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JPMorgan Municipal ETF (JMUB) Institutional Ownership

JPMorgan Municipal ETF logo
$49.10 -0.70 (-1.41%)
Closing price 07/18/2025 03:58 PM Eastern
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$49.09 0.00 (-0.01%)
As of 07/18/2025 04:48 PM Eastern
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Institutional Ownership Changes (13F Filings) for JPMorgan Municipal ETF (BATS:JMUB)

Number of
Institutional Buyers
(last 12 months)
298
Total
Institutional Inflows
(last 12 months)
$1.19B
Number of
Institutional Sellers
(last 12 months)
126
Total
Institutional Outflows
(last 12 months)
$129.18M
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JMUB Institutional Buying and Selling by Quarter

JPMorgan Municipal ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/18/2025 Philip James Wealth Mangement LLC43,210$2.15M0.3%+1.7%0.070%
7/18/2025 Vicus Capital81,108$4.03M0.3%+19.6%0.132%
7/18/2025 Newman Dignan & Sheerar Inc.100,576$4.99M1.1%+16.7%0.164%
7/18/2025 Bartlett & CO. Wealth Management LLC15,436$766K0.0%-15.9%0.025%
7/18/2025 Bridge Generations Wealth Management LLC60,906$3.02M1.8%-3.8%0.099%
7/18/2025 Truist Financial Corp421,065$20.90M0.0%+7.3%0.686%
7/18/2025 Pennsylvania Capital Management Inc. ADV4,168$207K0.1%N/A0.007%
7/17/2025 Leverty Financial Group LLC89,830$4.46M1.3%+1,667.3%0.146%
7/17/2025 Summit Financial Strategies Inc.79,795$3.96M0.4%-19.5%0.130%
7/17/2025 Asio Capital LLC494,921$24.57M4.1%-12.3%0.807%
7/17/2025 Janney Montgomery Scott LLC47,849$2.38M0.0%+107.6%0.078%
7/17/2025 Cyr Financial Inc.17,183$853K0.7%+255.1%0.028%
7/17/2025 Baron Silver Stevens Financial Advisors LLC146,102$7.25M1.2%-18.7%0.238%
7/17/2025 Fifth Third Securities Inc.7,330$364K0.0%-11.6%0.012%
7/17/2025 Olympus Wealth Management LLC117,149$5.82M2.0%+2.8%0.191%
7/17/2025 Genesis Private Wealth LLC5,186$257K0.1%+14.2%0.008%
7/17/2025 Stone Summit Wealth LLC6,577$326K0.1%-26.7%0.011%
7/17/2025 Clear Point Advisors Inc.16,072$798K0.7%-21.0%0.026%
7/17/2025 TBH Global Asset Management LLC341,276$18.63M2.0%-31.1%0.556%
7/16/2025 ORG Partners LLC47,971$2.38M0.5%N/A0.078%
7/16/2025 ST Germain D J Co. Inc.500$25K0.0%N/A0.001%
7/16/2025 Beaumont Financial Advisors LLC32,959$1.64M0.1%-1.7%0.054%
7/16/2025 Perigon Wealth Management LLC103,610$5.14M0.1%+141.9%0.169%
7/16/2025 Magnus Financial Group LLC349,109$17.33M1.5%-2.3%0.569%
7/15/2025 FMA Wealth Management LLC68,652$3.41M2.5%+5.1%0.112%
7/15/2025 McAdam LLC39,674$1.97M0.1%N/A0.065%
7/15/2025 Perennial Advisors LLC12,175$604K0.1%+2.5%0.020%
7/15/2025 Smith & Howard Wealth Management LLC406,001$20.15M5.1%-0.7%0.662%
7/15/2025 Mather Group LLC.365,641$18.15M0.2%+96.6%0.596%
7/15/2025 McCarthy & Cox14,330$711K0.2%+7.6%0.023%
7/15/2025 Boyce & Associates Wealth Consulting Inc.25,553$1.27M1.2%+16.9%0.042%
7/15/2025 Axis Wealth Partners LLC6,872$341K0.2%+58.6%0.011%
7/15/2025 Cranbrook Wealth Management LLC2,969$147K0.0%N/A0.005%
7/15/2025 Retirement Income Solutions Inc126,703$6.29M1.2%+0.4%0.207%
7/15/2025 Family Investment Center Inc.11,703$581K0.1%-37.3%0.019%
7/15/2025 CGN Advisors LLC284,980$14.15M1.3%+24.8%0.465%
7/15/2025 Optima Capital LLC8,410$417K0.2%+4.4%0.014%
7/14/2025 Kooman & Associates31,373$1.56M0.5%-7.6%0.051%
7/14/2025 Opal Wealth Advisors LLC57,485$2.85M0.8%+265.1%0.094%
7/14/2025 Golden State Equity Partners19,159$951K0.2%+4.8%0.031%
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7/14/2025 Brady Martz Wealth Solutions LLC51,389$2.55M0.5%-7.4%0.084%
7/14/2025 Conrad Siegel Investment Advisors Inc.4,757$236K0.1%N/A0.008%
7/14/2025 Friday Financial11,541$573K0.3%+3.3%0.019%
7/14/2025 ABLE Financial Group LLC301,193$14.95M3.6%N/A0.491%
