JPMorgan Municipal ETFJMUBETF

13F holders, Q4 2025 (December 31)
483holders +89
75new positions
14sold out
2famous investors
$50.57avg. 13F price*

At the end of Q4 2025, 483 institutions reported holding JPMorgan Municipal ETF (JMUB) in their 13F filings, up 89 from Q3 2025. 75 opened new positions and 14 sold out. The largest holders were JPMorgan Chase & Co. ($686.4M), LPL Financial LLC ($279.4M) and Northwestern Mutual Wealth Management Co. ($210.1M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions75$97.6M
Exits14$10.4M

All 13F filers, Q3 2025 → Q4 2025: 28,289,909 shares bought and 1,978,376 shares sold, net +26,311,533 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 483 holders

JPMorgan Chase & Co. 0.05% Add +1656.4% 13,592,101 $686.4M
LPL Financial LLC 0.08% Add +44.5% 5,531,924 $279.4M
Northwestern Mutual Wealth Management Co. 0.13% Add +29.6% 4,159,706 $210.1M
Meeder Advisory Services, Inc. 6.98% Add +9.4% 3,217,485 $162.5M
Cetera Investment Advisers 0.16% Add +18.1% 2,873,662 $145.1M
Ameriprise Financial Inc. 0.03% Add +22.6% 2,755,465 $139.1M
Wealth Enhancement Advisory Services, LLC 0.19% Add +7.0% 2,717,626 $137.6M
Bank of America Corp. 0.01% Add +76.2% 2,205,962 $111.4M
Raymond James Financial Inc. 0.03% Add +40.9% 1,941,957 $98.1M
Envestnet Asset Management Inc. 0.02% Add +52.5% 1,600,660 $80.8M
Avantax Planning Partners, Inc. 1.77% Add +7.9% 1,251,400 $63.2M
1900 Wealth Management LLC 4.04% Add +6.2% 1,246,876 $63.0M
Forvis Mazars Wealth Advisors, LLC 1.17% Add +3.9% 1,230,539 $62.1M
Captrust Financial Advisors 0.12% Add +14.3% 1,212,920 $61.3M
Osaic Holdings, Inc. 0.07% Add +13.7% 896,541 $45.3M
HighTower Advisors, LLC 0.04% Reduce -3.7% 809,819 $40.9M
Rockefeller Capital Management L.P. 0.07% Add +10.5% 795,805 $40.2M
Bailard, Inc. 0.89% Add +4.2% 794,545 $40.1M
G2 Capital Management, LLC / Oh 9.52% Add +3.3% 781,550 $39.5M
Jones Financial Companies LLLP 0.02% Add +118.1% 755,542 $38.2M
Morgan Stanley 0.00% Add +18550.3% 751,420 $37.9M
Orion Porfolio Solutions, LLC 0.28% Add +6.2% 745,676 $37.7M
Corient Private Wealth LP 0.05% Add +0.8% 739,939 $37.4M
CENTRAL TRUST Co 0.71% Add +9.3% 716,605 $36.2M
Collective Family Office LLC 8.24% Add +13.6% 711,318 $35.9M
Equitable Holdings, Inc. 0.24% Add +1.9% 693,873 $35.0M
Asio Capital, LLC 4.59% Add +2.7% 641,876 $32.5M
MAI Capital Management 0.19% New 637,423 $32.2M
Assetmark, Inc. 0.06% Add +394.2% 629,062 $31.8M
Integrated Wealth Concepts LLC 0.37% Reduce -9.7% 617,935 $31.2M
Tiaa Trust, National Association 0.07% Reduce -40.9% 577,817 $29.2M
MML Investors Services, LLC 0.07% Add +33.1% 567,263 $28.6M
Tortoise Investment Management, LLC 2.35% Add +11.3% 530,147 $26.8M
Cwm, LLC 0.07% Reduce -0.8% 515,077 $26.0M
Nolet Wealth Management, LLC 13.81% — 490,456 $24.8M
TBH Global Asset Management, LLC 3.95% Add +1180.8% 352,676 $23.7M
Lebenthal Global Advisors, LLC 3.62% Reduce -1.6% 464,964 $23.5M
ABLE Financial Group, LLC 4.70% Add +9.6% 457,761 $23.1M
Bridgewater Advisors Inc. 1.50% Add +32.7% 455,178 $23.1M
Mather Group, Llc. 0.24% Add +7.1% 454,649 $23.0M
Commonwealth Equity Services, LLC 0.03% Add +13.3% 437,600 $22.1M
Truist Financial Corp. 0.03% Add +3.4% 435,348 $22.0M
Larson Financial Group LLC 0.74% Add +7.1% 435,288 $22.0M
Avidian Wealth Enterprises, LLC 0.79% Add +1.8% 426,969 $21.6M
Smith & Howard Wealth Management, LLC 4.89% Add +4.9% 422,900 $21.4M
Dynasty Wealth Management, LLC 0.20% Add +348.7% 405,090 $20.5M
IAG Wealth Partners, LLC 2.35% Add +3.8% 402,722 $20.3M
