Skip to content
Disclosery

JMUB J P MORGAN EXCHANGE TRADED F

Follow

MUNICIPAL ETF (fund)

491 managers (500 13F filers) reported a position in JMUB shares at 2026-03-31, 97,237,511 shares in all. 47 filers opened a position and 31 filers sold out during the quarter.

Managers
491
13F filers
500
New
47
Added
272
Reduced
117
Sold out
31
Shares held by filers
97,237,511

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Wealthspire Retirement, LLC42,814$2.14M0.13%+1,02013F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC42,601$2.13M1.22%+7,36013F-HRTimeline
Robertson Stephens Wealth Management, L…42,385$2.12M0.06%+6,19713F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE41,776$2.09M0.31%-17,14413F-HRTimeline
Bernardo Wealth Planning LLC41,642$2.08M0.41%+5,90513F-HRTimeline
Valor Advisors LLC41,085$2.07M1.74%013F-HRTimeline
United Advisor Group, LLC40,973$2.05M0.25%+9,62913F-HRTimeline
GFS Advisors, LLC40,600$2.03M0.26%013F-HR/ATimeline
LAVELLE CAPITAL LP40,339$2.02M1.25%new13F-HRTimeline
Principle Wealth Partners LLC40,151$2.01M0.11%013F-HRTimeline
SteelPeak Wealth, LLC39,375$1.97M0.06%new13F-HRTimeline
Compass Ion Advisors, LLC38,938$1.95M0.19%new13F-HRTimeline
Sanctuary Advisors, LLC37,861$1.89M0.01%+4,51513F-HRTimeline
McAdam, LLC37,304$1.86M0.08%-2,62213F-HRTimeline
49 WEALTH MANAGEMENT, LLC36,888$1.84M0.14%+1,26113F-HRTimeline
WESBANCO BANK INC36,103$1.8M0.05%+21,76813F-HRTimeline
MBM WEALTH CONSULTANTS, LLC35,982$1.8M0.41%-1,55313F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…35,491$1.77M0.06%+1,20713F-HRTimelineGroup
Legacy Edge Advisors, LLC33,578$1.68M0.18%-18113F-HRTimeline
Golden State Wealth Management, LLC33,462$1.67M0.18%+1,56813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management33,301$1.66M0.06%+3,04113F-HRTimelineGroup
Storgate, LLC33,095$1.65M1.3%+19,65113F-HRTimeline
Advisory Services Network, LLC33,012$1.65M0.02%+26513F-HRTimeline
Timmons Wealth Management, LLC32,708$1.64M1.55%+37813F-HRTimeline
Pine Valley Investments Ltd Liability Co32,653$1.63M0.08%+3,30613F-HRTimeline
Philip James Wealth Mangement, LLC32,203$1.61M0.19%-4,12513F-HRTimeline
Rice Partnership, LLC31,967$1.6M0.22%new13F-HRTimeline
Impact Investors, Inc31,405$1.57M1.09%-1,08813F-HRTimeline
Sterling Investment Advisors, Ltd.30,800$1.54M0.28%+14,80013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.30,760$1.54M0.1%013F-HRTimelineGroup
Freedom Investment Management, Inc.30,729$1.54M0.46%+1,16013F-HRTimeline
Marion Wealth Management30,521$1.53M0.34%+2,66113F-HRTimeline
Seascape Capital Management30,500$1.52M0.44%+14,50013F-HRTimeline
Boyce & Associates Wealth Consulting, I…30,197$1.51M1.14%+1,57013F-HRTimeline
Marshall Financial Group, LLC30,095$1.5M0.24%013F-HRTimeline
Vise Technologies, Inc.29,684$1.5M0.03%013F-HRTimeline
Kooman & Associates29,915$1.5M0.45%-1,84413F-HRTimeline
Inscription Capital, LLC29,717$1.49M0.16%+8813F-HRTimeline
Beaumont Financial Advisors, LLC29,289$1.46M0.1%-52713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.29,082$1.45M<0.01%+4,95913F-HRTimelineGroup
Daybright Advisory Services, Inc.28,985$1.45M0.4%+5,43713F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC28,600$1.43M<0.01%-57,20013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…28,091$1.4M0.02%+20,94513F-HRTimelineGroup
