61.8% | 31,053 | $1.5M |
| Legacy Edge Advisors, LLC | 0.18% | New | 30,361 | $1.5M |
| Beta Wealth Group, Inc. | 0.59% | Reduce -71.7% | 29,843 | $1.5M |
| Boyce & Associates Wealth Consulting, Inc. | 1.19% | Add +12.3% | 28,693 | $1.4M |
| Smithbridge Asset Management Inc. | 0.21% | New | 28,560 | $1.4M |
| Farther Finance Advisors, LLC | 0.02% | Add +86.3% | 28,104 | $1.4M |
| Atria Investments, Inc | 0.02% | Add +254.3% | 28,075 | $1.4M |
| Walkner Condon Financial Advisors LLC | 0.22% | Add +8.6% | 27,689 | $1.4M |
| Benjamin Edwards Inc. | 0.02% | Add +9.8% | 27,626 | $1.4M |
| TBH Global Asset Management, LLC | 0.27% | Reduce -91.9% | 27,536 | $1.4M |
| Bridge Generations Wealth Management LLC | 0.91% | Reduce -55.2% | 27,294 | $1.4M |
| Clark Capital Management Group, Inc. | 0.01% | Reduce -32.6% | 27,130 | $1.4M |
| Equity Wealth Partners, LLC | 1.11% | — | 27,102 | $1.4M |
| Bernardo Wealth Planning LLC | 0.27% | Add +26.0% | 27,069 | $1.4M |
| 5T Wealth, LLC | 0.59% | New | 26,952 | $1.4M |
| Berger Financial Group, Inc | 0.08% | Reduce -9.6% | 26,711 | $1.3M |
| 49 Wealth Management, LLC | 0.12% | Add +1.3% | 26,244 | $1.3M |
| Sagespring Wealth Partners, LLC | 0.03% | Add +1.3% | 25,781 | $1.3M |
| J.W. Cole Advisors, Inc. | 0.02% | Add +2.5% | 25,768 | $1.3M |
| Marshall Financial Group, LLC | 0.25% | Add +21.1% | 25,075 | $1.3M |
| Marion Wealth Management | 0.29% | Add +11.9% | 23,945 | $1.2M |
| New Insight Wealth Advisors | 0.44% | New | 23,168 | $1.2M |
| Sand Hill Global Advisors, LLC | 0.04% | Reduce -29.2% | 23,096 | $1.2M |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -24.5% | 22,473 | $1.1M |
| Aptus Capital Advisors, LLC | 0.01% | Add +12.8% | 22,435 | $1.1M |
| &partners | 0.01% | Reduce -7.5% | 22,207 | $1.1M |
| WealthPlan Investment Management, LLC | 0.07% | New | 22,193 | $1.1M |
| Vista Investment Management | 0.39% | Add +18.0% | 22,189 | $1.1M |
| Pine Valley Investments Ltd Liability Co | 0.06% | Add +11.2% | 21,972 | $1.1M |
| First Financial Bank - Trust Division | 0.09% | Add +158.5% | 21,388 | $1.1M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -1.9% | 20,633 | $1.0M |
| Dorsey & Whitney Trust CO LLC | 0.05% | Reduce -10.7% | 20,550 | $1.0M |
| Prospera Financial Services Inc | 0.02% | Add +4.1% | 20,322 | $1.0M |
| FAS Wealth Partners, Inc. | 0.07% | Add +0.2% | 20,234 | $1.0M |
| NWF Advisory Services Inc. | 0.11% | Add +16.1% | 20,226 | $1.0M |
| Planning Directions Inc. | 0.52% | Add +0.2% | 19,710 | $995K |
| Apollon Financial, LLC | 0.16% | Add +93.8% | 19,552 | $987K |
| Cyr Financial Inc. | 0.67% | Add +13.0% | 19,421 | $980K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -45.1% | 19,217 | $970K |
| Ascentis Independent Advisors | 0.16% | Reduce -0.1% | 19,145 | $966K |
| Collaborative Wealth Managment Inc. | 0.39% | Add +14.6% | 19,056 | $962K |
| BCGM Wealth Management, LLC | 0.25% | Add +60.7% | 19,009 | $959K |
| Forum Private Client Group LLC | 0.34% | Add +12.2% | 18,951 | $956K |
| Trustmark Bank Trust Department | 0.06% | Reduce -34.4% | 18,628 | $940K |
| Sanctuary Advisors, LLC | 0.01% | Add +54.5% | 18,612 | $939K |
| SouthState Bank Corp | 0.04% | Reduce -34.5% | 18,328 | $925K |
| Synergy Investment Management, LLC | 0.35% | New | 18,283 | $923K |
| IFP Advisors, Inc | 0.02% | Add +15.1% | 16,974 | $857K |
| Zhang Financial LLC | 0.03% | New | 16,169 | $816K |
| StrongBox Wealth, LLC | 0.28% | Reduce -3.1% | 16,137 | $814K |
