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JPMorgan Municipal ETF (JMUB) Institutional Ownership

JPMorgan Municipal ETF logo
$49.50 -0.29 (-0.58%)
As of 05/9/2025 09:57 AM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for JPMorgan Municipal ETF (BATS:JMUB)

Number of
Institutional Buyers
(last 12 months)
275
Total
Institutional Inflows
(last 12 months)
$1.07B
Number of
Institutional Sellers
(last 12 months)
107
Total
Institutional Outflows
(last 12 months)
$93.89M
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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
5/9/2025 Chicago Partners Investment Group LLC4,677$232K0.0%N/A0.008%
5/9/2025 Commonwealth Financial Services LLC14,636$732K0.1%-8.2%0.027%
5/9/2025 Acima Private Wealth LLC6,235$312K0.1%-81.5%0.011%
5/9/2025 Financial Connections Group Inc.29,962$1.50M0.7%-28.6%0.054%
5/9/2025 Atria Wealth Solutions Inc.7,070$354K0.0%N/A0.013%
5/9/2025 Syntegra Private Wealth Group LLC251,525$12.58M1.5%+7.1%0.457%
5/9/2025 Cary Street Partners Financial LLC2,581$129K0.0%-75.6%0.005%
5/9/2025 Advyzon Investment Management LLC15,872$794K0.3%-2.2%0.029%
5/9/2025 Commonwealth Equity Services LLC413,697$20.69M0.0%+17.8%0.751%
5/9/2025 Blair William & Co. IL8,000$400K0.0%+12.7%0.015%
5/9/2025 Beta Wealth Group Inc.203,950$10.20M3.7%-4.0%0.370%
5/9/2025 PNC Financial Services Group Inc.4,632$232K0.0%+12.2%0.008%
5/8/2025 TIAA Trust National Association594,368$29.72M0.1%-13.0%1.080%
5/8/2025 Signature Wealth Management Partners LLC4,578$229K0.1%N/A0.008%
5/8/2025 Clearwater Capital Advisors LLC88,217$4.41M0.4%+19.4%0.160%
5/8/2025 Certified Advisory Corp4,750$238K0.0%N/A0.009%
5/8/2025 BCGM Wealth Management LLC11,782$589K0.2%+53.1%0.021%
5/8/2025 Collaborative Wealth Managment Inc.15,202$760K0.4%+28.6%0.028%
5/8/2025 Arkadios Wealth Advisors13,392$670K0.0%-2.0%0.024%
5/7/2025 Meeder Advisory Services Inc.2,531,748$126.59M7.6%N/A4.599%
5/7/2025 Galvin Gaustad & Stein LLC56,653$2.83M0.3%-13.8%0.103%
5/7/2025 LPL Financial LLC2,847,971$142.40M0.1%+7.1%5.173%
5/7/2025 Keyvantage Wealth LLC120,456$6.02M2.9%+338.5%0.219%
5/7/2025 Vawter Financial Ltd.10,571$529K0.3%+89.8%0.019%
5/7/2025 Baron Silver Stevens Financial Advisors LLC179,666$8.98M1.6%+30.8%0.326%
5/7/2025 BlueStem Wealth Partners LLC386,515$19.33M2.6%-0.5%0.702%
5/6/2025 Assetmark Inc.20,747$1.04M0.0%-25.2%0.038%
5/6/2025 USAdvisors Wealth Management LLC13,937$696K0.2%+17.7%0.025%
5/6/2025 Cetera Investment Advisers1,131,266$56.56M0.1%+199.1%2.055%
5/6/2025 Avantax Advisory Services Inc.35,372$1.77M0.0%+11.3%0.064%
5/6/2025 Brookwood Investment Group LLC17,633$882K0.2%N/A0.032%
5/6/2025 Summit Wealth Partners LLC69,069$3.45M0.7%+23.5%0.125%
5/6/2025 Retirement Income Solutions Inc126,238$6.31M1.3%N/A0.229%
5/6/2025 AllGen Financial Advisors Inc.285,173$14.26M4.2%+2.7%0.518%
5/6/2025 Next Level Wealth Planning LLC9,249$462K0.3%N/A0.017%
5/6/2025 Financial Partners Group Inc4,807$240K0.0%-8.9%0.009%
5/6/2025 Oakwell Private Wealth Management LLC143,273$7.16M2.0%N/A0.260%
5/5/2025 J.W. Cole Advisors Inc.24,874$1.24M0.0%N/A0.045%
5/5/2025 IFP Advisors Inc7,291$365K0.0%-24.6%0.013%
5/5/2025 Calton & Associates Inc.3,505$175K0.0%N/A0.006%
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5/5/2025 Kestra Private Wealth Services LLC34,523$1.73M0.0%-4.6%0.063%
5/5/2025 Morningstar Investment Services LLC28,124$1.41M0.3%-45.5%0.051%
5/5/2025 Private Advisor Group LLC92,427$4.62M0.0%+4.6%0.168%
5/2/2025 Kooman & Associates33,943$1.70M0.6%+2.5%0.064%
5/2/2025 Kingsview Wealth Management LLC16,955$848K0.0%+6.4%0.032%
5/2/2025 Bailard Inc.1,095,717$54.79M1.4%+48.9%2.058%
5/2/2025 HTG Investment Advisors Inc.82,986$4.15M1.7%+18.0%0.156%
5/2/2025 Lineweaver Wealth Advisors LLC36,634$1.83M0.3%+13.5%0.069%
