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JPMorgan Municipal ETF (JMUB) Institutional Ownership

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$50.43
-0.10 (-0.20%)
(As of 05/17/2024 ET)
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Institutional Ownership Changes (13F Filings) for JPMorgan Municipal ETF (BATS:JMUB)

Number of
Institutional Buyers
(last 12 months)
170
Total
Institutional Inflows
(last 12 months)
$465.47M
Number of
Institutional Sellers
(last 12 months)
48
Total
Institutional Outflows
(last 12 months)
$76.82M
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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
5/17/2024 Clear Point Advisors Inc.23,073$1.14M0.9%-9.4%0.083%
5/16/2024 Jane Street Group LLC108,061$5.48M0.0%+396.5%0.389%
5/14/2024 InterOcean Capital Group LLC4,825$245K0.0%N/A0.017%
5/13/2024 Signature Estate & Investment Advisors LLC147,472$7.48M0.2%N/A0.531%
5/11/2024 Trustmark National Bank Trust Department20,500$1.04M0.1%+24.2%0.077%
5/11/2024 Jacobi Capital Management LLC6,682$339K0.0%N/A0.025%
5/10/2024 Osaic Holdings Inc.215,451$10.93M0.0%-1.7%0.811%
5/9/2024 Kingsview Wealth Management LLC7,329$372K0.0%+18.2%0.028%
5/9/2024 Condor Capital Management233,664$11.86M1.2%+9.4%0.880%
5/9/2024 Clearwater Capital Advisors LLC62,090$3.15M0.3%+86.3%0.234%
5/9/2024 TBH Global Asset Management LLC27,309$1.39M0.3%+223.3%0.103%
5/8/2024 Avantax Advisory Services Inc.4,222$214K0.0%N/A0.016%
5/7/2024 WNY Asset Management LLC7,390$375K0.1%+70.3%0.028%
5/7/2024 Keudell Morrison Wealth Management91,169$4.63M1.4%+3.1%0.343%
5/7/2024 BCGM Wealth Management LLC5,066$257K0.1%N/A0.019%
5/7/2024 49 Wealth Management LLC473,205$23.87M5.1%-2.7%1.782%
5/7/2024 Bernardo Wealth Planning LLC9,365$475K0.1%N/A0.035%
5/6/2024 Envestnet Portfolio Solutions Inc.11,157$566K0.0%+18.3%0.042%
5/6/2024 CFO4Life Group LLC227,366$11.54M2.1%+27.5%0.856%
5/4/2024 Financial Connections Group Inc.14,051$713K0.8%+1.7%0.053%
5/2/2024 Mutual Advisors LLC52,846$2.68M0.1%+29.2%0.199%
5/2/2024 RiverFront Investment Group LLC56,552$2.87M0.1%+59.7%0.213%
5/2/2024 USAdvisors Wealth Management LLC7,781$395K0.1%+6.7%0.029%
5/2/2024 Baron 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%
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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%
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%
3/8/2024 ICA Group Wealth Management LLC788$40K0.0%N/A0.007%
2/21/2024 WNY Asset Management LLC4,340$221K0.0%N/A0.038%
2/16/2024 United Advisor Group LLC25,612$1.31M1.6%N/A0.227%
2/15/2024 Freedom Investment Management Inc.48,770$2.49M0.2%N/A0.432%
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2/14/2024 Vista Investment Management6,925$353K0.2%+3.4%0.061%
2/14/2024 Personal CFO Solutions LLC12,920$658K0.1%N/A0.114%
2/13/2024 Morningstar Investment Services LLC812,766$41.43M0.2%+96.9%7.193%
2/13/2024 Holderness Investments Co.8,243$420K0.1%N/A0.073%
2/13/2024 Summit Financial Strategies Inc.6,326$322K0.0%N/A0.056%
2/12/2024 Condor Capital Management213,604$10.89M1.2%-4.6%1.890%
2/12/2024 Avestar Capital LLC20,431$1.04M0.1%+25.2%0.181%
2/12/2024 Stifel Financial Corp90,580$4.62M0.0%-74.3%0.802%
2/12/2024 Steward Partners Investment Advisory LLC56,935$2.90M0.0%+15.8%0.504%
2/12/2024 Beta Wealth Group Inc.192,185$9.79M5.1%N/A1.701%
(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, 197 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 49 Wealth Management LLC ($23.87M).Learn more on JMUB's institutional investors.

Which institutional investors have been buying JPMorgan Municipal ETF stock?

Of the 190 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 12,339,626 shares in the last 24 months. This purchase volume represents approximately $619.72M in transactions.

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

Of the 54 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 2,742,170 shares in the last 24 months. This volume of shares sold represents approximately $138.02M in transactions.


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This page (BATS:JMUB) was last updated on 5/19/2024 by MarketBeat.com Staff

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