| Compass Wealth Management, LLC | 0.36% | Add +0.6% | 16,069 | $811K |
| McCarthy & Cox | 0.18% | Add +8.3% | 15,520 | $783K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -1.4% | 15,215 | $768K |
| D'Orazio & Associates, Inc. | 0.10% | Add +71.7% | 15,131 | $764K |
| Clear Point Advisors Inc. | 0.58% | Reduce -8.1% | 14,774 | $746K |
| Prosperity Consulting Group, LLC | 0.04% | New | 14,580 | $736K |
| Advyzon Investment Management, LLC | 0.13% | Add +2.4% | 14,469 | $730K |
| Financial Strategies Group, Inc. | 0.14% | Reduce -0.5% | 14,420 | $730K |
| Brookwood Investment Group LLC | 0.09% | Reduce -27.8% | 14,068 | $710K |
| High Net Worth Advisory Group LLC | 0.17% | No change | 14,047 | $709K |
| Commonwealth Financial Services, LLC | 0.12% | Reduce -1.0% | 13,740 | $693K |
| Mason & Associates Inc | 0.14% | Reduce -13.6% | 13,718 | $692K |
| Arkadios Wealth Advisors | 0.02% | Add +17.7% | 13,555 | $684K |
| Choreo, LLC | 0.01% | Reduce -21.1% | 13,540 | $683K |
| Barnes Wealth Management Group, Inc | 0.38% | Add +9.2% | 13,499 | $681K |
| Pure Financial Advisors, LLC | 0.01% | New | 13,350 | $674K |
| Ferguson Shapiro LLC | 0.21% | Reduce -2.8% | 13,074 | $660K |
| Crews Bank & Trust | 0.10% | Add +4.9% | 12,926 | $652K |
| Lodestar Private Asset Management LLC | 0.07% | Reduce -2.6% | 12,887 | $650K |
| Facet Wealth, Inc. | 0.01% | New | 12,742 | $643K |
| Perennial Advisors, LLC | 0.11% | Add +3.3% | 12,575 | $635K |
| Milestone Investment Advisors LLC | 0.15% | Reduce -31.6% | 12,359 | $624K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.07% | New | 12,198 | $616K |
| Cobblestone Capital Advisors LLC | 0.03% | New | 12,130 | $612K |
| Choice Wealth Advisors LLC | 0.26% | No change | 12,100 | $611K |
| Goldman Sachs Group Inc. | 0.00% | Add +191.5% | 12,095 | $610K |
| Sigma Planning Corp | 0.02% | Add +8.3% | 12,057 | $609K |
| Seascape Capital Management | 0.17% | Reduce -0.9% | 12,000 | $606K |
| Peterson Wealth Advisors, LLC | 0.09% | Add +102.3% | 11,859 | $598K |
| Oppenheimer & Co. Inc. | 0.01% | Add +58.5% | 11,769 | $594K |
| Lifestyle Asset Management, Inc. | 0.20% | Add +70.0% | 11,739 | $592K |
| Family Investment Center, Inc. | 0.12% | No change | 11,703 | $591K |
| Baird Financial Group, Inc. | 0.00% | Add +42.2% | 11,020 | $556K |
| GTS Securities LLC | 0.02% | New | 10,922 | $551K |
| WBH Advisory Inc. | 0.04% | New | 10,912 | $551K |
| Swmg, LLC | 0.17% | Add +5.3% | 10,834 | $549K |
| Mallini Complete Financial Planning LLC | 0.47% | No change | 10,600 | $535K |
| Vawter Financial, Ltd. | 0.24% | New | 10,469 | $528K |
| International Assets Investment Management, LLC | 0.04% | No change | 10,300 | $510K |
| Tandem Financial, LLC | 0.19% | New | 10,016 | $506K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -59.5% | 9,196 | $464K |
| Friday Financial | 0.19% | Reduce -20.4% | 9,188 | $464K |
| Blair William & Co. | 0.00% | Add +0.6% | 9,050 | $457K |
| Global Financial Private Client, LLC | 0.16% | Add +4.1% | 8,856 | $447K |
| Saxon Interests, Inc. | 0.17% | No change | 8,890 | $441K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -0.9% | 8,632 | $436K |
| Quadrant Capital Group LLC | 0.01% | No change | 8,612 | $435K |
| PDS Planning, Inc | 0.03% | Reduce -5.7% | 8,563 | $432K |
| GGM Financial LLC | 0.21% | Add +17.8% | 8,377 | $423K |
| Optima Capital LLC | 0.20% | Reduce -0.8% | 8,340 | $421K |
| Savvy Advisors, Inc. | 0.02% | Add +22.2% | 8,331 | $420K |
| Calton & Associates, Inc. | 0.06% | No change | 8,270 | $417K |
