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JPMorgan Municipal ETF (JMUB) Institutional Ownership

JPMorgan Municipal ETF logo
$50.10 +0.31 (+0.61%)
Closing price 09/9/2025 03:59 PM Eastern
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$50.10 0.00 (0.00%)
As of 09/9/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for JPMorgan Municipal ETF (BATS:JMUB)

Number of
Institutional Buyers
(last 12 months)
328
Total
Institutional Inflows
(last 12 months)
$1.46B
Number of
Institutional Sellers
(last 12 months)
151
Total
Institutional Outflows
(last 12 months)
$152.76M
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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
9/9/2025NWF Advisory Services Inc.17,423$865K0.1%-25.6%0.028%
9/4/2025Osaic Holdings Inc.730,372$36.26M0.1%+69.1%1.191%
8/27/2025Barnes Wealth Management Group Inc12,364$614K0.4%+11.1%0.020%
8/27/2025Orion Porfolio Solutions LLC674,571$33.49M0.3%+4.0%1.100%
8/19/2025Cape Investment Advisory Inc.1,740$86K0.0%+698.2%0.003%
8/19/2025Advisory Services Network LLC19,822$978K0.0%+4.4%0.032%
8/15/2025Equitable Holdings Inc.693,951$34.45M0.3%+20.8%1.131%
8/15/2025Captrust Financial Advisors223,064$11.07M0.0%N/A0.364%
8/15/2025Visionary Wealth Advisors7,220$358K0.0%+13.2%0.012%
8/15/2025Orion Porfolio Solutions LLC674,571$33.49M0.2%+4.0%1.100%
8/15/2025MML Investors Services LLC600,828$29.83M0.1%+1.3%0.979%
8/15/2025IHT Wealth Management LLC36,068$1.79M0.0%+360.8%0.059%
8/15/2025Great Valley Advisor Group Inc.129,788$6.44M0.1%-24.1%0.212%
8/15/2025Benjamin Edwards Inc.25,157$1.25M0.0%+24.9%0.041%
8/15/2025Boothbay Fund Management LLC20,000$993K0.0%N/A0.033%
8/15/2025BTG Pactual Asset Management US LLC19,193$953K0.1%N/A0.031%
8/15/2025Bank of America Corp DE1,101,672$54.69M0.0%+152.3%1.796%
8/15/2025Ameriprise Financial Inc.1,563,490$77.57M0.0%+40.0%2.548%
8/14/2025Jane Street Group LLC572,546$28.42M0.0%+120.9%0.933%
8/14/2025Vista Investment Management18,805$933K0.3%+11.1%0.031%
8/14/2025Raymond James Financial Inc.1,763,230$87.53M0.0%+16.0%2.874%
8/14/2025Diversify Advisory Services LLC45,155$2.23M0.1%N/A0.074%
8/14/2025Peapack Gladstone Financial Corp79,084$3.93M0.1%+317.8%0.129%
8/14/2025LWM Advisory Services LLC138,983$6.90M4.8%+2.0%0.227%
8/14/2025Sand Hill Global Advisors LLC32,623$1.62M0.1%N/A0.053%
8/14/2025FAS Wealth Partners Inc.20,189$1.00M0.1%+4.6%0.033%
8/14/2025NewEdge Advisors LLC38,503$1.91M0.0%-2.2%0.063%
8/14/2025Financial Strategies Group Inc.14,495$716K0.1%+29.9%0.024%
8/14/2025Obsidian Personal Planning Solutions LLC68,938$3.42M1.4%+1.3%0.112%
8/14/2025Balance Wealth LLC30,546$1.52M0.9%+267.4%0.050%
8/14/2025Cerity Partners LLC39,292$1.95M0.0%N/A0.064%
8/13/2025Per Stirling Capital Management LLC.112,501$5.59M0.7%+68.9%0.183%
8/13/2025StoneX Group Inc.28,136$1.40M0.1%+363.4%0.046%
8/13/2025Capital Advisors Wealth Management LLC16,659$827K0.1%-3.4%0.027%
8/13/2025Milestone Investment Advisors LLC18,074$897K0.2%+40.6%0.029%
8/13/2025Baird Financial Group Inc.7,750$385K0.0%-23.7%0.013%
8/13/2025CW Advisors LLC42,337$2.10M0.0%-2.3%0.069%
8/13/2025IAG Wealth Partners LLC326,468$16.21M2.1%+6.8%0.532%
8/13/2025Beacon Pointe Advisors LLC22,699$1.13M0.0%+2.0%0.037%
8/13/2025MBM Wealth Consultants LLC36,708$1.82M0.5%+21.2%0.060%
8/13/2025VestGen Advisors LLC74,850$3.70M0.1%+49.6%0.122%
8/13/2025Bernardo Wealth Planning LLC21,486$1.07M0.2%+9.4%0.035%
8/13/2025Trustmark Bank Trust Department28,385$1.41M0.1%+12.1%0.046%
8/13/2025Leslie Global Wealth LLC9,305$472K0.3%-10.0%0.015%
8/13/2025Lido Advisors LLC137,910$6.85M0.0%-2.5%0.225%
8/13/2025Level Four Advisory Services LLC22,321$1.11M0.0%+53.1%0.036%
8/13/2025Northwestern Mutual Wealth Management Co.2,382,007$118.24M0.1%+8.3%3.883%
8/13/2025Quadrant Capital Group LLC8,612$428K0.0%-2.3%0.014%
