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Disclosery

JMUB J P MORGAN EXCHANGE TRADED F

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MUNICIPAL ETF (fund)

315 managers (320 13F filers) reported a position in JMUB shares at 2024-12-31, 32,760,996 shares in all. 43 filers opened a position and 9 filers sold out during the quarter.

Managers
315
13F filers
320
New
43
Added
162
Reduced
64
Sold out
9
Shares held by filers
32,760,996

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Western Wealth Management, LLC12,150$609K0.04%+62513F-HR/ATimeline
Seascape Capital Management12,105$607K0.21%+10513F-HRTimeline
Collaborative Wealth Managment Inc.11,825$593K0.27%-1,24113F-HRTimeline
USAdvisors Wealth Management, LLC11,838$593K0.19%+3,29713F-HRTimeline
Fortis Group Advisors, LLC11,761$590K0.11%new13F-HRTimeline
SWMG, LLC11,263$565K0.23%-2013F-HRTimeline
Friday Financial11,174$560K0.39%13F-HRTimeline
Financial Strategies Group, Inc.11,234$560K0.13%+97513F-HRTimeline
Berger Financial Group, Inc10,928$548K0.04%new13F-HRTimeline
Sanctuary Advisors, LLC10,610$535K<0.01%+1,51613F-HRTimeline
Mallini Complete Financial Planning LLC10,600$532K0.5%13F-HRTimeline
CWM, LLCin group CWM, LLC10,549$529K<0.01%+8,92513F-HRTimelineGroup
Higgins & Schmidt Wealth Strategies LLC10,466$525K0.33%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…10,320$518K0.04%new13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC10,283$516K0.01%13F-HRTimeline
HILL ISLAND FINANCIAL LLC10,153$509K0.15%-1,11213F-HRTimeline
Global Financial Private Client, LLC10,030$503K0.19%-2,13613F-HRTimeline
Milestone Investment Advisors LLC9,856$494K0.13%+4813F-HRTimeline
IFP Advisors, Inc9,672$485K0.02%+2,02613F-HRTimeline
Pine Valley Investments Ltd Liability Co9,629$484K0.03%+1,83313F-HRTimeline
U.S. Capital Wealth Advisors, LLC9,172$460K0.01%-89813F-HRTimeline
Sigma Planning Corp8,980$450K0.01%+49813F-HRTimeline
PDS Planning, Inc8,930$448K0.04%new13F-HRTimeline
SAXON INTERESTS, INC.8,890$446K0.2%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC8,815$442K0.03%013F-HRTimeline
COMERICA BANK8,694$436K<0.01%new13F-HR/ATimeline
Stone Summit Wealth LLC8,511$427K0.14%-98513F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…8,290$416K0.04%+29213F-HRTimelineGroup
HOLDERNESS INVESTMENTS CO8,243$413K0.09%013F-HRTimeline
FLOW TRADERS U.S. LLC8,226$413K0.02%new13F-HRTimeline
OPTIMA CAPITAL LLC7,946$400K0.28%13F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC7,951$399K0.05%+19713F-HRTimeline
Peterson Wealth Advisors, LLC7,844$394K0.07%+9713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC7,829$393K<0.01%+88813F-HRTimelineGroup
IHT Wealth Management, LLC7,754$389K0.01%-57613F-HRTimeline
Bond & Devick Financial Network, Inc.7,583$389K0.17%013F-HRTimeline
Washington Trust Bank7,720$387K0.04%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Firestone Capital Management7,706$386K0.1%new13F-HRTimeline
BCGM Wealth Management, LLC7,697$386K0.12%+6613F-HRTimeline
HRT FINANCIAL LP7,541$378K<0.01%new13F-HRTimeline
SignalPoint Asset Management, LLC7,440$373K0.09%013F-HRTimeline
Advisory Services Network, LLC7,434$373K0.01%-20613F-HRTimeline
WORLD EQUITY GROUP, INC.7,192$361K0.08%new13F-HRTimeline
BOSTON FAMILY OFFICE LLC7,163$359K0.02%013F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC7,130$358K0.03%+98413F-HRTimeline
BLAIR WILLIAM & CO/IL7,100$356K<0.01%+60013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.6,934$348K<0.01%+49013F-HRTimelineGroup
Davis Wealth Advisors, LLC6,868$344K0.38%13F-HRTimeline
Boston Standard Wealth Management, LLC6,627$332K0.06%new13F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC6,562$329K0.08%new13F-HRTimeline
Atria Investments, Inc6,515$327K<0.01%+2,45313F-HRTimeline
Cooper Financial Group6,477$325K0.04%+2,46013F-HRTimeline
Madison Wealth Partners, Inc6,395$321K0.09%+2,08513F-HRTimeline
