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JPMorgan Municipal ETF (JMUB) Institutional Ownership

JPMorgan Municipal ETF logo
$50.28 +0.03 (+0.06%)
As of 03:34 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
434
Total
Institutional Inflows
(last 12 months)
$2.57B
Number of
Institutional Sellers
(last 12 months)
176
Total
Institutional Outflows
(last 12 months)
$432.24M
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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
5/5/2026Sanctuary Advisors LLC37,861$1.89M0.0%+13.5%0.062%
5/5/2026Sterling Investment Advisors Ltd.30,800$1.54M0.3%+92.5%0.050%
5/5/2026Sigma Planning Corp16,335$817K0.0%+11.3%0.027%
5/5/2026Avantax Planning Partners Inc.1,241,164$62.05M1.7%-0.8%2.023%
5/4/2026Retirement Planning Group LLC118,963$5.95M0.2%+43.9%0.194%
5/4/2026Bleakley Financial Group LLC16,792$839K0.0%-21.7%0.027%
5/4/2026NWF Advisory Services Inc.22,348$1.12M0.1%-8.1%0.036%
5/2/2026 Navigate Wealth Management LLC4,174$211K0.1%N/A0.007%
5/2/2026 International Assets Investment Management LLC8,455$423K0.0%-2.9%0.014%
5/2/2026 Diversify Wealth Management LLC24,588$1.24M0.0%N/A0.040%
5/1/2026 Fifth Third Bancorp42,888$2.14M0.0%+3,474.0%0.070%
5/1/2026 Summit Financial Strategies Inc.157,489$7.87M0.6%+19.3%0.257%
5/1/2026 Oakwell Private Wealth Management LLC174,454$8.72M1.6%+3.5%0.284%
5/1/2026 Financial Connections Group Inc.51,033$2.55M0.9%-6.5%0.083%
5/1/2026 Sequoia Financial Advisors LLC208,705$10.43M0.1%+7.6%0.340%
4/30/2026 Mason & Associates Inc9,364$468K0.1%+2.3%0.015%
4/30/2026 Kestra Advisory Services LLC145,315$7.26M0.0%+28.6%0.237%
4/30/2026 IAG Wealth Partners LLC413,210$20.66M2.3%+2.6%0.674%
4/29/2026 Impact Investors Inc31,405$1.57M1.1%-3.3%0.051%
4/29/2026 Silver Oak Wealth Advisors Services LLC63,487$3.17M2.1%+0.8%0.103%
4/29/2026 Resonant Capital Advisors LLC78,223$3.91M0.2%-2.7%0.128%
4/28/2026 Red Mountain Financial LLC70,711$3.54M3.3%+2.1%0.115%
4/28/2026 Ascentis Independent Advisors45,486$2.27M0.2%+239.5%0.074%
4/28/2026 Seascape Capital Management30,500$1.53M0.4%+90.6%0.050%
4/28/2026 Pennsylvania Capital Management Inc. ADV4,919$246K0.1%+4.9%0.008%
4/28/2026 Walkner Condon Financial Advisors LLC58,759$2.94M0.4%+85.0%0.096%
4/28/2026 Whitegate Investment Counselors Inc.56,545$2.83M0.9%-1.7%0.092%
4/27/2026 Syntegra Private Wealth Group LLC217,554$10.88M1.0%+2.9%0.355%
4/27/2026 Private Advisor Group LLC207,543$10.38M0.0%+30.1%0.338%
4/25/2026 Axis Wealth Partners LLC8,954$448K0.2%+24.0%0.015%
4/25/2026 Northwest Financial Advisors4,385$219K0.4%N/A0.007%
4/25/2026 Smithbridge Asset Management Inc. DE41,776$2.09M0.3%-29.1%0.068%
4/24/2026 PW Advisors LLC FL297,350$14.87M11.1%+10.1%0.485%
4/24/2026 Family Investment Center Inc.12,903$645K0.1%+10.3%0.021%
4/23/2026 Moss Adams Wealth Advisors LLC56,671$2.83M0.2%+96.0%0.092%
4/23/2026 Marmo Financial Group LLC55,401$2.77M1.4%-2.6%0.090%
4/23/2026 Private Wealth Management Group LLC98,150$4.91M1.3%+5.1%0.160%
4/23/2026 Intrua Financial LLC71,665$3.58M0.4%+3.6%0.117%
4/23/2026 Investment Planning Advisors Inc.58,363$2.92M0.8%+0.9%0.095%
4/23/2026 Apollon Financial LLC19,725$986K0.1%-7.0%0.032%
4/23/2026 Apollon Wealth Management LLC294,227$14.71M0.2%+4.5%0.480%
4/23/2026 Vicus Capital81,712$4.09M0.3%+0.4%0.133%
4/22/2026 Janney Montgomery Scott LLC76,036$3.80M0.0%+9.7%0.124%
4/21/2026 Laurel Oak Wealth Management LLC7,584$379K0.1%-11.6%0.012%
4/21/2026 Sequent Planning LLC16,187$809K0.2%+103.4%0.026%
