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Disclosery

JMUB J P MORGAN EXCHANGE TRADED F

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MUNICIPAL ETF (fund)

329 managers (334 13F filers) reported a position in JMUB shares at 2025-03-31, 43,049,371 shares in all. 36 filers opened a position and 22 filers sold out during the quarter.

Managers
329
13F filers
334
New
36
Added
172
Reduced
91
Sold out
22
Shares held by filers
43,049,371

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Retirement Planning Group, LLC14,300$715K0.03%new13F-HRTimeline
High Net Worth Advisory Group LLC14,047$702K0.2%-1,43313F-HRTimeline
Farther Finance Advisors, LLC14,029$702K0.02%+10,30713F-HRTimeline
USAdvisors Wealth Management, LLC13,937$696K0.24%+2,09913F-HRTimeline
GGM Financial LLC13,610$681K0.46%-29613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…13,441$679K<0.01%-6,16713F-HR/ATimelineGroup
Marshall Financial Group, LLC13,477$674K0.15%+8,49113F-HRTimeline
Arkadios Wealth Advisors13,392$670K0.03%-26813F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.13,360$668K0.05%-1,50013F-HRTimelineGroup
Ferguson Shapiro LLC13,330$666K0.25%+45813F-HRTimeline
McCarthy & Cox13,313$666K0.29%+8,75013F-HRTimeline
Milestone Investment Advisors LLC12,852$643K0.18%+2,99613F-HRTimeline
Western Wealth Management, LLC12,769$638K0.04%+61913F-HRTimeline
Dynamic Advisor Solutions LLC12,325$616K0.02%-67913F-HRTimeline
Aptus Capital Advisors, LLC12,205$610K0.01%+8,85913F-HRTimeline
Seascape Capital Management12,105$605K0.21%013F-HRTimeline
Perennial Advisors, LLC11,875$594K0.12%-5,40013F-HRTimeline
BCGM Wealth Management, LLC11,782$589K0.18%+4,08513F-HRTimeline
Friday Financial11,174$558K0.33%013F-HRTimeline
Barnes Wealth Management Group, Inc11,131$557K0.36%new13F-HRTimeline
Financial Strategies Group, Inc.11,161$547K0.13%-7313F-HRTimeline
SWMG, LLC11,029$544K0.22%-23413F-HRTimeline
Berger Financial Group, Inc10,862$543K0.04%-6613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC10,756$538K<0.01%+2,92713F-HRTimelineGroup
Sanctuary Advisors, LLC10,726$536K<0.01%+11613F-HRTimeline
Mallini Complete Financial Planning LLC10,600$530K0.51%013F-HRTimeline
Vawter Financial, Ltd.10,571$529K0.3%+5,00013F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC10,542$527K0.12%+3,98013F-HRTimeline
Leslie Global Wealth, LLC10,340$524K0.25%-127,89713F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC10,367$518K0.01%+8413F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…10,300$515K0.05%-2013F-HRTimeline
CALTON & ASSOCIATES, INC.10,250$512K0.12%new13F-HR/ATimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.10,155$508K<0.01%-5,75013F-HRTimelineGroup
HILL ISLAND FINANCIAL LLC10,019$501K0.15%-13413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY9,955$498K<0.01%+9,80513F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC9,674$484K0.02%-5,37713F-HRTimelineGroup
Pine Valley Investments Ltd Liability Co9,404$470K0.03%-22513F-HRTimeline
Next Level Wealth Planning, LLC9,249$462K0.35%new13F-HRTimeline
Global Financial Private Client, LLC9,156$458K0.17%-87413F-HRTimeline
PDS Planning, Inc9,003$450K0.04%+7313F-HRTimeline
Stone Summit Wealth LLC8,977$449K0.15%+46613F-HRTimeline
SAXON INTERESTS, INC.8,890$444K0.21%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC8,815$441K0.02%013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC8,792$440K0.06%+84113F-HRTimeline
Sigma Planning Corp8,567$428K0.01%-41313F-HRTimeline
U.S. Capital Wealth Advisors, LLC8,499$425K0.01%-67313F-HRTimeline
Balance Wealth Partners LLC8,315$416K0.27%13F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…8,289$414K0.03%-113F-HRTimelineGroup
HOLDERNESS INVESTMENTS CO8,243$412K0.1%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp8,135$407K0.02%new13F-HRTimelineGroup
OPTIMA CAPITAL LLC8,055$403K0.26%+10913F-HRTimeline
BLAIR WILLIAM & CO/IL8,000$400K<0.01%+90013F-HRTimeline
Peterson Wealth Advisors, LLC8,042$398K0.08%+19813F-HRTimeline
IHT Wealth Management, LLC7,828$391K0.01%+7413F-HRTimeline
Firestone Capital Management7,734$387K0.1%+2813F-HRTimeline
Bond & Devick Financial Network, Inc.7,481$374K0.14%-10213F-HRTimeline
Lionshead Wealth Management, LLC7,348$367K0.38%-6,12713F-HRTimeline
IFP Advisors, Inc7,291$365K0.01%-2,38113F-HRTimeline
