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Disclosery

JMUB J P MORGAN EXCHANGE TRADED F

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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
LPL Financial LLC3,027,582$150M0.05%+179,61113F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.2,726,103$135M7.01%+194,35513F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,382,007$118M0.09%+182,48713F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,899,154$94M0.16%+569,89213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,763,230$87.5M0.03%+243,75113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,563,490$77.6M0.02%+447,05413F-HRTimelineGroup
Cetera Investment Advisers1,343,673$66.7M0.11%+212,40713F-HRTimeline
BAILARD, INC.1,341,884$66.6M1.55%+246,16713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,101,672$54.7M<0.01%+665,10013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,065,228$52.9M+31,241Timeline
Forvis Mazars Wealth Advisors, LLC1,060,998$52.7M1.14%+125,20913F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA910,262$45.2M0.12%+315,89413F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.897,843$44.6M0.24%+862,47113F-HRTimeline
HighTower Advisors, LLC838,215$41.6M0.05%-24,26513F-HRTimeline
1900 WEALTH MANAGEMENT LLC802,131$39.8M3.01%+258,96913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.730,372$36.3M0.06%+298,39513F-HR/ATimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…720,796$35.8M0.08%-24,11113F-HR/ATimelineGroup
G2 CAPITAL MANAGEMENT, LLC / OH695,217$34.5M9.7%+577,22713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.693,951$34.4M0.28%+119,62913F-HRTimelineGroup
Orion Porfolio Solutions, LLC674,571$33.5M0.29%+25,93113F-HR/ATimeline
CENTRAL TRUST Co672,676$33.4M0.77%+28,88413F-HRTimeline
Avantax Planning Partners, Inc.614,401$30.5M0.97%+74,73913F-HRTimeline
MML INVESTORS SERVICES, LLC600,828$29.8M0.09%+7,47013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC572,546$28.4M0.05%+313,40013F-HRTimelineGroup
COLLECTIVE FAMILY OFFICE LLC572,480$28.4M7.3%-73013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO552,609$27.4M<0.01%+45,98713F-HRTimelineGroup
Asio Capital, LLC494,921$24.6M4.09%-69,61413F-HRTimeline
CWM, LLCin group CWM, LLC470,403$23.4M0.08%-14,02213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC434,242$21.6M0.03%+20,54513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP421,065$20.9M0.03%+28,50813F-HRTimelineGroup
Avidian Wealth Enterprises, LLC409,288$20.3M0.83%+53,06213F-HRTimeline
INVENIO WEALTH PARTNERS LLC409,171$20.3M8.08%-6,31913F-HRTimeline
Smith & Howard Wealth Management, LLC406,001$20.2M5.11%-2,79513F-HRTimeline
Larson Financial Group LLC380,476$18.9M0.76%+268,69613F-HRTimeline
TBH Global Asset Management, LLC341,276$18.6M3.98%-153,68613F-HRTimeline
MATHER GROUP, LLC.365,641$18.2M0.19%+179,68513F-HRTimeline
Stephens Consulting, LLC351,646$17.5M4.17%+36,56913F-HRTimeline
Magnus Financial Group LLC349,109$17.3M1.52%-8,21113F-HRTimeline
Integrated Wealth Concepts LLC334,155$16.6M0.17%-14,30513F-HRTimeline
IAG Wealth Partners, LLC326,468$16.2M2.14%+20,77913F-HRTimeline
Aspen Wealth Management LLC311,415$15.5M3.84%+55,92413F-HRTimeline
CFO4Life Group, LLC308,920$15.3M2.4%-4,62113F-HRTimeline
Legacy Financial Advisors, Inc.305,847$15.2M2.37%+97613F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding302,848$15M+11,373Timeline
ABLE Financial Group, LLC301,193$15M3.61%new13F-HRTimeline
BlueStem Wealth Partners, LLC296,594$14.7M1.81%-89,92113F-HRTimeline
Tortoise Investment Management, LLC292,528$14.5M1.39%new13F-HRTimeline