Beta Wealth Group, Inc.27,622$1.38M0.57%+41913F-HRTimeline
TBH Global Asset Management, LLC27,527$1.38M0.28%-325,14913F-HRTimeline
WEALTH ALLIANCE, LLC27,226$1.36M0.13%+14,73213F-HRTimeline
Bernicke Wealth Management, Ltd.26,278$1.31M0.17%+63213F-HRTimeline
Synergy Investment Management, LLC26,265$1.31M0.43%+4,63313F-HRTimeline
CROBAN25,883$1.29M0.61%+9,33713F-HRTimeline
Carter Financial, LLC25,659$1.28M1.12%+10,74413F-HRTimeline
HARBOUR INVESTMENTS, INC.25,475$1.27M0.02%+24,03113F-HRTimeline
&PARTNERS25,469$1.27M0.01%+74113F-HRTimeline
Dorsey & Whitney Trust CO LLC25,290$1.26M0.07%+3,65013F-HRTimeline
Cyr Financial Inc.25,252$1.26M0.74%+3,38013F-HRTimeline
Tandem Financial, LLC25,194$1.26M0.43%new13F-HRTimeline
Linscomb Wealth, Inc.24,909$1.25M0.06%new13F-HRTimeline
FAS Wealth Partners, Inc.24,830$1.24M0.08%+53313F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding24,588$1.24M-3,866Timeline
Advyzon Investment Management, LLC24,769$1.24M0.11%+9,06713F-HRTimeline
PRIVATE TRUST CO NA24,520$1.23M0.11%+9,72613F-HRTimeline
Rossby Financial, LCC23,745$1.19M0.25%new13F-HRTimeline
Forum Private Client Group LLC23,588$1.18M0.39%+4,28113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …23,318$1.17M0.02%+50013F-HRTimelineGroup
Immaculate Wealth Management LLC23,003$1.15M9.09%13F-HRTimeline
IFP Advisors, Inc22,970$1.15M0.02%+2,81513F-HRTimeline
Sand Hill Global Advisors, LLC22,700$1.13M0.04%-2,66613F-HRTimeline
NWF Advisory Services Inc.22,348$1.12M0.13%-1,96913F-HRTimeline
VISTA INVESTMENT MANAGEMENT22,339$1.12M0.37%013F-HRTimeline
FF Advisors,LLC22,100$1.12M0.45%new13F-HRTimeline
Prospera Financial Services Inc21,553$1.08M0.02%+3,90013F-HRTimeline
Leo Wealth, LLC21,313$1.07M0.08%+4,88613F-HRTimeline
WealthPlan Investment Management, LLC21,000$1.05M0.06%+9,56013F-HRTimeline
VestGen Advisors, LLC20,773$1.04M0.03%-96613F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.20,455$1.02M1.84%+68113F-HRTimeline
PLANNING DIRECTIONS INC20,066$1M0.51%+17713F-HRTimeline
High Net Worth Advisory Group LLC20,000$1000K0.23%-4713F-HRTimeline
CHOREO, LLC19,881$994K0.01%+6,34113F-HRTimeline
Friday Financial19,434$972K0.33%-1813F-HRTimeline
BCGM Wealth Management, LLC19,185$959K0.24%+8813F-HRTimeline
Collaborative Wealth Managment Inc.19,100$955K0.44%-14513F-HRTimeline
Perennial Advisors, LLC18,850$942K0.16%+1,09013F-HRTimeline
Creative Planningin group Creative Planning18,741$937K<0.01%+9,60813F-HRTimelineGroup
WCG Wealth Advisors LLC18,472$923K0.03%new13F-HRTimeline
Brookwood Investment Group LLC18,339$917K0.12%-22813F-HRTimeline
Compass Wealth Management, LLC/GA18,136$907K0.39%-3813F-HRTimeline
Crusonia Wealth Advisors LLC18,045$902K0.19%-7,70713F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT17,825$891K0.06%-4613F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp17,358$868K0.04%013F-HRTimelineGroup
Zhang Financial LLC17,235$862K0.03%013F-HRTimeline
Savvy Advisors, Inc.17,182$859K0.02%+19013F-HRTimeline
Arkadios Wealth Advisors16,816$841K0.01%+38413F-HRTimeline
Wealth Enhancement Trust Services, Inc.16,815$841K0.1%+13,78313F-HRTimeline
Bleakley Financial Group, LLC16,792$839K0.01%-4,65313F-HRTimeline
Sigma Planning Corp16,335$817K0.02%+1,65613F-HRTimeline
Kingsview Wealth Management, LLC16,251$812K0.01%-5,55413F-HRTimeline
Sequent Planning LLC16,187$809K0.2%+8,22813F-HRTimeline
