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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
LPL Financial LLC2,659,326$133M0.05%+152,57813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,008,629$101M0.08%+191,04313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,260,793$63.2M0.02%13F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,115,291$55.9M0.11%+346,74113F-HR/ATimeline
HighTower Advisors, LLC999,722$50.1M0.07%+595,71013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC924,781$46.4M1.07%+81,18013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding799,578$40.1M+65,458Timeline
BAILARD, INC.735,933$36.9M0.94%new13F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA682,905$34.2M0.1%new13F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…593,711$29.8M0.08%+15,56213F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.551,877$27.7M0.26%+111,34213F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC521,262$26.1M0.01%+205,11613F-HRTimelineGroup
Asio Capital, LLC518,525$26.1M4.93%+54,82313F-HRTimeline
CENTRAL TRUST Co519,223$26M0.64%-9,02813F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC504,584$25.3M6.94%+50,45113F-HRTimeline
Avantax Planning Partners, Inc.494,780$24.8M0.89%+12,09813F-HRTimeline
Smith & Howard Wealth Management, LLC478,177$24M6.79%+168,61813F-HRTimeline
INVENIO WEALTH PARTNERS LLC395,118$19.8M8.3%+134,68813F-HRTimeline
BlueStem Wealth Partners, LLC388,265$19.5M2.56%13F-HRTimeline
MML INVESTORS SERVICES, LLC388,161$19.5M0.07%+11,46513F-HRTimeline
Cetera Investment Advisers378,197$19M0.04%+182,59113F-HRTimeline
Magnus Financial Group LLC351,920$17.6M1.7%+29,72813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC351,299$17.6M0.03%+44,35913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/343,386$17.2M<0.01%+111,10813F-HRTimelineGroup
Marcum Wealth, LLC333,392$16.7M1.45%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP325,824$16.3M0.03%-34,95013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.313,958$15.7M0.04%+32,11713F-HR/ATimelineGroup
Stephens Consulting, LLC312,530$15.7M3.93%+10,37213F-HRTimeline
Integrated Wealth Concepts LLC299,815$15M0.17%+11,89113F-HRTimeline
IAG Wealth Partners, LLC295,309$14.8M2.61%-1,00613F-HRTimeline
Legacy Financial Advisors, Inc.293,820$14.7M2.44%+10,67213F-HRTimeline
AllGen Financial Advisors, Inc.277,563$13.9M4.67%-25,62213F-HRTimeline
Hartford Financial Management Inc.263,507$13.2M2.71%+30,74913F-HRTimeline
Opal Wealth Advisors, LLC259,834$13M3.91%+26,75613F-HRTimeline
Aveo Capital Partners, LLC256,078$12.8M1.41%-11,46113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO252,129$12.6M<0.01%+15,24913F-HRTimelineGroup
CONDOR CAPITAL MANAGEMENT250,282$12.6M1.11%+6,45513F-HRTimeline
Aspen Wealth Management LLC249,929$12.5M3.71%+52,22413F-HRTimeline
CFO4Life Group, LLC245,819$12.3M2.17%+15,56613F-HRTimeline
1900 WEALTH MANAGEMENT LLC244,485$12.3M1.03%+35,60313F-HRTimeline
CGN Advisors LLC242,072$12.1M1.18%-28,74313F-HRTimeline
Syntegra Private Wealth Group, LLC234,837$11.8M1.33%+15,45313F-HRTimeline
Beta Wealth Group, Inc.212,351$10.6M4.71%+2,17113F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…204,206$10.2M0.26%+47,14313F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding194,083$9.73M+54,201Timeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…193,660$9.71M0.34%+91,37613F-HRTimelineGroup