Invenio Wealth Partners LLC 7.32% Reduce -5.0% 390,217 $19.7M
Stephens Consulting, LLC 6.09% Add +0.7% 372,925 $18.8M
Clearwater Capital Advisors, LLC 1.55% Add +217.4% 369,290 $18.6M
Lido Advisors, LLC 0.07% Reduce -0.2% 357,403 $18.0M
Aspen Wealth Management LLC 3.77% Add +10.9% 355,918 $18.0M
CGN Advisors LLC 1.41% Add +3.5% 352,699 $17.8M
Amplius Wealth Advisors, LLC 1.41% Add +12.2% 333,858 $16.9M
Cambridge Investment Research Advisors, Inc. 0.04% Add +106.1% 327,319 $16.5M
CFO4Life Group, LLC 2.33% Reduce -2.1% 323,198 $16.3M
Summit Financial, LLC 0.21% Add +10.1% 287,068 $14.5M
Diversified Portfolios, Inc. 1.20% Add +22.9% 284,598 $14.4M
Apollon Wealth Management, LLC 0.25% Reduce -2.7% 281,673 $14.2M
Citadel Advisors 0.01% Add +146.3% 276,723 $14.0M
PW Advisors, LLC \ FL 10.95% — 270,126 $13.6M
Hartford Financial Management Inc. 3.53% Add +33.4% 269,279 $13.6M
Magnus Financial Group LLC 1.04% Add +4.2% 268,763 $13.6M
BlueStem Wealth Partners, LLC 1.49% Add +1.9% 267,185 $13.5M
Condor Capital Management 1.05% Reduce -1.6% 257,668 $13.0M
Chesley Taft & Associates LLC 0.50% Add +45.2% 253,182 $12.8M
AllGen Financial Advisors, Inc. 3.00% Add +8.3% 250,340 $12.6M
Per Stirling Capital Management, LLC. 1.42% Add +61.7% 250,037 $12.6M
Savant Capital, LLC 0.07% Add +29.5% 238,223 $12.0M
OpenArc Corporate Advisory, LLC 0.20% — 235,599 $11.9M
Leverty Financial Group, LLC 2.75% Reduce -5.2% 227,961 $11.5M
HTG Investment Advisors, Inc. 3.51% Add +129.4% 226,173 $11.4M
Legacy Financial Advisors, Inc. 1.58% Reduce -0.1% 225,949 $11.4M
Sagespring Wealth Partners, LLC 0.20% Add +758.5% 221,338 $11.2M
Baron Silver Stevens Financial Advisors, LLC 1.59% Add +11.9% 218,585 $11.0M
Allworth Financial LP 0.04% Add +4322.6% 212,416 $10.7M
Syntegra Private Wealth Group, LLC 0.98% Add +3.5% 211,321 $10.7M
Signature Estate & Investment Advisors LLC 0.21% Add +0.7% 209,555 $10.6M
Wealth Alliance Advisory Group, LLC 1.73% Add +1.7% 200,308 $10.1M
OneDigital Investment Advisors LLC 0.10% Add +58.6% 198,048 $10.0M
Wells Fargo & Company 0.00% Add +7068.0% 195,757 $9.9M
Cornerstone Wealth Management, LLC 0.51% Add +3.7% 194,805 $9.8M
Sequoia Financial Advisors, LLC 0.05% Reduce -3.2% 193,982 $9.8M
Stifel Financial Corp. 0.01% Add +81.4% 190,819 $9.6M
Verus Capital Partners, LLC 0.62% Add +7.3% 184,286 $9.3M
Royal Bank of Canada 0.00% Add +38.5% 183,937 $9.3M
Capital Analysts, LLC 0.26% Add +86.1% 183,808 $9.3M
Keudell/Morrison Wealth Management 1.83% — 172,577 $8.7M
Oakwell Private Wealth Management, LLC 1.59% Add +4.7% 168,523 $8.5M
Rosenberg Matthew Hamilton 1.70% Add +43.9% 162,293 $8.2M
Founders Financial Securities LLC 0.48% Add +14.4% 159,979 $8.1M
Private Advisor Group, LLC 0.04% Add +17.6% 159,571 $8.1M
LWM Advisory Services, LLC 4.70% Add +21.3% 158,760 $8.0M
Tower Research Capital LLC (TRC) 0.19% New 158,217 $8.0M
Perigon Wealth Management, LLC 0.14% Add +1.8% 156,236 $7.9M
Boulder Wealth Advisors, LLC 3.27% Reduce -17.4% 153,365 $7.7M
21 West Wealth Management LLC 6.91% Add +7.5% 149,803 $7.6M
Thrivent Financial for Lutherans 0.01% Add +2.1% 148,104 $7.5M
Harbor Group, Inc. 1.12% Add +349.1% 148,083 $7.5M
Peapack Gladstone Financial Corp. 0.09% Add +31.6% 143,226 $7.2M
Retirement Income Solutions, Inc. 1.22% Add +8.3% 142,367 $7.2M
Skyline Advisors, Inc. 2.37% Add +6.6% 140,862 $7.1M
Keyvantage Wealth, LLC 3.03% Add +11.0% 140,100 $7.1M
United Capital Financial Advisors, LLC 0.04% New 140,010 $7.1M
Simon Quick Advisors, LLC 0.31% New 139,525 $7.0M
