Vault-13

J P MORGAN EXCHANGE TRADED F JMUB

MUNICIPAL ETF · ETP · CUSIP 46641Q647

204 institutional holders +69 vs Q3 2023
16,124,70316.1m shares reported held*
$821.7mreported value*
69 new 71 added 39 reduced 12 sold out net bought ≈ $230.0m (+4.6m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($556.0k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $50.96.

Trends to Q4 2023

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 55Q4 22: 89Q1 23: 101Q2 23: 118Q3 23: 135Q4 23: 204204Q3 22Q4 22Q1 23Q2 23Q3 23Q4 23
Numbers
QuarterHolders
Q3 202255
Q4 202289
Q1 2023101
Q2 2023118
Q3 2023135
Q4 2023204

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q4 22: 70 bought or addedQ4 22: 17 cut or sold outQ4 22Q1 23: 65 bought or addedQ1 23: 30 cut or sold outQ1 23Q2 23: 84 bought or addedQ2 23: 31 cut or sold outQ2 23Q3 23: 95 bought or addedQ3 23: 33 cut or sold outQ3 23Q4 23: 140 bought or addedQ4 23: 51 cut or sold outQ4 23
Numbers
QuarterBought or addedCut or sold out
Q4 20227017
Q1 20236530
Q2 20238431
Q3 20239533
Q4 202314051

Biggest buyers

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Added +528,020+528.0k
Rockefeller Capital Management L.P. Added +480,098+480.1k
Morningstar Investment Services LLC Added +399,905+399.9k
LPL Financial LLC Added +357,494+357.5k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +322,786+322.8k
Opal Wealth Advisors, LLC New +285,393+285.4k
IAG Wealth Partners, LLC New +285,004+285.0k
RAYMOND JAMES & ASSOCIATES Added +216,146+216.1k
Magnus Financial Group LLC New +198,468+198.5k
Beta Wealth Group, Inc. New +192,185+192.2k

Biggest sellers

STIFEL FINANCIAL CORP Reduced -261,860-261.9k
Smith & Howard Wealth Management, LLC Reduced -203,623-203.6k
Asio Capital, LLC Reduced -196,611-196.6k
JANE STREET GROUP, LLC Reduced -142,083-142.1k
Shorepoint Capital Partners LLC Sold out -119,222-119.2k
ROYAL BANK OF CANADA Reduced -97,434-97.4k
Goodman Advisory Group, LLC Reduced -88,548-88.5k
3D/L Capital Management, LLC Sold out -50,939-50.9k
CW Advisors, LLC Sold out -44,598-44.6k
Legacy Financial Advisors, Inc. Reduced -42,012-42.0k