BOSTON FAMILY OFFICE LLC7,163$358K0.03%013F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC7,130$356K0.03%013F-HRTimeline
Atria Wealth Solutions, Inc.7,070$354K<0.01%new13F-HRTimeline
COMERICA BANK7,041$352K<0.01%-1,65313F-HRTimeline
GENTRY PRIVATE WEALTH, LLC7,014$351K0.29%+79813F-HRTimeline
Lifestyle Asset Management, Inc.6,754$338K0.19%-6,87313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.6,724$336K0.01%-21013F-HRTimelineGroup
Cooper Financial Group6,530$327K0.04%+5313F-HRTimeline
Madison Wealth Partners, Inc6,409$320K0.08%+1413F-HRTimeline
Atria Investments, Inc6,403$320K<0.01%-11213F-HRTimeline
SageView Advisory Group, LLC6,384$319K0.01%new13F-HRTimeline
Visionary Wealth Advisors6,378$319K0.02%+5213F-HRTimeline
ACIMA PRIVATE WEALTH, LLC6,235$312K0.11%-27,49213F-HRTimeline
Teamwork Financial Advisors, LLC6,196$310K0.04%+1713F-HRTimeline
OMNI 360 Wealth, Inc.6,096$305K0.2%+1,50013F-HR/ATimeline
StoneX Group Inc.in group StoneX Group Inc.6,072$304K0.02%+83313F-HR/ATimelineGroup
Masso Torrence Wealth Management Inc.6,000$300K0.16%013F-HRTimeline
PFG Investments, LLC6,000$300K0.02%013F-HRTimeline
Meridian Financial Advisors, LLC5,938$297K0.21%013F-HRTimeline
Gryphon Financial Partners LLC5,860$293K0.04%-18513F-HRTimeline
&PARTNERS5,736$286K<0.01%new13F-HRTimeline
WNY Asset Management, LLC5,460$273K0.03%013F-HRTimeline
D'Orazio & Associates, Inc.5,290$264K0.04%-94013F-HRTimeline
Saxony Capital Management, LLC5,269$263K0.23%-19613F-HRTimeline
Bowman & Co S.C.5,200$260K0.13%-10113F-HRTimeline
Cresset Asset Management, LLC5,200$260K<0.01%new13F-HRTimeline
Leverty Financial Group, LLC5,083$254K0.1%new13F-HRTimeline
Whitegate Investment Counselors, Inc.4,930$246K0.09%new13F-HRTimeline
Cyr Financial Inc.4,839$242K0.22%new13F-HR/ATimeline
Financial Partners Group, Inc4,807$240K0.04%-46713F-HRTimeline
Transform Wealth, LLC4,805$240K0.01%013F-HRTimeline
Certified Advisory Corp4,750$238K0.03%new13F-HRTimeline
Chicago Partners Investment Group LLC4,677$232K0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,632$232K<0.01%+50213F-HRTimelineGroup
Signature Wealth Management Partners, L…4,578$229K0.15%new13F-HRTimeline
GENESIS PRIVATE WEALTH, LLC4,542$227K0.12%new13F-HRTimeline
C M BIDWELL & ASSOCIATES LTD4,505$225K0.14%013F-HRTimeline
Blue Investment Partners LLC4,499$225K0.08%+3113F-HRTimeline
Axis Wealth Partners, LLC4,333$217K0.16%+3513F-HRTimeline
Forbes Financial Planning, Inc.4,110$206K0.15%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …4,081$204K<0.01%new13F-HRTimelineGroup
Sincerus Advisory, LLC4,077$204K0.22%new13F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding4,075$204K-8,116Timeline
US BANCORP \DE\in group US BANCORP \DE\4,016$201K<0.01%013F-HRTimelineGroup
Parallel Advisors, LLC3,890$194K<0.01%-12713F-HRTimeline
Geneos Wealth Management Inc.3,598$180K<0.01%-1,00013F-HRTimeline
Allworth Financial LP2,919$144K<0.01%+1,39213F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT2,750$138K0.01%013F-HRTimeline
CoreCap Advisors, LLC2,638$132K0.01%013F-HRTimeline
WealthTrak Capital Management LLC2,473$124K0.11%013F-HRTimeline
Longview Financial Advisors LLC2,300$115K0.08%013F-HRTimeline
Goodman Advisory Group, LLC1,959$98K0.03%new13F-HR/ATimeline
1620 INVESTMENT ADVISORS, INC.1,890$94.5K0.07%+1,02213F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC1,781$89.1K0.04%+1413F-HRTimeline
AE Wealth Management LLC1,402$70.1K<0.01%+6913F-HRTimeline
MAI Capital Management1,374$68.7K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,111$55.6K<0.01%-17013F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.1,050$52K0.02%+913F-HRTimeline
Clarity Asset Management, Inc.1,030$51.5K0.03%+813F-HRTimeline
Sunbelt Securities, Inc.999$50K<0.01%-11913F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …565$28.2K0.01%13F-HRTimelineGroup
AMERIFLEX GROUP, INC.500$25K0.01%new13F-HRTimeline
Fourth Dimension Wealth, LLC362$18.1K0.01%-12313F-HRTimeline
Cape Investment Advisory, Inc.218$10.9K<0.01%013F-HRTimeline
Wealth Preservation Advisors, LLC127$6.35K<0.01%13F-HRTimeline
Smartleaf Asset Management LLC105$5.24K<0.01%013F-HRTimeline
Continuum Advisory, LLC49$2.45K<0.01%013F-HRTimeline
West Oak Capital, LLC4,700$2.35K0.09%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management20$1K<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$25<0.01%-113F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.