Great Valley Advisor Group, Inc. 0.13% Add +7.2% 138,397 $7.0M
Focus Partners Wealth 0.01% Add +7.2% 136,366 $6.9M
Merit Financial Group, LLC 0.05% Add +149.8% 135,421 $6.8M
Baker Tilly Wealth Management, LLC 1.65% Add +18.0% 132,350 $6.7M
Brio Consultants, LLC 0.87% Add +4.0% 132,163 $6.7M
Summit Financial Strategies, Inc. 0.55% Add +10.2% 132,043 $6.7M
Dodds Wealth, LLC 1.63% New 131,559 $6.6M
RiverFront Investment Group, LLC 0.11% Add +18.4% 130,131 $6.6M
CVA Family Office, LLC 0.72% Add +6.7% 123,511 $6.2M
Newman Dignan & Sheerar, Inc. 1.30% Add +5.3% 123,040 $6.2M
JFS Wealth Advisors, LLC 0.34% Add +102.1% 120,758 $6.1M
Kestra Advisory Services, LLC 0.02% Add +28.1% 113,031 $5.7M
Washington Trust Bank 0.40% Reduce -18.5% 112,896 $5.7M
Cahill Financial Advisors Inc. 0.60% Add +44.3% 108,977 $5.5M
AdvisorNet Financial, Inc 0.29% Add +121.8% 108,239 $5.5M
Summit Wealth Partners, LLC 0.97% Add +5.5% 104,126 $5.3M
TruWealth Advisors, LLC 0.26% Reduce -5.0% 103,665 $5.2M
Boston Standard Wealth Management, LLC 0.85% Add +5.8% 101,384 $5.1M
NewEdge Wealth, LLC 0.06% Add +16.6% 99,794 $5.0M
Moneta Group Investment Advisors LLC 0.04% Add +11.1% 97,540 $4.9M
Ameritas Advisory Services, LLC 0.18% Reduce -38.5% 97,407 $4.9M
Private Wealth Management Group, LLC 1.26% Add +7.0% 93,416 $4.7M
Opal Wealth Advisors, LLC 1.22% Reduce -0.9% 92,598 $4.7M
Principal Securities, Inc. 0.07% Add +1.6% 91,651 $4.6M
TD Capital Management LLC 0.40% Add +1.8% 89,723 $4.5M
Visionary Wealth Advisors 0.20% Add +86.3% 87,837 $4.4M
Axxcess Wealth Management, LLC 0.08% Add +9.4% 87,707 $4.4M
Renaissance Technologies 0.01% Reduce -25.5% 85,800 $4.3M
Jane Street Group, LLC 0.01% Reduce -71.8% 85,615 $4.3M
Natixis Advisors, LLC 0.01% Add +72.0% 83,516 $4.2M
Hughes Financial Services, LLC 0.66% Add +2.6% 82,928 $4.2M
Retirement Planning Group, LLC 0.14% Add +22.9% 82,660 $4.2M
Vicus Capital 0.31% Add +0.8% 81,374 $4.1M
Resonant Capital Advisors, LLC 0.22% Add +1.8% 80,363 $4.1M
Park Avenue Securities LLC 0.03% Add +146.4% 77,193 $3.9M
Mariner, LLC 0.00% Add +24.2% 75,963 $3.8M
Landmark Wealth Management, LLC 1.45% Reduce -0.2% 75,039 $3.8M
StoneX Group Inc. 0.16% Add +27.1% 74,277 $3.8M
Prentice Wealth Management LLC 0.84% Reduce -7.1% 73,014 $3.7M
Steward Partners Investment Advisory, LLC 0.02% Add +6.5% 72,867 $3.7M
FMA Wealth Management, LLC 2.38% Add +1.7% 72,827 $3.7M
Janney Montgomery Scott LLC 0.01% Add +34.5% 69,323 $3.5M
Red Mountain Financial, LLC 3.43% Reduce -2.0% 69,277 $3.5M
Intrua Financial, LLC 0.38% Add +3.1% 69,196 $3.5M
HighPoint Advisor Group LLC 0.08% New 69,120 $3.5M
Prime Capital Investment Advisors, LLC 0.04% Reduce -4.9% 67,764 $3.4M
Unique Wealth Strategies, LLC 1.27% Add +15.0% 64,075 $3.2M
Silver Oak Wealth Advisors Services, LLC 2.05% Add +4.7% 62,997 $3.2M
Quadcap Wealth Management, LLC 0.36% Add +3.6% 61,859 $3.1M
NewEdge Advisors, LLC 0.01% Add +37.6% 59,832 $3.0M
Smithbridge Asset Management Inc. 0.25% Add +106.3% 58,920 $3.0M
5T Wealth, LLC 1.17% Add +115.5% 58,086 $2.9M
Mutual Advisors, LLC 0.06% Reduce -3.0% 57,861 $2.9M
Investment Planning Advisors, Inc. 0.85% Add +11.9% 57,859 $2.9M
Mills Wealth Advisors LLC 1.15% Reduce -5.7% 57,725 $2.9M
Whitegate Investment Counselors, Inc. 0.91% Reduce -1.4% 57,530 $2.9M
Marmo Financial Group, LLC 1.36% Reduce -2.6% 56,896 $2.9M
Waverly Advisors, LLC 0.02% Add +25.6% 56,624 $2.9M
WealthCare Investment Partners, LLC 0.83% Reduce -2.6% 56,166 $2.8M
Galvin, Gaustad & Stein, LLC 0.22% Add +0.3% 56,181 $2.8M