CGN Advisors LLC284,980$14.1M1.26%+56,70913F-HRTimeline
Hartford Financial Management Inc.274,522$13.6M3.73%-19,32113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA268,757$13.3M<0.01%+168,55913F-HR/ATimelineGroup
CONDOR CAPITAL MANAGEMENT260,231$12.9M1.12%+37713F-HRTimeline
AllGen Financial Advisors, Inc.250,195$12.4M3.34%-34,97813F-HRTimeline
Amplius Wealth Advisors, LLC233,473$11.6M1.08%-26,49513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS223,064$11.1M0.02%new13F-HRTimeline
Wealth Alliance Advisory Group, LLC202,077$10M1.91%-87313F-HRTimeline
Syntegra Private Wealth Group, LLC197,565$9.81M1%-53,96013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding191,762$9.52M-1,777Timeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…188,027$9.33M0.22%-27,90013F-HRTimelineGroup
Diversified Portfolios, Inc.187,755$9.32M0.89%+40,31113F-HRTimeline
Cornerstone Wealth Management, LLC183,264$9.1M0.55%+10,94413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP181,103$8.98M0.01%+86,11513F-HRTimelineGroup
Oakwell Private Wealth Management, LLC150,167$7.45M1.72%+6,89413F-HRTimeline
Washington Trust Bank146,599$7.28M0.61%+132,29013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BARON SILVER STEVENS FINANCIAL ADVISORS…146,102$7.25M1.16%-33,56413F-HRTimeline
Martin Worley Group144,916$7.19M3.52%-6,12813F-HRTimeline
Chesley Taft & Associates LLC142,500$7.07M0.32%+66,44013F-HRTimeline
LWM Advisory Services, LLC138,983$6.9M4.76%+2,78013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC137,910$6.85M0.04%-3,53813F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC130,374$6.47M0.49%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…129,788$6.44M0.14%-41,21813F-HRTimelineGroup
RETIREMENT INCOME SOLUTIONS, INC126,703$6.29M1.15%+46513F-HRTimeline
Apexium Financial, LP126,495$6.28M0.33%-28113F-HRTimeline
Brio Consultants, LLC126,451$6.28M0.92%+5,32413F-HRTimeline
21 West Wealth Management LLC125,591$6.23M6.29%13F-HRTimeline
KEYVANTAGE WEALTH, LLC124,825$6.2M2.78%+4,36913F-HRTimeline
VERUS CAPITAL PARTNERS, LLC122,549$6.08M0.54%+93,86713F-HR/ATimeline
Kestra Advisory Services, LLCgroup of 2 filers holding121,479$6.03M+7,983Timeline
Private Advisor Group, LLC120,434$5.98M0.03%+28,00713F-HRTimeline
CVA Family Office, LLC119,990$5.96M0.84%-15,69413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC118,898$5.9M0.04%+86,89513F-HR/ATimelineGroup
OLYMPUS WEALTH MANAGEMENT, LLC117,149$5.82M1.95%+3,19913F-HRTimeline
TruWealth Advisors, LLC116,887$5.8M0.32%-15,28113F-HRTimeline
Per Stirling Capital Management, LLC.112,501$5.58M0.73%+45,89513F-HRTimeline
Bridgewater Advisors Inc.112,941$5.57M0.42%new13F-HRTimeline
Keudell/Morrison Wealth Management106,948$5.31M1.18%+6,91813F-HRTimeline
Beta Wealth Group, Inc.105,572$5.24M1.92%-98,37813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP104,609$5.19M0.01%+53013F-HRTimelineGroup
Perigon Wealth Management, LLC103,610$5.14M0.12%+60,77013F-HRTimeline
Cambridge Investment Research Advisors,…101,603$5.04M0.02%+47,71413F-HRTimeline
Mariner, LLCin group Mariner, LLC101,012$5.01M0.01%+1,13613F-HRTimelineGroup
Newman Dignan & Sheerar, Inc.100,576$4.99M1.15%+14,36913F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC98,229$4.88M1.74%-4,16313F-HRTimeline
RiverFront Investment Group, LLC97,953$4.86M0.09%+41113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC97,178$4.82M0.01%+76,43113F-HRTimelineGroup
Skyline Advisors, Inc.95,340$4.73M1.75%-37,16913F-HRTimeline
Clearwater Capital Advisors, LLC94,272$4.68M0.43%+6,05513F-HRTimeline
