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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
LPL Financial LLC2,847,971$142M0.06%+188,64513F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.2,531,748$127M7.59%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,199,520$110M0.09%+190,89113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,519,479$76M0.03%+258,68613F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,329,262$66.5M0.13%+213,97113F-HRTimeline
Cetera Investment Advisers1,131,266$56.6M0.11%+753,06913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,116,436$55.8M0.02%+595,17413F-HRTimelineGroup
BAILARD, INC.1,095,717$54.8M1.41%+359,78413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,033,987$51.7M+234,409Timeline
Forvis Mazars Wealth Advisors, LLC935,789$46.8M1.12%+11,00813F-HRTimeline
HighTower Advisors, LLC862,480$43.1M0.06%-137,24213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…744,907$37.2M0.09%+151,19613F-HRTimelineGroup
Orion Porfolio Solutions, LLC648,640$32.4M0.32%new13F-HRTimeline
Orion Portfolio Solutions, LLC648,640$32.4M0.32%new13F-HR/ATimeline
CENTRAL TRUST Co643,792$32.2M0.79%+124,56913F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA594,368$29.7M0.09%-88,53713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC593,358$29.7M0.1%+205,19713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.574,322$28.7M0.27%+22,44513F-HRTimelineGroup
COLLECTIVE FAMILY OFFICE LLC573,210$28.7M7.75%+68,62613F-HRTimeline
Asio Capital, LLC564,535$28.2M5.46%+46,01013F-HRTimeline
1900 WEALTH MANAGEMENT LLC543,162$27.2M2.26%+298,67713F-HRTimeline
Avantax Planning Partners, Inc.539,662$27M0.96%+44,88213F-HRTimeline
TBH Global Asset Management, LLC494,962$26.4M5.06%+402,07213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO506,622$25.3M<0.01%+254,49313F-HRTimelineGroup
CWM, LLCin group CWM, LLC484,425$24.2M0.1%+473,87613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/436,572$21.8M<0.01%+93,18613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.431,977$21.6M0.05%+118,01913F-HRTimelineGroup
INVENIO WEALTH PARTNERS LLC415,490$20.8M8.72%+20,37213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC413,697$20.7M0.03%+62,39813F-HRTimeline
Smith & Howard Wealth Management, LLC408,796$20.4M5.58%-69,38113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP392,557$19.6M0.03%+66,73313F-HRTimelineGroup
BlueStem Wealth Partners, LLC386,515$19.3M2.64%-1,75013F-HRTimeline
Magnus Financial Group LLC357,320$17.9M1.73%+5,40013F-HRTimeline
Avidian Wealth Enterprises, LLC356,226$17.8M0.79%new13F-HRTimeline
Integrated Wealth Concepts LLC348,460$17.4M0.2%+48,64513F-HRTimeline
Marcum Wealth, LLC315,774$15.8M1.36%-17,61813F-HRTimeline
Stephens Consulting, LLC315,077$15.8M3.96%+2,54713F-HRTimeline
CFO4Life Group, LLC313,541$15.7M2.64%+67,72213F-HRTimeline
IAG Wealth Partners, LLC305,689$15.3M2.38%+10,38013F-HRTimeline
Legacy Financial Advisors, Inc.304,871$15.2M2.55%+11,05113F-HRTimeline
Hartford Financial Management Inc.293,843$14.7M3.03%+30,33613F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding291,475$14.6M+109,224Timeline
AllGen Financial Advisors, Inc.285,173$14.3M4.22%+7,61013F-HRTimeline
Amplius Wealth Advisors, LLC259,968$13M1.35%new13F-HRTimeline
CONDOR CAPITAL MANAGEMENT259,854$13M1.21%+9,57213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC259,146$13M0.02%+85,41213F-HR/ATimelineGroup
Aspen Wealth Management LLC255,491$12.8M3.62%+5,56213F-HRTimeline
