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JPMorgan Municipal ETF (JMUB) Institutional Ownership

JPMorgan Municipal ETF logo
$50.15 +0.07 (+0.14%)
(As of 12/20/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
208
Total
Institutional Inflows
(last 12 months)
$536.14M
Number of
Institutional Sellers
(last 12 months)
72
Total
Institutional Outflows
(last 12 months)
$93.96M
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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
11/25/2024 Sanctuary Advisors LLC9,094$460K0.0%+33.3%0.033%
11/25/2024 Pine Valley Investments Ltd Liability Co7,796$400K0.0%+81.5%0.028%
11/18/2024 Sunbelt Securities Inc.1,118$57K0.0%+208.0%0.004%
11/15/2024 MML Investors Services LLC376,696$19.31M0.1%+10.1%1.357%
11/15/2024 Jane Street Group LLC30,946$1.59M0.0%+95.9%0.112%
11/15/2024 Stifel Financial Corp103,235$5.29M0.0%+4.4%0.372%
11/15/2024 Swmg LLC11,283$569K0.2%+5.1%0.041%
11/15/2024 IHT Wealth Management LLC8,330$427K0.0%+30.3%0.030%
11/15/2024 Integrated Wealth Concepts LLC287,924$14.76M0.2%+15.3%1.038%
11/15/2024 HighTower Advisors LLC404,012$20.71M0.0%+1.1%1.456%
11/15/2024 Benjamin Edwards Inc.31,255$1.60M0.0%+169.4%0.113%
11/14/2024 Rockefeller Capital Management L.P.578,149$29.64M0.1%+3.0%2.083%
11/13/2024 Freedom Investment Management Inc.67,968$3.49M0.3%+2.0%0.245%
11/13/2024 Blue Investment Partners LLC3,956$203K0.1%N/A0.014%
11/13/2024 Private Trust Co. NA16,450$843K0.1%+85.5%0.059%
11/13/2024 Boston Family Office LLC7,163$367K0.0%N/A0.026%
11/12/2024 Cahill Financial Advisors Inc.5,210$267K0.0%N/A0.019%
11/12/2024Larson Financial Group LLC9,791$502K0.0%+9,594.1%0.035%
11/12/2024 Kingsview Wealth Management LLC16,139$827K0.0%+15.7%0.058%
11/12/2024 Great Valley Advisor Group Inc.154,291$7.91M0.2%+5.8%0.556%
11/12/2024 Raymond James Trust N.A.5,322$273K0.0%N/A0.019%
11/12/2024 49 Wealth Management LLC83,094$4.26M0.7%-32.8%0.299%
11/9/2024 LPL Financial LLC2,506,748$128.52M0.1%+18.7%9.033%
11/9/2024 Trustmark National Bank Trust Department29,949$1.54M0.1%+7.3%0.108%
11/8/2024 First Horizon Advisors Inc.66,759$3.42M0.1%+1.1%0.241%
11/7/2024 Planning Directions Inc.17,976$922K0.5%N/A0.065%
11/7/2024 Thrivent Financial for Lutherans31,927$1.64M0.0%+9.2%0.115%
11/7/2024 Obsidian Personal Planning Solutions LLC62,623$3.16M1.5%N/A0.226%
11/6/2024 BCGM Wealth Management LLC7,631$391K0.1%+49.3%0.027%
11/6/2024 Vawter Financial Ltd.4,171$214K0.1%N/A0.015%
11/6/2024 Diversified Portfolios Inc.110,260$5.65M0.6%+10.1%0.397%
11/6/2024 D Orazio & Associates Inc.4,975$255K0.0%+6.6%0.018%
11/5/2024 Aptus Capital Advisors LLC4,026$206K0.0%+291.3%0.015%
11/5/2024 First Heartland Consultants Inc.9,763$501K0.1%-91.9%0.035%
11/5/2024 Prime Capital Investment Advisors LLC42,179$2.16M0.0%+46.5%0.152%
11/5/2024 Verus Capital Partners LLC25,475$1.31M0.1%+255.1%0.092%
11/5/2024 Apollon 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%
11/4/2024 1900 Wealth Management LLC93,873$4.76M0.4%-35.3%0.338%
11/4/2024 Axxcess Wealth Management LLC6,500$333K0.0%N/A0.023%
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11/4/2024 HTG Investment Advisors Inc.62,197$3.19M1.5%+20.2%0.224%
11/4/2024 G2 Capital Management LLC OH86,486$4.43M1.3%+5.6%0.312%
11/4/2024 Sigma Planning Corp8,482$435K0.0%-5.8%0.031%
11/1/2024 Atria Investments Inc4,062$208K0.0%N/A0.015%
11/1/2024 Beta Wealth Group Inc.210,180$10.78M4.9%-3.0%0.757%
11/1/2024 Crumly & 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%
11/1/2024 Philip James Wealth Mangement LLC34,771$1.78M0.2%+15.2%0.125%
11/1/2024 Stone Point Wealth LLC9,496$487K0.2%+3.3%0.034%
11/1/2024 Financial Strategies Group Inc.10,259$521K0.1%-2.6%0.037%
11/1/2024 Presidio Capital Management LLC15,014$770K0.5%+30.5%0.054%
11/1/2024 Lifestyle Asset Management Inc.12,427$637K0.4%-15.0%0.045%
10/31/2024 Keudell Morrison Wealth Management91,832$4.71M1.3%+1.9%0.331%
10/31/2024 GGM Financials LLC15,636$802K0.7%-5.0%0.056%
10/31/2024 Walkner Condon Financial Advisors LLC21,893$1.12M0.2%-28.3%0.079%