7/14/2025 U.S. Capital Wealth Advisors LLC8,707$432K0.0%+2.4%0.014%
7/14/2025 Abound Wealth Management1,577$78K0.0%N/A0.003%
7/14/2025 Park Avenue Securities LLC32,421$1.61M0.0%+5.3%0.053%
7/11/2025 Skyline Advisors Inc.95,340$4.73M1.7%-28.1%0.155%
7/11/2025 Farther Finance Advisors LLC15,083$749K0.0%+7.5%0.025%
7/10/2025 Global Financial Private Client LLC8,506$422K0.2%-7.1%0.014%
7/10/2025 Baker Tilly Wealth Management LLC98,229$4.88M1.7%-4.1%0.160%
7/10/2025 Marshall Financial Group LLC20,711$1.03M0.2%+53.7%0.034%
7/10/2025 Wealth Enhancement Advisory Services LLC1,899,154$94.04M0.2%+42.9%3.096%
7/9/2025 Lineweaver Wealth Advisors LLC39,967$1.98M0.3%+9.1%0.065%
7/9/2025 Chesley Taft & Associates LLC142,500$7.07M0.3%+87.4%0.232%
7/9/2025 StrongBox Wealth LLC16,647$826K0.3%+7.8%0.027%
7/9/2025 Breakwater Capital Group38,051$1.89M0.3%-7.9%0.062%
7/9/2025 Presidio Capital Management LLC34,634$1.72M0.7%+52.7%0.056%
7/9/2025 WealthCare Investment Partners LLC58,200$2.88M1.0%+1.4%0.095%
7/8/2025 Choice Wealth Advisors LLC12,100$601K0.3%N/A0.020%
7/8/2025 21 West Wealth Management LLC125,591$6.23M6.3%N/A0.210%
7/7/2025 Wealth Alliance Advisory Group LLC202,077$10.03M1.9%-0.4%0.338%
7/7/2025 Peterson Wealth Advisors LLC5,863$291K0.0%-27.1%0.010%
7/7/2025 Centurion Wealth Management LLC5,052$251K0.1%N/A0.008%
7/7/2025 TruWealth Advisors LLC116,887$5.80M0.3%-11.6%0.195%
7/3/2025 Higgins & Schmidt Wealth Strategies LLC38,824$1.93M1.1%+49.4%0.065%
7/3/2025 Collective Family Office LLC572,480$28.42M7.3%-0.1%0.957%
7/2/2025 Boston Standard Wealth Management LLC9,507$472K0.1%N/A0.016%
7/2/2025 Helen Stephens Group LLC311,415$15.46M3.8%+21.9%0.521%
7/2/2025 Crumly & Associates Inc.31,541$1.57M0.4%-12.9%0.053%
7/2/2025 First Financial Bank Trust Division8,275$411K0.0%N/A0.014%
5/28/2025Intrua Financial LLC67,794$3.39M0.5%+6.1%0.118%
5/27/2025Jacobi Capital Management LLC32,274$1.61M0.1%+81.3%0.056%
5/21/2025Geneos Wealth Management Inc.3,598$180K0.0%-21.7%0.007%
5/20/2025Focus Partners Wealth123,095$6.16M0.0%-2.7%0.224%
5/19/2025Jane Street Group LLC259,146$12.96M0.0%+49.2%0.471%
5/19/2025SageView Advisory Group LLC6,384$319K0.0%N/A0.012%
5/16/2025Signature Estate & Investment Advisors LLC215,927$10.80M0.3%+5.7%0.392%
5/16/2025Obsidian Personal Planning Solutions LLC68,082$3.38M1.5%+2.0%0.124%
5/16/2025NewEdge Advisors LLC39,356$1.97M0.0%-17.2%0.071%
5/16/2025Integrated Wealth Concepts LLC348,460$17.42M0.2%+16.2%0.633%
5/16/2025Clark Capital Management Group Inc.42,057$2.10M0.0%N/A0.076%
5/16/2025AQR Capital Management LLC10,756$538K0.0%+37.4%0.020%
5/15/2025Focus Partners Advisor Solutions LLC70,444$3.52M0.1%+4.2%0.128%
5/15/2025Royal Bank of Canada100,198$5.01M0.0%+12.1%0.182%
5/15/2025Calton & Associates Inc.10,250$512K0.1%N/A0.019%
5/15/2025Baird Financial Group Inc.10,155$508K0.0%-36.2%0.018%
5/15/2025TD Capital Management LLC31,100$1.56M0.2%-19.1%0.056%
5/14/2025Quadcap Wealth Management LLC47,057$2.35M0.3%+30.9%0.085%
5/14/2025Per Stirling Capital Management LLC.66,606$3.33M0.5%+38.9%0.121%
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5/14/2025Jane Street Group LLC302,846$15.14M0.0%+74.3%0.550%
5/14/2025Comerica Bank7,041$352K0.0%-19.0%0.013%
5/14/2025Apexium Financial LP126,776$6.34M0.4%+6.1%0.230%
5/14/2025Freedom Investment Management Inc.64,283$3.21M0.3%-2.0%0.117%
5/14/2025Cedar Point Capital Partners LLC65,181$3.26M2.2%+2.3%0.118%
5/14/2025Northwestern Mutual Wealth Management Co.2,199,520$109.98M0.1%+9.5%3.995%
5/14/2025Lionshead Wealth Management LLC7,348$367K0.4%-45.5%0.013%
5/14/2025Leslie Global Wealth LLC10,340$524K0.3%-92.5%0.019%
5/14/2025Kestra Advisory Services LLC78,973$3.95M0.0%+9.4%0.143%
5/14/2025Barnes Wealth Management Group Inc11,131$557K0.4%N/A0.020%
(Data available from 1/1/2016 forward)