Wealth Alliance Advisory Group, LLC183,988$9.23M1.95%+6,89913F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding182,251$9.14M+31,810Timeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC173,734$8.71M0.01%+142,78813F-HRTimelineGroup
Cornerstone Wealth Management, LLC170,228$8.54M0.58%+9,91113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC160,481$8.05M0.05%new13F-HRTimelineGroup
Mills Wealth Advisors LLC147,680$7.41M4.21%+69,58313F-HRTimeline
Martin Worley Group142,829$7.16M4.48%13F-HRTimeline
TruWealth Advisors, LLC139,864$7.01M0.42%+20,81313F-HRTimeline
Leslie Global Wealth, LLC138,237$6.93M3.22%+13213F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…137,323$6.89M1.17%+5,40713F-HRTimeline
Skyline Advisors, Inc.133,032$6.67M2.59%-34,19213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…132,570$6.65M0.15%-21,72113F-HRTimelineGroup
OLYMPUS WEALTH MANAGEMENT, LLC132,553$6.65M2.42%-4,10813F-HRTimeline
LWM Advisory Services, LLC132,395$6.64M4.62%+4,49513F-HRTimeline
RIVERSEDGE ADVISORS, LLC129,301$6.48M1.47%+2,31313F-HRTimeline
MATHER GROUP, LLC.127,398$6.39M0.08%+22,53013F-HRTimeline
Shorepoint Capital Partners LLC125,555$6.3M1.44%+6,02113F-HRTimeline
Diversified Portfolios, Inc.123,690$6.2M0.68%+13,43013F-HRTimeline
CVA Family Office, LLC121,491$6.09M0.96%+8,19113F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC120,100$6.02M0.01%+6,40013F-HRTimeline
Apexium Financial, LP119,511$6.01M0.36%+10,35413F-HRTimeline
Mariner, LLCin group Mariner, LLC115,843$5.81M0.01%+48,86113F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding108,385$5.44M-20,516Timeline
Brio Consultants, LLC107,061$5.37M0.84%+2,00513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP106,421$5.34M0.01%+3,18613F-HRTimelineGroup
Keudell/Morrison Wealth Management100,881$5.06M1.32%+9,04913F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH96,678$4.85M1.43%+10,19213F-HRTimeline
TBH Global Asset Management, LLC92,890$4.66M1.1%-13,00813F-HRTimeline
RiverFront Investment Group, LLC92,666$4.65M0.11%+5,47613F-HRTimeline
Sequoia Financial Advisors, LLC92,168$4.62M0.04%+66,73813F-HR/ATimeline
BAKER TILLY WEALTH MANAGEMENT, LLC90,512$4.54M1.78%+27,67213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA89,375$4.48M<0.01%+14,35213F-HRTimelineGroup
Private Advisor Group, LLC88,390$4.43M0.02%+75513F-HRTimeline
Summit Financial Strategies, Inc.86,964$4.36M0.48%+5,05513F-HRTimeline
Newman Dignan & Sheerar, Inc.83,724$4.2M1.08%-3,63413F-HRTimeline
Resonant Capital Advisors, LLC83,436$4.19M0.31%+15,28713F-HRTimeline
Prentice Wealth Management LLC77,655$3.89M1.13%+7,48113F-HRTimeline
Landmark Wealth Management, LLC74,576$3.74M1.66%+3,01213F-HRTimeline
Clearwater Capital Advisors, LLC73,876$3.7M0.36%-65613F-HRTimeline
Red Mountain Financial, LLC73,234$3.67M3.95%+6,94513F-HRTimeline
HTG Investment Advisors, Inc.70,326$3.53M1.61%+8,12913F-HRTimeline
VICUS CAPITAL69,318$3.48M0.31%+78313F-HRTimeline
Steward Partners Investment Advisory, L…68,298$3.43M0.03%-1,15013F-HRTimeline
Obsidian Personal Planning Solutions LLC66,771$3.36M1.62%+4,14813F-HRTimeline
Galvin, Gaustad & Stein, LLC65,716$3.3M0.3%-39913F-HRTimeline
Freedom Investment Management, Inc.65,618$3.29M0.27%-2,35013F-HRTimeline
Chesley Taft & Associates LLC65,015$3.26M0.15%+48,10013F-HRTimeline
FMA Wealth Management, LLC64,978$3.26M2.43%+84113F-HRTimeline
Unique Wealth Strategies, LLC64,618$3.24M1.42%+6,01613F-HRTimeline
Intrua Financial, LLC63,926$3.21M0.52%new13F-HRTimeline
Cedar Point Capital Partners, LLC63,740$3.2M2.16%+3,55013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp58,696$2.94M<0.01%-2,10113F-HRTimelineGroup
