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Disclosery

JMUB J P MORGAN EXCHANGE TRADED F

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MUNICIPAL ETF (fund)

476 managers (483 13F filers) reported a position in JMUB shares at 2025-12-31, 88,396,417 shares in all. 75 filers opened a position and 14 filers sold out during the quarter.

Managers
476
13F filers
483
New
75
Added
265
Reduced
80
Sold out
14
Shares held by filers
88,396,417

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO13,592,101$686M0.05%+12,818,22413F-HRTimelineGroup
LPL Financial LLC5,531,924$279M0.08%+1,702,51313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,159,706$210M0.13%+950,85213F-HR/ATimelineGroup
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.3,217,485$162M6.98%+277,27013F-HRTimelineGroup
Cetera Investment Advisers2,873,662$145M0.16%+439,69713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,755,465$139M0.03%+508,84613F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,717,626$138M0.19%+176,73613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,205,962$111M0.01%+954,07813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,941,957$98.1M0.03%+563,59213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,614,686$81.5M+564,869Timeline
Avantax Planning Partners, Inc.1,251,400$63.2M1.77%+91,21613F-HRTimeline
1900 WEALTH MANAGEMENT LLC1,246,876$63M4.04%+72,71313F-HRTimeline
Forvis Mazars Wealth Advisors, LLC1,230,539$62.1M1.17%+45,58813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS1,212,920$61.3M0.12%+151,69113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.896,541$45.3M0.07%+107,83913F-HRTimelineGroup
HighTower Advisors, LLC809,819$40.9M0.04%-31,02613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…795,805$40.2M0.07%+75,64613F-HR/ATimelineGroup
BAILARD, INC.794,545$40.1M0.89%+31,88613F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH781,550$39.5M9.52%+24,86713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP755,542$38.2M0.02%+409,08613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY751,420$37.9M<0.01%+747,39113F-HR/ATimelineGroup
Orion Porfolio Solutions, LLC745,676$37.7M0.28%+43,44313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP739,939$37.4M0.05%+6,03413F-HR/ATimelineGroup
CENTRAL TRUST Co716,605$36.2M0.71%+61,18713F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC711,318$35.9M8.24%+85,15313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.693,873$35M0.24%+12,91913F-HRTimelineGroup
Asio Capital, LLC641,876$32.5M4.59%+16,87513F-HRTimeline
MAI Capital Management637,423$32.2M0.19%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC629,062$31.8M0.06%+501,76613F-HRTimelineGroup
Integrated Wealth Concepts LLC617,935$31.2M0.37%-66,15013F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA577,817$29.2M0.07%-399,56813F-HRTimelineGroup
MML INVESTORS SERVICES, LLC567,263$28.6M0.07%+141,06913F-HRTimeline
Tortoise Investment Management, LLC530,147$26.8M2.35%+53,77813F-HRTimeline
CWM, LLCin group CWM, LLC515,077$26M0.07%-4,14213F-HRTimelineGroup
Nolet Wealth Management, LLC490,456$24.8M13.81%13F-HR/ATimeline
TBH Global Asset Management, LLC352,676$23.7M3.95%+325,14013F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC464,964$23.5M3.62%-7,37913F-HRTimelineGroup
ABLE Financial Group, LLC457,761$23.1M4.7%+40,24113F-HRTimeline
Bridgewater Advisors Inc.455,178$23.1M1.5%+112,20913F-HRTimeline
MATHER GROUP, LLC.454,649$23M0.24%+30,23813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC437,600$22.1M0.03%+51,54013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP435,348$22M0.03%+14,36313F-HRTimelineGroup
Larson Financial Group LLC435,288$22M0.74%+28,87813F-HRTimeline