4/21/2026 Wesbanco Bank Inc.36,103$1.81M0.0%+151.9%0.059%
4/21/2026 Unique Wealth LLC8,816$441K0.1%-56.6%0.014%
4/21/2026 Foster & Motley Inc.72,615$3.63M0.2%N/A0.118%
4/21/2026 Balance Wealth LLC46,787$2.34M0.7%+20.7%0.076%
4/21/2026 Boston Standard Wealth Management LLC105,688$5.29M0.9%+4.2%0.172%
4/20/2026 Kestra Private Wealth Services LLC17,187$859K0.0%-2.5%0.028%
4/20/2026 Higgins & Schmidt Wealth Strategies LLC46,518$2.33M1.1%-9.5%0.076%
4/20/2026 Breakwater Capital Group58,979$2.95M0.4%+8.6%0.096%
4/20/2026 KFA Private Wealth Group LLC5,479$274K0.1%-6.0%0.009%
4/20/2026 MBM Wealth Consultants LLC35,982$1.80M0.4%-4.1%0.059%
4/20/2026 Boyd Wealth Management LLC9,259$463K0.2%N/A0.015%
4/20/2026 Apella Capital LLC45,288$2.29M0.0%N/A0.074%
4/20/2026 Keudell Morrison Wealth Management198,921$9.94M2.0%+15.3%0.324%
4/18/2026 CENTRAL TRUST Co775,337$38.76M0.8%+8.2%1.264%
4/17/2026 Prentice Wealth Management LLC51,775$2.59M0.6%-29.1%0.084%
4/17/2026 AdvisorNet Financial Inc134,662$6.73M0.3%+24.4%0.219%
4/17/2026 Clear Trail Advisors LLC285,209$14.26M2.4%N/A0.465%
4/17/2026 Johnson Bixby & Associates LLC7,912$396K0.0%-60.0%0.013%
4/16/2026 Founders Financial Securities LLC190,822$9.61M0.6%+19.3%0.311%
4/16/2026 Westmount Partners LLC6,985$349K0.1%N/A0.011%
4/15/2026 Brady Martz Wealth Solutions LLC46,519$2.33M0.4%-1.6%0.076%
3/17/2026Carter Financial LLC14,915$753K0.7%N/A0.024%
3/17/2026Rockefeller Capital Management L.P.795,805$40.19M0.1%+10.5%1.297%
3/9/2026Corient Private Wealth LLC739,939$37.37M0.0%+0.8%1.206%
3/4/2026SHP Wealth Management934$47K0.0%N/A0.002%
3/3/2026NWF Advisory Services Inc.24,317$1.23M0.1%+20.2%0.040%
2/26/2026TD Capital Management LLC89,723$4.53M0.4%+1.8%0.146%
2/24/2026Barnes Wealth Management Group Inc12,867$650K0.3%-4.7%0.021%
2/24/2026Nolet Wealth Management LLC490,456$24.77M13.8%N/A0.799%
2/20/2026 Cambient Family Office LLC19,818$1.00M0.1%N/A0.032%
2/19/2026 Axxcess Wealth Management LLC87,707$4.43M0.0%+9.4%0.143%
2/19/2026Corient Private Wealth LLC739,939$37.37M0.0%+0.8%1.206%
2/18/2026Wealthspire Retirement LLC41,794$2.11M0.1%+19.8%0.068%
2/18/2026Beacon Pointe Advisors LLC10,480$529K0.0%+14.0%0.017%
2/18/2026FAS Wealth Partners Inc.24,297$1.23M0.1%+20.1%0.040%
2/18/2026NewEdge Advisors LLC59,832$3.02M0.0%+37.6%0.098%
2/18/2026Crusonia Wealth Advisors LLC25,752$1.30M0.3%N/A0.042%
2/18/2026Cahill Financial Advisors Inc.108,977$5.50M0.5%+44.3%0.178%
2/18/2026VestGen Advisors LLC21,739$1.10M0.0%-70.1%0.035%
2/18/2026OLD Mission Capital LLC19,334$976K0.0%-77.3%0.032%
2/18/2026IHT Wealth Management LLC45,283$2.29M0.1%+16.7%0.074%
2/18/2026Integrity Wealth Advisors Inc.4,390$223K0.2%N/A0.007%
2/18/2026 American Trust48,723$2.46M0.2%-89.8%0.079%
2/17/2026Cetera Investment Advisers2,873,662$145.12M0.2%+18.1%4.684%
2/17/2026Equitable Holdings Inc.693,873$35.04M0.2%+1.9%1.131%
2/17/2026BTG Pactual Asset Management US LLC40,458$2.01M0.2%+30.3%0.066%
2/17/2026Osaic Holdings Inc.896,541$45.28M0.1%+13.7%1.461%
2/17/2026Advisory Services Network LLC32,747$1.65M0.0%+1.0%0.053%
2/17/2026Tower Research Capital LLC TRC 158,217$7.99M0.2%N/A0.258%
2/17/2026Evercore Wealth Management LLC6,785$343K0.0%N/A0.011%
2/17/2026 Private Advisor Group LLC159,571$8.06M0.0%+17.6%0.260%
2/17/2026Clark Capital Management Group Inc.27,903$1.41M0.0%+2.8%0.045%
2/17/2026Captrust Financial Advisors1,212,920$61.25M0.1%+14.3%1.977%
2/17/2026&PARTNERS24,728$1.25M0.0%+11.4%0.040%
2/17/2026Blair William & Co. IL10,341$522K0.0%+14.3%0.017%