KINTRA WEALTH, LLC16,011$800K0.06%+2,68313F-HRTimeline
Arbor Investment Advisors, LLC15,720$786K0.1%013F-HRTimeline
Cauble & Harre Wealth Management, Inc.15,400$774K0.62%-8,40013F-HRTimeline
Financial Strategies Group, Inc.14,652$741K0.12%-2513F-HRTimeline
Aptus Capital Advisors, LLC14,710$735K0.01%-4,63913F-HRTimeline
Everest Financial Group LLC14,688$734K0.12%+13013F-HRTimeline
D'Orazio & Associates, Inc.14,596$730K0.09%+28513F-HRTimeline
Prosperity Consulting Group, LLC14,580$729K0.03%013F-HRTimeline
Commonwealth Financial Services, LLC14,471$723K0.11%+38713F-HRTimeline
Contango Wealth Management LLC14,018$701K0.82%-3013F-HRTimeline
Western Wealth Management, LLC13,916$696K0.03%+2,48013F-HR/ATimeline
Peterson Wealth Advisors, LLC13,840$692K0.09%-913F-HRTimeline
Lakeridge Wealth Management LLC13,809$690K0.3%+2,17713F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC13,629$685K0.01%-65713F-HRTimeline
Pure Financial Advisors, LLC13,400$670K0.01%013F-HRTimeline
Lifestyle Asset Management, Inc.13,068$653K0.21%+1,22913F-HRTimeline
Barnes Wealth Management Group, Inc12,963$648K0.33%+9613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …12,904$645K0.01%+1,26913F-HRTimelineGroup
Family Investment Center, Inc.12,903$645K0.12%+1,20013F-HRTimeline
Crews Bank & Trust12,759$638K0.09%-6713F-HRTimeline
Parallel Advisors, LLC12,620$631K0.01%+7,89713F-HR/ATimeline
BLUEDOOR PRIVATE WEALTH, LLC12,600$630K0.29%-1,10013F-HRTimeline
Centerline Wealth Advisors, LLC12,532$626K0.23%-2,68613F-HRTimeline
RED REEF ADVISORS LLC12,425$621K0.65%013F-HRTimeline
Entelevest, LLC12,356$618K0.64%+5,09513F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC11,989$599K0.13%+2,18813F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC11,709$585K0.06%013F-HRTimeline
Clarity Retirement & Wealth, LLC11,709$585K0.47%new13F-HRTimeline
Atria Investments, Inc11,403$570K0.01%+29813F-HRTimeline
Beacon Pointe Advisors, LLC11,340$567K<0.01%+86013F-HRTimeline
HICKS CAPITAL MANAGEMENT LLC11,090$554K0.55%new13F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC10,968$551K0.23%-13313F-HRTimeline
Avestar Capital, LLC11,016$551K0.04%new13F-HRTimeline
Milestone Investment Advisors LLC10,898$545K0.13%+29513F-HRTimeline
Cedar Point Capital Partners, LLC10,693$535K0.35%-44,82213F-HRTimeline
Mallini Complete Financial Planning LLC10,600$530K0.42%013F-HRTimeline
Peck Wealth Management, LLC10,531$526K0.53%+2913F-HRTimeline
SWMG, LLC10,506$525K0.15%-39513F-HRTimeline
Gateway Wealth Partners, LLC10,494$525K0.02%new13F-HRTimeline
J. R. Prunier Capital Management LLC10,470$523K0.22%+25213F-HRTimeline
GGM Financial LLC10,310$515K0.24%+57313F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP10,262$513K<0.01%013F-HRTimelineGroup
Vawter Financial, Ltd.10,071$503K0.21%-39813F-HR/ATimeline
INSIGNEO ADVISORY SERVICES, LLC9,948$497K0.04%-17413F-HRTimeline
OPTIMA CAPITAL LLC9,894$495K0.23%+1,55013F-HRTimeline
Conrad Siegel Investment Advisors, Inc.9,875$494K0.09%+1,76213F-HRTimeline
Dynamic Advisor Solutions LLC9,631$481K0.02%+1,13113F-HRTimeline
Jeter Robert S II9,334$470K0.47%13F-HRTimeline
Mason & Associates Inc9,364$468K0.09%+21513F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…9,348$467K0.06%-4,52313F-HRTimeline
Blue Water Asset Management9,301$465K0.16%+8213F-HRTimeline
