Go Pro

JPMorgan Municipal ETF (JMUB) Institutional Ownership

JPMorgan Municipal ETF logo
$49.73 +0.08 (+0.16%)
As of 07/24/2026 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
426
Total
Institutional Inflows
(last 12 months)
$2.31B
Number of
Institutional Sellers
(last 12 months)
154
Total
Institutional Outflows
(last 12 months)
$397.54M
Get JMUB Insider Trade Alerts

Want to know when executives and insiders are buying or selling JPMorgan Municipal ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

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
7/10/2026 Leverty Financial Group LLC224,288$11.36M2.2%-8.1%0.366%
7/10/2026 JFS Wealth Advisors LLC132,238$6.70M0.3%+5.3%0.216%
7/10/2026 Nolet Wealth Management LLC346,476$17.55M9.7%-26.1%0.565%
7/10/2026 Wealthcare Advisory Partners LLC24,070$1.22M0.0%+3.2%0.039%
7/9/2026 Friday Financial30,248$1.53M0.4%+55.6%0.049%
7/9/2026 Allied Private Wealth LLC23,426$1.18M0.8%N/A0.038%
7/9/2026 Hennion & Walsh Asset Management Inc.55,588$2.82M0.1%+9.7%0.091%
7/9/2026 Breakwater Capital Group47,874$2.43M0.3%-18.8%0.078%
7/9/2026 Crumly & Associates Inc.105,539$5.35M1.0%+66.7%0.172%
7/8/2026 Chesley Taft & Associates LLC312,202$15.82M0.6%+11.2%0.509%
7/8/2026 Apella Capital LLC42,708$2.15M0.0%-5.7%0.070%
7/7/2026 Balefire LLC5,870$297K0.0%+4.3%0.010%
7/7/2026 Dynamic Advisor Solutions LLC6,222$315K0.0%-35.4%0.010%
7/7/2026 CGN Advisors LLC345,172$17.49M1.3%-1.8%0.563%
7/7/2026 Boston Standard Wealth Management LLC109,873$5.54M0.8%+4.0%0.179%
7/6/2026 Sincerus Advisory LLC5,604$284K0.2%+22.3%0.009%
7/6/2026 Acima Private Wealth LLC10,285$521K0.2%+19.6%0.017%
7/2/2026 Collective Family Office LLC728,056$36.88M7.5%+0.8%1.187%
7/1/2026 First Financial Bank Trust Division57,674$2.92M0.2%+18.6%0.094%
6/18/2026Western Wealth Management LLC13,916$696K0.0%+21.7%0.023%
6/15/2026J. R. Prunier Capital Management LLC10,470$523K0.2%+2.5%0.017%
6/10/2026FAS Wealth Partners Inc.24,830$1.24M0.1%+2.2%0.040%
6/8/2026Pine Valley Investments Ltd Liability Co32,653$1.63M0.1%+11.3%0.053%
6/3/2026Parallel Advisors LLC12,620$631K0.0%+167.2%0.021%
6/3/2026NewEdge Advisors LLC58,718$2.94M0.0%-1.9%0.096%
5/29/2026Immaculate Wealth Management LLC23,003$1.15M9.1%N/A0.037%
5/28/2026 Lavelle Capital LP40,339$2.02M1.3%N/A0.066%
5/22/2026Wellington Grp LLC625$31K0.0%+572.0%0.001%
5/22/2026Verus Capital Partners LLC208,139$10.41M0.7%+12.9%0.339%
5/19/2026Western Wealth Management LLC13,916$696K0.0%+21.7%0.023%
5/19/2026NewEdge Advisors LLC33,118$1.66M0.0%-44.6%0.054%
5/19/2026Bank of America Corp DE2,735,757$136.76M0.0%+24.0%4.459%
5/19/2026Arkadios Wealth Advisors16,816$841K0.0%+2.3%0.027%
5/18/2026Royal Bank of Canada165,888$8.29M0.0%-9.8%0.270%
5/15/2026Gateway Wealth Partners LLC10,494$525K0.0%N/A0.017%
5/15/2026Quadcap Wealth Management LLC67,383$3.37M0.4%+8.9%0.110%
5/15/2026Vawter Financial Ltd.10,071$503K0.2%-3.8%0.016%
5/15/2026Waverly Advisors LLC64,543$3.23M0.0%+14.0%0.105%
5/15/2026Wealth Alliance LLC27,226$1.36M0.1%+117.9%0.044%
5/15/2026Bridgewater Advisors Inc.580,164$29.14M1.8%+27.5%0.946%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

