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JPMorgan Municipal ETF (JMUB) Institutional Ownership

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$50.24
+0.09 (+0.18%)
(As of 05/3/2024 ET)
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Institutional Ownership Changes (13F Filings) for JPMorgan Municipal ETF (BATS:JMUB)

Number of
Institutional Buyers
(last 12 months)
164
Total
Institutional Inflows
(last 12 months)
$470.33M
Number of
Institutional Sellers
(last 12 months)
46
Total
Institutional Outflows
(last 12 months)
$77.76M
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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
5/4/2024Financial Connections Group Inc.14,051$713K0.8%+1.7%0.053%
5/2/2024Mutual Advisors LLC52,846$2.68M0.1%+29.2%0.199%
5/2/2024RiverFront Investment Group LLC56,552$2.87M0.1%+59.7%0.213%
5/2/2024USAdvisors Wealth Management LLC7,781$395K0.1%+6.7%0.029%
5/2/2024Baron Silver Stevens Financial Advisors LLC117,646$5.97M1.2%+20.1%0.443%
5/1/2024 Stone Point Wealth LLC8,641$438K0.2%+55.2%0.033%
5/1/2024 Resonant Capital Advisors LLC76,169$3.87M0.3%+0.6%0.287%
5/1/2024 Janney Montgomery Scott LLC12,787$649K0.0%-22.1%0.048%
5/1/2024 Sequoia Financial Advisors LLC37,214$1.89M0.0%-57.5%0.140%
5/1/2024 Lineweaver Wealth Advisors LLC24,629$1.25M0.3%+26.4%0.093%
4/30/2024 Private Advisor Group LLC81,448$4.13M0.0%+17.6%0.307%
4/30/2024 Saxony Capital Management LLC5,465$277K0.3%N/A0.021%
4/30/2024 Arkadios Wealth Advisors11,052$561K0.0%+40.4%0.042%
4/29/2024Commonwealth Equity Services LLC224,222$11.38M0.0%+20.6%0.845%
4/29/2024 FAS Wealth Partners Inc.17,594$893K0.1%+5.8%0.066%
4/29/2024 Benjamin Edwards Inc.11,621$590K0.1%+6.4%0.044%
4/29/2024 Benjamin F. Edwards & Company Inc.15,927$808K0.0%+5.4%0.060%
4/29/2024 Seascape Capital Management12,000$609K0.2%N/A0.045%
4/29/2024 Brio Consultants LLC79,846$4.05M0.7%+4.2%0.301%
4/29/2024 Newman Dignan & Sheerar Inc.51,859$2.63M0.7%+30.2%0.195%
4/26/2024 YHB Investment Advisors Inc.500$25K0.0%N/A0.002%
4/25/2024 Presidio Capital Management LLC10,023$509K0.4%+143.5%0.039%
4/25/2024 IAG Wealth Partners LLC286,487$14.54M3.1%+0.5%1.126%
4/25/2024 Cambridge Investment Research Advisors Inc.28,761$1.46M0.0%+209.0%0.113%
4/24/2024 CENTRAL TRUST Co432,320$21.94M0.5%+2.8%1.699%
4/24/2024 1900 Wealth Management LLC93,873$4.76M0.4%+58.6%0.369%
4/24/2024 Hartford Financial Management Inc.204,405$10.37M2.2%+64.5%0.803%
4/24/2024 Landmark Wealth Management LLC69,108$3.51M1.6%+6.0%0.272%
4/24/2024 NBT Bank N A NY35,720$1.81M0.1%+1.7%0.140%
4/23/2024 Platte River Wealth Advisors LLC153,805$7.80M2.2%+209.0%0.604%
4/23/2024 Mason & Associates Inc34,070$1.73M0.5%+5.2%0.134%
4/23/2024 Olympus Wealth Management LLC120,109$6.09M3.6%N/A0.472%
4/23/2024 AllGen Financial Advisors Inc.291,079$14.77M6.0%+54.1%1.144%
4/23/2024 Raymond James Financial Services Advisors Inc.279,015$14.16M0.0%+89.9%1.096%
4/22/2024 PFG Investments LLC6,000$304K0.0%N/A0.024%
4/22/2024 Family Investment Center Inc.13,090$664K0.2%+9.0%0.051%
4/22/2024 Raymond James & Associates214,278$10.87M0.0%-5.7%0.842%