Holders, Q4 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.05% of their portfolio FORT MILL, SC 1,562,0581.6m $79.6m $79.6m 0.05% Added +357.5k +357,494
2 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.05% of their portfolio MILWAUKEE, WI 913,739913.7k $46.6m $46.6m 0.05% Added +322.8k +322,786
3 Morningstar Investment Services LLC 0.23% of their portfolio CHICAGO, IL 812,766812.8k $41.4m $41.4m 0.23% Added +399.9k +399,905
4 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.10% of their portfolio PLYMOUTH, MN 676,225676.2k $34.5m $34.5m 0.10% Added +528.0k +528,020
5 Avantax Planning Partners, Inc. 1.13% of their portfolio DUBUQUE, IA 582,260582.3k $29.7m $29.7m 1.13% Added +104.0k +103,995
6 Forvis Mazars Wealth Advisors, LLC 0.73% of their portfolio Springfield, MO 517,703517.7k $26.4m $26.4m 0.73% Added +146.5k +146,528
7 Rockefeller Capital Management L.P. 0.08% of their portfolio NEW YORK, NY 494,037494.0k $25.2m $25.2m 0.08% Added +480.1k +480,098
8 49 WEALTH MANAGEMENT, LLC 6.37% of their portfolio AUSTIN, TX 486,433486.4k $24.8m $24.8m 6.37% First filing
9 CENTRAL TRUST Co 0.57% of their portfolio JEFFERSON CITY, MO 420,497420.5k $21.4m $21.4m 0.57% Added +17.6k +17,571
10 TRUIST FINANCIAL CORP 0.03% of their portfolio CHARLOTTE, NC 326,150326.1k $16.6m $16.6m 0.03% Reduced -12.4k -12,409
11 Opal Wealth Advisors, LLC 5.73% of their portfolio JERICHO, NY 285,393285.4k $14.5m $14.5m 5.73% New
12 IAG Wealth Partners, LLC 3.31% of their portfolio WAUKESHA, WI 285,004285.0k $14.5m $14.5m 3.31% New
13 COLLECTIVE FAMILY OFFICE LLC 4.33% of their portfolio YORK, PA 241,790241.8k $12.3m $12.3m 4.33% Added +138.8k +138,801
14 Integrated Wealth Concepts LLC 0.20% of their portfolio WALTHAM, MA 238,235238.2k $12.1m $12.1m 0.20% Reduced -5.6k -5,647
15 KESTRA PRIVATE WEALTH SERVICES, LLC 0.30% of their portfolio AUSTIN, TX 229,236229.2k $11.7m $11.7m 0.30% Added +29.9k +29,880
16 RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio ST PETERSBURG, FL 227,334227.3k $11.6m $11.6m 0.01% Added +216.1k +216,146
17 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 219,149219.1k $11.2m $11.2m 0.02% Added +89.9k +89,944
18 CONDOR CAPITAL MANAGEMENT 1.17% of their portfolio MARTINSVILLE, NJ 213,604213.6k $10.9m $10.9m 1.17% Reduced -10.4k -10,372
19 Legacy Financial Advisors, Inc. 2.05% of their portfolio COVINGTON, KY 209,400209.4k $10.7m $10.7m 2.05% Reduced -42.0k -42,012
20 Magnus Financial Group LLC 1.33% of their portfolio NEW YORK, NY 198,468198.5k $10.1m $10.1m 1.33% New
21 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 193,556193.6k $9.9m $9.9m 0.00% Reduced -15.9k -15,897
22 Beta Wealth Group, Inc. 5.13% of their portfolio SAN DIEGO, CA 192,185192.2k $9.8m $9.8m 5.13% New
23 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 190,856190.9k $9.7m $9.7m 0.00% Added +13.7k +13,732
24 AllGen Financial Advisors, Inc. 5.00% of their portfolio ORLANDO, FL 188,833188.8k $9.6m $9.6m 5.00% Added +11.5k +11,509
25 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 185,887185.9k $9.5m $9.5m 0.02% Added +49.4k +49,385
26 CFO4Life Group, LLC 1.73% of their portfolio COPPELL, TX 178,282178.3k $9.1m $9.1m 1.73% New
27 Aspen Wealth Management LLC 3.91% of their portfolio FORT WORTH, TX 171,026171.0k $8.7m $8.7m 3.91% Added +4.0k +4,019
28 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 169,549169.5k $8.6m $8.6m 0.01% Added +46.5k +46,511
29 Skyline Advisors, Inc. 4.10% of their portfolio BELLINGHAM, WA 168,444168.4k $8.6m $8.6m 4.10% First filing
30 Wealth Alliance Advisory Group, LLC 2.06% of their portfolio Wichita, KS 154,942154.9k $7.9m $7.9m 2.06% Reduced -670 -670
31 Aveo Capital Partners, LLC 0.95% of their portfolio ENGLEWOOD, CO 154,684154.7k $7.9m $7.9m 0.95% Added +33.8k +33,828
32 Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio ST. PETERSBURG, FL 146,961147.0k $7.5m $7.5m 0.01% Added +82.2k +82,173