8/12/2025J.W. Cole Advisors Inc.25,132$1.25M0.0%+1.0%0.041%
8/12/2025RiverFront Investment Group LLC97,953$4.86M0.1%+0.4%0.160%
8/12/2025Steward Partners Investment Advisory LLC71,600$3.55M0.0%+3.2%0.117%
8/12/2025Quadcap Wealth Management LLC60,638$3.01M0.4%+28.9%0.099%
8/12/2025Forum Private Client Group LLC16,896$839K0.3%+14.1%0.028%
8/12/2025JPMorgan Chase & Co.552,609$27.43M0.0%+9.1%0.901%
8/12/2025Lionshead Wealth Management LLC6,089$302K0.3%-17.1%0.010%
8/12/2025NFP Retirement Inc.39,498$1.96M0.1%+3.7%0.064%
8/11/2025Diversified Portfolios Inc.187,755$9.32M0.9%+27.3%0.306%
8/11/2025Invenio Wealth Partners LLC409,171$20.31M8.1%-1.5%0.667%
8/11/2025Dorsey & Whitney Trust CO LLC23,015$1.14M0.1%+12.2%0.038%
8/11/2025Western Wealth Management LLC10,986$545K0.0%-14.0%0.018%
8/11/2025Beta Wealth Group Inc.105,572$5.24M1.9%-48.2%0.172%
8/8/2025Financial Gravity Companies Inc.565$28K0.0%N/A0.001%
8/8/2025Tortoise Investment Management LLC292,528$14.52M1.4%N/A0.477%
8/8/2025Firestone Capital Management7,172$356K0.1%-7.3%0.012%
8/8/2025Rockefeller Capital Management L.P.720,796$35.78M0.1%-3.2%1.175%
8/8/2025Kingsview Wealth Management LLC21,035$1.04M0.0%+24.1%0.034%
8/8/2025Collaborative Wealth Managment Inc.16,634$826K0.4%+9.4%0.027%
8/8/2025Avantax Advisory Services Inc.897,843$44.57M0.2%+2,438.3%1.463%
8/8/2025Keyvantage Wealth LLC124,825$6.20M2.8%+3.6%0.203%
8/8/2025Cetera Investment Advisers1,343,673$66.70M0.1%+18.8%2.190%
8/8/2025Creative Planning9,859$489K0.0%N/A0.016%
8/8/2025Condor Capital Management260,231$12.92M1.1%+0.1%0.424%
8/8/2025CFO4Life Group LLC308,920$15.34M2.4%-1.5%0.504%
8/8/2025Intrua Financial LLC61,551$3.06M0.4%-9.2%0.100%
8/8/2025W.H. Cornerstone Investments Inc.8,300$412K0.3%N/A0.014%
8/8/2025D Orazio & Associates Inc.8,811$437K0.1%+66.6%0.014%
8/8/2025Bailard Inc.1,341,884$66.61M1.6%+22.5%2.187%
8/8/2025PNC Financial Services Group Inc.3,249$161K0.0%-29.9%0.005%
8/8/2025Advyzon Investment Management LLC14,129$701K0.2%-11.0%0.023%
8/7/2025Verus Capital Partners LLC122,549$6.08M0.5%+327.3%0.200%
8/7/2025CENTRAL TRUST Co672,676$33.39M0.8%+4.5%1.096%
8/7/202549 Wealth Management LLC25,915$1.29M0.1%-44.2%0.042%
8/7/2025Cahill Financial Advisors Inc.44,986$2.23M0.3%+129.7%0.073%
8/7/2025Hughes Financial Services LLC76,314$3.77M0.6%+71.1%0.124%
8/7/2025Summit X LLC26,258$1.30M0.2%-3.7%0.043%
8/7/2025Brio Consultants LLC126,451$6.28M0.9%+4.4%0.206%
8/6/2025Prospera Financial Services Inc19,529$969K0.0%-5.3%0.032%
8/6/2025Vestmark Advisory Solutions Inc.93,931$4.66M0.1%N/A0.153%
8/6/2025Walkner Condon Financial Advisors LLC25,508$1.27M0.2%+4.2%0.042%
8/6/2025Savant Capital LLC118,898$5.90M0.0%+271.5%0.194%
8/6/2025Washington Trust Bank146,599$7.28M0.6%+924.5%0.239%
8/6/2025Golden State Wealth Management LLC30,875$1.53M0.2%+12.5%0.050%
8/6/2025SouthState Corp27,974$1.39M0.1%+243.9%0.046%
8/6/2025Blue Investment Partners LLC4,950$246K0.1%+10.0%0.008%
8/6/2025First Horizon Advisors Inc.52,345$2.60M0.1%+0.7%0.085%
8/5/2025Oakwell Private Wealth Management LLC150,167$7.45M1.7%+4.8%0.245%
8/5/2025Huntington National Bank296,798$14.73M0.1%+16.7%0.484%
8/5/2025Marion Wealth Management21,398$1.06M0.3%+32.2%0.035%
8/5/2025Bridgewater Advisors Inc.112,941$5.57M0.4%N/A0.184%
8/5/2025Sigma Planning Corp11,131$553K0.0%+29.9%0.018%
(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, 395 institutional investors and hedge funds held shares of JPMorgan Municipal ETF. The most heavily invested institutionals were LPL Financial LLC ($142.40M), Meeder Advisory Services Inc. ($126.59M), Northwestern Mutual Wealth Management Co. ($118.24M), Wealth Enhancement Advisory Services LLC ($94.04M), Raymond James Financial Inc. ($87.53M), Ameriprise Financial Inc. ($77.57M), and Cetera Investment Advisers ($66.70M).Learn more on JPMorgan Municipal ETF's institutional investors.