| ORG Partners LLC | 0.08% | Reduce -82.9% | 8,193 | $414K |
| Concorde Asset Management, LLC | 0.17% | — | 8,151 | $410K |
| DAVENPORT & Co LLC | 0.00% | New | 8,110 | $409K |
| Conrad Siegel Investment Advisors, Inc. | 0.09% | Add +70.0% | 8,088 | $408K |
| HRT Financial LP | 0.00% | New | 8,026 | $405K |
| Hill Island Financial LLC | 0.10% | Reduce -21.5% | 7,652 | $386K |
| Western Wealth Management, LLC | 0.02% | Reduce -30.4% | 7,650 | $386K |
| W.H. Cornerstone Investments Inc. | 0.23% | Reduce -8.3% | 7,612 | $384K |
| Vise Technologies, Inc. | 0.01% | New | 7,610 | $384K |
| Bond & Devick Financial Network, Inc. | 0.12% | Add +1.4% | 7,582 | $383K |
| Fifth Third Securities, Inc. | 0.03% | Add +3.1% | 7,561 | $382K |
| Private Trust Co. NA | 0.03% | Reduce -52.6% | 7,386 | $373K |
| Axis Wealth Partners, LLC | 0.21% | Add +4.4% | 7,172 | $362K |
| Boston Family Office LLC | 0.02% | No change | 6,963 | $351K |
| Drive Wealth Management, LLC | 0.07% | New | 6,866 | $347K |
| NorthCoast Asset Management LLC | 0.00% | Add +42.1% | 6,830 | $345K |
| Comerica Bank | 0.00% | No change | 6,741 | $340K |
| Genesis Private Wealth, LLC | 0.14% | Add +26.6% | 6,564 | $331K |
| Qube Research & Technologies Ltd | 0.00% | New | 6,429 | $324K |
| Oak Hill Wealth Advisors, LLC | 0.06% | Reduce -0.5% | 6,421 | $324K |
| SageView Advisory Group, LLC | 0.01% | Add +0.2% | 6,394 | $323K |
| Acima Private Wealth, LLC | 0.10% | No change | 6,235 | $315K |
| Teamwork Financial Advisors, LLC | 0.03% | Add +0.3% | 6,235 | $315K |
| Sierra Ocean, LLC | 0.26% | New | 6,185 | $312K |
| Lionshead Wealth Management, LLC | 0.24% | Add +0.1% | 6,098 | $308K |
| Essex Financial Services, Inc. | 0.02% | Reduce -1.3% | 6,085 | $307K |
| Firestone Capital Management | 0.07% | Reduce -16.2% | 6,007 | $303K |
| Masso Torrence Wealth Management Inc. | 0.13% | No change | 6,000 | $303K |
| Meridian Financial Advisors, LLC | 0.17% | No change | 5,938 | $300K |
| Arlington Financial Advisors, LLC | 0.04% | New | 5,907 | $298K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -8.4% | 5,888 | $297K |
| Gryphon Financial Partners LLC | 0.03% | No change | 5,860 | $296K |
| Goodwin Investment Advisory | 0.31% | New | 5,797 | $293K |
| KFA Private Wealth Group, LLC | 0.08% | New | 5,585 | $282K |
| Madison Wealth Partners, Inc | 0.06% | Reduce -17.5% | 5,570 | $281K |
| Peck Wealth Management, LLC | 0.27% | — | 5,562 | $281K |
| Gentry Private Wealth, LLC | 0.19% | Reduce -10.8% | 5,444 | $275K |
| Stone Summit Wealth LLC | 0.08% | Reduce -17.6% | 5,416 | $273K |
| Certified Advisory Corp | 0.03% | Add +1.1% | 5,314 | $268K |
| Bowman & Co S.C. | 0.11% | Add +0.9% | 5,294 | $267K |
| Alpha Financial Partners LLC | 0.17% | New | 5,271 | $266K |
| Saxony Capital Management, LLC | 0.18% | No change | 5,269 | $266K |
| Northern Trust Corp. | 0.00% | Add +13.2% | 5,231 | $264K |
| OMNI 360 Wealth, Inc. | 0.15% | New | 5,216 | $263K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 5,181 | $261K |
| Centurion Wealth Management LLC | 0.06% | No change | 5,052 | $255K |
| True North Advisors, LLC | 0.04% | New | 4,994 | $252K |
| USAdvisors Wealth Management, LLC | 0.09% | Reduce -63.0% | 5,001 | $252K |
| Financial Partners Group, Inc | 0.03% | Reduce -0.4% | 4,832 | $244K |
| Allworth Financial LP | 0.00% | Add +64.5% | 4,803 | $242K |
| NorthCrest Asset Manangement, LLC | 0.01% | New | 4,769 | $240K |
| Sequent Planning LLC | 0.07% | New | 4,749 | $240K |