JMUB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JMUB shares?

During the previous two years, 358 institutional investors and hedge funds held shares of JPMorgan Municipal ETF. The most heavily invested institutionals were LPL Financial LLC ($142.40M), Meeder Advisory Services Inc. ($126.59M), Northwestern Mutual Wealth Management Co. ($109.98M), Wealth Enhancement Advisory Services LLC ($94.04M), Raymond James Financial Inc. ($75.97M), Cetera Investment Advisers ($56.56M), and Ameriprise Financial Inc. ($55.83M).Learn more on JPMorgan Municipal ETF's institutional investors.

Which institutional investors have been buying JPMorgan Municipal ETF's stock?

Of the 342 institutional investors that purchased JPMorgan Municipal ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Meeder Advisory Services Inc. ($2.53M), Raymond James Financial Inc. ($1.52M), LPL Financial LLC ($1.40M), Wealth Enhancement Advisory Services LLC ($1.23M), Bailard Inc. ($1.10M), Cetera Investment Advisers ($1.05M), and Raymond James Financial Services Advisors Inc. ($825.16K).

How much institutional buying is happening at JPMorgan Municipal ETF?

Institutional investors have bought a total of 23,789,301 shares in the last 24 months. This purchase volume represents approximately $1.19B in transactions.

Which of JPMorgan Municipal ETF's major shareholders have been selling company stock?

Of the 126 institutional investors that sold JPMorgan Municipal ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Opal Wealth Advisors LLC ($248.75K), TBH Global Asset Management LLC ($166.69K), HighTower Advisors LLC ($137.24K), Leslie Global Wealth LLC ($127.90K), First Heartland Consultants Inc. ($113.55K), Aveo Capital Partners LLC ($106.69K), and Ameritas Advisory Services LLC ($105.83K).

How much institutional selling is happening at JPMorgan Municipal ETF?

Institutional investors have sold a total of 2,573,906 shares in the last 24 months. This volume of shares sold represents approximately $129.18M in transactions.



This page (BATS:JMUB) was last updated on 7/19/2025 by MarketBeat.com Staff
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