Avidian Wealth Enterprises, LLC426,969$21.6M0.79%+7,71713F-HRTimeline
Smith & Howard Wealth Management, LLC422,900$21.4M4.89%+19,80813F-HRTimeline
Dynasty Wealth Management, LLC405,090$20.5M0.2%+314,80113F-HRTimeline
IAG Wealth Partners, LLC402,722$20.3M2.35%+14,59013F-HRTimeline
INVENIO WEALTH PARTNERS LLC390,217$19.7M7.32%-20,51413F-HRTimeline
Stephens Consulting, LLC372,925$18.8M6.09%+2,57713F-HRTimeline
Clearwater Capital Advisors, LLC369,290$18.6M1.55%+252,93313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC357,403$18M0.07%-66913F-HRTimelineGroup
Aspen Wealth Management LLC355,918$18M3.77%+34,93113F-HRTimeline
CGN Advisors LLC352,699$17.8M1.41%+12,07013F-HRTimeline
Amplius Wealth Advisors, LLC333,858$16.9M1.41%+36,34313F-HRTimeline
Cambridge Investment Research Advisors,…327,319$16.5M0.04%+168,53813F-HRTimeline
CFO4Life Group, LLC323,198$16.3M2.33%-6,96713F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding302,885$15.3M-6,272Timeline
Summit Financial, LLC287,068$14.5M0.21%+26,42813F-HRTimeline
Diversified Portfolios, Inc.284,598$14.4M1.2%+53,10613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC276,723$14M0.01%+164,39413F-HRTimelineGroup
PW ADVISORS, LLC \ FL270,126$13.6M10.95%13F-HRTimeline
Hartford Financial Management Inc.269,279$13.6M3.53%+67,36913F-HRTimeline
Magnus Financial Group LLC268,763$13.6M1.04%+10,76113F-HRTimeline
BlueStem Wealth Partners, LLC267,185$13.5M1.49%+4,97413F-HRTimeline
CONDOR CAPITAL MANAGEMENT257,668$13M1.05%-4,10613F-HRTimeline
Chesley Taft & Associates LLC253,182$12.8M0.5%+78,84713F-HRTimeline
AllGen Financial Advisors, Inc.250,340$12.6M3%+19,14913F-HRTimeline
Per Stirling Capital Management, LLC.250,037$12.6M1.42%+95,44313F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC238,223$12M0.07%+54,27913F-HRTimelineGroup
OpenArc Corporate Advisory, LLC235,599$11.9M0.2%13F-HRTimeline
Leverty Financial Group, LLC227,961$11.5M2.75%-12,43413F-HRTimeline
HTG Investment Advisors, Inc.226,173$11.4M3.51%+127,59313F-HRTimeline
Legacy Financial Advisors, Inc.225,949$11.4M1.58%-23513F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC221,338$11.2M0.2%+195,55713F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…218,585$11M1.59%+23,29513F-HRTimeline
Allworth Financial LP212,416$10.7M0.04%+207,61313F-HRTimeline
Syntegra Private Wealth Group, LLC211,321$10.7M0.98%+7,12413F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…209,555$10.6M0.21%+1,38513F-HRTimelineGroup
Wealth Alliance Advisory Group, LLC200,308$10.1M1.73%+3,32413F-HRTimeline
OneDigital Investment Advisors LLC198,048$10M0.1%+73,15313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN195,757$9.89M<0.01%+193,02613F-HRTimelineGroup
Cornerstone Wealth Management, LLC194,805$9.84M0.51%+6,93413F-HRTimeline
Sequoia Financial Advisors, LLC193,982$9.8M0.05%-6,46413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP190,819$9.64M0.01%+85,64713F-HRTimelineGroup
VERUS CAPITAL PARTNERS, LLC184,286$9.31M0.62%+12,47713F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA183,937$9.29M<0.01%+51,18213F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC183,808$9.28M0.26%+85,06013F-HR/ATimelineGroup
Keudell/Morrison Wealth Management172,577$8.72M1.83%13F-HRTimeline
Oakwell Private Wealth Management, LLC168,523$8.51M1.59%+7,50713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Rosenberg Matthew Hamilton162,293$8.2M1.7%+49,50213F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC159,979$8.08M0.48%+20,15713F-HRTimeline
Private Advisor Group, LLC159,571$8.06M0.04%+23,89313F-HRTimeline
LWM Advisory Services, LLC158,760$8.02M4.7%+27,88313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…158,217$7.99M0.19%new13F-HRTimelineGroup
