Vault-13

J P MORGAN EXCHANGE TRADED F JMUB

MUNICIPAL ETF · ETP · CUSIP 46641Q647

226 institutional holders +22 vs Q4 2023
19,916,42519.9m shares reported held*
$1.0bnreported value*
46 new 130 added 29 reduced 20 sold out net bought ≈ $197.0m (+3.9m 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 ($590.0k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $50.72.

Trends to Q1 2024

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 55Q4 22: 89Q1 23: 101Q2 23: 118Q3 23: 135Q4 23: 204Q1 24: 226226Q3 22Q1 23Q3 23Q1 24
Numbers
QuarterHolders
Q3 202255
Q4 202289
Q1 2023101
Q2 2023118
Q3 2023135
Q4 2023204
Q1 2024226

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 23Q1 24: 176 bought or addedQ1 24: 49 cut or sold outQ1 24
Numbers
QuarterBought or addedCut or sold out
Q4 20227017
Q1 20236530
Q2 20238431
Q3 20239533
Q4 202314051
Q1 202417649

Biggest buyers

LPL Financial LLC Added +338,306+338.3k
Asio Capital, LLC Added +256,050+256.1k
Forvis Mazars Wealth Advisors, LLC Added +209,487+209.5k
JPMORGAN CHASE & CO Added +188,184+188.2k
Syntegra Private Wealth Group, LLC New +156,026+156.0k
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC New +147,472+147.5k
Raymond James Financial Services Advisors, Inc. Added +132,054+132.1k
Stephens Consulting, LLC Added +127,738+127.7k
ROYAL BANK OF CANADA Added +124,199+124.2k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +122,668+122.7k

Biggest sellers

Morningstar Investment Services LLC Reduced -410,716-410.7k
OLD MISSION CAPITAL LLC Sold out -134,066-134.1k
Sequoia Financial Advisors, LLC Reduced -50,329-50.3k
Northwest Financial Advisors Sold out -47,429-47.4k
Stratos Wealth Advisors, LLC Sold out -39,088-39.1k
Cetera Advisor Networks LLC Sold out -29,862-29.9k
Choice Wealth Advisors LLC Sold out -25,676-25.7k
CITADEL ADVISORS LLC Sold out -24,890-24.9k
Cetera Advisors LLC Sold out -21,778-21.8k
BANK OF MONTREAL /CAN/ Sold out -21,765-21.8k

