JMUB Institutional Ownership & Shareholders
JPMORGAN MUNICIPAL ETF (JMUB) is currently held by 518 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $4.94B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Jpmorgan Chase & Co is currently the largest disclosed institutional shareholder of JMUB tracked by InsiderSet, reporting ownership valued at approximately $614.11M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $594.96M, representing an estimated loss of -3.12% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 44% of the total disclosed JMUB value among the investors covered in this analysis. Major shareholders include Jpmorgan Chase & Co, Lpl Financial Llc, Meeder Advisory Services, Inc., and several other long-term asset managers with concentrated positions in JPMORGAN MUNICIPAL ETF (JMUB).
This page ranks the largest institutional JMUB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
518
Total Reported Value
$4.94B
Largest Holder
Jpmorgan Chase & Co
Largest Position
$614.11M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
54
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Jpmorgan Chase & Co | 0.04% | 12,119,839 | $614,112,282 | $594,962,897 | -$19,149,385 | -3.12% | |
| Lpl Financial Llc | 0.08% | 6,772,836 | $343,078,004 | $332,478,519 | -$10,599,485 | -3.09% | |
| Meeder Advisory Services, Inc. | 8.14% | 4,389,856 | $222,368,140 | $215,498,031 | -$6,870,109 | -3.09% | |
| Cetera Investment Advisers | 0.19% | 4,089,282 | $207,142,580 | $200,742,853 | -$6,399,727 | -3.09% | |
| Ameriprise Financial Inc | 0.03% | 3,257,514 | $165,009,354 | $159,911,362 | -$5,097,992 | -3.09% | |
| Jones Financial Companies Lllp | 0.06% | 3,124,556 | $158,165,769 | $153,384,454 | -$4,781,315 | -3.02% | |
| Bank Of America Corp | 0.01% | 2,969,076 | $150,398,568 | $145,751,941 | -$4,646,627 | -3.09% | |
| Envestnet Asset Management Inc | 0.03% | 2,186,706 | $110,767,615 | $107,345,398 | -$3,422,217 | -3.09% | |
| Wealth Enhancement Advisory Services, Llc | 0.15% | 2,124,736 | $100,712,505 | $104,303,290 | +$3,590,785 | +3.57% | |
| Raymond James Financial Inc | 0.02% | 1,788,903 | $90,616,888 | $87,817,248 | -$2,799,640 | -3.09% | |
| Captrust Financial Advisors | 0.12% | 1,512,748 | $76,628,251 | $74,260,799 | -$2,367,452 | -3.09% | |
| Avantax Planning Partners, Inc. | 1.68% | 1,335,459 | $67,647,683 | $65,557,682 | -$2,090,001 | -3.09% | |
| Morgan Stanley | 0.00% | 1,257,661 | $63,706,823 | $61,738,578 | -$1,968,245 | -3.09% | |
| Forvis Mazars Wealth Advisors, Llc | 1.03% | 1,318,267 | $62,723,127 | $64,713,727 | +$1,990,600 | +3.17% | |
| Dynasty Wealth Management, Llc | 0.43% | 1,146,449 | $58,073,396 | $56,279,181 | -$1,794,215 | -3.09% | |
| 1900 Wealth Management Llc | 3.03% | 1,173,995 | $55,858,668 | $57,631,415 | +$1,772,747 | +3.17% | |
| Osaic Holdings, Inc. | 0.06% | 1,076,926 | $54,554,775 | $52,866,297 | -$1,688,478 | -3.10% | |
| Integrated Wealth Concepts Llc | 0.34% | 1,035,056 | $52,430,750 | $50,810,899 | -$1,619,851 | -3.09% | |
| Rockefeller Capital Management L.P. | 0.08% | 993,028 | $50,301,864 | $48,747,745 | -$1,554,119 | -3.09% | |
| Orion Porfolio Solutions, Llc | 0.34% | 873,906 | $44,267,709 | $42,900,046 | -$1,367,663 | -3.09% | |
| Central Trust Co | 0.73% | 793,283 | $40,183,752 | $38,942,262 | -$1,241,490 | -3.09% | |
| G2 Capital Management, Llc / Oh | 8.83% | 818,441 | $38,941,400 | $40,177,269 | +$1,235,869 | +3.17% | |
| Equitable Holdings, Inc. | 0.23% | 748,040 | $37,891,982 | $36,721,284 | -$1,170,698 | -3.09% | |
| Mml Investors Services, Llc | 0.07% | 724,122 | $36,680,417 | $35,547,149 | -$1,133,268 | -3.09% | |
| Tiaa Wealth Investment Management Llc | 0.23% | 688,121 | $34,856,771 | $33,779,860 | -$1,076,911 | -3.09% | |
| Bailard, Inc. | 0.70% | 726,592 | $34,571,247 | $35,668,401 | +$1,097,154 | +3.17% | |