Vestmark Advisory Solutions, Inc.93,931$4.66M0.07%new13F-HRTimeline
Prentice Wealth Management LLC92,293$4.58M1.2%+4,15313F-HRTimeline
Summit Wealth Partners, LLC90,469$4.49M0.86%+21,40013F-HRTimeline
HTG Investment Advisors, Inc.90,182$4.48M1.66%+7,19613F-HRTimeline
Leverty Financial Group, LLC89,830$4.46M1.33%+84,74713F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC81,398$4.04M0.1%-7,69713F-HRTimeline
VICUS CAPITAL81,108$4.03M0.33%+13,28413F-HRTimeline
Summit Financial Strategies, Inc.79,795$3.96M0.37%-19,33513F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP79,084$3.93M0.06%+60,15713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC79,066$3.92M0.07%+24,43113F-HRTimelineGroup
Resonant Capital Advisors, LLC78,922$3.92M0.25%-9,65613F-HRTimeline
Hughes Financial Services, LLC76,314$3.77M0.65%+31,72213F-HRTimeline
OLD MISSION CAPITAL LLC75,307$3.74M0.1%new13F-HRTimeline
Private Wealth Management Group, LLC74,579$3.7M1.23%+57,93313F-HRTimeline
VestGen Advisors, LLC74,850$3.7M0.15%+24,80513F-HRTimeline
TD Capital Management LLC73,671$3.66M0.35%+42,57113F-HRTimeline
Steward Partners Investment Advisory, L…71,600$3.55M0.03%+2,22013F-HRTimeline
Obsidian Personal Planning Solutions LLC68,938$3.42M1.38%+85613F-HRTimeline
FMA Wealth Management, LLC68,652$3.41M2.52%+3,35113F-HRTimeline
Red Mountain Financial, LLC68,067$3.38M3.75%-5,79013F-HR/ATimeline
Landmark Wealth Management, LLC67,238$3.34M1.42%-12,73013F-HRTimeline
Mills Wealth Advisors LLC67,106$3.33M1.53%-74,65613F-HRTimeline
Prime Capital Investment Advisors, LLC66,196$3.29M0.04%-26,93513F-HRTimeline
Rosenberg Matthew Hamilton65,502$3.25M0.76%+27,97813F-HRTimeline
Whitegate Investment Counselors, Inc.65,045$3.23M1.1%+60,11513F-HRTimeline
Financial Connections Group, Inc.63,111$3.13M1.29%+33,14913F-HRTimeline
Intrua Financial, LLC61,551$3.06M0.44%-6,24313F-HRTimeline
NewEdge Wealth, LLC61,391$3.03M0.05%+24,40313F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC60,906$3.02M1.83%-2,38213F-HRTimeline
Cedar Point Capital Partners, LLC60,886$3.02M2.13%-4,29513F-HRTimeline
Quadcap Wealth Management, LLC60,638$3.01M0.38%+13,58113F-HRTimeline
Freedom Investment Management, Inc.60,442$3M0.24%-3,84113F-HRTimeline
Mutual Advisors, LLC59,293$2.92M0.07%+67113F-HRTimeline
WealthCare Investment Partners, LLC58,200$2.88M1.04%+79013F-HRTimeline
Opal Wealth Advisors, LLC57,485$2.85M0.79%+41,73913F-HRTimeline
Retirement Planning Group, LLC56,679$2.81M0.12%+42,37913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC56,537$2.81M0.09%+46,86313F-HRTimelineGroup
Unique Wealth Strategies, LLC54,237$2.69M1.13%-13,92213F-HRTimeline
Galvin, Gaustad & Stein, LLC53,887$2.67M0.23%-2,76613F-HRTimeline
First Horizon Advisors, Inc.52,345$2.6M0.07%+37913F-HRTimeline
Brady Martz Wealth Solutions, LLC51,389$2.55M0.49%-4,11413F-HRTimeline
Hennion & Walsh Asset Management, Inc.50,684$2.52M0.1%-1,92113F-HRTimeline
Investment Planning Advisors, Inc.48,645$2.41M0.85%-68213F-HRTimeline
ORG Partners LLC47,971$2.38M0.51%new13F-HRTimeline
Janney Montgomery Scott LLC47,849$2.38M0.01%+24,79713F-HRTimeline
SILVER OAK WEALTH ADVISORS SERVICES, LLC47,374$2.35M1.69%new13F-HRTimeline
AdvisorNet Financial, Inc47,075$2.34M0.15%013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC44,986$2.23M0.28%+25,40513F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …45,155$2.23M0.09%new13F-HRTimelineGroup
Merit Financial Group, LLC44,757$2.22M0.02%new13F-HRTimeline
Philip James Wealth Mangement, LLC43,210$2.14M0.27%+70613F-HRTimeline
CW Advisors, LLC42,337$2.1M0.02%-97813F-HRTimeline