Visionary Wealth Advisors6,326$317K0.02%+5413F-HRTimeline
D'Orazio & Associates, Inc.6,230$312K0.05%+1,25513F-HRTimeline
GENTRY PRIVATE WEALTH, LLC6,216$312K1.3%new13F-HRTimeline
Teamwork Financial Advisors, LLC6,179$310K0.04%+1913F-HRTimeline
Gryphon Financial Partners LLC6,045$303K0.04%+24513F-HRTimeline
Masso Torrence Wealth Management Inc.6,000$301K0.16%new13F-HRTimeline
PFG Investments, LLC6,000$301K0.02%013F-HRTimeline
Kelly Financial Services LLC5,969$299K0.11%013F-HR/ATimeline
Warther Private Wealth, LLC5,967$299K0.1%013F-HRTimeline
Meridian Financial Advisors, LLC5,938$298K0.21%+37813F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC5,921$296K0.02%+1,98113F-HRTimeline
Vawter Financial, Ltd.5,571$279K0.17%+1,40013F-HRTimeline
Saxony Capital Management, LLC5,465$274K0.24%013F-HRTimeline
WNY Asset Management, LLC5,460$274K0.03%-3,08613F-HRTimeline
Bowman & Co S.C.5,301$266K0.14%+2413F-HRTimeline
Financial Partners Group, Inc5,274$264K0.04%-29613F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.5,239$263K0.01%new13F-HR/ATimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management5,121$257K<0.01%-1313F-HRTimelineGroup
Marshall Financial Group, LLC4,986$250K0.06%new13F-HRTimeline
Transform Wealth, LLC4,805$241K0.01%013F-HRTimeline
Geneos Wealth Management Inc.4,598$231K0.01%-1,00013F-HRTimeline
OMNI 360 Wealth, Inc.4,596$230K0.15%+2113F-HR/ATimeline
McCarthy & Cox4,563$229K0.08%new13F-HRTimeline
C M BIDWELL & ASSOCIATES LTD4,505$226K0.14%+99013F-HRTimeline
Blue Investment Partners LLC4,468$224K0.08%+51213F-HRTimeline
Axis Wealth Partners, LLC4,298$216K0.18%13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC4,297$215K<0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,130$207K<0.01%-4713F-HRTimelineGroup
Parallel Advisors, LLC4,017$201K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,016$201K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC3,722$187K0.01%-2,74813F-HRTimeline
Aptus Capital Advisors, LLC3,346$168K<0.01%-68013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT2,750$138K0.01%new13F-HRTimeline
CoreCap Advisors, LLC2,638$132K0.01%013F-HRTimeline
WealthTrak Capital Management LLC2,473$124K0.1%13F-HRTimeline
Longview Financial Advisors LLC2,300$115K0.08%13F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC1,767$88.6K0.04%+1513F-HRTimeline
Allworth Financial LP1,527$76.6K<0.01%new13F-HRTimeline
MAI Capital Management1,374$68.9K<0.01%new13F-HRTimeline
AE Wealth Management LLC1,333$66.9K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,281$64.2K<0.01%-48313F-HRTimelineGroup
Sunbelt Securities, Inc.1,118$56.2K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,041$52K0.02%+913F-HRTimeline
Clarity Asset Management, Inc.1,022$51.2K0.03%+913F-HRTimeline
1620 INVESTMENT ADVISORS, INC.868$43.5K0.03%new13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …565$28.3K0.01%013F-HRTimelineGroup
Fourth Dimension Wealth, LLC485$24.3K0.01%13F-HRTimeline
TRUST CO OF VERMONT391$19.6K<0.01%013F-HRTimeline
Blue Trust, Inc.376$18.8K<0.01%+713F-HR/ATimeline
Global Retirement Partners, LLC256$12.8K<0.01%new13F-HRTimeline
Evergreen Private Wealth LLC220$11K0.01%013F-HRTimeline
Cape Investment Advisory, Inc.218$10.9K<0.01%+2513F-HRTimeline
Noble Wealth Management PBC210$10.5K0.01%13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY150$7.52K<0.01%new13F-HR/ATimelineGroup
Smartleaf Asset Management LLC105$5.28K<0.01%013F-HRTimeline
Continuum Advisory, LLC49$2.46K<0.01%013F-HRTimeline
West Oak Capital, LLC4,700$2.36K0.08%+70013F-HR/ATimeline
Spire Wealth Managementin group Spire Wealth Management20$1K<0.01%013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS10$502<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC2$100<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$47<0.01%-19913F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.