5/2/2025 Summit X LLC27,267$1.36M0.3%-0.9%0.051%
5/2/2025 Private Wealth Management Group LLC16,646$832K0.3%+24.1%0.031%
5/2/2025 Larson Financial Group LLC111,780$5.59M0.3%+145.3%0.210%
5/2/2025 Landmark Wealth Management LLC79,968$4.00M1.8%+7.2%0.150%
5/2/2025 Boyce & Associates Wealth Consulting Inc.21,866$1.09M1.1%+7.4%0.041%
5/2/2025 Apollon Wealth Management LLC285,524$14.28M0.3%+62.0%0.536%
5/2/2025 Sigma Planning Corp8,567$428K0.0%-4.6%0.016%
5/1/2025 CWM LLC484,425$24.22M0.1%+4,492.1%0.910%
5/1/2025 Hughes Financial Services LLC44,592$2.23M0.4%+23.2%0.084%
5/1/2025 Bridge Generations Wealth Management LLC63,288$3.16M2.0%N/A0.119%
5/1/2025 Riversedge Advisors LLC24,582$1.23M0.3%-81.0%0.046%
5/1/2025 Forum Private Client Group LLC14,808$740K0.3%+1.8%0.028%
4/30/2025 Bernardo Wealth Planning LLC19,638$982K0.2%+4.2%0.037%
4/30/2025 Financial Gravity Asset Management Inc.565$28K0.0%N/A0.001%
4/30/2025 Allworth Financial LP2,919$144K0.0%+91.2%0.005%
4/30/2025 CFO4Life Group LLC313,541$15.68M2.6%+27.5%0.589%
4/30/2025 Axxcess Wealth Management LLC89,095$4.46M0.1%N/A0.167%
4/30/2025 OMNI 360 Wealth Inc.6,096$305K0.2%+32.6%0.011%
4/30/2025 Stratos Wealth Partners LTD.6,724$336K0.0%-3.0%0.013%
4/30/2025 49 Wealth Management LLC46,412$2.32M0.3%-4.5%0.087%
4/30/2025 Planning Directions Inc.19,489$974K0.4%+7.5%0.037%
4/30/2025 Washington Trust Bank14,309$715K0.1%+85.3%0.027%
4/29/2025 U.S. Capital Wealth Advisors LLC8,499$425K0.0%-7.3%0.016%
4/29/2025 Envestnet Asset Management Inc.1,022,514$51.13M0.0%+30.2%1.920%
4/29/2025 Mills Wealth Advisors LLC141,762$7.09M3.8%-4.0%0.266%
4/29/2025 Avantax Planning Partners Inc.539,662$26.98M1.0%+9.1%1.013%
4/28/2025 Rosenberg Matthew Hamilton37,524$1.88M0.5%+18.6%0.070%
4/28/2025 MBM Wealth Consultants LLC30,277$1.51M0.4%+9.8%0.057%
4/28/2025 Mutual Advisors LLC58,622$2.89M0.1%+3.8%0.110%
4/28/2025 Red Mountain Financial LLC73,857$3.69M4.5%+0.9%0.139%
4/28/2025 Milestone Investment Advisors LLC12,852$643K0.2%+30.4%0.024%
4/28/2025 Resonant Capital Advisors LLC88,578$4.43M0.3%+6.2%0.166%
4/28/2025 First Horizon Advisors Inc.51,966$2.60M0.1%-6.7%0.098%
4/28/2025 Private Trust Co. NA17,056$853K0.1%-10.6%0.032%
4/28/2025 Swmg LLC11,029$544K0.2%-2.1%0.021%
4/28/2025 Whitegate Investment Counselors Inc.4,930$246K0.1%N/A0.009%
4/25/2025 Mather Group LLC.185,956$9.30M0.1%+46.0%0.349%
4/25/2025 Lodestar Private Asset Management LLC8,792$440K0.1%+10.6%0.017%
4/25/2025 Ameritas Advisory Services LLC125,154$6.28M0.3%-35.4%0.235%
4/25/2025 Avidian Wealth Enterprises LLC356,226$17.81M0.8%N/A0.669%
4/25/2025 Naviter Wealth LLC53,848$2.69M0.3%+36.4%0.101%
4/25/2025 Essex Financial Services Inc.13,360$668K0.0%-10.1%0.025%
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4/25/2025 TBH Global Asset Management LLC494,962$26.36M2.6%+432.8%0.930%
4/25/2025 Capital Advisors Wealth Management LLC17,241$862K0.2%+15.2%0.032%
4/24/2025 Golden State Wealth Management LLC27,452$1.37M0.2%+10.5%0.052%
4/24/2025 Philip James Wealth Mangement LLC42,504$2.13M0.3%+22.1%0.080%
4/24/2025 Bartlett & CO. Wealth Management LLC18,358$918K0.0%-12.8%0.034%
4/24/2025 Family Investment Center Inc.18,668$933K0.2%+8.2%0.035%
4/24/2025 Stone Summit Wealth LLC8,977$449K0.2%+5.5%0.017%
4/23/2025 Oak Hill Wealth Advisors LLC10,542$527K0.1%+60.7%0.020%
4/23/2025 Western Wealth Management LLC12,769$638K0.0%+5.1%0.024%
4/23/2025 Sequoia Financial Advisors LLC32,294$1.62M0.0%-65.0%0.061%
(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, 336 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), Wealth Enhancement Advisory Services LLC ($66.46M), Raymond James Financial Inc. ($63.23M), Northwestern Mutual Wealth Management Co. ($56.97M), Cetera Investment Advisers ($56.56M), and Bailard Inc. ($54.79M).Learn more on JMUB's institutional investors.

