Skip to content

JMUB J P MORGAN EXCHANGE TRADED F

Follow

MUNICIPAL ETF (fund)

354 managers (359 13F filers) reported a position in JMUB shares at 2025-06-30, 50,937,908 shares in all. 49 filers opened a position and 22 filers sold out during the quarter.

Managers
354
13F filers
359
New
49
Added
173
Reduced
100
Sold out
22
Shares held by filers
50,937,908

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
BOOTHBAY FUND MANAGEMENT, LLC20,000$993K0.03%new13F-HRTimeline
Aptus Capital Advisors, LLC19,893$987K0.01%+7,68813F-HRTimeline
Pine Valley Investments Ltd Liability Co19,754$981K0.06%+10,35013F-HRTimeline
Advisory Services Network, LLC19,822$978K0.02%+83913F-HRTimeline
PLANNING DIRECTIONS INC19,664$976K0.55%+17513F-HRTimeline
Prospera Financial Services Inc19,529$969K0.02%-1,09513F-HRTimeline
Brookwood Investment Group LLC19,482$967K0.16%+1,84913F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …19,193$953K0.13%new13F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…19,159$951K0.18%+87113F-HRTimelineGroup
WCG Wealth Advisors LLC19,112$949K0.06%+113F-HRTimeline
VISTA INVESTMENT MANAGEMENT18,805$933K0.35%+1,88513F-HRTimeline
Milestone Investment Advisors LLC18,074$897K0.23%+5,22213F-HRTimeline
NWF Advisory Services Inc.17,423$865K0.1%-5,99713F-HRTimeline
Cyr Financial Inc.17,183$853K0.66%+12,34413F-HRTimeline
CHOREO, LLC17,168$852K0.01%013F-HRTimeline
Forum Private Client Group LLC16,896$839K0.32%+2,08813F-HRTimeline
Capital Advisors Wealth Management, LLC16,659$827K0.13%-58213F-HRTimeline
StrongBox Wealth, LLC16,647$826K0.31%+1,20013F-HRTimeline
Collaborative Wealth Managment Inc.16,634$826K0.36%+1,43213F-HRTimeline
JFS WEALTH ADVISORS, LLC16,445$816K0.05%new13F-HRTimeline
Clear Point Advisors Inc.16,072$798K0.67%-4,27113F-HRTimeline
Compass Wealth Management, LLC/GA15,976$793K0.42%13F-HRTimeline
Mason & Associates Inc15,877$788K0.18%-6,84613F-HRTimeline
PRIVATE TRUST CO NA15,579$773K0.07%-1,47713F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC15,436$766K0.01%-2,92213F-HRTimeline
Farther Finance Advisors, LLC15,083$749K0.01%+1,05413F-HRTimeline
IFP Advisors, Inc14,751$732K0.02%+7,46013F-HRTimeline
Financial Strategies Group, Inc.14,495$716K0.15%+3,33413F-HRTimeline
McCarthy & Cox14,330$711K0.19%+1,01713F-HRTimeline
Advyzon Investment Management, LLC14,129$701K0.16%-1,74313F-HRTimeline
High Net Worth Advisory Group LLC14,047$697K0.18%013F-HRTimeline
Commonwealth Financial Services, LLC13,873$689K0.13%-76313F-HRTimeline
USAdvisors Wealth Management, LLC13,524$671K0.25%-41313F-HRTimeline
Ferguson Shapiro LLC13,453$668K0.23%+12313F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC13,237$657K0.08%+4,44513F-HRTimeline
Barnes Wealth Management Group, Inc12,364$614K0.36%+1,23313F-HRTimeline
Crews Bank & Trust12,325$612K0.1%-3,10013F-HRTimeline
Perennial Advisors, LLC12,175$604K0.11%+30013F-HRTimeline
Seascape Capital Management12,105$601K0.19%013F-HRTimeline
Choice Wealth Advisors LLC12,100$601K0.27%new13F-HRTimeline
Sanctuary Advisors, LLC12,045$598K<0.01%+1,31913F-HRTimeline
BCGM Wealth Management, LLC11,832$587K0.17%+5013F-HRTimeline
Family Investment Center, Inc.11,703$581K0.13%-6,96513F-HRTimeline
Friday Financial11,541$573K0.29%+36713F-HRTimeline
Arkadios Wealth Advisors11,519$572K0.02%-1,87313F-HRTimeline
Sigma Planning Corp11,131$553K0.02%+2,56413F-HRTimeline
Western Wealth Management, LLC10,986$545K0.03%-1,78313F-HRTimeline
