Vault-13

J P MORGAN EXCHANGE TRADED F JMUB

MUNICIPAL ETF · ETP · CUSIP 46641Q647

257 institutional holders +31 vs Q1 2024
23,813,25723.8m shares reported held*
$1.2bnreported value*
34 new 142 added 47 reduced 7 sold out net bought ≈ $188.8m (+3.7m 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 ($584.0k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $50.38.

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 55Q4 22: 89Q1 23: 101Q2 23: 118Q3 23: 135Q4 23: 204Q1 24: 226Q2 24: 257257Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 202255
Q4 202289
Q1 2023101
Q2 2023118
Q3 2023135
Q4 2023204
Q1 2024226
Q2 2024257

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 outQ2 23: 84 bought or addedQ2 23: 31 cut or sold outQ2 23Q3 23: 95 bought or addedQ3 23: 33 cut or sold outQ4 23: 140 bought or addedQ4 23: 51 cut or sold outQ4 23Q1 24: 176 bought or addedQ1 24: 49 cut or sold outQ2 24: 176 bought or addedQ2 24: 54 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 20227017
Q1 20236530
Q2 20238431
Q3 20239533
Q4 202314051
Q1 202417649
Q2 202417654

Biggest buyers

Raymond James Financial Services Advisors, Inc. Added +574,470+574.5k
Equitable Holdings, Inc. New +382,576+382.6k
ENVESTNET ASSET MANAGEMENT INC Added +354,185+354.2k
MML INVESTORS SERVICES, LLC Added +333,217+333.2k
HighTower Advisors, LLC Added +219,531+219.5k
LPL Financial LLC Added +212,185+212.2k
JPMORGAN CHASE & CO Added +169,908+169.9k
Focus Partners Wealth New +122,710+122.7k
Smith & Howard Wealth Management, LLC Added +116,432+116.4k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +94,579+94.6k

Biggest sellers

49 WEALTH MANAGEMENT, LLC Reduced -349,603-349.6k
JANE STREET GROUP, LLC Reduced -92,261-92.3k
RENAISSANCE TECHNOLOGIES LLC Reduced -48,600-48.6k
Opal Wealth Advisors, LLC Reduced -46,337-46.3k
Diversified Portfolios, Inc. Reduced -31,011-31.0k
LINCOLN NATIONAL CORP Sold out -24,479-24.5k
WCG Wealth Advisors LLC Reduced -22,597-22.6k
Prime Capital Investment Advisors, LLC Reduced -22,016-22.0k
Skyline Advisors, Inc. Reduced -20,791-20.8k
Avantax Planning Partners, Inc. Reduced -16,355-16.4k