Which institutional investors have been buying JPMorgan Municipal ETF's stock?

Of the 377 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: Meeder Advisory Services Inc. ($2.53M), Raymond James Financial Inc. ($1.76M), Bailard Inc. ($1.34M), Cetera Investment Advisers ($1.26M), Ameriprise Financial Inc. ($1.25M), Wealth Enhancement Advisory Services LLC ($1.22M), and LPL Financial LLC ($1.22M).

How much institutional buying is happening at JPMorgan Municipal ETF?

Institutional investors have bought a total of 29,217,801 shares in the last 24 months. This purchase volume represents approximately $1.46B in transactions.

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

Of the 151 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: Opal Wealth Advisors LLC ($248.75K), Ameritas Advisory Services LLC ($189.93K), TBH Global Asset Management LLC ($166.69K), HighTower Advisors LLC ($137.24K), Leslie Global Wealth LLC ($128.93K), Beta Wealth Group Inc. ($113.27K), and First Heartland Consultants Inc. ($110.11K).

How much institutional selling is happening at JPMorgan Municipal ETF?

Institutional investors have sold a total of 3,052,316 shares in the last 24 months. This volume of shares sold represents approximately $152.76M in transactions.


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This page (BATS:JMUB) was last updated on 9/10/2025 by MarketBeat.com Staff
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