33 Stephens Consulting, LLC 2.36% of their portfolio FLINT, MI 136,754136.8k $7.0m $7.0m 2.36% Added +13.6k +13,575
34 OLD MISSION CAPITAL LLC 0.19% of their portfolio CHICAGO, IL 134,066134.1k $6.8m $6.8m 0.19% Added +94.8k +94,841
35 Cornerstone Wealth Management, LLC 0.57% of their portfolio ST. PETERS, MO 129,601129.6k $6.6m $6.6m 0.57% Added +5.6k +5,618
36 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 127,090127.1k $6.5m $6.5m 0.00% Added +101.1k +101,134
37 Hartford Financial Management Inc. 1.43% of their portfolio WEST HARTFORD, CT 124,244124.2k $6.3m $6.3m 1.43% Added +97.7k +97,676
38 GREAT VALLEY ADVISOR GROUP, INC. 0.22% of their portfolio WILMINGTON, DE 122,265122.3k $6.2m $6.2m 0.22% Added +24.1k +24,091
39 Shorepoint Capital Partners LLC 1.58% of their portfolio NORWOOD, MA 115,793115.8k $5.9m $5.9m 1.58% New
40 LWM Advisory Services, LLC 5.06% of their portfolio PLANTATION, FL 112,901112.9k $5.8m $5.8m 5.06% Reduced -30.6k -30,581
41 Asio Capital, LLC 1.33% of their portfolio LEXINGTON, KY 111,624111.6k $5.7m $5.7m 1.33% Reduced -196.6k -196,611
42 Smith & Howard Wealth Management, LLC 2.01% of their portfolio ATLANTA, GA 111,278111.3k $5.7m $5.7m 2.01% Reduced -203.6k -203,623
43 Atlas Private Wealth Management, LLC 2.63% of their portfolio ALBANY, NY 109,938109.9k $5.6m $5.6m 2.63% New
44 BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 1.05% of their portfolio Boca Raton, FL 97,96398.0k $5.0m $5.0m 1.05% Added +60.0k +59,958
45 Apexium Financial, LP 0.36% of their portfolio Dallas, TX 97,02597.0k $4.9m $4.9m 0.36% Added +29.2k +29,219
46 Diversified Portfolios, Inc. 0.75% of their portfolio Bloomfield Hills, MI 93,03493.0k $4.7m $4.7m 0.75% New
47 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 90,58090.6k $4.6m $4.6m 0.01% Reduced -261.9k -261,860
48 Keudell/Morrison Wealth Management 1.49% of their portfolio Salem, OR 88,45388.5k $4.5m $4.5m 1.49% Reduced -2.0k -1,988
49 Sequoia Financial Advisors, LLC 0.06% of their portfolio Akron, OH 87,54387.5k $4.5m $4.5m 0.06% Added +37.1k +37,089
50 Brio Consultants, LLC 0.69% of their portfolio SAN FRANCISCO, CA 76,65876.7k $3.9m $3.9m 0.69% New
51 Resonant Capital Advisors, LLC 0.37% of their portfolio Madison, WI 75,72075.7k $3.9m $3.9m 0.37% Added +10.4k +10,351
52 INVENIO WEALTH PARTNERS LLC 2.63% of their portfolio CORAL GABLES, FL 71,39471.4k $3.6m $3.6m 2.63% Added +54.7k +54,655
53 Private Advisor Group, LLC 0.03% of their portfolio MORRISTOWN, NJ 69,23169.2k $3.5m $3.5m 0.03% Added +32.5k +32,548
54 CVA Family Office, LLC 0.69% of their portfolio DENVER, CO 69,01069.0k $3.5m $3.5m 0.69% Added +16.9k +16,855
55 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 66,26066.3k $3.4m $3.4m 0.03% Added +3.1k +3,121
56 First Horizon Advisors, Inc. 0.11% of their portfolio MEMPHIS, TN 66,08666.1k $3.4m $3.4m 0.11% Reduced -24.7k -24,743
57 Galvin, Gaustad & Stein, LLC 0.31% of their portfolio Scottsdale, AZ 65,25765.3k $3.3m $3.3m 0.31% Reduced -3.6k -3,630
58 Landmark Wealth Management, LLC 1.63% of their portfolio MELVILLE, NY 65,18065.2k $3.3m $3.3m 1.63% Reduced -204 -204
59 Cedar Point Capital Partners, LLC 2.50% of their portfolio Cedar Rapids, IA 59,20659.2k $3.0m $3.0m 2.50% First filing
60 1900 WEALTH MANAGEMENT LLC 0.28% of their portfolio SAN ANTONIO, TX 59,20459.2k $3.0m $3.0m 0.28% New
61 VICUS CAPITAL 0.30% of their portfolio STATE COLLEGE, PA 57,33457.3k $2.9m $2.9m 0.30% Added +422 +422
62 Steward Partners Investment Advisory, LLC 0.04% of their portfolio STAMFORD, CT 56,93556.9k $2.9m $2.9m 0.04% Added +7.8k +7,760
63 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 54,45254.5k $2.8m $2.8m 0.00% New
64 Hennion & Walsh Asset Management, Inc. 0.15% of their portfolio Parsippany, NJ 51,60451.6k $2.6m $2.6m 0.15% Reduced -26.4k -26,407
65 Platte River Wealth Advisors, LLC 0.84% of their portfolio LOUISVILLE, CO 49,78049.8k $2.5m $2.5m 0.84% New
