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JPMorgan Municipal ETF (JMUB) Institutional Ownership

JPMorgan Municipal ETF logo
$50.18 +0.39 (+0.78%)
As of 01/22/2025 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for JPMorgan Municipal ETF (BATS:JMUB)

Number of
Institutional Buyers
(last 12 months)
211
Total
Institutional Inflows
(last 12 months)
$535.92M
Number of
Institutional Sellers
(last 12 months)
74
Total
Institutional Outflows
(last 12 months)
$84.03M
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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
1/22/2025Summit Financial Strategies Inc.86,964$4.36M0.5%+6.2%0.313%
1/22/2025Apexium Financial LP119,511$6.01M0.4%+9.5%0.431%
1/21/2025 High Net Worth Advisory Group LLC15,480$776K0.2%+63.3%0.056%
1/21/2025 Marshall Financial Group LLC4,986$250K0.1%N/A0.018%
1/21/2025 Asio Capital LLC518,525$26.08M4.9%+11.8%1.869%
1/21/2025 Geneos Wealth Management Inc.4,598$231K0.0%-17.9%0.017%
1/21/2025 Dynamic Advisor Solutions LLC13,004$652K0.0%-13.4%0.047%
1/21/2025 Cornerstone Wealth Management LLC170,228$8.54M0.6%+6.2%0.613%
1/17/2025 Lifestyle Asset Management Inc.13,627$683K0.4%+9.7%0.049%
1/17/2025 Galvin Gaustad & Stein LLC65,716$3.30M0.3%-0.6%0.237%
1/17/2025 Cedar Point Capital Partners LLC63,740$3.20M2.2%+5.9%0.230%
1/17/2025 Baron Silver Stevens Financial Advisors LLC137,323$6.89M1.2%+4.1%0.495%
1/17/2025 Mutual Advisors LLC56,478$2.82M0.1%+5.8%0.204%
1/17/2025 Janney Montgomery Scott LLC23,917$1.20M0.0%+25.0%0.086%
1/17/2025 Bartlett & CO. Wealth Management LLC21,055$1.06M0.0%-7.0%0.076%
1/17/2025 Magnus Financial Group LLC351,920$17.65M1.7%+9.2%1.268%
1/17/2025 Daymark Wealth Partners LLC32,304$1.62M0.1%+9.0%0.116%
1/17/2025 MBM Wealth Consultants LLC27,580$1.39M0.4%N/A0.099%
1/17/2025 Olympus Wealth Management LLC132,553$6.65M2.4%-3.0%0.478%
1/17/2025 Chesley Taft & Associates LLC65,015$3.26M0.2%+284.4%0.234%
1/16/2025 McCarthy & Cox4,563$229K0.1%N/A0.016%
1/16/2025 Brady Martz Wealth Solutions LLC55,277$2.75M0.7%N/A0.199%
1/16/2025 Bernardo Wealth Planning LLC18,849$939K0.2%+3.5%0.068%
1/15/2025 Meridian Financial LLC5,938$298K0.2%+6.8%0.021%
1/15/2025 Wealth Alliance Advisory Group LLC183,988$9.23M2.0%+3.9%0.663%
1/15/2025 Riversedge Advisors LLC129,301$6.48M1.5%+1.8%0.466%
1/15/2025 TruWealth Advisors LLC139,864$7.01M0.4%+17.5%0.504%
1/15/2025 Ameritas Advisory Services LLC193,660$9.71M0.3%+89.3%0.698%
1/15/2025 CGN Advisors LLC242,072$12.14M1.2%-10.6%0.872%
1/15/2025 Helen Stephens Group LLC249,929$12.53M3.7%+26.4%0.901%
1/15/2025 Wealthcare Advisory Partners LLC34,106$1.71M0.0%+14.3%0.123%
1/15/2025 Capital Advisors Wealth Management LLC14,961$750K0.1%-9.6%0.054%
1/15/2025 Hennion & Walsh Asset Management Inc.50,279$2.52M0.1%-3.0%0.181%
1/14/2025 Mason & Associates Inc33,259$1.67M0.4%+2.4%0.120%
1/14/2025 StrongBox Wealth LLC15,247$765K0.3%+108.9%0.055%