Which institutional investors have been buying JPMorgan Municipal ETF stock?

Of the 320 institutional investors that purchased JPMorgan Municipal ETF 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), LPL Financial LLC ($1.40M), Raymond James Financial Inc. ($1.26M), Bailard Inc. ($1.10M), Cetera Investment Advisers ($1.05M), Raymond James Financial Services Advisors Inc. ($825.16K), and Envestnet Asset Management Inc. ($781.55K).

How much institutional buying is happening at JPMorgan Municipal ETF?

Institutional investors have bought a total of 30,470,798 shares in the last 24 months. This purchase volume represents approximately $1.53B in transactions.

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

Of the 133 institutional investors that sold JPMorgan Municipal ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Opal Wealth Advisors LLC ($296.40K), Smith & Howard Wealth Management LLC ($273.00K), Stifel Financial Corp ($261.86K), Asio Capital LLC ($198.65K), International Assets Investment Management LLC ($132.79K), Sequoia Financial Advisors LLC ($132.40K), and First Heartland Consultants Inc. ($113.55K).

How much institutional selling is happening at JPMorgan Municipal ETF?

Institutional investors have sold a total of 3,387,748 shares in the last 24 months. This volume of shares sold represents approximately $170.95M in transactions.



This page (BATS:JMUB) was last updated on 5/11/2025 by MarketBeat.com Staff
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