Perigon Wealth Management, LLC156,236$7.89M0.14%+2,82913F-HRTimeline
Boulder Wealth Advisors, LLC153,365$7.74M3.27%-32,19113F-HRTimeline
21 West Wealth Management LLC149,803$7.57M6.91%+10,49213F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…148,104$7.5M0.01%+3,09713F-HRTimelineGroup
Harbor Group, Inc.148,083$7.48M1.12%+115,10713F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP143,226$7.23M0.09%+34,39113F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC142,367$7.19M1.22%+10,87113F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding141,442$7.14M-53,491Timeline
Skyline Advisors, Inc.140,862$7.11M2.37%+8,73713F-HRTimeline
KEYVANTAGE WEALTH, LLC140,100$7.08M3.03%+13,85113F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…140,010$7.06M0.04%new13F-HRTimelineGroup
SIMON QUICK ADVISORS, LLC139,525$7.05M0.31%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…138,397$6.99M0.13%+9,23313F-HRTimelineGroup
Merit Financial Group, LLC135,421$6.84M0.05%+81,20713F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC132,350$6.68M1.65%+20,19213F-HRTimeline
Brio Consultants, LLC132,163$6.67M0.87%+5,14513F-HRTimeline
Summit Financial Strategies, Inc.132,043$6.67M0.55%+12,19213F-HRTimeline
Dodds Wealth, LLC131,559$6.64M1.63%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding130,659$6.6M+23,222Timeline
RiverFront Investment Group, LLC130,131$6.57M0.11%+20,21913F-HRTimeline
CVA Family Office, LLC123,511$6.24M0.72%+7,74313F-HRTimeline
Newman Dignan & Sheerar, Inc.123,040$6.21M1.29%+6,13513F-HRTimeline
JFS WEALTH ADVISORS, LLC120,758$6.1M0.34%+61,00513F-HRTimeline
Washington Trust Bank112,896$5.7M0.4%-25,56613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CAHILL FINANCIAL ADVISORS INC108,977$5.5M0.6%+33,43213F-HRTimeline
AdvisorNet Financial, Inc108,239$5.47M0.29%+59,42913F-HRTimeline
Summit Wealth Partners, LLC104,126$5.26M0.97%+5,41013F-HRTimeline
TruWealth Advisors, LLC103,665$5.24M0.26%-5,48713F-HRTimeline
Boston Standard Wealth Management, LLC101,384$5.12M0.85%+5,59413F-HRTimeline
NewEdge Wealth, LLC99,794$5.04M0.06%+14,16913F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC97,540$4.93M0.04%+9,76413F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…97,407$4.92M0.18%-61,09613F-HRTimelineGroup
Private Wealth Management Group, LLC93,416$4.72M1.26%+6,13713F-HRTimeline
Opal Wealth Advisors, LLC92,598$4.68M1.22%-86013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC91,651$4.63M0.07%+1,40513F-HRTimelineGroup
TD Capital Management LLC89,723$4.53M0.4%+1,58013F-HRTimeline
Visionary Wealth Advisors87,837$4.44M0.2%+40,69813F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC87,707$4.43M0.08%+7,53013F-HR/ATimeline
RENAISSANCE TECHNOLOGIES LLC85,800$4.33M0.01%-29,40013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC85,615$4.32M0.01%-217,61413F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers83,516$4.22M0.01%+34,97313F-HRTimelineGroup
Hughes Financial Services, LLC82,928$4.19M0.66%+2,08913F-HRTimeline
Retirement Planning Group, LLC82,660$4.17M0.14%+15,38813F-HRTimeline
VICUS CAPITAL81,374$4.11M0.31%+65113F-HRTimeline
Resonant Capital Advisors, LLC80,363$4.07M0.22%+1,38413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC77,193$3.9M0.03%+45,85913F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC75,963$3.84M<0.01%+14,79813F-HRTimelineGroup
Landmark Wealth Management, LLC75,039$3.79M1.45%-18413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.74,277$3.76M0.16%+15,81713F-HRTimelineGroup
Prentice Wealth Management LLC73,014$3.69M0.84%-5,59013F-HRTimeline
Steward Partners Investment Advisory, L…72,867$3.68M0.02%+4,45713F-HRTimeline