Daymark Wealth Partners, LLC 0.09% Add +45.4% 55,751 $2.8M
Shotwell Rutter Baer Inc 1.69% New 55,479 $2.8M
Cedar Point Capital Partners, LLC 1.79% Reduce -9.6% 55,515 $2.8M
Financial Connections Group, Inc. 0.95% Add +1.4% 54,564 $2.8M
Breakwater Capital Group 0.38% Add +29.7% 54,295 $2.7M
Lineweaver Wealth Advisors, LLC 0.36% Add +20.0% 52,142 $2.6M
Higgins & Schmidt Wealth Strategies LLC 1.23% Add +12.6% 51,394 $2.6M
Jacobi Capital Management LLC 0.15% Add +24.3% 51,209 $2.6M
Capital Advisors Wealth Management, LLC 0.34% Add +42.8% 49,968 $2.5M
American Trust 0.21% Reduce -89.8% 48,723 $2.5M
New Insight Wealth Advisors 0.87% Add +107.9% 48,175 $2.4M
Crumly & Associates Inc. 0.51% Add +5.9% 48,046 $2.4M
Cerity Partners LLC 0.00% Add +14.4% 47,818 $2.4M
Hennion & Walsh Asset Management, Inc. 0.08% Reduce -3.0% 47,421 $2.4M
Brady Martz Wealth Solutions, LLC 0.42% Reduce -2.2% 47,269 $2.4M
IHT Wealth Management, LLC 0.06% Add +16.7% 45,283 $2.3M
MIdWestOne Financial Group, Inc. 0.25% Add +1001.7% 44,531 $2.2M
Cliftonlarsonallen Wealth Advisors, LLC 0.03% Add +2.9% 44,378 $2.2M
Presidio Capital Management, LLC 0.67% Add +6.5% 44,130 $2.2M
Equity Wealth Partners, LLC 1.42% Add +59.6% 43,252 $2.2M
Wealthspire Retirement, LLC 0.13% Add +19.8% 41,794 $2.1M
Valor Advisors LLC 1.73% — 41,085 $2.1M
GFS Advisors, LLC 0.24% New 40,600 $2.1M
Farther Finance Advisors, LLC 0.02% Add +43.3% 40,285 $2.0M
Principle Wealth Partners LLC 0.11% New 40,151 $2.0M
McAdam, LLC 0.09% Reduce -0.2% 39,926 $2.0M
BTG Pactual Asset Management US LLC 0.22% Add +30.3% 40,458 $2.0M
Juno Financial Group LLC 0.79% — 39,306 $2.0M
Balance Wealth Partners LLC 0.63% Add +17.9% 38,774 $2.0M
Cyndeo Wealth Partners, LLC 0.10% New 38,203 $1.9M
MBM Wealth Consultants, LLC 0.45% Add +2.1% 37,535 $1.9M
Philip James Wealth Mangement, LLC 0.22% Add +2.0% 36,328 $1.8M
Robertson Stephens Wealth Management, LLC 0.05% Add +0.3% 36,188 $1.8M
Opal Capital LLC 0.45% — 35,645 $1.8M
Bernardo Wealth Planning LLC 0.34% Add +32.0% 35,737 $1.8M
49 Wealth Management, LLC 0.15% Add +35.8% 35,627 $1.8M
Comerica Bank 0.01% Add +428.1% 35,601 $1.8M
Bridge Generations Wealth Management LLC 1.10% Add +29.1% 35,241 $1.8M
1015 Capital Partners, LLC 1.72% — 34,613 $1.7M
Level Four Advisory Services, LLC 0.06% No change 34,284 $1.7M
Legacy Edge Advisors, LLC 0.19% Add +11.2% 33,759 $1.7M
Sanctuary Advisors, LLC 0.01% Add +79.2% 33,346 $1.7M
Benjamin Edwards Inc. 0.02% Add +19.1% 32,904 $1.7M
Advisory Services Network, LLC 0.02% Add +1.0% 32,747 $1.7M
Impact Investors, Inc 1.14% Add +4.4% 32,493 $1.6M
Timmons Wealth Management, LLC 1.61% — 32,330 $1.6M
Golden State Wealth Management, LLC 0.17% Add +0.0% 31,894 $1.6M
Kooman & Associates 0.47% Reduce -3.1% 31,759 $1.6M
Walkner Condon Financial Advisors LLC 0.22% Add +14.7% 31,759 $1.6M
United Advisor Group, LLC 0.20% Reduce -0.4% 31,344 $1.6M
NBT Bank, N.A. 0.10% Reduce -3.1% 30,760 $1.6M
J.W. Cole Advisors, Inc. 0.04% Add +18.4% 30,522 $1.5M
Spire Wealth Management 0.05% Add +2453.6% 30,260 $1.5M
Marshall Financial Group, LLC 0.29% Add +20.0% 30,095 $1.5M
Beaumont Financial Advisors, LLC 0.10% Reduce -12.0% 29,816 $1.5M
Vise Technologies, Inc. 0.03% Add +290.1% 29,684 $1.5M
Inscription Capital, LLC 0.15% New 29,629 $1.5M
Freedom Investment Management, Inc. 0.43% Reduce -19.2% 29,569 $1.5M
Pine Valley Investments Ltd Liability Co 0.07% Add +33.6% 29,347 $1.5M
Moss Adams Wealth Advisors LLC 0.11% New 28,909 $1.5M
Boyce & Associates Wealth Consulting, Inc. 1.21% Reduce -0.2% 28,627 $1.4M