Mallini Complete Financial Planning LLC10,600$526K0.67%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…10,300$511K0.04%013F-HRTimeline
SWMG, LLC10,291$506K0.17%-73813F-HRTimeline
Creative Planningin group Creative Planning9,859$489K<0.01%new13F-HRTimelineGroup
HILL ISLAND FINANCIAL LLC9,746$484K0.13%-27313F-HRTimeline
Boston Standard Wealth Management, LLC9,507$472K0.09%new13F-HRTimeline
Leslie Global Wealth, LLC9,305$472K0.25%-1,03513F-HRTimeline
Compound Planning, Inc.9,355$464K0.02%new13F-HRTimeline
PDS Planning, Inc9,084$451K0.03%+8113F-HRTimeline
BLAIR WILLIAM & CO/IL9,000$447K<0.01%+1,00013F-HRTimeline
SAXON INTERESTS, INC.8,890$444K0.21%013F-HRTimeline
D'Orazio & Associates, Inc.8,811$437K0.06%+3,52113F-HRTimeline
U.S. Capital Wealth Advisors, LLC8,707$432K0.01%+20813F-HRTimeline
QUADRANT CAPITAL GROUP LLC8,612$428K0.02%-20313F-HRTimeline
Global Financial Private Client, LLC8,506$422K0.16%-65013F-HRTimeline
OPTIMA CAPITAL LLC8,410$417K0.22%+35513F-HRTimeline
W.H. Cornerstone Investments Inc.8,300$412K0.26%new13F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION8,275$411K0.04%new13F-HRTimeline
CALTON & ASSOCIATES, INC.8,270$411K0.07%-1,98013F-HRTimeline
Atria Investments, Inc7,923$393K<0.01%+1,52013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.7,750$385K<0.01%-2,40513F-HRTimelineGroup
Bond & Devick Financial Network, Inc.7,481$371K0.12%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …7,426$369K<0.01%+3,34513F-HRTimelineGroup
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…7,330$364K0.03%-95913F-HRTimelineGroup
Visionary Wealth Advisors7,220$358K0.02%+84213F-HRTimeline
Firestone Capital Management7,172$356K0.08%-56213F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC7,130$354K0.02%013F-HRTimeline
GGM Financial LLC7,110$353K0.2%-6,50013F-HR/ATimeline
BOSTON FAMILY OFFICE LLC6,963$346K0.02%-20013F-HRTimeline
Lifestyle Asset Management, Inc.6,905$343K0.16%+15113F-HRTimeline
Axis Wealth Partners, LLC6,872$341K0.22%+2,53913F-HRTimeline
Savvy Advisors, Inc.6,816$338K0.02%new13F-HRTimeline
Madison Wealth Partners, Inc6,749$335K0.07%+34013F-HRTimeline
COMERICA BANK6,741$335K<0.01%-30013F-HRTimeline
Stone Summit Wealth LLC6,577$326K0.1%-2,40013F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC6,450$319K0.07%-4,09213F-HRTimeline
Dynamic Advisor Solutions LLC6,428$319K0.01%-5,89713F-HRTimeline
SageView Advisory Group, LLC6,384$314K0.01%013F-HRTimeline
ACIMA PRIVATE WEALTH, LLC6,235$310K0.11%013F-HRTimeline
Teamwork Financial Advisors, LLC6,215$309K0.04%+1913F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.6,165$306K0.02%-7,19513F-HRTimelineGroup
GENTRY PRIVATE WEALTH, LLC6,103$303K0.23%-91113F-HRTimeline
Lionshead Wealth Management, LLC6,089$302K0.28%-1,25913F-HRTimeline
Masso Torrence Wealth Management Inc.6,000$298K0.14%013F-HRTimeline
Meridian Financial Advisors, LLC5,938$295K0.19%013F-HRTimeline
Elequin Capital, LP5,920$294K0.04%new13F-HRTimeline
Peterson Wealth Advisors, LLC5,863$291K0.05%-2,17913F-HRTimeline
Gryphon Financial Partners LLC5,860$291K0.04%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management5,686$282K0.01%+5,66613F-HRTimelineGroup
Saxony Capital Management, LLC5,269$262K0.2%013F-HRTimeline
Certified Advisory Corp5,259$261K0.03%+50913F-HRTimeline
Bowman & Co S.C.5,247$260K0.12%+4713F-HRTimeline
GENESIS PRIVATE WEALTH, LLC5,186$257K0.12%+64413F-HRTimeline