4/19/2024 FORVIS Wealth Advisors LLC727,190$36.90M0.9%+40.5%2.857%
4/19/2024 Cornerstone Wealth Management LLC137,610$6.98M0.6%+6.2%0.541%
4/19/2024 Lifestyle Asset Management Inc.16,055$815K0.5%N/A0.063%
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4/18/2024 Naviter Wealth LLC31,220$1.58M0.3%N/A0.123%
4/18/2024 Financial Strategies Group Inc.10,611$534K0.1%+76.9%0.042%
4/18/2024 Skyline Advisors Inc.185,661$9.42M4.2%+10.2%0.730%
4/17/2024 Stephens Consulting LLC264,492$13.42M4.1%+93.4%1.039%
4/17/2024 Hennion & Walsh Asset Management Inc.43,563$2.21M0.1%-15.6%0.171%
4/16/2024 Asio Capital LLC367,674$18.66M4.0%+229.4%1.445%
4/16/2024 Chesley Taft & Associates LLC6,875$349K0.0%N/A0.027%
4/16/2024 Wealth Enhancement Advisory Services LLC712,082$36.13M0.1%+5.3%2.798%
4/16/2024 ERn Financial LLC32,721$1.66M0.3%+1.7%0.129%
4/15/2024 WealthCare Investment Partners LLC53,968$2.74M1.3%+44.1%0.212%
4/15/2024 Wealthcare Advisory Partners LLC26,251$1.33M0.0%+372.5%0.103%
4/15/2024 GoalVest Advisory LLC1,551$79K0.0%N/A0.006%
4/15/2024 Prentice Wealth Management LLC20,604$1.05M0.4%N/A0.081%
4/12/2024 Capital Advisors Wealth Management LLC12,178$618K0.1%+36.8%0.048%
4/12/2024 CGN Advisors LLC132,662$6.73M0.9%+170.8%0.521%
4/12/2024 High Net Worth Advisory Group LLC10,280$522K0.2%+133.6%0.040%
4/11/2024 Opal Wealth Advisors LLC284,072$14.41M4.9%-0.5%1.116%
4/11/2024 International Assets Investment Management LLC8,370$422K0.0%-94.1%0.033%
4/10/2024 Ferguson Shapiro LLC12,208$619K0.3%+8.1%0.048%
4/10/2024 CVA Family Office LLC87,995$4.47M0.8%+27.5%0.346%
4/10/2024 Perennial Advisors LLC13,950$708K0.2%+40.9%0.055%
4/10/2024 Signal Advisors Wealth LLC5,409$274K0.1%N/A0.021%
4/10/2024 BKA Wealth Consulting Inc.10,252$520K0.7%N/A0.040%
4/9/2024 Collective Family Office LLC358,259$18.18M5.9%+48.2%3.170%
4/8/2024 Marion Wealth Management5,902$299K0.1%+41.6%0.052%
3/15/2024 Skyline Advisors Inc.168,444$8.58M4.1%N/A1.491%
3/11/2024Red Mountain Financial LLC37,552$1.91M3.0%N/A0.332%
3/8/2024ICA Group Wealth Management LLC788$40K0.0%N/A0.007%
2/21/2024WNY Asset Management LLC4,340$221K0.0%N/A0.038%
2/16/2024United Advisor Group LLC25,612$1.31M1.6%N/A0.227%
2/15/2024Freedom Investment Management Inc.48,770$2.49M0.2%N/A0.432%
2/14/2024Vista Investment Management6,925$353K0.2%+3.4%0.061%
2/14/2024Personal CFO Solutions LLC12,920$658K0.1%N/A0.114%
2/13/2024Morningstar Investment Services LLC812,766$41.43M0.2%+96.9%7.193%
2/13/2024Holderness Investments Co.8,243$420K0.1%N/A0.073%
2/13/2024Summit Financial Strategies Inc.6,326$322K0.0%N/A0.056%
2/12/2024Condor Capital Management213,604$10.89M1.2%-4.6%1.890%
2/12/2024Avestar Capital LLC20,431$1.04M0.1%+25.2%0.181%
2/12/2024Stifel Financial Corp90,580$4.62M0.0%-74.3%0.802%
2/12/2024Steward Partners Investment Advisory LLC56,935$2.90M0.0%+15.8%0.504%
2/12/2024Beta Wealth Group Inc.192,185$9.79M5.1%N/A1.701%
2/9/2024 FMA Wealth Management LLC32,809$1.67M1.5%N/A0.290%
2/9/2024Advisory Services Network LLC4,032$205K0.0%N/A0.036%
2/9/2024TBH Global Asset Management LLC8,447$430K0.1%-68.1%0.075%