Holders, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.05% of their portfolio FORT MILL, SC 2,112,5492.1m $106.4m $106.4m 0.05% Added +212.2k +212,185
2 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.06% of their portfolio MILWAUKEE, WI 1,130,9861.1m $57.0m $57.0m 0.06% Added +94.6k +94,579
3 Raymond James Financial Services Advisors, Inc. 0.06% of their portfolio ST. PETERSBURG, FL 853,485853.5k $43.0m $43.0m 0.06% Added +574.5k +574,470
4 Forvis Mazars Wealth Advisors, LLC 0.97% of their portfolio Springfield, MO 771,143771.1k $38.8m $38.8m 0.97% Added +44.0k +43,953
5 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.09% of their portfolio PLYMOUTH, MN 730,549730.5k $36.8m $36.8m 0.09% Added +18.5k +18,467
6 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 650,088650.1k $32.7m $32.7m 0.01% Added +354.2k +354,185
7 Rockefeller Capital Management L.P. 0.08% of their portfolio NEW YORK, NY 561,355561.4k $28.3m $28.3m 0.08% Added +45.4k +45,431
8 Avantax Planning Partners, Inc. 0.88% of their portfolio DUBUQUE, IA 546,573546.6k $27.5m $27.5m 0.88% Reduced -16.4k -16,355
9 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 485,182485.2k $24.4m $24.4m 0.00% Added +169.9k +169,908
10 CENTRAL TRUST Co 0.56% of their portfolio JEFFERSON CITY, MO 451,992452.0k $22.8m $22.8m 0.56% Added +19.7k +19,672
11 Asio Capital, LLC 4.21% of their portfolio LEXINGTON, KY 408,251408.3k $20.6m $20.6m 4.21% Added +40.6k +40,577
12 COLLECTIVE FAMILY OFFICE LLC 5.96% of their portfolio YORK, PA 402,522402.5k $20.3m $20.3m 5.96% Added +44.3k +44,263
13 Morningstar Investment Services LLC 0.22% of their portfolio CHICAGO, IL 400,046400.0k $20.2m $20.2m 0.22% Reduced -2.0k -2,004
14 HighTower Advisors, LLC 0.03% of their portfolio CHICAGO, IL 399,515399.5k $20.1m $20.1m 0.03% Added +219.5k +219,531
15 Equitable Holdings, Inc. 0.20% of their portfolio NEW YORK, NY 382,576382.6k $19.3m $19.3m 0.20% New
16 TRUIST FINANCIAL CORP 0.03% of their portfolio CHARLOTTE, NC 358,083358.1k $18.0m $18.0m 0.03% Added +16.5k +16,539
17 MML INVESTORS SERVICES, LLC 0.07% of their portfolio SPRINGFIELD, MA 342,099342.1k $17.2m $17.2m 0.07% Added +333.2k +333,217
18 AllGen Financial Advisors, Inc. 6.44% of their portfolio ORLANDO, FL 336,967337.0k $17.0m $17.0m 6.44% Added +45.9k +45,888
19 Stephens Consulting, LLC 4.29% of their portfolio FLINT, MI 298,895298.9k $15.1m $15.1m 4.29% Added +34.4k +34,403
20 IAG Wealth Partners, LLC 3.02% of their portfolio WAUKESHA, WI 298,111298.1k $15.0m $15.0m 3.02% Added +11.6k +11,624
21 RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio ST PETERSBURG, FL 288,565288.6k $14.5m $14.5m 0.01% Added +74.3k +74,287
22 Smith & Howard Wealth Management, LLC 4.24% of their portfolio ATLANTA, GA 282,002282.0k $14.2m $14.2m 4.24% Added +116.4k +116,432
23 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 273,115273.1k $13.8m $13.8m 0.02% Added +48.9k +48,893
24 Legacy Financial Advisors, Inc. 2.44% of their portfolio COVINGTON, KY 272,061272.1k $13.7m $13.7m 2.44% Added +16.8k +16,796
25 Aveo Capital Partners, LLC 1.54% of their portfolio ENGLEWOOD, CO 269,014269.0k $13.6m $13.6m 1.54% Added +7.3k +7,297
26 Integrated Wealth Concepts LLC 0.17% of their portfolio WALTHAM, MA 249,725249.7k $12.6m $12.6m 0.17% Added +1.1k +1,061
27 CONDOR CAPITAL MANAGEMENT 1.16% of their portfolio MARTINSVILLE, NJ 241,549241.5k $12.2m $12.2m 1.16% Added +7.9k +7,885
28 CFO4Life Group, LLC 2.28% of their portfolio COPPELL, TX 240,861240.9k $12.1m $12.1m 2.28% Added +13.5k +13,495
29 Opal Wealth Advisors, LLC 3.85% of their portfolio JERICHO, NY 237,735237.7k $12.0m $12.0m 3.85% Reduced -46.3k -46,337
30 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 227,399227.4k $11.5m $11.5m 0.00% Added +16.6k +16,625