| Tortoise Investment Management, Llc | 2.51% | 664,214 | $33,645,762 | $32,606,265 | -$1,039,497 | -3.09% | |
| Mai Capital Management | 0.13% | 655,314 | $33,194,953 | $32,169,364 | -$1,025,589 | -3.09% | |
| Assetmark, Inc | 0.05% | 670,826 | $31,917,909 | $32,930,848 | +$1,012,939 | +3.17% | |
| Cwm, Llc | 0.08% | 632,187 | $31,603,023 | $31,034,060 | -$568,963 | -1.80% | |
| Lebenthal Global Advisors, Llc | 4.19% | 657,880 | $31,301,933 | $32,295,329 | +$993,396 | +3.17% | |
| Corient Private Wealth Llc | 0.04% | 599,909 | $30,388,398 | $29,449,533 | -$938,865 | -3.09% | |
| Asio Capital, Llc | 3.68% | 631,005 | $30,023,220 | $30,976,035 | +$952,815 | +3.17% | |
| Openarc Corporate Advisory, Llc | 0.33% | 607,544 | $28,906,944 | $29,824,335 | +$917,391 | +3.17% | |
| Larson Financial Group Llc | 0.72% | 537,668 | $27,235,589 | $26,394,122 | -$841,467 | -3.09% | |
| Commonwealth Equity Services, Llc | 0.03% | 560,331 | $26,660,576 | $27,506,649 | +$846,073 | +3.17% | |
| Sagespring Wealth Partners, Llc | 0.39% | 549,878 | $26,163,217 | $26,993,511 | +$830,294 | +3.17% | |
| Amplius Wealth Advisors, Llc | 1.79% | 547,767 | $26,062,762 | $26,889,882 | +$827,120 | +3.17% | |
| Clearwater Capital Advisors, Llc | 1.86% | 500,367 | $25,346,092 | $24,563,016 | -$783,076 | -3.09% | |
| Mather Group, Llc. | 0.21% | 529,331 | $25,185,585 | $25,984,859 | +$799,274 | +3.17% | |
| Able Financial Group, Llc | 3.82% | 514,347 | $24,472,630 | $25,249,294 | +$776,664 | +3.17% | |
| Avidian Wealth Enterprises, Llc | 0.64% | 481,080 | $22,889,803 | $23,616,217 | +$726,414 | +3.17% | |
| Bridgewater Advisors Inc. | 1.20% | 444,537 | $22,071,239 | $21,822,321 | -$248,918 | -1.13% | |
| Vise Technologies, Inc. | 0.18% | 462,225 | $21,992,652 | $22,690,625 | +$697,973 | +3.17% | |
| Wells Fargo & Company/Mn | 0.00% | 426,082 | $21,583,212 | $20,916,365 | -$666,847 | -3.09% | |
| Beacon Pointe Advisors, Llc | 0.09% | 400,958 | $20,310,551 | $19,683,028 | -$627,523 | -3.09% | |
| Iag Wealth Partners, Llc | 2.01% | 400,095 | $20,266,812 | $19,640,664 | -$626,148 | -3.09% | |
| Savant Capital, Llc | 0.06% | 385,070 | $19,504,383 | $18,903,086 | -$601,297 | -3.08% | |
| Apollon Wealth Management, Llc | 0.22% | 408,474 | $19,435,214 | $20,051,989 | +$616,775 | +3.17% | |
| Diversified Portfolios, Inc. | 1.40% | 380,323 | $19,265,262 | $18,670,056 | -$595,206 | -3.09% |
Frequently asked questions about JMUB
Who are the largest institutional holders of JMUB?
The largest institutional holders of JMUB reported in the latest SEC Form 13F filings include Jpmorgan Chase & Co, Lpl Financial Llc, Meeder Advisory Services, Inc., Cetera Investment Advisers, and Ameriprise Financial Inc. InsiderSet ranks institutional holders by their latest reported JMUB position.
What is JMUB institutional ownership?
This page tracks JMUB positions reported by institutional investment managers through SEC Form 13F. JPMORGAN MUNICIPAL ETF (JMUB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own JMUB?
InsiderSet currently tracks 518 institutional managers reporting JMUB holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of JMUB shareholders.
How much JMUB stock do institutions own?
Institutional investment managers disclosed approximately $4.94B in JMUB holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was JMUB institutional ownership last updated?
The latest JMUB institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional JMUB holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its JMUB position after the reporting date.
Are institutions buying or selling JMUB?
Institutional buying and selling can be analyzed by comparing JMUB positions across consecutive 13F reporting periods. InsiderSet's JMUB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View JMUB ownership changes.
How has JMUB institutional ownership changed over time?
InsiderSet tracks JMUB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.