2/9/2024Avantax Planning Partners Inc.582,260$29.67M1.1%+21.7%5.153%
2/9/2024Milestone Investment Advisors LLC4,119$210K0.1%N/A0.036%
2/9/2024Corient Private Wealth LLC13,719$699K0.0%N/A0.121%
2/8/2024Summit X LLC26,718$1.36M0.4%+14.0%0.236%
2/8/2024First Heartland Consultants Inc.26,176$1.33M0.2%N/A0.232%
2/8/2024 Apexium Financial LP97,025$4.94M0.3%+43.1%0.859%
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2/8/2024 Janney Montgomery Scott LLC16,413$836K0.0%-27.0%0.145%
2/7/2024Gratus Capital LLC4,500$229K0.0%N/A0.040%
2/7/2024Collaborative Wealth Managment Inc.6,114$312K0.2%+22.5%0.054%
2/7/2024 Cary Street Partners Investment Advisory LLC9,200$469K0.0%-43.2%0.081%
2/7/2024Northwest Financial Advisors47,429$2.42M2.1%N/A0.420%
2/7/2024Baron Silver Stevens Financial Advisors LLC97,963$4.99M1.0%+157.8%0.867%
2/7/2024Principal Securities Inc.38,304$1.95M0.1%N/A0.339%
2/7/2024Clearwater Capital Advisors LLC33,327$1.70M0.2%N/A0.295%
2/6/2024 Gryphon Financial Partners LLC5,740$293K0.1%N/A0.051%
2/6/2024Lincoln National Corp23,290$1.19M0.0%+133.2%0.206%
(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, 187 institutional investors and hedge funds held shares of JPMorgan Municipal ETF. The most heavily invested institutionals were Arete Wealth Advisors LLC ($3.74T), LPL Financial LLC ($58.27M), Morningstar Investment Services LLC ($41.43M), FORVIS Wealth Advisors LLC ($36.90M), Wealth Enhancement Advisory Services LLC ($36.13M), Avantax Planning Partners Inc. ($29.67M), and CENTRAL TRUST Co ($21.94M).Learn more on JMUB's institutional investors.

Which institutional investors have been buying JPMorgan Municipal ETF stock?

Of the 181 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: LPL Financial LLC ($755.63K), FORVIS Wealth Advisors LLC ($727.19K), Asio Capital LLC ($566.32K), Morningstar Investment Services LLC ($519.18K), Avantax Planning Partners Inc. ($400.82K), CENTRAL TRUST Co ($393.50K), and Collective Family Office LLC ($358.26K).

How much institutional buying is happening at JPMorgan Municipal ETF?

Institutional investors have bought a total of 11,946,311 shares in the last 24 months. This purchase volume represents approximately $599.76M in transactions.

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

Of the 52 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: Congress Wealth Management LLC DE ($486.82K), Slow Capital Inc. ($360.03K), Stifel Financial Corp ($261.86K), Smith & Howard Wealth Management LLC ($203.62K), Asio Capital LLC ($198.65K), LPL Financial LLC ($141.19K), and International Assets Investment Management LLC ($132.79K).

How much institutional selling is happening at JPMorgan Municipal ETF?

Institutional investors have sold a total of 2,722,850 shares in the last 24 months. This volume of shares sold represents approximately $137.04M in transactions.


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This page (BATS:JMUB) was last updated on 5/4/2024 by MarketBeat.com Staff

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