Watch the free briefing and see the three steps to prepare today
5/14/2026Renaissance Technologies LLC28,600$1.43M0.0%-66.7%0.047%
5/14/2026Modern Wealth Management LLC119,575$5.98M0.1%N/A0.195%
5/14/2026Lido Advisors LLC229,526$11.48M0.0%-35.8%0.374%
5/13/2026Cetera Investment Advisers3,635,444$181.74M0.2%+26.5%5.926%
5/13/2026Wealthspire Retirement LLC42,814$2.14M0.1%+2.4%0.070%
5/13/2026Clearwater Capital Advisors LLC480,429$24.02M1.9%+30.1%0.783%
5/13/2026Signature Equity Partners LLC2,401$120K0.1%+30.3%0.004%
5/13/2026NewEdge Wealth LLC87,854$4.39M0.1%-12.0%0.143%
5/8/2026PNC Financial Services Group Inc.6,908$345K0.0%+10.4%0.011%
5/8/2026Cassaday & Co Wealth Management LLC2,178$109K0.0%N/A0.004%
5/8/2026Rice Partnership LLC31,967$1.60M0.2%N/A0.052%
5/7/2026Legacy Wealth Managment LLC ID1,275$64K0.0%+302.2%0.002%
5/7/2026Beta Wealth Group Inc.27,622$1.38M0.6%+1.5%0.045%
5/7/2026 Commonwealth Financial Services LLC14,471$723K0.1%+2.7%0.024%
5/7/2026Meeder Advisory Services Inc.4,262,379$213.08M8.9%+32.5%6.948%
5/7/2026Parallel Advisors LLC12,620$631K0.0%+167.2%0.021%
5/7/2026 Vision Retirement LLC3,429$171K0.0%-50.6%0.006%
5/6/2026Bartlett & CO. Wealth Management LLC13,629$685K0.0%-4.6%0.022%
5/6/2026Simon Quick Advisors LLC199,446$9.97M0.5%+42.9%0.325%
5/6/2026Juno Financial Group LLC43,711$2.19M0.9%+11.2%0.071%
5/6/2026Assetmark Inc.619,097$30.95M0.1%-1.6%1.009%
5/6/2026 SteelPeak Wealth LLC39,375$1.97M0.1%N/A0.064%
5/6/2026 Independent Financial Group LLC4,141$207K0.0%N/A0.007%
5/5/2026D.A. Davidson & CO.7,610$380K0.0%+14.2%0.012%
5/5/2026Beaumont Financial Advisors LLC29,289$1.46M0.1%-1.8%0.048%
5/5/2026Milestone Investment Advisors LLC10,898$545K0.1%+2.8%0.018%
5/5/2026 Nolet Wealth Management LLC468,963$23.44M13.3%-4.4%0.764%
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%
5/2/2026Diversify Wealth Management LLC24,588$1.24M0.0%N/A0.040%
5/1/2026Fifth Third Bancorp42,888$2.14M0.0%+3,474.0%0.070%
5/1/2026Summit Financial Strategies Inc.157,489$7.87M0.6%+19.3%0.257%
5/1/2026Oakwell Private Wealth Management LLC174,454$8.72M1.6%+3.5%0.284%
5/1/2026Financial 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%
4/30/2026Kestra Advisory Services LLC145,315$7.26M0.0%+28.6%0.237%
4/30/2026IAG Wealth Partners LLC413,210$20.66M2.3%+2.6%0.674%
4/29/2026Impact Investors Inc31,405$1.57M1.1%-3.3%0.051%
4/29/2026Silver Oak Wealth Advisors Services LLC63,487$3.17M2.1%+0.8%0.103%
4/29/2026Resonant 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%
4/28/2026Ascentis Independent Advisors45,486$2.27M0.2%+239.5%0.074%
Ready to give options a try? Your first trade (Ticker included) -INSIDE (Ad)

Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and stinging losses? Dave Aquino is giving away the exact 11-hour options strategy he uses in volatile markets. You get the plain English blueprint behind the strategy and the very same "rinse and repeat" ticker he's traded nearly 900 times with a 95.3% success rate. It's so simple to understand, you could trade it tomorrow.tc pixel

4/28/2026 Seascape Capital Management30,500$1.53M0.4%+90.6%0.050%
4/28/2026Pennsylvania Capital Management Inc. ADV4,919$246K0.1%+4.9%0.008%
4/28/2026Walkner Condon Financial Advisors LLC58,759$2.94M0.4%+85.0%0.096%
4/28/2026Whitegate 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%
4/27/2026Private Advisor Group LLC207,543$10.38M0.0%+30.1%0.338%
4/25/2026Axis Wealth Partners LLC8,954$448K0.2%+24.0%0.015%
4/25/2026Northwest Financial Advisors4,385$219K0.4%N/A0.007%
4/25/2026 Smithbridge Asset Management Inc. DE41,776$2.09M0.3%-29.1%0.068%
4/24/2026PW Advisors LLC FL297,350$14.87M11.1%+10.1%0.485%


JMUB Institutional Ownership - Frequently Asked Questions

During the previous two years, 526 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), Meeder Advisory Services Inc. ($213.08M), Northwestern Mutual Wealth Management Co. ($210.07M), Cetera Investment Advisers ($181.74M), Wealth Enhancement Advisory Services LLC ($137.57M), and Bank of America Corp DE ($136.76M).Learn more on JPMorgan Municipal ETF's institutional investors.

Of the 509 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. ($4.07M), LPL Financial LLC ($2.65M), Cetera Investment Advisers ($2.39M), Northwestern Mutual Wealth Management Co. ($2.25M), Wealth Enhancement Advisory Services LLC ($1.99M), and Ameriprise Financial Inc. ($1.93M).

Institutional investors have bought a total of 45,828,990 shares in the last 24 months. This purchase volume represents approximately $2.31B in transactions.

Of the 151 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), American Trust ($429.52K), TIAA Trust National Association ($399.57K), Raymond James Financial Inc. ($384.87K), TBH Global Asset Management LLC ($313.74K), and Jane Street Group LLC ($217.61K).

Institutional investors have sold a total of 7,884,370 shares in the last 24 months. This volume of shares sold represents approximately $397.54M in transactions.



This page (BATS:JMUB) was last updated on 7/25/2026 by MarketBeat.com Staff.
From Our Partners