Holders, Q1 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.05% of their portfolio FORT MILL, SC 1,900,3641.9m $96.4m $96.4m 0.05% Added +338.3k +338,306
2 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.05% of their portfolio MILWAUKEE, WI 1,036,4071.0m $52.6m $52.6m 0.05% Added +122.7k +122,668
3 Forvis Mazars Wealth Advisors, LLC 0.94% of their portfolio Springfield, MO 727,190727.2k $36.9m $36.9m 0.94% Added +209.5k +209,487
4 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.09% of their portfolio PLYMOUTH, MN 712,082712.1k $36.1m $36.1m 0.09% Added +35.9k +35,857
5 Avantax Planning Partners, Inc. 0.93% of their portfolio DUBUQUE, IA 562,928562.9k $28.6m $28.6m 0.93% Reduced -19.3k -19,332
6 Rockefeller Capital Management L.P. 0.08% of their portfolio NEW YORK, NY 515,924515.9k $26.2m $26.2m 0.08% Added +21.9k +21,887
7 49 WEALTH MANAGEMENT, LLC 5.12% of their portfolio AUSTIN, TX 473,205473.2k $23.9m $23.9m 5.12% Reduced -13.2k -13,228
8 CENTRAL TRUST Co 0.55% of their portfolio JEFFERSON CITY, MO 432,320432.3k $21.9m $21.9m 0.55% Added +11.8k +11,823
9 Morningstar Investment Services LLC 0.22% of their portfolio CHICAGO, IL 402,050402.1k $20.4m $20.4m 0.22% Reduced -410.7k -410,716
10 Asio Capital, LLC 3.96% of their portfolio LEXINGTON, KY 367,674367.7k $18.7m $18.7m 3.96% Added +256.1k +256,050
11 COLLECTIVE FAMILY OFFICE LLC 5.90% of their portfolio YORK, PA 358,259358.3k $18.2m $18.2m 5.90% Added +116.5k +116,469
12 TRUIST FINANCIAL CORP 0.03% of their portfolio CHARLOTTE, NC 341,544341.5k $17.3m $17.3m 0.03% Added +15.4k +15,394
13 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 315,274315.3k $16.0m $16.0m 0.00% Added +188.2k +188,184
14 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 295,903295.9k $15.0m $15.0m 0.01% Added +102.3k +102,347
15 AllGen Financial Advisors, Inc. 6.01% of their portfolio ORLANDO, FL 291,079291.1k $14.8m $14.8m 6.01% Added +102.2k +102,246
16 IAG Wealth Partners, LLC 3.12% of their portfolio WAUKESHA, WI 286,487286.5k $14.5m $14.5m 3.12% Added +1.5k +1,483
17 Opal Wealth Advisors, LLC 4.89% of their portfolio JERICHO, NY 284,072284.1k $14.4m $14.4m 4.89% Reduced -1.3k -1,321
18 Raymond James Financial Services Advisors, Inc. 0.02% of their portfolio ST. PETERSBURG, FL 279,015279.0k $14.2m $14.2m 0.02% Added +132.1k +132,054
19 Stephens Consulting, LLC 4.12% of their portfolio FLINT, MI 264,492264.5k $13.4m $13.4m 4.12% Added +127.7k +127,738
20 Aveo Capital Partners, LLC 1.43% of their portfolio ENGLEWOOD, CO 261,717261.7k $13.1m $13.1m 1.43% Added +107.0k +107,033
21 Legacy Financial Advisors, Inc. 2.32% of their portfolio COVINGTON, KY 255,265255.3k $13.0m $13.0m 2.32% Added +45.9k +45,865
22 Integrated Wealth Concepts LLC 0.18% of their portfolio WALTHAM, MA 248,664248.7k $12.6m $12.6m 0.18% Added +10.4k +10,429
23 CONDOR CAPITAL MANAGEMENT 1.16% of their portfolio MARTINSVILLE, NJ 233,664233.7k $11.9m $11.9m 1.16% Added +20.1k +20,060
24 CFO4Life Group, LLC 2.09% of their portfolio COPPELL, TX 227,366227.4k $11.5m $11.5m 2.09% Added +49.1k +49,084
25 KESTRA PRIVATE WEALTH SERVICES, LLC 0.26% of their portfolio AUSTIN, TX 225,611225.6k $11.4m $11.4m 0.26% Reduced -3.6k -3,625
26 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 224,222224.2k $11.4m $11.4m 0.02% Added +38.3k +38,335
27 Magnus Financial Group LLC 1.30% of their portfolio NEW YORK, NY 215,656215.7k $10.9m $10.9m 1.30% Added +17.2k +17,188
28 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 215,451215.5k $10.9m $10.9m 0.02% Reduced -3.7k -3,698
29 RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio ST PETERSBURG, FL 214,278214.3k $10.9m $10.9m 0.01% Reduced -13.1k -13,056
30 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 210,774210.8k $10.7m $10.7m 0.00% Added +19.9k +19,918
31 Beta Wealth Group, Inc. 5.16% of their portfolio SAN DIEGO, CA 209,224209.2k $10.6m $10.6m 5.16% Added +17.0k +17,039
32 Hartford Financial Management Inc. 2.19% of their portfolio WEST HARTFORD, CT 204,405204.4k $10.4m $10.4m 2.19% Added +80.2k +80,161