FMA Wealth Management, LLC72,827$3.68M2.38%+1,22713F-HRTimeline
Janney Montgomery Scott LLC69,323$3.5M0.01%+17,78013F-HRTimeline
Red Mountain Financial, LLC69,277$3.5M3.43%-1,39013F-HRTimeline
Intrua Financial, LLC69,196$3.49M0.38%+2,05713F-HRTimeline
HighPoint Advisor Group LLC69,120$3.49M0.08%new13F-HRTimeline
Prime Capital Investment Advisors, LLC67,764$3.42M0.04%-3,50013F-HRTimeline
Unique Wealth Strategies, LLC64,075$3.24M1.27%+8,37813F-HRTimeline
SILVER OAK WEALTH ADVISORS SERVICES, LLC62,997$3.18M2.05%+2,83313F-HRTimeline
Quadcap Wealth Management, LLC61,859$3.12M0.36%+2,15313F-HRTimeline
NewEdge Advisors, LLC59,832$3.02M0.01%+16,36313F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE58,920$2.98M0.25%+30,36013F-HRTimeline
5T Wealth, LLC58,086$2.93M1.17%+31,13413F-HRTimeline
Mutual Advisors, LLC57,861$2.92M0.06%-1,76413F-HRTimeline
Investment Planning Advisors, Inc.57,859$2.92M0.85%+6,13713F-HRTimeline
Mills Wealth Advisors LLC57,725$2.92M1.15%-3,48713F-HRTimeline
Whitegate Investment Counselors, Inc.57,530$2.91M0.91%-79513F-HRTimeline
Marmo Financial Group, LLC56,896$2.87M1.36%-1,53913F-HRTimeline
Waverly Advisors, LLC56,624$2.86M0.02%+11,54713F-HRTimeline
WealthCare Investment Partners, LLC56,166$2.84M0.83%-1,48513F-HRTimeline
Galvin, Gaustad & Stein, LLC56,181$2.84M0.22%+15513F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC55,751$2.82M0.09%+17,40413F-HRTimeline
Shotwell Rutter Baer Inc55,479$2.81M1.69%new13F-HRTimeline
Cedar Point Capital Partners, LLC55,515$2.8M1.79%-5,90813F-HRTimeline
Financial Connections Group, Inc.54,564$2.75M0.95%+72913F-HRTimeline
Breakwater Capital Group54,295$2.74M0.38%+12,42813F-HRTimeline
Lineweaver Wealth Advisors, LLC52,142$2.63M0.36%+8,69913F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC51,394$2.6M1.23%+5,73513F-HRTimeline
Jacobi Capital Management LLC51,209$2.59M0.15%+9,99813F-HRTimeline
Capital Advisors Wealth Management, LLC49,968$2.52M0.34%+14,98013F-HRTimeline
American Trust48,723$2.46M0.21%-429,51613F-HRTimeline
New Insight Wealth Advisors48,175$2.43M0.87%+25,00713F-HRTimeline
Crumly & Associates Inc.48,046$2.43M0.51%+2,67613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC47,818$2.41M<0.01%+6,03913F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.47,421$2.39M0.08%-1,46813F-HRTimeline
Brady Martz Wealth Solutions, LLC47,269$2.39M0.42%-1,05513F-HRTimeline
IHT Wealth Management, LLC45,283$2.29M0.06%+6,48913F-HRTimeline
MIdWestOne Financial Group, Inc.44,531$2.25M0.25%+40,48913F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC44,378$2.24M0.03%+1,24613F-HRTimeline
Presidio Capital Management, LLC44,130$2.23M0.67%+2,71413F-HRTimeline
Equity Wealth Partners, LLC43,252$2.18M1.42%+16,15013F-HRTimeline
Wealthspire Retirement, LLC41,794$2.11M0.13%+6,89313F-HRTimeline
Valor Advisors LLC41,085$2.07M1.73%13F-HRTimeline
GFS Advisors, LLC40,600$2.05M0.24%new13F-HRTimeline
Farther Finance Advisors, LLC40,285$2.03M0.02%+12,18113F-HRTimeline
Principle Wealth Partners LLC40,151$2.03M0.11%new13F-HRTimeline
McAdam, LLC39,926$2.02M0.09%-8813F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …40,458$2.01M0.22%+9,40513F-HRTimelineGroup
Juno Financial Group LLC39,306$1.98M0.79%13F-HRTimeline
Balance Wealth Partners LLC38,774$1.96M0.63%+5,89013F-HRTimeline
Cyndeo Wealth Partners, LLC38,203$1.93M0.1%new13F-HRTimeline
MBM WEALTH CONSULTANTS, LLC37,535$1.9M0.45%+77213F-HRTimeline
Philip James Wealth Mangement, LLC36,328$1.83M0.21%+71813F-HRTimeline
Robertson Stephens Wealth Management, L…36,188$1.83M0.05%+10313F-HRTimeline
OPAL CAPITAL LLC35,645$1.81M0.45%13F-HRTimeline
Bernardo Wealth Planning LLC35,737$1.8M0.34%+8,66813F-HRTimeline