Syntegra Private Wealth Group, LLC251,525$12.6M1.47%+16,68813F-HRTimeline
CGN Advisors LLC228,271$11.4M1.12%-13,80113F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…215,927$10.8M0.28%+11,72113F-HRTimelineGroup
Beta Wealth Group, Inc.203,950$10.2M3.66%-8,40113F-HRTimeline
Wealth Alliance Advisory Group, LLC202,950$10.1M2.1%+18,96213F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding193,539$9.68M-544Timeline
MATHER GROUP, LLC.185,956$9.3M0.11%+58,55813F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…179,666$8.98M1.57%+42,34313F-HRTimeline
Cornerstone Wealth Management, LLC172,320$8.62M0.58%+2,09213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…171,006$8.55M0.18%+38,43613F-HRTimelineGroup
Aveo Capital Partners, LLC160,852$7.97M1.33%-95,22613F-HRTimeline
Martin Worley Group151,044$7.55M4.31%+8,21513F-HRTimeline
Diversified Portfolios, Inc.147,444$7.37M0.78%+23,75413F-HRTimeline
Oakwell Private Wealth Management, LLC143,273$7.16M1.98%new13F-HRTimeline
Mills Wealth Advisors LLC141,762$7.09M3.76%-5,91813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC141,448$7.07M0.04%-19,03313F-HRTimelineGroup
LWM Advisory Services, LLC136,203$6.81M4.73%+3,80813F-HRTimeline
CVA Family Office, LLC135,684$6.78M1.04%+14,19313F-HRTimeline
Skyline Advisors, Inc.132,509$6.63M2.61%-52313F-HRTimeline
TruWealth Advisors, LLC132,168$6.61M0.4%-7,69613F-HRTimeline
Apexium Financial, LP126,776$6.34M0.38%+7,26513F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC126,238$6.31M1.32%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…125,154$6.28M0.25%-68,50613F-HRTimelineGroup
Shorepoint Capital Partners LLC123,775$6.19M1.4%-1,78013F-HRTimeline
Brio Consultants, LLC121,127$6.06M0.95%+14,06613F-HR/ATimeline
KEYVANTAGE WEALTH, LLC120,456$6.02M2.93%+92,98913F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH117,990$5.9M1.79%+21,31213F-HRTimeline
OLYMPUS WEALTH MANAGEMENT, LLC113,950$5.7M2.5%-18,60313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding113,496$5.67M+5,111Timeline
Larson Financial Group LLC111,780$5.59M0.27%+66,21313F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC111,491$5.57M0.01%-8,60913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP104,079$5.2M0.01%-2,34213F-HRTimelineGroup
BAKER TILLY WEALTH MANAGEMENT, LLC102,392$5.12M2.01%+11,88013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA100,198$5.01M<0.01%+10,82313F-HR/ATimelineGroup
Keudell/Morrison Wealth Management100,030$5M1.18%-85113F-HRTimeline
Mariner, LLCin group Mariner, LLC99,876$4.99M0.01%-15,96713F-HRTimelineGroup
Summit Financial Strategies, Inc.99,130$4.96M0.5%+12,16613F-HRTimeline
RiverFront Investment Group, LLC97,542$4.88M0.11%+4,87613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP94,988$4.74M<0.01%+53,56313F-HR/ATimelineGroup
Prime Capital Investment Advisors, LLC93,131$4.66M0.05%+44,42713F-HRTimeline
Private Advisor Group, LLC92,427$4.62M0.03%+4,03713F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC89,095$4.45M0.12%new13F-HRTimeline
Resonant Capital Advisors, LLC88,578$4.43M0.31%+5,14213F-HRTimeline
Clearwater Capital Advisors, LLC88,217$4.41M0.43%+14,34113F-HRTimeline
Prentice Wealth Management LLC88,140$4.41M1.27%+10,48513F-HRTimeline
Newman Dignan & Sheerar, Inc.86,207$4.31M1.18%+2,48313F-HR/ATimeline
HTG Investment Advisors, Inc.82,986$4.15M1.73%+12,66013F-HRTimeline
Landmark Wealth Management, LLC79,968$4M1.76%+5,39213F-HRTimeline
Chesley Taft & Associates LLC76,060$3.8M0.18%+11,04513F-HRTimeline
Red Mountain Financial, LLC73,857$3.69M4.5%+62313F-HRTimeline