1/14/2025 ERn Financial LLC32,879$1.65M0.2%+1.7%0.118%
1/14/2025 Park Avenue Securities LLC4,297$215K0.0%N/A0.015%
1/14/2025 Breakwater Capital Group20,524$1.03M0.2%N/A0.074%
1/14/2025 West Oak Capital LLC4,700$236K0.1%+17.5%0.017%
1/14/2025 Rosenberg Matthew Hamilton31,635$1.59M0.4%+63.1%0.114%
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1/14/2025 Global Financial Private Client LLC10,030$503K0.2%-17.6%0.036%
1/13/2025 Marcum Wealth LLC333,392$16.72M1.4%N/A1.201%
1/13/2025 Marion Wealth Management12,540$629K0.2%+31.0%0.045%
1/13/2025 Cooper Financial Group6,477$325K0.0%+61.2%0.023%
1/13/2025 Boyce & Associates Wealth Consulting Inc.20,350$1.02M1.0%+15.9%0.073%
1/10/2025 West Oak Capital LLC15,788$792K0.2%+294.7%0.057%
1/10/2025 Wealth Enhancement Advisory Services LLC768,096$39.38M0.1%-0.1%2.768%
1/10/2025 Baker Tilly Wealth Management LLC90,512$4.54M1.8%+44.0%0.326%
1/8/2025 Collective Family Office LLC504,584$25.31M6.9%+11.1%1.818%
1/8/2025 International Assets Investment Management LLC10,320$518K0.0%N/A0.037%
12/26/2024JPMorgan Chase & Co.236,880$12.15M0.0%-2.4%0.854%
11/25/2024Sanctuary Advisors LLC9,094$460K0.0%+33.3%0.033%
11/25/2024Pine Valley Investments Ltd Liability Co7,796$400K0.0%+81.5%0.028%
11/18/2024Sunbelt Securities Inc.1,118$57K0.0%+208.0%0.004%
11/15/2024MML Investors Services LLC376,696$19.31M0.1%+10.1%1.357%
11/15/2024Jane Street Group LLC30,946$1.59M0.0%+95.9%0.112%
11/15/2024Stifel Financial Corp103,235$5.29M0.0%+4.4%0.372%
11/15/2024Swmg LLC11,283$569K0.2%+5.1%0.041%
11/15/2024IHT Wealth Management LLC8,330$427K0.0%+30.3%0.030%
11/15/2024Integrated Wealth Concepts LLC287,924$14.76M0.2%+15.3%1.038%
11/15/2024HighTower Advisors LLC404,012$20.71M0.0%+1.1%1.456%
11/15/2024Benjamin Edwards Inc.31,255$1.60M0.0%+169.4%0.113%
11/14/2024Rockefeller Capital Management L.P.578,149$29.64M0.1%+3.0%2.083%
11/13/2024Freedom Investment Management Inc.67,968$3.49M0.3%+2.0%0.245%
11/13/2024Blue Investment Partners LLC3,956$203K0.1%N/A0.014%
11/13/2024Private Trust Co. NA16,450$843K0.1%+85.5%0.059%
11/13/2024Boston Family Office LLC7,163$367K0.0%N/A0.026%
11/12/2024Cahill Financial Advisors Inc.5,210$267K0.0%N/A0.019%
11/12/2024Larson Financial Group LLC9,791$502K0.0%+9,594.1%0.035%
11/12/2024Kingsview Wealth Management LLC16,139$827K0.0%+15.7%0.058%
11/12/2024Great Valley Advisor Group Inc.154,291$7.91M0.2%+5.8%0.556%
11/12/2024Raymond James Trust N.A.5,322$273K0.0%N/A0.019%
11/12/202449 Wealth Management LLC83,094$4.26M0.7%-32.8%0.299%
11/9/2024LPL Financial LLC2,506,748$128.52M0.1%+18.7%9.033%
11/9/2024Trustmark National Bank Trust Department29,949$1.54M0.1%+7.3%0.108%
11/8/2024First Horizon Advisors Inc.66,759$3.42M0.1%+1.1%0.241%
11/7/2024Planning Directions Inc.17,976$922K0.5%N/A0.065%
11/7/2024Thrivent Financial for Lutherans31,927$1.64M0.0%+9.2%0.115%
11/7/2024Obsidian Personal Planning Solutions LLC62,623$3.16M1.5%N/A0.226%
