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JPMorgan Municipal ETF (JMUB) Institutional Ownership

JPMorgan Municipal ETF logo
$48.04 -0.09 (-0.19%)
Closing price 04:10 PM Eastern
Extended Trading
$47.69 -0.35 (-0.73%)
As of 07:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for JPMorgan Municipal ETF (NYSEARCA:JMUB)

Number of
Institutional Buyers
(last 12 months)
436
Total
Institutional Inflows
(last 12 months)
$3.49B
Number of
Institutional Sellers
(last 12 months)
134
Total
Institutional Outflows
(last 12 months)
$388.89M
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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
9/23/2026 Envestnet Portfolio Solutions Inc.22,089$1.12M0.0%+7.1%0.013%
9/23/2026 Envestnet Asset Management Inc.2,186,706$110.77M0.0%+14.3%1.261%
9/15/2026 Anchor Investment Management LLC10,703$502K0.0%N/A0.006%
9/9/2026 Bouchey Financial Group Ltd.1,261,080$59.20M3.8%N/A0.744%
9/9/2026 The Manufacturers Life Insurance Company5,391$253K0.0%N/A0.003%
9/9/2026 Tortoise Investment Management LLC664,214$33.65M2.5%+12.4%0.392%
9/9/2026 Tarbox Family Office Inc.622,035$29.20M4.2%N/A0.367%
9/9/2026 Blue Edge Capital LLC60,269$3.05M0.4%N/A0.036%
9/9/2026 Sequoia Financial Advisors LLC144,042$7.30M0.0%-31.0%0.085%
9/9/2026 Cahill Financial Advisors Inc.141,866$7.16M0.7%+5.4%0.084%
9/9/2026 M.E. Allison & CO. Inc.5,025$236K0.1%N/A0.003%
9/9/2026 Capital Analysts LLC1,909,389$90.55M2.1%+856.3%1.126%
9/9/2026 Summit Financial Strategies Inc.2,961,426$139.61M9.8%+1,780.4%1.747%
9/9/2026 Integrated Wealth Concepts LLC1,090,329$55.03M0.3%+8.6%0.643%
9/9/2026 NewEdge Advisors LLC117,735$5.80M0.0%+100.5%0.069%
9/9/2026 IFP Advisors Inc84,122$4.05M0.1%+266.2%0.050%
9/9/2026 Baird Financial Group Inc.498,947$23.52M0.0%+1,615.7%0.294%
9/9/2026 Sterling Investment Advisors Ltd.78,495$3.87M0.6%+154.9%0.046%
9/9/2026 Centerline Wealth Advisors LLC20,658$1.05M0.3%+64.8%0.012%
9/9/2026 XY Planning Network Inc.37,958$1.81M0.2%N/A0.022%
9/8/2026 Allworth Financial LP19,545$934K0.0%-92.4%0.012%
9/8/2026 Waverly Advisors LLC275,610$13.56M0.1%+327.0%0.163%
9/4/2026 Parkside Financial Bank & Trust2,299$108K0.0%N/A0.001%
9/2/2026 MLG Wealth Management DBA Pine Grove Financial Group1,140,151$53.62M5.4%+9.5%0.672%
9/2/2026 Capital & Planning LLC81,553$3.83M2.0%N/A0.048%
9/2/2026 Brown Lisle Cummings Inc.1,487$75K0.0%N/A0.002%
9/2/2026 Citadel Advisors LLC155,263$7.87M0.0%+11.4%0.253%
8/27/2026 Corient Private Wealth LP1,943,940$93.48M0.1%+187.4%3.169%
8/23/2026 Ameritas Advisory Services LLC179,358$9.02M0.2%+100.2%0.292%
8/23/2026 Guardian Wealth Advisors LLC NC617,587$28.99M1.6%N/A1.007%
8/23/2026 Kintra Wealth LLC1,433,188$66.56M3.5%+8,851.3%2.336%
8/23/2026 HB Wealth Management LLC15,629,633$730.91M4.1%N/A25.476%
8/23/2026 Unique Wealth LLC74,388$3.70M0.4%+743.8%0.121%
8/22/2026 Noble Wealth Partners LLC5,205$264K0.2%N/A0.008%
8/22/2026 Strive Financial Group LLC12,652$594K0.3%N/A0.021%
8/22/2026 Hopwood Nicholas Hunter80,853$3.80M1.0%N/A0.132%
8/22/2026 Elevation Wealth Management LLC26,371$1.24M0.9%N/A0.043%
8/22/2026 BAM Wealth Management LLC9,851$462K0.3%N/A0.016%