10/30/2024 Leslie Global Wealth LLC138,105$7.08M3.4%+4.8%0.498%
10/30/2024 Ameritas Advisory Services LLC102,284$5.24M0.2%-25.8%0.369%
10/30/2024 Landmark Wealth Management LLC71,564$3.67M1.6%+5.0%0.258%
10/30/2024 United Advisor Group LLC29,625$1.52M0.3%+3.4%0.107%
10/29/2024 IAG Wealth Partners LLC296,315$15.19M2.8%-0.6%1.068%
10/29/2024 Cedar Point Capital Partners LLC60,190$3.09M2.1%+0.7%0.217%
10/29/2024 Janney Montgomery Scott LLC19,133$981K0.0%+23.4%0.069%
10/29/2024 Olympus Wealth Management LLC136,661$7.01M2.4%-4.6%0.492%
10/29/2024 Farther Finance Advisors LLC6,470$332K0.0%+43.8%0.023%
10/28/2024 Hartford Financial Management Inc.232,758$11.93M2.4%+2.5%0.839%
10/28/2024 Principal Securities Inc.49,802$2.55M0.1%+9.9%0.179%
10/28/2024 Summit Wealth Partners LLC43,055$2.21M0.4%+3.7%0.155%
10/28/2024 Baron Silver Stevens Financial Advisors LLC131,916$6.76M1.2%+5.5%0.475%
10/28/2024 Rosenberg Matthew Hamilton19,394$994K0.3%-8.3%0.070%
10/25/2024 Golden State Equity Partners16,684$855K0.2%-1.5%0.060%
10/25/2024 Mutual Advisors LLC53,397$2.69M0.1%+0.9%0.192%
10/24/2024 Baker Tilly Wealth Management LLC62,840$3.22M1.4%+109.8%0.226%
10/24/2024 Family Investment Center Inc.21,716$1.11M0.3%+1.2%0.078%
10/24/2024 Peterson Wealth Advisors LLC7,747$397K0.1%+11.0%0.028%
10/24/2024 OMNI 360 Wealth Inc.4,575$235K0.2%N/A0.016%
10/24/2024 Kooman & Associates32,321$1.66M0.6%+1.6%0.116%
10/24/2024 AllGen Financial Advisors Inc.303,185$15.54M5.0%-10.0%1.093%
10/24/2024 Wealth Enhancement Advisory Services LLC768,550$39.40M0.1%+5.2%2.770%
10/24/2024 Arkadios Wealth Advisors13,660$700K0.0%+8.3%0.049%
10/23/2024 Smith & Howard Wealth Management LLC309,559$15.87M4.5%+9.8%1.116%
10/23/2024 Mason & Associates Inc32,486$1.67M0.4%+1.1%0.117%
10/23/2024 Commonwealth Financial Services LLC15,872$813K0.2%+11.1%0.057%
10/23/2024 CENTRAL TRUST Co528,251$27.08M0.6%+16.9%1.904%
10/23/2024 Hennion & Walsh Asset Management Inc.51,857$2.66M0.1%+2.3%0.187%
10/22/2024 Syntegra Private Wealth Group LLC219,384$11.25M1.3%+30.1%0.791%
10/22/2024 Private Advisor Group LLC87,635$4.49M0.0%+5.0%0.316%
10/22/2024 Sequoia Financial Advisors LLC25,430$1.30M0.0%-14.8%0.092%
10/21/2024 Vicus Capital68,535$3.51M0.3%-0.6%0.247%
10/21/2024 Mills Wealth Advisors LLC78,097$4.00M2.8%-25.7%0.281%
10/19/2024Stephens Consulting LLC302,158$15.49M4.0%+1.1%1.089%
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10/18/2024Wealth Alliance Advisory Group LLC177,089$9.08M1.9%+0.6%0.638%
10/18/2024Raymond James & Associates404,255$20.73M0.0%+40.1%1.457%
10/18/2024Bartlett & CO. Wealth Management LLC22,643$1.16M0.0%-4.4%0.082%
10/17/2024 TruWealth Advisors LLC119,051$6.10M0.4%+26.4%0.429%
10/16/2024 Riversedge Advisors LLC126,988$6.51M1.5%+66.4%0.458%
10/16/2024 Good Life Advisors LLC16,552$849K0.1%+9.7%0.060%
10/16/2024 Summit Financial Strategies Inc.81,909$4.20M0.5%+13.3%0.295%
10/16/2024 Naviter Wealth LLC45,351$2.33M0.3%+36.0%0.163%
10/16/2024 Cornerstone Wealth Management LLC160,317$8.22M0.6%+11.4%0.578%
10/16/2024 Opal Wealth Advisors LLC233,078$11.95M3.7%-2.0%0.840%
(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, 252 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 ($39.40M), 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 243 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 ($621.77K), Envestnet Asset Management Inc. ($521.08K), Morningstar Investment Services LLC ($519.18K), and CENTRAL TRUST Co ($469.76K).

How much institutional buying is happening at JPMorgan Municipal ETF?

Institutional investors have bought a total of 16,693,027 shares in the last 24 months. This purchase volume represents approximately $840.60M in transactions.

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

Of the 87 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 3,376,503 shares in the last 24 months. This volume of shares sold represents approximately $170.30M in transactions.



This page (BATS:JMUB) was last updated on 12/23/2024 by MarketBeat.com Staff
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