33 Skyline Advisors, Inc. 4.22% of their portfolio BELLINGHAM, WA 185,661185.7k $9.4m $9.4m 4.22% Added +17.2k +17,217
34 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 179,984180.0k $9.1m $9.1m 0.01% Added +10.4k +10,435
35 Aspen Wealth Management LLC 3.51% of their portfolio FORT WORTH, TX 179,400179.4k $9.1m $9.1m 3.51% Added +8.4k +8,374
36 INVENIO WEALTH PARTNERS LLC 4.87% of their portfolio CORAL GABLES, FL 178,117178.1k $9.0m $9.0m 4.87% Added +106.7k +106,723
37 Wealth Alliance Advisory Group, LLC 2.01% of their portfolio Wichita, KS 170,283170.3k $8.6m $8.6m 2.01% Added +15.3k +15,341
38 Smith & Howard Wealth Management, LLC 2.60% of their portfolio ATLANTA, GA 165,570165.6k $8.4m $8.4m 2.60% Added +54.3k +54,292
39 RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio NEW YORK, NY 162,400162.4k $8.2m $8.2m 0.01% Added +107.9k +107,948
40 Syntegra Private Wealth Group, LLC 1.02% of their portfolio Chesterfield, MO 156,026156.0k $7.9m $7.9m 1.02% New
41 Platte River Wealth Advisors, LLC 2.22% of their portfolio LOUISVILLE, CO 153,805153.8k $7.8m $7.8m 2.22% Added +104.0k +104,025
42 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.21% of their portfolio LOS ANGELES, CA 147,472147.5k $7.5m $7.5m 0.21% New
43 GREAT VALLEY ADVISOR GROUP, INC. 0.22% of their portfolio WILMINGTON, DE 140,960141.0k $7.2m $7.2m 0.22% Added +18.7k +18,695
44 Ameritas Advisory Services, LLC 0.29% of their portfolio Lincoln, NE 139,612139.6k $7.0m $7.0m 0.29% Added +109.3k +109,280
45 Cornerstone Wealth Management, LLC 0.57% of their portfolio ST. PETERS, MO 137,610137.6k $7.0m $7.0m 0.57% Added +8.0k +8,009
46 CGN Advisors LLC 0.85% of their portfolio MANHATTAN, KS 132,662132.7k $6.7m $6.7m 0.85% Added +83.7k +83,676
47 Diversified Portfolios, Inc. 0.94% of their portfolio Bloomfield Hills, MI 131,143131.1k $6.7m $6.7m 0.94% Added +38.1k +38,109
48 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 130,235130.2k $6.6m $6.6m 0.00% Added +124.2k +124,199
49 Shorepoint Capital Partners LLC 1.56% of their portfolio NORWOOD, MA 125,794125.8k $6.4m $6.4m 1.56% Added +10.0k +10,001
50 First Heartland Consultants, Inc. 0.65% of their portfolio LAKE ST. LOUIS, MO 123,315123.3k $6.3m $6.3m 0.65% Added +97.1k +97,139
51 LWM Advisory Services, LLC 5.01% of their portfolio PLANTATION, FL 123,185123.2k $6.3m $6.3m 5.01% Added +10.3k +10,284
52 OLYMPUS WEALTH MANAGEMENT, LLC 3.61% of their portfolio COTTONWOOD HEIGHTS, UT 120,109120.1k $6.1m $6.1m 3.61% New
53 BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 1.15% of their portfolio Boca Raton, FL 117,646117.6k $6.0m $6.0m 1.15% Added +19.7k +19,683
54 Atlas Private Wealth Management, LLC 2.47% of their portfolio ALBANY, NY 115,801115.8k $5.9m $5.9m 2.47% Added +5.9k +5,863
55 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 108,061108.1k $5.5m $5.5m 0.01% Added +86.3k +86,296
56 Apollon Wealth Management, LLC 0.17% of their portfolio MOUNT PLEASANT, SC 107,127107.1k $5.4m $5.4m 0.17% New
57 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 99,964100.0k $5.1m $5.1m 0.01% Added +9.4k +9,384
58 Apexium Financial, LP 0.38% of their portfolio Dallas, TX 99,06099.1k $5.0m $5.0m 0.38% Added +2.0k +2,035
59 1900 WEALTH MANAGEMENT LLC 0.43% of their portfolio SAN ANTONIO, TX 93,87393.9k $4.8m $4.8m 0.43% Added +34.7k +34,669
60 Keudell/Morrison Wealth Management 1.40% of their portfolio Salem, OR 91,16991.2k $4.6m $4.6m 1.40% Added +2.7k +2,716
61 CVA Family Office, LLC 0.80% of their portfolio DENVER, CO 87,99588.0k $4.5m $4.5m 0.80% Added +19.0k +18,985
62 Private Advisor Group, LLC 0.03% of their portfolio MORRISTOWN, NJ 81,44881.4k $4.1m $4.1m 0.03% Added +12.2k +12,217
63 Brio Consultants, LLC 0.68% of their portfolio SAN FRANCISCO, CA 79,84679.8k $4.1m $4.1m 0.68% Added +3.2k +3,188
64 TruWealth Advisors, LLC 0.27% of their portfolio Metairie, LA 76,58076.6k $3.9m $3.9m 0.27% New
65 Resonant Capital Advisors, LLC 0.33% of their portfolio Madison, WI 76,16976.2k $3.9m $3.9m 0.33% Added +449 +449