Mutual Advisors, LLC56,478$2.82M0.08%+3,08113F-HRTimeline
Summit Wealth Partners, LLC55,945$2.81M0.58%+12,89013F-HRTimeline
First Horizon Advisors, Inc.55,720$2.79M0.08%-11,03913F-HRTimeline
Brady Martz Wealth Solutions, LLC55,277$2.75M0.66%13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC54,635$2.74M0.06%+4,83313F-HRTimelineGroup
WealthCare Investment Partners, LLC53,299$2.68M1.17%-5,19913F-HRTimeline
Morningstar Investment Services LLCin group Morningstar Investment Manage…51,626$2.59M0.24%-355,53313F-HRTimelineGroup
Cambridge Investment Research Advisors,…50,328$2.52M0.01%+12,17013F-HRTimeline
Hennion & Walsh Asset Management, Inc.50,279$2.52M0.11%-1,57813F-HRTimeline
Prime Capital Investment Advisors, LLC48,704$2.44M0.04%+6,52513F-HRTimeline
49 WEALTH MANAGEMENT, LLC48,599$2.44M0.35%-34,49513F-HRTimeline
Per Stirling Capital Management, LLC.47,966$2.41M0.34%+35,22913F-HRTimeline
NewEdge Advisors, LLC47,553$2.38M0.01%+4,07413F-HRTimeline
Larson Financial Group LLC45,567$2.29M0.12%+35,77613F-HRTimeline
Independent Advisor Alliance44,991$2.26M0.03%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.43,175$2.17M0.15%-3,26513F-HRTimelineGroup
Financial Connections Group, Inc.41,961$2.1M1.01%+9,16213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP41,425$2.08M<0.01%+29,09613F-HRTimelineGroup
Investment Planning Advisors, Inc.41,269$2.07M0.9%+7,37613F-HRTimeline
NewEdge Wealth, LLC39,583$1.99M0.03%+10,24513F-HRTimeline
Naviter Wealth, LLC39,474$1.98M0.24%-5,87713F-HRTimeline
TD Capital Management LLC38,458$1.93M0.2%new13F-HRTimeline
Waverly Advisors, LLC37,680$1.89M0.03%+6,65713F-HRTimeline
Goodwin Investment Advisory36,356$1.82M0.95%new13F-HRTimeline
Hughes Financial Services, LLC36,194$1.82M0.37%13F-HRTimeline
Quadcap Wealth Management, LLC35,954$1.8M0.27%+16,01113F-HRTimeline
CW Advisors, LLC35,822$1.8M0.02%-2213F-HRTimeline
Philip James Wealth Mangement, LLC34,812$1.75M0.23%+4113F-HRTimeline
Riggs Capital Management LLC34,137$1.71M1.68%13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …34,106$1.71M0.05%+4,26813F-HRTimelineGroup
Wealthspire Retirement, LLC33,933$1.7M0.13%+19,90613F-HRTimeline
ACIMA PRIVATE WEALTH, LLC33,727$1.69M0.57%013F-HRTimeline
Crumly & Associates Inc.33,638$1.69M0.46%+17513F-HRTimeline
Mason & Associates Inc33,259$1.67M0.39%+77313F-HRTimeline
Kooman & Associates33,102$1.66M0.6%+78113F-HRTimeline
ERn Financial, LLC32,879$1.65M0.25%+55313F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC32,304$1.62M0.07%+2,66413F-HR/ATimeline
Lineweaver Wealth Advisors, LLC32,278$1.62M0.3%+3,02013F-HRTimeline
Beaumont Financial Advisors, LLC32,150$1.61M0.12%013F-HRTimeline
United Advisor Group, LLC31,879$1.6M0.32%+2,25413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.31,769$1.59M0.01%-10813F-HRTimeline
Rosenberg Matthew Hamilton31,635$1.59M0.41%+12,24113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC31,095$1.56M0.02%-16013F-HRTimelineGroup
TRUSTMARK BANK TRUST DEPARTMENT30,095$1.51M0.11%+14613F-HRTimeline
NWF Advisory Services Inc.29,584$1.49M0.22%-9,19913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC27,722$1.39M<0.01%+27,37013F-HRTimelineGroup
MBM WEALTH CONSULTANTS, LLC27,580$1.39M0.41%new13F-HRTimeline
Summit X, LLC27,509$1.38M0.31%-2,44613F-HRTimeline
KEYVANTAGE WEALTH, LLC27,467$1.38M0.98%13F-HRTimeline
Olde Wealth Management, LLC26,362$1.32M0.47%013F-HRTimeline
