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JPMorgan Municipal ETF (JMUB) Institutional Ownership

JPMorgan Municipal ETF logo
$50.55 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
438
Total
Institutional Inflows
(last 12 months)
$2.44B
Number of
Institutional Sellers
(last 12 months)
167
Total
Institutional Outflows
(last 12 months)
$417.14M
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Skip Chart & View Institutional Buying and Selling Data

JMUB Institutional Buying and Selling by Quarter

JPMorgan Municipal ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/28/2026Lavelle 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%
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%
5/7/2026Commonwealth 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%
5/7/2026Vision Retirement LLC3,429$171K0.0%-50.6%0.006%
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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%
5/6/2026SteelPeak Wealth LLC39,375$1.97M0.1%N/A0.064%
5/6/2026Independent 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%
5/5/2026Nolet 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%
5/2/2026Navigate Wealth Management LLC4,174$211K0.1%N/A0.007%
5/2/2026International 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%
5/1/2026Sequoia Financial Advisors LLC208,705$10.43M0.1%+7.6%0.340%
4/30/2026Mason & 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%
4/28/2026Red Mountain Financial LLC70,711$3.54M3.3%+2.1%0.115%
4/28/2026Ascentis Independent Advisors45,486$2.27M0.2%+239.5%0.074%
4/28/2026Seascape 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%
4/27/2026Syntegra 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%
4/25/2026Smithbridge 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%
4/24/2026Family Investment Center Inc.12,903$645K0.1%+10.3%0.021%
4/23/2026Moss Adams Wealth Advisors LLC56,671$2.83M0.2%+96.0%0.092%
4/23/2026Marmo Financial Group LLC55,401$2.77M1.4%-2.6%0.090%
4/23/2026Private Wealth Management Group LLC98,150$4.91M1.3%+5.1%0.160%
4/23/2026Intrua Financial LLC71,665$3.58M0.4%+3.6%0.117%
4/23/2026Investment Planning Advisors Inc.58,363$2.92M0.8%+0.9%0.095%
4/23/2026Apollon Financial LLC19,725$986K0.1%-7.0%0.032%
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4/23/2026Apollon Wealth Management LLC294,227$14.71M0.2%+4.5%0.480%
4/23/2026Vicus Capital81,712$4.09M0.3%+0.4%0.133%
4/22/2026Janney Montgomery Scott LLC76,036$3.80M0.0%+9.7%0.124%
4/21/2026Laurel Oak Wealth Management LLC7,584$379K0.1%-11.6%0.012%
4/21/2026Sequent Planning LLC16,187$809K0.2%+103.4%0.026%
4/21/2026Wesbanco Bank Inc.36,103$1.81M0.0%+151.9%0.059%
4/21/2026Unique Wealth LLC8,816$441K0.1%-56.6%0.014%
4/21/2026Foster & Motley Inc.72,615$3.63M0.2%N/A0.118%
4/21/2026Balance Wealth LLC46,787$2.34M0.7%+20.7%0.076%
4/21/2026Boston Standard Wealth Management LLC105,688$5.29M0.9%+4.2%0.172%


JMUB Institutional Ownership - Frequently Asked Questions

During the previous two years, 527 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 510 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 ($2.01M), and Ameriprise Financial Inc. ($1.93M).

Institutional investors have bought a total of 48,523,186 shares in the last 24 months. This purchase volume represents approximately $2.44B in transactions.

Of the 167 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), TBH Global Asset Management LLC ($467.43K), American Trust ($429.52K), TIAA Trust National Association ($399.57K), Raymond James Financial Inc. ($384.87K), and Jane Street Group LLC ($217.61K).

Institutional investors have sold a total of 8,282,967 shares in the last 24 months. This volume of shares sold represents approximately $417.14M in transactions.


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This page (BATS:JMUB) was last updated on 7/5/2026 by MarketBeat.com Staff.
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