66 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 71,67371.7k $3.6m $3.6m 0.01% New
67 RIVERSEDGE ADVISORS, LLC 0.87% of their portfolio Wilmington, DE 69,95970.0k $3.5m $3.5m 0.87% Added +43.5k +43,510
68 Freedom Investment Management, Inc. 0.28% of their portfolio SOUTH WINDSOR, CT 69,32269.3k $3.5m $3.5m 0.28% Added +20.6k +20,552
69 Landmark Wealth Management, LLC 1.62% of their portfolio MELVILLE, NY 69,10869.1k $3.5m $3.5m 1.62% Added +3.9k +3,928
70 Galvin, Gaustad & Stein, LLC 0.32% of their portfolio Scottsdale, AZ 68,57868.6k $3.5m $3.5m 0.32% Added +3.3k +3,321
71 First Horizon Advisors, Inc. 0.10% of their portfolio MEMPHIS, TN 65,31665.3k $3.3m $3.3m 0.10% Reduced -770 -770
72 Steward Partners Investment Advisory, LLC 0.04% of their portfolio STAMFORD, CT 64,04864.0k $3.2m $3.2m 0.04% Added +7.1k +7,113
73 Cedar Point Capital Partners, LLC 2.43% of their portfolio Cedar Rapids, IA 63,11163.1k $3.2m $3.2m 2.43% Added +3.9k +3,905
74 Clearwater Capital Advisors, LLC 0.34% of their portfolio HOFFMAN ESTATES, IL 62,09062.1k $3.2m $3.2m 0.34% Added +28.8k +28,763
75 VICUS CAPITAL 0.27% of their portfolio STATE COLLEGE, PA 57,42457.4k $2.9m $2.9m 0.27% Added +90 +90
76 RiverFront Investment Group, LLC 0.08% of their portfolio RICHMOND, VA 56,55256.6k $2.9m $2.9m 0.08% Added +21.1k +21,134
77 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 56,41556.4k $2.9m $2.9m 0.02% Reduced -9.8k -9,845
78 WealthCare Investment Partners, LLC 1.32% of their portfolio PORTSMOUTH, RI 53,96854.0k $2.7m $2.7m 1.32% Added +16.5k +16,511
79 Mutual Advisors, LLC 0.09% of their portfolio OMAHA, NE 52,84652.8k $2.7m $2.7m 0.09% Added +11.9k +11,943
80 Newman Dignan & Sheerar, Inc. 0.70% of their portfolio PROVIDENCE, RI 51,85951.9k $2.6m $2.6m 0.70% Added +12.0k +12,023
81 Prime Capital Investment Advisors, LLC 0.04% of their portfolio OVERLAND PARK, KS 50,81150.8k $2.6m $2.6m 0.04% New
82 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 46,20046.2k $2.3m $2.3m 0.00% New
83 Hennion & Walsh Asset Management, Inc. 0.12% of their portfolio Parsippany, NJ 43,56343.6k $2.2m $2.2m 0.12% Reduced -8.0k -8,041
84 NWF Advisory Services Inc. 0.37% of their portfolio Los Angeles, CA 43,13943.1k $2.2m $2.2m 0.37% Added +7.9k +7,876
85 WCG Wealth Advisors LLC 0.17% of their portfolio LAS VEGAS, NV 41,24041.2k $2.1m $2.1m 0.17% Added +187 +187
86 FMA Wealth Management, LLC 1.72% of their portfolio DUXBURY, MA 40,82440.8k $2.1m $2.1m 1.72% Added +8.0k +8,015
87 PRINCIPAL SECURITIES, INC. 0.06% of their portfolio DES MOINES, IA 39,30339.3k $2.0m $2.0m 0.06% Added +999 +999
88 Summit Wealth Partners, LLC 0.41% of their portfolio Orlando, FL 38,18738.2k $1.9m $1.9m 0.41% Reduced -2.0k -2,000
89 ACIMA PRIVATE WEALTH, LLC 0.70% of their portfolio RICHMOND, VA 37,64337.6k $1.9m $1.9m 0.70% Unchanged
90 Sequoia Financial Advisors, LLC 0.02% of their portfolio Akron, OH 37,21437.2k $1.9m $1.9m 0.02% Reduced -50.3k -50,329
91 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 36,95437.0k $1.9m $1.9m 0.00% New
92 Crumly & Associates Inc. 0.49% of their portfolio SPRINGFIELD, IL 36,64436.6k $1.9m $1.9m 0.49% Added +509 +509
93 Beaumont Financial Advisors, LLC 0.15% of their portfolio NEEDHAM, MA 36,03836.0k $1.8m $1.8m 0.15% Unchanged
94 NBT BANK, N.A. 0.13% of their portfolio NORWICH, NY 35,72035.7k $1.8m $1.8m 0.13% Added +585 +585
95 Mason & Associates Inc 0.46% of their portfolio LOS ANGELES, CA 34,07034.1k $1.7m $1.7m 0.46% Added +1.7k +1,674
96 Kooman & Associates 0.69% of their portfolio ALTOONA, PA 32,73032.7k $1.7m $1.7m 0.69% Added +928 +928
97 ERn Financial, LLC 0.29% of their portfolio MIDDLETON, WI 32,72132.7k $1.7m $1.7m 0.29% Added +556 +556
98 Naviter Wealth, LLC 0.26% of their portfolio LITTLE ROCK, AR 31,22031.2k $1.6m $1.6m 0.26% New
99 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 28,76128.8k $1.5m $1.5m 0.01% Added +19.5k +19,454
100 Walkner Condon Financial Advisors LLC 0.31% of their portfolio MADISON, WI 28,39028.4k $1.4m $1.4m 0.31% Added +3.8k +3,786