Centurion Wealth Management LLC5,052$251K0.07%new13F-HRTimeline
Blue Investment Partners LLC4,950$246K0.09%+45113F-HRTimeline
Financial Partners Group, Inc4,850$241K0.03%+4313F-HRTimeline
NorthCoast Asset Management LLC4,805$239K<0.01%new13F-HRTimeline
Conrad Siegel Investment Advisors, Inc.4,757$236K0.05%new13F-HRTimeline
Chicago Partners Investment Group LLC4,677$230K0.01%013F-HRTimeline
D.A. DAVIDSON & CO.4,628$230K<0.01%new13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP4,622$229K<0.01%new13F-HRTimelineGroup
Signature Wealth Management Partners, L…4,578$227K0.13%013F-HRTimeline
Buck Wealth Strategies, LLC4,578$227K0.03%new13F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO4,567$227K0.06%13F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV4,168$207K0.07%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC4,149$206K<0.01%new13F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding4,090$203K+15Timeline
MIdWestOne Financial Group, Inc.4,042$201K0.03%new13F-HRTimeline
Wilmington Savings Fund Society, FSB4,037$200K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,016$199K<0.01%013F-HRTimelineGroup
C M BIDWELL & ASSOCIATES LTD4,005$199K0.1%-50013F-HRTimeline
Parallel Advisors, LLC3,770$187K<0.01%-12013F-HRTimeline
Geneos Wealth Management Inc.3,598$179K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,249$161K<0.01%-1,38313F-HRTimelineGroup
Cranbrook Wealth Management, LLC2,969$147K0.03%new13F-HRTimeline
Allworth Financial LP2,919$145K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT2,750$137K0.01%013F-HRTimeline
CoreCap Advisors, LLC2,638$131K0.01%013F-HRTimeline
WealthTrak Capital Management LLC2,473$123K0.1%013F-HRTimeline
Longview Financial Advisors LLC2,300$114K0.07%013F-HRTimeline
AMERIFLEX GROUP, INC.2,300$114K0.06%+1,80013F-HRTimeline
UBS Group AGin group UBS Group AG2,091$104K<0.01%new13F-HRTimelineGroup
1620 INVESTMENT ADVISORS, INC.2,010$99.8K0.07%+12013F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC1,797$89.2K0.04%+1613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,791$88.9K<0.01%-8,16413F-HRTimelineGroup
Cape Investment Advisory, Inc.1,740$86.4K0.03%+1,52213F-HRTimeline
Abound Wealth Management1,577$78.3K0.02%new13F-HRTimeline
MAI Capital Management1,374$68.2K<0.01%013F-HRTimeline
AE Wealth Management LLC1,260$62.6K<0.01%-14213F-HRTimeline
Sunbelt Securities, Inc.1,118$56.1K<0.01%+11913F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,059$53K0.02%+913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,022$50.7K<0.01%-8913F-HRTimelineGroup
Briaud Financial Planning Inc977$48K0.02%new13F-HRTimeline
Global Retirement Partners, LLC739$36.7K<0.01%13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …565$28K0.01%13F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC500$24.8K<0.01%new13F-HRTimelineGroup
Asset Dedication, LLC390$19.4K<0.01%new13F-HRTimeline
Fourth Dimension Wealth, LLC362$18K0.01%013F-HRTimeline
NewSquare Capital LLC193$9.58K<0.01%new13F-HRTimeline
Wealth Preservation Advisors, LLC127$6.3K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC105$5.21K<0.01%013F-HRTimeline
SYM FINANCIAL Corp50$2.48K<0.01%new13F-HRTimeline
West Oak Capital, LLC4,700$2.33K0.09%013F-HRTimeline
Smallwood Wealth Investment Management,…6$297<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1$50<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$10<0.01%013F-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.