66 CGN Advisors LLC 0.35% of their portfolio MANHATTAN, KS 48,98649.0k $2.5m $2.5m 0.35% Reduced -24.4k -24,353
67 Freedom Investment Management, Inc. 0.20% of their portfolio SOUTH WINDSOR, CT 48,77048.8k $2.5m $2.5m 0.20% New
68 Northwest Financial Advisors 2.05% of their portfolio HERNDON, VA 47,42947.4k $2.4m $2.4m 2.05% First filing
69 WCG Wealth Advisors LLC 0.15% of their portfolio LAS VEGAS, NV 41,05341.1k $2.1m $2.1m 0.15% New
70 Mutual Advisors, LLC 0.07% of their portfolio OMAHA, NE 40,90340.9k $2.1m $2.1m 0.07% Added +1.2k +1,246
71 Summit Wealth Partners, LLC 0.48% of their portfolio Orlando, FL 40,18740.2k $2.0m $2.0m 0.48% Added +10.3k +10,272
72 Newman Dignan & Sheerar, Inc. 0.61% of their portfolio PROVIDENCE, RI 39,83639.8k $2.0m $2.0m 0.61% Added +18.4k +18,398
73 Stratos Wealth Advisors, LLC 0.11% of their portfolio BEACHWOOD, OH 39,08839.1k $2.0m $2.0m 0.11% Reduced -2.8k -2,823
74 PRINCIPAL SECURITIES, INC. 0.07% of their portfolio DES MOINES, IA 38,30438.3k $2.0m $2.0m 0.07% First filing
75 ACIMA PRIVATE WEALTH, LLC 0.75% of their portfolio RICHMOND, VA 37,64337.6k $1.9m $1.9m 0.75% Unchanged
76 Red Mountain Financial, LLC 2.96% of their portfolio FORT COLLINS, CO 37,55237.6k $1.9m $1.9m 2.96% First filing
77 WealthCare Investment Partners, LLC 1.04% of their portfolio PORTSMOUTH, RI 37,45737.5k $1.9m $1.9m 1.04% Added +650 +650
78 Crumly & Associates Inc. 0.54% of their portfolio SPRINGFIELD, IL 36,13536.1k $1.8m $1.8m 0.54% New
79 Beaumont Financial Advisors, LLC 0.17% of their portfolio NEEDHAM, MA 36,03836.0k $1.8m $1.8m 0.17% Reduced -3.4k -3,379
80 RiverFront Investment Group, LLC 0.06% of their portfolio RICHMOND, VA 35,41835.4k $1.8m $1.8m 0.06% Reduced -11.8k -11,822
81 NWF Advisory Services Inc. 0.36% of their portfolio Los Angeles, CA 35,26335.3k $1.8m $1.8m 0.36% Added +7.9k +7,870
82 NBT BANK, N.A. 0.14% of their portfolio NORWICH, NY 35,13535.1k $1.8m $1.8m 0.14% Added +805 +805
83 Clearwater Capital Advisors, LLC 0.19% of their portfolio HOFFMAN ESTATES, IL 33,32733.3k $1.7m $1.7m 0.19% New
84 FMA Wealth Management, LLC 1.52% of their portfolio DUXBURY, MA 32,80932.8k $1.7m $1.7m 1.52% First filing
85 Mason & Associates Inc 0.49% of their portfolio LOS ANGELES, CA 32,39632.4k $1.7m $1.7m 0.49% Unchanged
86 ERn Financial, LLC 0.31% of their portfolio MIDDLETON, WI 32,16532.2k $1.6m $1.6m 0.31% Added +52 +52
87 Kooman & Associates 0.73% of their portfolio ALTOONA, PA 31,80231.8k $1.6m $1.6m 0.73% Reduced -4.6k -4,636
88 Ameritas Advisory Services, LLC 0.08% of their portfolio Lincoln, NE 30,33230.3k $1.5m $1.5m 0.08% Reduced -30.9k -30,894
89 Cetera Advisor Networks LLC 0.01% of their portfolio EL SEGUNDO, CA 29,86229.9k $1.5m $1.5m 0.01% Added +20.1k +20,111
90 PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 0.57% of their portfolio HUNTINGDON VALLEY, PA 28,44228.4k $1.4m $1.4m 0.57% Added +14.4k +14,367
91 Summit X, LLC 0.39% of their portfolio CHESTERFIELD, MO 26,71826.7k $1.4m $1.4m 0.39% Added +3.3k +3,280
92 RIVERSEDGE ADVISORS, LLC 0.37% of their portfolio Wilmington, DE 26,44926.4k $1.3m $1.3m 0.37% New
93 First Heartland Consultants, Inc. 0.16% of their portfolio LAKE ST. LOUIS, MO 26,17626.2k $1.3m $1.3m 0.16% New
94 Choice Wealth Advisors LLC 0.81% of their portfolio WATERVILLE, ME 25,67625.7k $1.3m $1.3m 0.81% New
95 United Advisor Group, LLC 1.58% of their portfolio CINCINNATI, OH 25,61225.6k $1.3m $1.3m 1.58% First filing
96 Clear Point Advisors Inc. 1.14% of their portfolio MELVILLE, NY 25,46725.5k $1.3m $1.3m 1.14% First filing
97 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 24,89024.9k $1.3m $1.3m 0.00% New
98 Walkner Condon Financial Advisors LLC 0.29% of their portfolio MADISON, WI 24,60424.6k $1.3m $1.3m 0.29% Added +11.3k +11,347
99 Bartlett & Co. LLC 0.02% of their portfolio CINCINNATI, OH 24,42524.4k $1.2m $1.2m 0.02% New
100 BARTLETT & CO. WEALTH MANAGEMENT LLC 0.02% of their portfolio CINCINNATI, OH 24,42524.4k $1.2m $1.2m 0.02% New