31 Hartford Financial Management Inc. 2.45% of their portfolio WEST HARTFORD, CT 227,072227.1k $11.4m $11.4m 2.45% Added +22.7k +22,667
32 Magnus Financial Group LLC 1.23% of their portfolio NEW YORK, NY 216,832216.8k $10.9m $10.9m 1.23% Added +1.2k +1,176
33 Beta Wealth Group, Inc. 5.17% of their portfolio SAN DIEGO, CA 216,666216.7k $10.9m $10.9m 5.17% Added +7.4k +7,442
34 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 215,598215.6k $10.9m $10.9m 0.03% Added +147 +147
35 KESTRA PRIVATE WEALTH SERVICES, LLC 0.22% of their portfolio AUSTIN, TX 213,808213.8k $10.8m $10.8m 0.22% Reduced -11.8k -11,803
36 INVENIO WEALTH PARTNERS LLC 5.01% of their portfolio CORAL GABLES, FL 200,831200.8k $10.1m $10.1m 5.01% Added +22.7k +22,714
37 CGN Advisors LLC 1.11% of their portfolio MANHATTAN, KS 189,147189.1k $9.5m $9.5m 1.11% Added +56.5k +56,485
38 Wealth Alliance Advisory Group, LLC 2.00% of their portfolio Wichita, KS 176,096176.1k $8.9m $8.9m 2.00% Added +5.8k +5,813
39 Aspen Wealth Management LLC 2.99% of their portfolio FORT WORTH, TX 171,484171.5k $8.6m $8.6m 2.99% Reduced -7.9k -7,916
40 Syntegra Private Wealth Group, LLC 1.08% of their portfolio Chesterfield, MO 168,605168.6k $8.5m $8.5m 1.08% Added +12.6k +12,579
41 Skyline Advisors, Inc. 3.61% of their portfolio BELLINGHAM, WA 164,870164.9k $8.3m $8.3m 3.61% Reduced -20.8k -20,791
42 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.20% of their portfolio LOS ANGELES, CA 157,107157.1k $7.9m $7.9m 0.20% Added +9.6k +9,635
43 GREAT VALLEY ADVISOR GROUP, INC. 0.21% of their portfolio WILMINGTON, DE 145,868145.9k $7.3m $7.3m 0.21% Added +4.9k +4,908
44 1900 WEALTH MANAGEMENT LLC 0.68% of their portfolio SAN ANTONIO, TX 145,045145.0k $7.3m $7.3m 0.68% Added +51.2k +51,172
45 Cornerstone Wealth Management, LLC 0.56% of their portfolio ST. PETERS, MO 143,874143.9k $7.2m $7.2m 0.56% Added +6.3k +6,264
46 OLYMPUS WEALTH MANAGEMENT, LLC 2.26% of their portfolio COTTONWOOD HEIGHTS, UT 143,264143.3k $7.2m $7.2m 2.26% Added +23.2k +23,155
47 Platte River Wealth Advisors, LLC 2.02% of their portfolio LOUISVILLE, CO 142,841142.8k $7.2m $7.2m 2.02% Reduced -11.0k -10,964
48 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 139,368139.4k $7.0m $7.0m 0.00% Added +9.1k +9,133
49 Ameritas Advisory Services, LLC 0.26% of their portfolio Lincoln, NE 137,894137.9k $6.9m $6.9m 0.26% Reduced -1.7k -1,718
50 Apollon Wealth Management, LLC 0.20% of their portfolio MOUNT PLEASANT, SC 133,365133.4k $6.7m $6.7m 0.20% Added +26.2k +26,238
51 Leslie Global Wealth, LLC 3.88% of their portfolio Itasca, IL 131,735131.7k $6.6m $6.6m 3.88% First filing
52 LWM Advisory Services, LLC 5.39% of their portfolio PLANTATION, FL 127,416127.4k $6.4m $6.4m 5.39% Added +4.2k +4,231
53 Shorepoint Capital Partners LLC 1.48% of their portfolio NORWOOD, MA 125,203125.2k $6.3m $6.3m 1.48% Reduced -591 -591
54 BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 1.19% of their portfolio Boca Raton, FL 125,079125.1k $6.3m $6.3m 1.19% Added +7.4k +7,433
55 49 WEALTH MANAGEMENT, LLC 1.22% of their portfolio AUSTIN, TX 123,602123.6k $6.2m $6.2m 1.22% Reduced -349.6k -349,603
56 Focus Partners Wealth 0.02% of their portfolio ST LOUIS, MO 122,710122.7k $6.2m $6.2m 0.02% New
57 First Heartland Consultants, Inc. 0.60% of their portfolio LAKE ST. LOUIS, MO 119,875119.9k $6.0m $6.0m 0.60% Reduced -3.4k -3,440
58 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 114,602114.6k $5.8m $5.8m 0.01% Added +42.9k +42,929
59 RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio NEW YORK, NY 113,800113.8k $5.7m $5.7m 0.01% Reduced -48.6k -48,600
60 Mills Wealth Advisors LLC 3.78% of their portfolio SOUTHLAKE, TX 105,091105.1k $5.3m $5.3m 3.78% Added +78.0k +77,958