LeClair Wealth Partners LLC9,301$465K0.16%new13F-HRTimeline
Boyd Wealth Management, LLC9,259$463K0.2%new13F-HRTimeline
Choice Wealth Advisors LLC9,131$456K0.18%013F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC8,996$450K0.02%new13F-HRTimelineGroup
Axis Wealth Partners, LLC8,954$448K0.24%+1,73113F-HRTimeline
SAXON INTERESTS, INC.8,890$444K0.15%013F-HRTimeline
UNIQUE WEALTH, LLC8,816$441K0.06%-11,47813F-HRTimeline
Arlington Financial Advisors, LLC8,748$437K0.06%+1,75913F-HRTimeline
Global Financial Private Client, LLC8,690$434K0.14%-10013F-HRTimeline
QUADRANT CAPITAL GROUP LLC8,612$431K0.01%013F-HR/ATimeline
ACIMA PRIVATE WEALTH, LLC8,599$430K0.13%013F-HRTimeline
CALTON & ASSOCIATES, INC.8,542$427K0.06%+213F-HRTimeline
NCM Capital Management, LLC8,500$425K0.15%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…8,455$423K0.03%-25013F-HRTimeline
Crane Advisory, LLC8,345$421K0.06%+17113F-HRTimeline
DAVENPORT & Co LLC8,312$416K<0.01%013F-HRTimeline
Global Wealth Management Investment Adv…7,997$400K0.06%new13F-HRTimeline
PDS Planning, Inc7,941$397K0.03%-70013F-HRTimeline
Johnson Bixby & Associates, LLC7,912$396K0.05%-11,87013F-HRTimeline
Investor's Fiduciary Advisor Network, L…7,872$393K0.12%new13F-HRTimeline
W.H. Cornerstone Investments Inc.7,627$381K0.24%+713F-HRTimeline
D.A. DAVIDSON & CO.7,610$380K<0.01%+94413F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC7,584$379K0.06%-1,00013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV7,526$376K<0.01%new13F-HRTimeline
Lionshead Wealth Management, LLC7,339$367K0.27%+42913F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding7,310$365K-175Timeline
Wealthspire Advisors, LLC7,148$357K<0.01%-15013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS7,036$352K0.31%13F-HRTimeline
Westmount Partners, LLC6,985$349K0.09%new13F-HRTimeline
BOSTON FAMILY OFFICE LLC6,963$348K0.02%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,908$345K<0.01%+65313F-HRTimelineGroup
Meridian Financial Advisors, LLC6,892$345K0.19%013F-HRTimeline
Bond & Devick Financial Network, Inc.6,843$342K0.1%+2413F-HRTimeline
Evercore Wealth Management, LLC6,785$339K0.01%013F-HRTimeline
GENESIS PRIVATE WEALTH, LLC6,758$338K0.11%+17913F-HRTimeline
SageView Advisory Group, LLC6,464$323K0.01%+313F-HRTimeline
SIERRA OCEAN, LLC6,297$315K0.26%+5613F-HRTimeline
Teamwork Financial Advisors, LLC6,274$314K0.03%+2013F-HRTimeline
BLAIR WILLIAM & CO/IL6,254$313K<0.01%-4,08713F-HRTimeline
Stirlingshire Investments, Inc.6,228$311K0.27%013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.5,975$299K0.02%-10013F-HRTimelineGroup
Goodwin Investment Advisory5,912$296K0.35%+11513F-HRTimeline
Signature Wealth Management Group5,792$290K0.11%new13F-HRTimeline
OMNI 360 Wealth, Inc.5,778$289K0.15%+54013F-HRTimeline
Gryphon Financial Partners LLC5,685$284K0.03%-7513F-HRTimeline
INTEGRITY WEALTH ADVISORS, INC.5,674$284K0.17%+1,28413F-HRTimeline
Balefire, LLC5,628$281K0.05%+2013F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC5,626$281K0.12%+37513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,624$281K<0.01%new13F-HRTimelineGroup
Alpha Financial Partners LLC5,610$280K0.17%+4113F-HRTimeline
Firestone Capital Management5,560$278K0.06%-47513F-HRTimeline
KFA Private Wealth Group, LLC5,479$274K0.07%-34813F-HRTimeline
Financial Partners Group, Inc5,467$273K0.03%+3213F-HRTimeline