Diversify Advisory Services, LLC 0.05% Reduce -22.9% 28,454 $1.4M
Marion Wealth Management 0.31% Add +16.4% 27,860 $1.4M
Clark Capital Management Group, Inc. 0.01% Add +2.9% 27,903 $1.4M
Beta Wealth Group, Inc. 0.55% Reduce -8.8% 27,203 $1.4M
Berger Financial Group, Inc 0.08% Add +0.5% 26,840 $1.4M
First Financial Bank - Trust Division 0.11% Add +25.3% 26,801 $1.4M
Arax Advisory Partners 0.04% New 26,754 $1.4M
Crusonia Wealth Advisors LLC 0.29% — 25,752 $1.3M
Bernicke Wealth Management, Ltd. 0.17% — 25,646 $1.3M
Sand Hill Global Advisors, LLC 0.04% Add +9.8% 25,366 $1.3M
&partners 0.01% Add +11.3% 24,728 $1.2M
NWF Advisory Services Inc. 0.14% Add +20.2% 24,317 $1.2M
FAS Wealth Partners, Inc. 0.08% Add +20.1% 24,297 $1.2M
Baird Financial Group, Inc. 0.00% Add +118.9% 24,123 $1.2M
UBS Group AG 0.00% Add +56900.0% 23,940 $1.2M
Cauble & Harre Wealth Management, Inc. 1.01% — 23,800 $1.2M
Daybright Advisory Services, Inc. 0.32% — 23,548 $1.2M
Wealthcare Advisory Partners LLC 0.02% Add +1.5% 22,818 $1.2M
Vista Investment Management 0.37% Add +0.7% 22,339 $1.1M
Cyr Financial Inc. 0.69% Add +12.6% 21,872 $1.1M
Kingsview Wealth Management, LLC 0.02% Add +5.7% 21,805 $1.1M
VestGen Advisors, LLC 0.05% Reduce -70.1% 21,739 $1.1M
Dorsey & Whitney Trust CO LLC 0.06% Add +5.3% 21,640 $1.1M
Synergy Investment Management, LLC 0.39% Add +18.3% 21,632 $1.1M
Bleakley Financial Group, LLC 0.02% New 21,445 $1.1M
Apollon Financial, LLC 0.16% Add +8.5% 21,212 $1.1M
Obermeyer Wealth Partners 0.05% New 20,750 $1.0M
Unique Wealth, LLC 0.14% New 20,294 $1.0M
IFP Advisors, Inc 0.02% Add +18.7% 20,155 $1.0M
High Net Worth Advisory Group LLC 0.23% Add +42.7% 20,047 $1.0M
Planning Directions Inc. 0.51% Add +0.9% 19,889 $1.0M
Cambient Family Office, LLC 0.14% — 19,818 $1.0M
Johnson Bixby & Associates, LLC 0.12% New 19,782 $999K
Lockerman Financial Group, Inc. 1.92% New 19,774 $999K
Friday Financial 0.35% Add +111.7% 19,452 $982K
Aptus Capital Advisors, LLC 0.01% Reduce -13.8% 19,349 $977K
Old Mission Capital LLC 0.04% Reduce -77.3% 19,334 $976K
Forum Private Client Group LLC 0.33% Add +1.9% 19,307 $975K
Collaborative Wealth Managment Inc. 0.34% Add +1.0% 19,245 $972K
BCGM Wealth Management, LLC 0.25% Add +0.5% 19,097 $964K
Brookwood Investment Group LLC 0.11% Add +32.0% 18,567 $938K
Compass Wealth Management, LLC 0.38% Add +13.1% 18,174 $918K
StrongBox Wealth, LLC 0.30% Add +12.5% 18,147 $916K
Trustmark Bank Trust Department 0.06% Reduce -4.1% 17,871 $902K
Perennial Advisors, LLC 0.15% Add +41.2% 17,760 $897K
Prospera Financial Services Inc 0.01% Reduce -13.1% 17,653 $891K
Kestra Private Wealth Services, LLC 0.01% Reduce -8.3% 17,628 $890K
SouthState Bank Corp 0.04% Reduce -5.3% 17,358 $877K
Elequin Capital, LP 0.13% Reduce -85.8% 17,308 $874K
Zhang Financial LLC 0.03% Add +6.6% 17,235 $870K
Tenzing Financial LLC 0.71% — 17,210 $869K
Savvy Advisors, Inc. 0.03% Add +104.0% 16,992 $858K
Croban 0.40% New 16,546 $836K
Arkadios Wealth Advisors 0.02% Add +21.2% 16,432 $830K
Leo Wealth, LLC 0.06% New 16,427 $830K
Seascape Capital Management 0.23% Add +33.3% 16,000 $808K
Sterling Investment Advisors, Ltd. 0.15% New 16,000 $808K
Arbor Investment Advisors, LLC 0.10% New 15,720 $794K
Advyzon Investment Management, LLC 0.09% Add +8.5% 15,702 $793K
Centerline Wealth Advisors, LLC 0.28% New 15,218 $769K
Goldman Sachs Group Inc. 0.00% Add +23.6% 14,951 $755K
Carter Financial, LLC 0.66% — 14,915 $753K
Private Trust Co. NA 0.07% Add +100.3% 14,794 $747K