Clark Capital Management Group, Inc.40,248$2M0.01%-1,80913F-HRTimeline
Lineweaver Wealth Advisors, LLC39,967$1.98M0.31%+3,33313F-HRTimeline
McAdam, LLC39,674$1.97M0.11%new13F-HRTimeline
Wealthspire Retirement, LLC39,498$1.96M0.13%+1,40313F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…39,340$1.95M0.1%-85,81413F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC39,292$1.95M<0.01%new13F-HRTimelineGroup
Higgins & Schmidt Wealth Strategies LLC38,824$1.93M1.07%+12,83413F-HRTimeline
Waverly Advisors, LLC38,620$1.92M0.02%+89513F-HRTimeline
NewEdge Advisors, LLC38,503$1.91M0.01%-85313F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC38,119$1.89M0.07%+1,19713F-HRTimeline
Breakwater Capital Group38,051$1.89M0.31%-3,24913F-HRTimeline
Sequoia Financial Advisors, LLC37,159$1.84M0.01%+4,86513F-HRTimeline
MBM WEALTH CONSULTANTS, LLC36,708$1.82M0.49%+6,43113F-HRTimeline
IHT Wealth Management, LLC36,068$1.79M0.05%+28,24013F-HRTimeline
OneDigital Investment Advisors LLC34,750$1.72M0.02%new13F-HRTimeline
Presidio Capital Management, LLC34,634$1.72M0.66%+11,95113F-HRTimeline
Jacobi Capital Management LLC34,256$1.7M0.11%+1,98213F-HRTimeline
Beaumont Financial Advisors, LLC32,959$1.64M0.12%-55613F-HRTimeline
Sand Hill Global Advisors, LLC32,623$1.62M0.06%new13F-HRTimeline
United Advisor Group, LLC32,472$1.61M0.28%-8513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC32,421$1.61M0.01%+1,64113F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.31,740$1.58M0.11%-2,80013F-HRTimelineGroup
Crumly & Associates Inc.31,541$1.57M0.38%-4,69213F-HRTimeline
Kooman & Associates31,373$1.56M0.53%-2,57013F-HRTimeline
Robertson Stephens Wealth Management, L…31,036$1.54M0.05%new13F-HRTimeline
Golden State Wealth Management, LLC30,875$1.53M0.19%+3,42313F-HRTimeline
Balance Wealth Partners LLC30,546$1.52M0.89%+22,23113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …29,755$1.48M0.03%-15,21813F-HRTimelineGroup
Berger Financial Group, Inc29,560$1.47M0.1%+18,69813F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC29,400$1.46M<0.01%-82,09113F-HRTimeline
Uniting Wealth Partners, LLC29,392$1.46M0.56%new13F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC29,353$1.46M0.02%new13F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT28,385$1.41M0.1%+3,05313F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.28,136$1.4M0.07%+22,06413F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp27,974$1.39M0.06%+19,83913F-HRTimelineGroup
Summit X, LLC26,258$1.3M0.24%-1,00913F-HRTimeline
49 WEALTH MANAGEMENT, LLC25,915$1.29M0.14%-20,49713F-HRTimeline
Boyce & Associates Wealth Consulting, I…25,553$1.27M1.16%+3,68713F-HRTimeline
Walkner Condon Financial Advisors LLC25,508$1.27M0.23%+1,02813F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC25,462$1.26M0.03%+15,09513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC25,157$1.25M0.02%+5,01013F-HRTimelineGroup
J.W. COLE ADVISORS, INC.25,132$1.25M0.03%+25813F-HRTimeline
&PARTNERS24,018$1.19M0.01%+18,28213F-HRTimeline
Dorsey & Whitney Trust CO LLC23,015$1.14M0.06%+2,50013F-HRTimeline
Beacon Pointe Advisors, LLC22,699$1.13M0.01%+45113F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…22,321$1.11M0.04%+7,74213F-HRTimelineGroup
Bernardo Wealth Planning LLC21,486$1.07M0.23%+1,84813F-HRTimeline
Marion Wealth Management21,398$1.06M0.27%+5,21613F-HRTimeline
Kingsview Wealth Management, LLC21,035$1.04M0.02%+4,08013F-HRTimeline
Good Life Advisors, LLC20,990$1.04M0.07%-3513F-HRTimeline
Marshall Financial Group, LLC20,711$1.03M0.2%+7,23413F-HRTimeline
FAS Wealth Partners, Inc.20,189$1M0.07%+89113F-HRTimeline