JMUB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JMUB shares?

During the previous two years, 515 institutional investors and hedge funds held shares of JPMorgan Municipal ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($686.40M), LPL Financial LLC ($279.36M), Northwestern Mutual Wealth Management Co. ($210.07M), Meeder Advisory Services Inc. ($162.48M), Cetera Investment Advisers ($145.12M), Wealth Enhancement Advisory Services LLC ($137.57M), and Ameriprise Financial Inc. ($113.28M).Learn more on JPMorgan Municipal ETF's institutional investors.

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

Of the 501 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: JPMorgan Chase & Co. ($13.32M), Meeder Advisory Services Inc. ($3.02M), LPL Financial LLC ($2.65M), Northwestern Mutual Wealth Management Co. ($2.25M), Wealth Enhancement Advisory Services LLC ($2.01M), Ameriprise Financial Inc. ($1.93M), and Raymond James Financial Inc. ($1.76M).

How much institutional buying is happening at JPMorgan Municipal ETF?

Institutional investors have bought a total of 51,208,657 shares in the last 24 months. This purchase volume represents approximately $2.57B in transactions.

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

Of the 174 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: Northwestern Mutual Wealth Management Co. ($3.16M), Bailard Inc. ($579.23K), TIAA Trust National Association ($488.11K), TBH Global Asset Management LLC ($467.43K), American Trust ($429.52K), Raymond James Financial Inc. ($384.87K), and Jane Street Group LLC ($217.61K).

How much institutional selling is happening at JPMorgan Municipal ETF?

Institutional investors have sold a total of 8,585,060 shares in the last 24 months. This volume of shares sold represents approximately $432.24M in transactions.



This page (BATS:JMUB) was last updated on 5/5/2026 by MarketBeat.com Staff.
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