Financial Strategies Group, Inc. 0.13% Add +1.8% 14,677 $743K
Sigma Planning Corp 0.02% Add +21.8% 14,679 $741K
Prosperity Consulting Group, LLC 0.03% No change 14,580 $736K
Everest Financial Group LLC 0.16% — 14,558 $735K
ORG Partners LLC 0.13% Add +76.8% 14,487 $732K
Wesbanco Bank Inc. 0.02% New 14,335 $724K
Bartlett & Co. Wealth Management LLC 0.01% Reduce -6.1% 14,286 $724K
D'Orazio & Associates, Inc. 0.09% Reduce -5.4% 14,311 $723K
Commonwealth Financial Services, LLC 0.12% Add +2.5% 14,084 $711K
Contango Wealth Management LLC 0.79% — 14,048 $709K
Envestnet Portfolio Solutions, Inc. 0.00% New 14,026 $708K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.08% Add +13.7% 13,871 $700K
Peterson Wealth Advisors, LLC 0.09% Add +16.8% 13,849 $699K
Bluedoor Private Wealth, LLC 0.32% — 13,700 $692K
Choreo, LLC 0.01% No change 13,540 $686K
Storgate, LLC 0.56% — 13,444 $679K
Pure Financial Advisors, LLC 0.01% Add +0.4% 13,400 $677K
Ascentis Independent Advisors 0.11% Reduce -30.0% 13,399 $677K
Kintra Wealth, LLC 0.09% New 13,328 $673K
Facet Wealth, Inc. 0.01% Add +0.7% 12,830 $652K
Barnes Wealth Management Group, Inc 0.35% Reduce -4.7% 12,867 $650K
Crews Bank & Trust 0.09% Reduce -0.8% 12,826 $648K
Wealth Alliance, LLC 0.06% New 12,494 $631K
Red Reef Advisors LLC 0.64% — 12,425 $627K
Lifestyle Asset Management, Inc. 0.19% Add +0.8% 11,839 $598K
Family Investment Center, Inc. 0.12% No change 11,703 $592K
Clear Point Advisors Inc. 0.46% Reduce -20.7% 11,711 $591K
Lodestar Private Asset Management LLC 0.06% Reduce -9.1% 11,709 $591K
Oppenheimer & Co. Inc. 0.01% Reduce -1.1% 11,635 $588K
Lakeridge Wealth Management LLC 0.27% New 11,632 $587K
WealthPlan Investment Management, LLC 0.04% Reduce -48.5% 11,440 $578K
Western Wealth Management, LLC 0.03% Add +49.5% 11,436 $578K
Boyum Wealth Architects LLC 0.26% New 11,101 $563K
Atria Investments, Inc 0.01% Reduce -60.5% 11,105 $561K
Leslie Global Wealth, LLC 0.25% Add +135.9% 11,005 $557K
Swmg, LLC 0.15% Add +0.6% 10,901 $554K
WBH Advisory Inc. 0.04% No change 10,912 $551K
Milestone Investment Advisors LLC 0.13% Reduce -14.2% 10,603 $535K
Mallini Complete Financial Planning LLC 0.48% No change 10,600 $535K
Peck Wealth Management, LLC 0.50% Add +88.8% 10,502 $530K
Beacon Pointe Advisors, LLC 0.00% Add +14.0% 10,480 $529K
Vawter Financial, Ltd. 0.22% No change 10,469 $529K
Blair William & Co. 0.00% Add +14.3% 10,341 $522K
Northern Trust Corp. 0.00% Add +96.2% 10,262 $518K
J. R. Prunier Capital Management LLC 0.21% — 10,218 $516K
Insigneo Advisory Services, LLC 0.04% New 10,122 $511K
Drive Wealth Management, LLC 0.10% Add +42.8% 9,801 $496K
Fifth Third Securities, Inc. 0.03% Add +29.7% 9,810 $495K
GGM Financial LLC 0.24% Add +16.2% 9,737 $492K
US Bancorp \de 0.00% Add +142.3% 9,731 $491K
Blue Water Asset Management 0.17% — 9,219 $466K
Mason & Associates Inc 0.09% Reduce -33.3% 9,149 $462K
Creative Planning 0.00% Add +119.2% 9,133 $461K
Choice Wealth Advisors LLC 0.18% Reduce -24.5% 9,131 $461K
Saxon Interests, Inc. 0.16% No change 8,890 $449K
Global Financial Private Client, LLC 0.16% Reduce -0.8% 8,790 $444K
International Assets Investment Management, LLC 0.03% Reduce -15.5% 8,705 $440K
PDS Planning, Inc 0.03% Add +0.9% 8,641 $436K
Quadrant Capital Group LLC 0.01% No change 8,612 $435K
Acima Private Wealth, LLC 0.13% Add +37.9% 8,599 $434K
Laurel Oak Wealth Management, LLC 0.07% — 8,584 $433K
Calton & Associates, Inc. 0.06% Add +3.3% 8,540 $431K
Dynamic Advisor Solutions LLC 0.01% Add +44.4% 8,500 $429K
Optima Capital LLC 0.18% Add +0.1% 8,344 $422K