11/6/2024BCGM Wealth Management LLC7,631$391K0.1%+49.3%0.027%
11/6/2024Vawter Financial Ltd.4,171$214K0.1%N/A0.015%
11/6/2024Diversified Portfolios Inc.110,260$5.65M0.6%+10.1%0.397%
11/6/2024D Orazio & Associates Inc.4,975$255K0.0%+6.6%0.018%
11/5/2024Aptus Capital Advisors LLC4,026$206K0.0%+291.3%0.015%
11/5/2024First Heartland Consultants Inc.9,763$501K0.1%-91.9%0.035%
11/5/2024Prime Capital Investment Advisors LLC42,179$2.16M0.0%+46.5%0.152%
11/5/2024Verus Capital Partners LLC25,475$1.31M0.1%+255.1%0.092%
11/5/2024Apollon Wealth Management LLC144,293$7.40M0.2%+8.2%0.520%
11/4/2024 Bond & Devick Financial Network Inc.7,583$389K0.2%+11.5%0.027%
11/4/20241900 Wealth Management LLC93,873$4.76M0.4%-35.3%0.338%
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Here’s the full story for you.
11/4/2024Axxcess Wealth Management LLC6,500$333K0.0%N/A0.023%
11/4/2024HTG Investment Advisors Inc.62,197$3.19M1.5%+20.2%0.224%
11/4/2024G2 Capital Management LLC OH86,486$4.43M1.3%+5.6%0.312%
11/4/2024Sigma Planning Corp8,482$435K0.0%-5.8%0.031%
11/1/2024Atria Investments Inc4,062$208K0.0%N/A0.015%
11/1/2024Beta Wealth Group Inc.210,180$10.78M4.9%-3.0%0.757%
11/1/2024Crumly & Associates Inc.33,463$1.72M0.5%+59.7%0.121%
11/1/2024 Galvin Gaustad & Stein LLC66,115$3.39M0.3%-3.7%0.238%
11/1/2024Philip James Wealth Mangement LLC34,771$1.78M0.2%+15.2%0.125%
11/1/2024Stone Point Wealth LLC9,496$487K0.2%+3.3%0.034%
(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, 260 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 ($128.52M), Northwestern Mutual Wealth Management Co. ($56.97M), Raymond James Financial Services Advisors Inc. ($42.99M), Morningstar Investment Services LLC ($41.43M), Wealth Enhancement Advisory Services LLC ($39.38M), and FORVIS Wealth Advisors LLC ($36.90M).Learn more on JMUB's institutional investors.

Which institutional investors have been buying JPMorgan Municipal ETF stock?

Of the 248 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 ($1.36M), Raymond James Financial Services Advisors Inc. ($846.55K), FORVIS Wealth Advisors LLC ($727.19K), Asio Capital LLC ($676.59K), Envestnet Asset Management Inc. ($521.08K), Morningstar Investment Services LLC ($519.18K), and Collective Family Office LLC ($504.58K).

How much institutional buying is happening at JPMorgan Municipal ETF?

Institutional investors have bought a total of 17,242,200 shares in the last 24 months. This purchase volume represents approximately $868.55M in transactions.

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

Of the 93 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 3,425,164 shares in the last 24 months. This volume of shares sold represents approximately $172.75M in transactions.


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This page (BATS:JMUB) was last updated on 1/23/2025 by MarketBeat.com Staff
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