Perigon Wealth Management, LLC26,245$1.31M0.03%new13F-HRTimeline
OLD MISSION CAPITAL LLC25,555$1.28M0.03%+17,65913F-HRTimeline
Golden State Wealth Management, LLC24,836$1.25M0.19%13F-HRTimeline
Janney Montgomery Scott LLC23,917$1.2M<0.01%+4,78413F-HRTimeline
VERUS CAPITAL PARTNERS, LLC23,862$1.2M0.11%-1,61313F-HR/ATimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC23,151$1.16M<0.01%-24,46313F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…22,980$1.15M<0.01%new13F-HRTimelineGroup
Walkner Condon Financial Advisors LLC22,206$1.11M0.23%+31313F-HRTimeline
Beacon Pointe Advisors, LLC22,084$1.11M0.01%+2,28513F-HRTimeline
Prospera Financial Services Inc21,279$1.07M0.02%-1,79613F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC21,055$1.06M0.02%-1,58813F-HRTimeline
Clear Point Advisors Inc.20,689$1.04M0.89%-3,14813F-HRTimeline
Breakwater Capital Group20,524$1.03M0.2%new13F-HRTimeline
Dorsey & Whitney Trust CO LLC20,510$1.03M0.06%new13F-HRTimeline
Boyce & Associates Wealth Consulting, I…20,350$1.02M1.03%+2,79113F-HRTimeline
Good Life Advisors, LLC19,998$1M0.07%+3,44613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…19,608$988K<0.01%-12,31913F-HRTimelineGroup
FAS Wealth Partners, Inc.19,099$958K0.08%-48313F-HRTimeline
PRIVATE TRUST CO NA19,074$957K0.1%+2,62413F-HRTimeline
WCG Wealth Advisors LLC19,001$953K0.06%013F-HRTimeline
Bernardo Wealth Planning LLC18,849$939K0.22%+64013F-HRTimeline
PLANNING DIRECTIONS INC18,132$909K0.53%+15613F-HRTimeline
Jacobi Capital Management LLC17,805$893K0.07%+4,82113F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…17,694$887K0.17%-15,86213F-HRTimelineGroup
Perennial Advisors, LLC17,275$866K0.19%13F-HRTimeline
Family Investment Center, Inc.17,258$865K0.22%-4,45813F-HRTimeline
CHOREO, LLC17,168$863K0.01%013F-HRTimeline
Advyzon Investment Management, LLC16,226$814K0.31%13F-HRTimeline
VISTA INVESTMENT MANAGEMENT16,220$813K0.31%+38013F-HRTimeline
Commonwealth Financial Services, LLC15,951$800K0.16%+7913F-HRTimeline
Kingsview Wealth Management, LLC15,933$799K0.02%-20613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.15,905$798K<0.01%-1,60013F-HRTimelineGroup
High Net Worth Advisory Group LLC15,480$776K0.22%+6,00013F-HRTimeline
Crews Bank & Trust15,425$774K0.13%13F-HRTimeline
StrongBox Wealth, LLC15,247$765K0.32%+7,94713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC15,051$755K0.03%+12,66813F-HRTimelineGroup
CAHILL FINANCIAL ADVISORS INC15,030$754K0.1%+9,82013F-HRTimeline
Capital Advisors Wealth Management, LLC14,961$750K0.13%-1,58213F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.14,860$745K0.05%013F-HRTimelineGroup
Presidio Capital Management, LLC14,636$734K0.39%-37813F-HRTimeline
Forum Private Client Group LLC14,549$730K0.32%+5,67213F-HRTimeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…14,269$716K0.14%+9,32913F-HRTimeline
GGM Financial LLC13,906$697K0.74%-1,73013F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV13,703$687K0.24%-4,58013F-HRTimeline
Arkadios Wealth Advisors13,660$685K0.04%013F-HRTimeline
Lifestyle Asset Management, Inc.13,627$683K0.37%+1,20013F-HRTimeline
Lionshead Wealth Management, LLC13,475$678K0.49%13F-HRTimeline
Private Wealth Management Group, LLC13,415$673K0.26%new13F-HRTimeline
Dynamic Advisor Solutions LLC13,004$652K0.03%-2,01513F-HRTimeline
Ferguson Shapiro LLC12,872$646K0.24%+2,84513F-HRTimeline
Marion Wealth Management12,540$629K0.17%+2,96513F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding12,191$611K+1,610Timeline