Steward Partners Investment Advisory, L…69,380$3.47M0.03%+1,08213F-HRTimeline
Summit Wealth Partners, LLC69,069$3.45M0.7%+13,12413F-HRTimeline
Unique Wealth Strategies, LLC68,159$3.41M1.55%+3,54113F-HRTimeline
VICUS CAPITAL67,824$3.39M0.32%-1,49413F-HRTimeline
Intrua Financial, LLC67,794$3.39M0.53%+3,86813F-HRTimeline
Obsidian Personal Planning Solutions LLC68,082$3.38M1.51%+1,31113F-HRTimeline
Per Stirling Capital Management, LLC.66,606$3.33M0.48%+18,64013F-HRTimeline
FMA Wealth Management, LLC65,301$3.32M2.55%+32313F-HRTimeline
Cedar Point Capital Partners, LLC65,181$3.26M2.19%+1,44113F-HRTimeline
Freedom Investment Management, Inc.64,283$3.21M0.27%-1,33513F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC63,288$3.16M1.99%new13F-HRTimeline
Mutual Advisors, LLC58,622$2.89M0.08%+2,14413F-HRTimeline
Galvin, Gaustad & Stein, LLC56,653$2.83M0.25%-9,06313F-HRTimeline
WealthCare Investment Partners, LLC57,410$2.82M1.19%+4,11113F-HRTimeline
Brady Martz Wealth Solutions, LLC55,503$2.78M0.63%+22613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC54,635$2.74M0.06%013F-HRTimelineGroup
Cambridge Investment Research Advisors,…53,889$2.69M0.01%+3,56113F-HRTimeline
Naviter Wealth, LLC53,848$2.69M0.33%+14,37413F-HRTimeline
Hennion & Walsh Asset Management, Inc.52,605$2.63M0.12%+2,32613F-HRTimeline
First Horizon Advisors, Inc.51,966$2.6M0.07%-3,75413F-HRTimeline
VestGen Advisors, LLC50,045$2.5M0.11%13F-HRTimeline
Investment Planning Advisors, Inc.49,327$2.47M1%+8,05813F-HRTimeline
AdvisorNet Financial, Inc47,075$2.35M0.17%new13F-HRTimeline
Quadcap Wealth Management, LLC47,057$2.35M0.34%+11,10313F-HRTimeline
49 WEALTH MANAGEMENT, LLC46,412$2.32M0.28%-2,18713F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …44,973$2.25M0.06%+10,86713F-HRTimelineGroup
Hughes Financial Services, LLC44,592$2.23M0.44%+8,39813F-HRTimeline
CW Advisors, LLC43,315$2.17M0.03%+7,49313F-HRTimeline
Perigon Wealth Management, LLC42,840$2.14M0.06%+16,59513F-HRTimeline
Philip James Wealth Mangement, LLC42,504$2.13M0.26%+7,69213F-HRTimeline
Clark Capital Management Group, Inc.42,057$2.1M0.02%new13F-HRTimeline
Breakwater Capital Group41,300$2.07M0.37%+20,77613F-HRTimeline
NewEdge Advisors, LLC39,356$1.97M0.01%-8,19713F-HRTimeline
ERn Financial, LLC38,507$1.93M0.3%+5,62813F-HRTimeline
Wealthspire Retirement, LLC38,095$1.9M0.15%+4,16213F-HRTimeline
Waverly Advisors, LLC37,725$1.89M0.02%+4513F-HRTimeline
Rosenberg Matthew Hamilton37,524$1.88M0.47%+5,88913F-HRTimeline
NewEdge Wealth, LLC36,988$1.85M0.03%-2,59513F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC36,922$1.85M0.08%+4,61813F-HR/ATimeline
Lineweaver Wealth Advisors, LLC36,634$1.83M0.31%+4,35613F-HRTimeline
Crumly & Associates Inc.36,233$1.81M0.5%+2,59513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.35,372$1.77M0.01%+3,60313F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.34,540$1.73M0.12%-8,63513F-HRTimelineGroup
Kooman & Associates33,943$1.7M0.62%+84113F-HRTimeline
Beaumont Financial Advisors, LLC33,515$1.68M0.13%+1,36513F-HRTimeline
United Advisor Group, LLC32,557$1.63M0.33%+67813F-HRTimeline
Sequoia Financial Advisors, LLC32,294$1.61M0.01%-59,87413F-HRTimeline
Jacobi Capital Management LLC32,274$1.61M0.12%+14,46913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC32,003$1.6M0.01%new13F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…31,493$1.57M<0.01%+8,51313F-HRTimelineGroup
TD Capital Management LLC31,100$1.56M0.16%-7,35813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC30,780$1.54M0.02%+26,48313F-HRTimelineGroup