| D.A. Davidson & Co. | 0.00% | Add +2.0% | 4,719 | $238K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 4,677 | $237K |
| Leslie Global Wealth, LLC | 0.11% | Reduce -49.9% | 4,665 | $237K |
| LM Advisors LLC | 0.03% | New | 4,600 | $232K |
| Signature Wealth Management Partners, LLC | 0.12% | No change | 4,578 | $231K |
| Buck Wealth Strategies, LLC | 0.03% | No change | 4,578 | $231K |
| Crane Advisory, LLC | 0.04% | New | 4,462 | $225K |
| Cary Street Partners Investment Advisory LLC | 0.09% | Add +189.4% | 4,367 | $220K |
| Pennsylvania Capital Management Inc. | 0.06% | Add +4.6% | 4,360 | $220K |
| Caliber Wealth Management, LLC / KS | 0.02% | New | 4,303 | $217K |
| PNC Financial Services Group, Inc. | 0.00% | Add +32.2% | 4,296 | $217K |
| Seamount Financial Group Inc. | 0.10% | New | 4,238 | $214K |
| Creative Planning | 0.00% | Reduce -57.7% | 4,167 | $210K |
| Sivia Capital Partners, LLC | 0.06% | New | 4,163 | $210K |
| MIdWestOne Financial Group, Inc. | 0.02% | No change | 4,042 | $204K |
| Morgan Stanley | 0.00% | Add +125.0% | 4,029 | $203K |
| US Bancorp \de | 0.00% | No change | 4,016 | $203K |
| C M Bidwell & Associates Ltd. | 0.10% | No change | 4,005 | $202K |
| Geneos Wealth Management Inc. | 0.00% | No change | 3,598 | $182K |
| Parallel Advisors, LLC | 0.00% | Reduce -11.6% | 3,331 | $168K |
| Bokf, NA | 0.00% | New | 3,133 | $158K |
| Cranbrook Wealth Management, LLC | 0.03% | No change | 2,969 | $150K |
| Hollencrest Capital Management | 0.01% | No change | 2,750 | $139K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 2,731 | $138K |
| CoreCap Advisors, LLC | 0.00% | No change | 2,638 | $133K |
| Cary Street Partners Financial LLC | 0.00% | Add +0.1% | 2,584 | $130K |
| Longview Financial Advisors LLC | 0.07% | No change | 2,300 | $116K |
| Centaurus Financial, Inc. | 0.00% | New | 2,039 | $103K |
| AE Wealth Management LLC | 0.00% | Add +49.9% | 1,889 | $95K |
| Mb, Levis & Associates, LLC | 0.04% | Add +0.9% | 1,813 | $92K |
| 1620 Investment Advisors, Inc. | 0.05% | Reduce -31.5% | 1,377 | $69K |
| Imprint Wealth LLC | 0.20% | — | 1,250 | $63K |
| Fifth Third Bancorp | 0.00% | New | 1,200 | $61K |
| Spire Wealth Management | 0.00% | Reduce -79.2% | 1,185 | $60K |
| Archer Investment Corp | 0.01% | New | 1,143 | $58K |
| Hazlett, Burt & Watson, Inc. | 0.02% | Add +0.9% | 1,069 | $54K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -17.2% | 846 | $43K |
| Franklin Resources Inc. | 0.00% | New | 814 | $41K |
| Global Retirement Partners, LLC | 0.00% | Reduce -1.4% | 729 | $37K |
| Goodman Advisory Group, LLC | 0.01% | New | 728 | $37K |
| Financial Gravity Asset Management, Inc. | 0.01% | — | 565 | $29K |
| St Germain D J Co. Inc. | 0.00% | No change | 500 | $25K |
| Fourth Dimension Wealth, LLC | 0.01% | Reduce -7.5% | 335 | $17K |
| Cape Investment Advisory, Inc. | 0.01% | Reduce -84.3% | 274 | $14K |
| Wealth Preservation Advisors, LLC | 0.00% | No change | 127 | $6K |
| Smartleaf Asset Management LLC | 0.00% | No change | 105 | $5K |
| CIBC Private Wealth Group LLC | 0.00% | New | 78 | $4K |
| SYM FINANCIAL Corp | 0.00% | No change | 50 | $3K |
| UBS Group AG | 0.00% | Reduce -98.0% | 42 | $2K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -98.0% | 22 | $1K |
| GoalVest Advisory LLC | 0.00% | New | 9 | $454 |
| Smallwood Wealth Investment Management, LLC | 0.00% | Add +16.7% | 7 | $353 |
"% of holder's portfolio" is JMUB's weight in each manager's 13F, not the share of JPMorgan Municipal ETF the manager owns.