Concorde Asset Management, LLC 0.17% Add +2.3% 8,334 $421K
DAVENPORT & Co LLC 0.00% Add +2.5% 8,312 $420K
Crane Advisory, LLC 0.06% Add +83.2% 8,174 $415K
Conrad Siegel Investment Advisors, Inc. 0.08% Add +0.3% 8,113 $410K
Sequent Planning LLC 0.10% Add +67.6% 7,959 $402K
W.H. Cornerstone Investments Inc. 0.23% Add +0.1% 7,620 $385K
Wealthspire Advisors, LLC 0.00% New 7,298 $369K
Entelevest, LLC 0.38% — 7,261 $367K
U.S. Capital Wealth Advisors, LLC 0.01% Reduce -16.3% 7,229 $365K
Axis Wealth Partners, LLC 0.20% Add +0.7% 7,223 $365K
HRT Financial LP 0.00% Reduce -10.6% 7,177 $362K
Concurrent Investment Advisors, LLC 0.00% New 7,146 $361K
Arlington Financial Advisors, LLC 0.05% Add +18.3% 6,989 $353K
Boston Family Office LLC 0.02% No change 6,963 $352K
Vision Retirement, LLC 0.09% — 6,946 $351K
Westwood Wealth Management 0.26% New 6,910 $350K
Lionshead Wealth Management, LLC 0.26% Add +13.3% 6,910 $350K
Meridian Financial Advisors, LLC 0.19% Add +16.1% 6,892 $348K
Bond & Devick Financial Network, Inc. 0.10% Reduce -10.1% 6,819 $344K
Evercore Wealth Management, LLC 0.01% New 6,785 $343K
Global Retirement Partners, LLC 0.01% Add +828.9% 6,772 $342K
D.A. Davidson & Co. 0.00% Add +41.3% 6,666 $337K
Genesis Private Wealth, LLC 0.10% Add +0.2% 6,579 $332K
Bowman & Co S.C. 0.14% Add +23.8% 6,552 $331K
True North Advisors, LLC 0.04% Add +30.6% 6,523 $329K
SageView Advisory Group, LLC 0.01% Add +1.1% 6,461 $326K
First Horizon Corp. 0.01% New 6,310 $319K
PNC Financial Services Group, Inc. 0.00% Add +45.6% 6,255 $316K
Teamwork Financial Advisors, LLC 0.03% Add +0.3% 6,254 $316K
Stirlingshire Investments, Inc. 0.28% — 6,228 $315K
Sierra Ocean, LLC 0.26% Add +0.9% 6,241 $315K
Essex Financial Services, Inc. 0.02% Reduce -0.2% 6,075 $307K
Firestone Capital Management 0.06% Add +0.5% 6,035 $305K
KFA Private Wealth Group, LLC 0.07% Add +4.3% 5,827 $294K
Leading Edge Financial Planning LLC 0.07% New 5,805 $293K
Goodwin Investment Advisory 0.32% No change 5,797 $293K
Gryphon Financial Partners LLC 0.03% Reduce -1.7% 5,760 $291K
One Capital Management, LLC 0.01% New 5,641 $285K
Balefire, LLC 0.06% New 5,608 $283K
Alpha Financial Partners LLC 0.17% Add +5.7% 5,569 $281K
Qube Research & Technologies Ltd 0.00% Reduce -14.1% 5,522 $279K
Financial Partners Group, Inc 0.03% Add +12.5% 5,435 $276K
Stone Summit Wealth LLC 0.07% Reduce -0.7% 5,376 $271K
Certified Advisory Corp 0.02% No change 5,314 $268K
OMNI 360 Wealth, Inc. 0.14% Add +0.4% 5,238 $266K
Saxony Capital Management, LLC 0.16% Reduce -0.0% 5,267 $266K
Howard Wealth Management, LLC 0.12% New 5,251 $265K
Ashton Thomas Private Wealth, LLC 0.01% Add +0.7% 5,219 $264K
Madison Wealth Partners, Inc 0.05% Reduce -8.7% 5,086 $257K
Focus Partners Advisor Solutions, LLC 0.00% Reduce -92.5% 5,076 $256K
Centurion Wealth Management LLC 0.06% No change 5,052 $255K
Geneos Wealth Management Inc. 0.01% Add +39.9% 5,032 $254K
USAdvisors Wealth Management, LLC 0.08% No change 5,001 $252K
Charter Research & Investment Group, Inc. 0.17% New 4,984 $252K
Cary Street Partners Investment Advisory LLC 0.07% Add +12.2% 4,901 $248K
Stephens Inc. 0.00% New 4,868 $246K
Bokf, NA 0.00% Add +54.9% 4,854 $245K
Millington Financial Advisors, LLC 0.11% New 4,700 $239K
Parallel Advisors, LLC 0.00% Add +41.8% 4,723 $239K
Chicago Partners Investment Group LLC 0.01% No change 4,677 $237K
Pennsylvania Capital Management Inc. 0.07% Add +7.5% 4,689 $237K
Signature Wealth Management Partners, LLC 0.11% No change 4,578 $231K