MBM WEALTH CONSULTANTS, LLC30,277$1.51M0.45%+2,69713F-HRTimeline
Financial Connections Group, Inc.29,962$1.5M0.67%-11,99913F-HRTimeline
VERUS CAPITAL PARTNERS, LLC28,682$1.43M0.14%+4,82013F-HR/ATimeline
Morningstar Investment Services LLCin group Morningstar Investment Manage…28,124$1.41M0.26%-23,50213F-HRTimelineGroup
Golden State Wealth Management, LLC27,452$1.37M0.2%+2,61613F-HR/ATimeline
Summit X, LLC27,267$1.36M0.29%-24213F-HRTimeline
Olde Wealth Management, LLC26,362$1.32M0.47%013F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC25,990$1.3M0.77%+15,52413F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT25,332$1.27M0.09%-4,76313F-HRTimeline
J.W. COLE ADVISORS, INC.24,874$1.24M0.04%new13F-HRTimeline
RIVERSEDGE ADVISORS, LLC24,582$1.23M0.27%-104,71913F-HRTimeline
Walkner Condon Financial Advisors LLC24,480$1.22M0.25%+2,27413F-HRTimeline
NWF Advisory Services Inc.23,420$1.17M0.16%-6,16413F-HRTimeline
Janney Montgomery Scott LLC23,052$1.15M<0.01%-86513F-HRTimeline
Mason & Associates Inc22,723$1.14M0.28%-10,53613F-HRTimeline
Presidio Capital Management, LLC22,683$1.13M0.47%+8,04713F-HRTimeline
Beacon Pointe Advisors, LLC22,248$1.11M0.01%+16413F-HRTimeline
Boyce & Associates Wealth Consulting, I…21,866$1.09M1.09%+1,51613F-HRTimeline
Good Life Advisors, LLC21,025$1.05M0.07%+1,02713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC20,747$1.04M<0.01%-6,97513F-HRTimelineGroup
Prospera Financial Services Inc20,624$1.03M0.02%-65513F-HRTimeline
Dorsey & Whitney Trust CO LLC20,515$1.03M0.06%+513F-HRTimeline
Clear Point Advisors Inc.20,343$1.02M0.91%-34613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC20,147$1.01M0.01%-10,94813F-HRTimelineGroup
Bernardo Wealth Planning LLC19,638$982K0.23%+78913F-HR/ATimeline
CAHILL FINANCIAL ADVISORS INC19,581$979K0.13%+4,55113F-HRTimeline
PLANNING DIRECTIONS INC19,489$974K0.42%+1,35713F-HRTimeline
FAS Wealth Partners, Inc.19,298$965K0.08%+19913F-HRTimeline
WCG Wealth Advisors LLC19,111$956K0.07%+11013F-HR/ATimeline
Advisory Services Network, LLC18,983$949K0.02%+11,54913F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP18,927$946K0.01%new13F-HRTimeline
Family Investment Center, Inc.18,668$933K0.23%+1,41013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC18,358$918K0.01%-2,69713F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…18,288$914K0.18%+59413F-HRTimelineGroup
Brookwood Investment Group LLC17,633$882K0.15%13F-HRTimeline
Capital Advisors Wealth Management, LLC17,241$862K0.15%+2,28013F-HRTimeline
CHOREO, LLC17,168$858K0.01%013F-HRTimeline
PRIVATE TRUST CO NA17,056$853K0.09%-2,01813F-HRTimeline
Kingsview Wealth Management, LLC16,955$848K0.02%+1,02213F-HRTimeline
VISTA INVESTMENT MANAGEMENT16,920$846K0.33%+70013F-HRTimeline
Private Wealth Management Group, LLC16,646$832K0.31%+3,23113F-HRTimeline
Marion Wealth Management16,182$809K0.22%+3,64213F-HRTimeline
Advyzon Investment Management, LLC15,872$794K0.28%-35413F-HRTimeline
Opal Wealth Advisors, LLC15,746$787K0.24%-244,08813F-HRTimeline
StrongBox Wealth, LLC15,447$772K0.32%+20013F-HRTimeline
Crews Bank & Trust15,425$771K0.13%013F-HRTimeline
Collaborative Wealth Managment Inc.15,202$760K0.36%+3,37713F-HRTimeline
Forum Private Client Group LLC14,808$740K0.32%+25913F-HRTimeline
Commonwealth Financial Services, LLC14,636$732K0.15%-1,31513F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…14,579$729K0.03%new13F-HRTimelineGroup
Washington Trust Bank14,309$715K0.07%+6,58913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.