8/22/2026 Comprehensive Financial Planning Inc. PA24,759$1.16M0.6%N/A0.040%
8/22/2026 Legacy Wealth Managment LLC ID33,224$1.56M0.7%+2,505.8%0.054%
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8/22/2026 NWF Advisory Services Inc.25,125$1.27M0.1%+12.4%0.041%
8/22/2026 United Community Bank70,569$3.31M1.1%N/A0.115%
8/22/2026 Kickstand Ventures LLC.459,648$21.58M3.9%N/A0.749%
8/22/2026 Concurrent Investment Advisors LLC187,869$8.92M0.1%+568.8%0.306%
8/21/2026 Mason & Associates Inc7,140$362K0.1%-23.8%0.012%
8/21/2026 Smallwood Wealth Investment Management LLC50,673$2.38M1.1%+316,606.3%0.083%
8/21/2026 Continuum Advisory LLC736,019$34.55M2.8%N/A1.200%
8/21/2026 Emergent Wealth Advisors LLC14,790$694K0.4%N/A0.024%
8/21/2026 Firestone Capital Management5,038$255K0.0%-9.4%0.008%
8/21/2026 Lionsbridge Wealth Management LLC74,826$3.51M3.0%N/A0.122%
8/21/2026 First Citizens Financial Corp21,561$1.01M0.4%N/A0.035%
8/21/2026 Retirement Income Solutions Inc.139,531$6.98M1.1%-1.4%0.227%
8/21/2026 Acorn Wealth Advisors LLC110,914$5.21M1.2%N/A0.181%
8/21/2026 Legacy Financial Advisors Inc.230,771$11.69M1.5%+2.2%0.376%
8/20/2026 Cooper Haims Advisors LLC322,008$15.12M6.0%N/A0.525%
8/20/2026 JNBA Financial Advisors18,907$964K0.0%N/A0.031%
8/20/2026 BTG Pactual Asset Management US LLC57,136$2.89M0.2%+13.4%0.093%
8/20/2026 Rothschild Capital Partners LLC63,419$3.00M0.7%N/A0.103%
8/20/2026 RPg Family Wealth Advisory LLC89,649$4.57M0.7%N/A0.146%
8/12/2026 C M Bidwell & Associates Ltd.4,340$220K0.1%N/A0.007%
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%
6/18/2026 Western 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%
6/10/2026 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%
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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%


JMUB Institutional Ownership - Frequently Asked Questions

During the previous two years, 557 institutional investors and hedge funds held shares of JPMorgan Municipal ETF. The most heavily invested institutionals were HB Wealth Management LLC ($730.91M), 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), and Summit Financial Strategies Inc. ($139.61M).Learn more on JPMorgan Municipal ETF's institutional investors.

Of the 539 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: HB Wealth Management LLC ($15.63M), JPMorgan Chase & Co. ($13.32M), Meeder Advisory Services Inc. ($4.07M), Summit Financial Strategies Inc. ($2.91M), LPL Financial LLC ($2.44M), Cetera Investment Advisers ($2.35M), and Northwestern Mutual Wealth Management Co. ($2.15M).

Institutional investors have bought a total of 69,032,078 shares in the last 24 months. This purchase volume represents approximately $3.49B in transactions.

Of the 134 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 Allworth Financial LP ($238.63K).

Institutional investors have sold a total of 7,703,552 shares in the last 24 months. This volume of shares sold represents approximately $388.89M in transactions.



Institutional ownership data for NYSEARCA:JMUB is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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