Buck Wealth Strategies, LLC 0.03% No change 4,578 $231K
Summit Wealth Group LLC / Co. 0.03% New 4,567 $231K
TFB Advisors LLC 0.06% New 4,493 $227K
Integrity Wealth Advisors, Inc. 0.16% New 4,390 $223K
C M Bidwell & Associates Ltd. 0.10% Add +8.4% 4,340 $219K
Caliber Wealth Management, LLC / KS 0.02% Reduce -0.0% 4,302 $217K
PUREfi Wealth, LLC 0.17% New 4,296 $217K
Mgo One Seven LLC 0.00% New 4,267 $215K
Sivia Capital Partners, LLC 0.04% No change 4,163 $210K
Sincerus Advisory, LLC 0.17% New 4,142 $209K
Independent Financial Group, LLC 0.00% New 4,141 $209K
AE Wealth Management LLC 0.00% Add +69.0% 3,193 $161K
Wealth Enhancement Trust Services, Inc. 0.02% — 3,032 $153K
Cranbrook Wealth Management, LLC 0.03% No change 2,969 $150K
CoreCap Advisors, LLC 0.01% Add +12.4% 2,966 $150K
Root Financial Partners, LLC 0.01% New 2,700 $136K
Flagship Harbor Advisors, LLC 0.01% New 2,650 $134K
Cary Street Partners Financial LLC 0.00% No change 2,584 $130K
Cordgrass Capital Advisors, LLC 0.03% New 2,484 $125K
Capital Investment Advisory Services, LLC 0.01% New 2,314 $117K
Longview Financial Advisors LLC 0.06% No change 2,300 $116K
Blueline Advisors LLC 0.09% — 2,258 $114K
Trust Co. of Toledo NA 0.01% New 2,196 $111K
Mb, Levis & Associates, LLC 0.04% Add +11.2% 2,016 $102K
Trust Co 0.01% New 1,898 $96K
Signature Equity Partners, LLC 0.05% — 1,843 $93K
Hantz Financial Services, Inc. 0.00% New 1,506 $76K
Harbour Investments, Inc. 0.00% New 1,444 $73K
1620 Investment Advisors, Inc. 0.05% Add +0.6% 1,385 $70K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 1,283 $65K
Fifth Third Bancorp 0.00% No change 1,200 $61K
Blue Trust, Inc. 0.00% New 1,196 $60K
CIBC Private Wealth Group LLC 0.00% Add +1403.8% 1,173 $59K
Hazlett, Burt & Watson, Inc. 0.02% Add +0.8% 1,078 $54K
Franklin Resources Inc. 0.00% Add +17.6% 957 $48K
Lavaca Capital LLC 0.01% New 951 $48K
SHP Wealth Management 0.00% — 934 $47K
Pinnacle Wealth Planning Services, Inc. 0.00% New 880 $44K
Archer Investment Corp 0.01% Reduce -24.1% 867 $44K
N.E.W. Advisory Services LLC 0.00% New 865 $44K
EverSource Wealth Advisors, LLC 0.00% No change 846 $43K
Keating Financial Advisory Services, Inc. 0.01% — 800 $40K
Goodman Advisory Group, LLC 0.01% No change 728 $37K
Brown Brothers Harriman & Co. 0.00% New 668 $34K
FMR LLC 0.00% New 631 $32K
Financial Gravity Asset Management, Inc. 0.01% No change 565 $29K
Godsey & Gibb, Inc. 0.00% New 541 $27K
St Germain D J Co. Inc. 0.00% No change 500 $25K
Kingdom Financial Group LLC. 0.01% New 395 $20K
Legacy Wealth Managment, LLC 0.01% New 317 $16K
Fourth Dimension Wealth, LLC 0.01% Reduce -8.1% 308 $16K
Millstone Evans Group, LLC 0.01% New 296 $15K
Whittier Trust Co. of Nevada Inc. 0.00% New 279 $14K
Ameriflex Group, Inc. 0.01% New 240 $12K
Colonial Trust Co / SC 0.00% New 211 $11K
Lanark Financial, Inc. 0.00% New 194 $10K
Cape Investment Advisory, Inc. 0.00% Reduce -43.8% 154 $8K
O'shaughnessy Asset Management, LLC 0.00% New 147 $7K
Essential Investment Partners LLC 0.01% — 145 $7K
Wealth Preservation Advisors, LLC 0.00% No change 127 $6K
Smartleaf Asset Management LLC 0.00% Add +5.7% 111 $6K
Imprint Wealth LLC 0.02% Reduce -93.2% 85 $4K
Hilton Head Capital Partners, LLC 0.00% — 76 $4K
Richardson Financial Services Inc. 0.00% New 53 $3K
SYM FINANCIAL Corp 0.00% No change 50 $3K
Quent Capital, LLC 0.00% New 44 $2K
Sunbelt Securities, Inc. 0.00% No change 22 $1K
Smallwood Wealth Investment Management, LLC 0.00% Add +42.9% 10 $505

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