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JPMorgan Municipal ETF (JMUB) Institutional Ownership

JPMorgan Municipal ETF logo
$50.32 0.00 (0.00%)
As of 06/12/2026 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
437
Total
Institutional Inflows
(last 12 months)
$2.44B
Number of
Institutional Sellers
(last 12 months)
169
Total
Institutional Outflows
(last 12 months)
$417.41M
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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
6/10/2026 FAS Wealth Partners Inc.24,830$1.24M0.1%+2.2%0.040%
6/8/2026 Pine Valley Investments Ltd Liability Co32,653$1.63M0.1%+11.3%0.053%
6/3/2026 Parallel Advisors LLC12,620$631K0.0%+167.2%0.021%
6/3/2026 NewEdge Advisors LLC58,718$2.94M0.0%-1.9%0.096%
5/29/2026 Immaculate Wealth Management LLC23,003$1.15M9.1%N/A0.037%
5/28/2026 Lavelle Capital LP40,339$2.02M1.3%N/A0.066%
5/22/2026 Wellington Grp LLC625$31K0.0%+572.0%0.001%
5/22/2026 Verus Capital Partners LLC208,139$10.41M0.7%+12.9%0.339%
5/19/2026 Western Wealth Management LLC13,916$696K0.0%+21.7%0.023%
5/19/2026 NewEdge Advisors LLC33,118$1.66M0.0%-44.6%0.054%
5/19/2026 Bank of America Corp DE2,735,757$136.76M0.0%+24.0%4.459%
5/19/2026 Arkadios Wealth Advisors16,816$841K0.0%+2.3%0.027%
5/18/2026 Royal Bank of Canada165,888$8.29M0.0%-9.8%0.270%
5/15/2026 Gateway Wealth Partners LLC10,494$525K0.0%N/A0.017%
5/15/2026 Quadcap Wealth Management LLC67,383$3.37M0.4%+8.9%0.110%
5/15/2026 Vawter Financial Ltd.10,071$503K0.2%-3.8%0.016%
5/15/2026 Waverly Advisors LLC64,543$3.23M0.0%+14.0%0.105%
5/15/2026 Wealth Alliance LLC27,226$1.36M0.1%+117.9%0.044%
5/15/2026 Bridgewater Advisors Inc.580,164$29.14M1.8%+27.5%0.946%
5/14/2026 Renaissance Technologies LLC28,600$1.43M0.0%-66.7%0.047%
5/14/2026 Modern Wealth Management LLC119,575$5.98M0.1%N/A0.195%
5/14/2026 Lido Advisors LLC229,526$11.48M0.0%-35.8%0.374%
5/13/2026 Cetera Investment Advisers3,635,444$181.74M0.2%+26.5%5.926%
5/13/2026 Wealthspire Retirement LLC42,814$2.14M0.1%+2.4%0.070%
5/13/2026 Clearwater Capital Advisors LLC480,429$24.02M1.9%+30.1%0.783%
5/13/2026 Signature Equity Partners LLC2,401$120K0.1%+30.3%0.004%
5/13/2026 NewEdge Wealth LLC87,854$4.39M0.1%-12.0%0.143%
5/8/2026 PNC Financial Services Group Inc.6,908$345K0.0%+10.4%0.011%
5/8/2026 Cassaday & Co Wealth Management LLC2,178$109K0.0%N/A0.004%
5/8/2026 Rice Partnership LLC31,967$1.60M0.2%N/A0.052%
5/7/2026 Legacy Wealth Managment LLC ID1,275$64K0.0%+302.2%0.002%
5/7/2026 Beta 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%
5/7/2026 Meeder Advisory Services Inc.4,262,379$213.08M8.9%+32.5%6.948%
5/7/2026 Parallel Advisors LLC12,620$631K0.0%+167.2%0.021%
5/7/2026 Vision Retirement LLC3,429$171K0.0%-50.6%0.006%
5/6/2026 Bartlett & CO. Wealth Management LLC13,629$685K0.0%-4.6%0.022%
5/6/2026 Simon Quick Advisors LLC199,446$9.97M0.5%+42.9%0.325%
5/6/2026 Juno Financial Group LLC43,711$2.19M0.9%+11.2%0.071%
5/6/2026 Assetmark Inc.619,097$30.95M0.1%-1.6%1.009%
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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%
5/5/2026 D.A. Davidson & CO.7,610$380K0.0%+14.2%0.012%
5/5/2026 Beaumont Financial Advisors LLC29,289$1.46M0.1%-1.8%0.048%
5/5/2026 Milestone 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%
5/5/2026 Sanctuary Advisors LLC37,861$1.89M0.0%+13.5%0.062%
5/5/2026 Sterling Investment Advisors Ltd.30,800$1.54M0.3%+92.5%0.050%
5/5/2026 Sigma Planning Corp16,335$817K0.0%+11.3%0.027%
5/5/2026 Avantax Planning Partners Inc.1,241,164$62.05M1.7%-0.8%2.023%
5/4/2026 Retirement Planning Group LLC118,963$5.95M0.2%+43.9%0.194%
5/4/2026 Bleakley Financial Group LLC16,792$839K0.0%-21.7%0.027%
5/4/2026 NWF 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%
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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%


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 ($2.01M), and Ameriprise Financial Inc. ($1.93M).

Institutional investors have bought a total of 48,592,332 shares in the last 24 months. This purchase volume represents approximately $2.44B in transactions.

Of the 169 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 8,288,389 shares in the last 24 months. This volume of shares sold represents approximately $417.41M in transactions.



This page (BATS:JMUB) was last updated on 6/15/2026 by MarketBeat.com Staff.
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