61 Apexium Financial, LP 0.36% of their portfolio Dallas, TX 101,299101.3k $5.1m $5.1m 0.36% Added +2.2k +2,239
62 CVA Family Office, LLC 0.91% of their portfolio DENVER, CO 100,395100.4k $5.1m $5.1m 0.91% Added +12.4k +12,400
63 Diversified Portfolios, Inc. 0.66% of their portfolio Bloomfield Hills, MI 100,132100.1k $5.0m $5.0m 0.66% Reduced -31.0k -31,011
64 TBH Global Asset Management, LLC 1.11% of their portfolio Brentwood, TN 99,18399.2k $5.0m $5.0m 1.11% Added +71.9k +71,874
65 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 98,88098.9k $5.0m $5.0m 0.01% Reduced -1.1k -1,084
66 TruWealth Advisors, LLC 0.32% of their portfolio Metairie, LA 94,15494.2k $4.7m $4.7m 0.32% Added +17.6k +17,574
67 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 93,82893.8k $4.7m $4.7m 0.00% New
68 Keudell/Morrison Wealth Management 1.33% of their portfolio Salem, OR 90,13890.1k $4.5m $4.5m 1.33% Reduced -1.0k -1,031
69 Brio Consultants, LLC 0.71% of their portfolio SAN FRANCISCO, CA 85,23885.2k $4.3m $4.3m 0.71% Added +5.4k +5,392
70 Private Advisor Group, LLC 0.03% of their portfolio MORRISTOWN, NJ 83,45483.5k $4.2m $4.2m 0.03% Added +2.0k +2,006
71 G2 CAPITAL MANAGEMENT, LLC / OH 1.28% of their portfolio COLUMBUS, OH 81,90981.9k $4.1m $4.1m 1.28% Added +59.9k +59,934
72 RIVERSEDGE ADVISORS, LLC 0.94% of their portfolio Wilmington, DE 76,29876.3k $3.8m $3.8m 0.94% Added +6.3k +6,339
73 Summit Financial Strategies, Inc. 0.45% of their portfolio Columbus, OH 72,26572.3k $3.6m $3.6m 0.45% Added +68.3k +68,319
74 Clearwater Capital Advisors, LLC 0.37% of their portfolio HOFFMAN ESTATES, IL 69,67569.7k $3.5m $3.5m 0.37% Added +7.6k +7,585
75 Steward Partners Investment Advisory, LLC 0.04% of their portfolio STAMFORD, CT 69,27169.3k $3.5m $3.5m 0.04% Added +5.2k +5,223
76 VICUS CAPITAL 0.31% of their portfolio STATE COLLEGE, PA 68,98269.0k $3.5m $3.5m 0.31% Added +11.6k +11,558
77 Galvin, Gaustad & Stein, LLC 0.32% of their portfolio Scottsdale, AZ 68,67068.7k $3.5m $3.5m 0.32% Added +92 +92
78 Resonant Capital Advisors, LLC 0.28% of their portfolio Madison, WI 68,14968.1k $3.4m $3.4m 0.28% Reduced -8.0k -8,020
79 Landmark Wealth Management, LLC 2.67% of their portfolio MELVILLE, NY 68,14868.1k $3.4m $3.4m 2.67% Reduced -960 -960
80 Freedom Investment Management, Inc. 0.27% of their portfolio SOUTH WINDSOR, CT 66,61366.6k $3.4m $3.4m 0.27% Reduced -2.7k -2,709
81 ERn Financial, LLC 0.28% of their portfolio MIDDLETON, WI 66,07466.1k $3.3m $3.3m 0.28% Added +33.4k +33,353
82 First Horizon Advisors, Inc. 0.10% of their portfolio MEMPHIS, TN 66,03166.0k $3.3m $3.3m 0.10% Added +715 +715
83 Red Mountain Financial, LLC 3.91% of their portfolio FORT COLLINS, CO 64,30664.3k $3.2m $3.2m 3.91% First filing
84 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 63,08463.1k $3.2m $3.2m 0.02% Added +6.7k +6,669
85 RiverFront Investment Group, LLC 0.08% of their portfolio RICHMOND, VA 62,09262.1k $3.1m $3.1m 0.08% Added +5.5k +5,540
86 Cedar Point Capital Partners, LLC 2.25% of their portfolio Cedar Rapids, IA 59,75459.8k $3.0m $3.0m 2.25% Reduced -3.4k -3,357
87 WealthCare Investment Partners, LLC 1.36% of their portfolio PORTSMOUTH, RI 58,16558.2k $2.9m $2.9m 1.36% Added +4.2k +4,197
88 FMA Wealth Management, LLC 2.36% of their portfolio DUXBURY, MA 57,92457.9k $2.9m $2.9m 2.36% Added +17.1k +17,100
89 Newman Dignan & Sheerar, Inc. 0.74% of their portfolio PROVIDENCE, RI 56,90856.9k $2.9m $2.9m 0.74% Added +5.0k +5,049
90 Mariner, LLC 0.01% of their portfolio Overland Park, KS 56,71656.7k $2.9m $2.9m 0.01% Added +42.0k +42,034
91 Mutual Advisors, LLC 0.08% of their portfolio OMAHA, NE 52,91952.9k $2.7m $2.7m 0.08% Added +73 +73
92 HTG Investment Advisors, Inc. 1.41% of their portfolio NEW CANAAN, CT 51,73651.7k $2.6m $2.6m 1.41% Added +34.0k +34,002
93 Hennion & Walsh Asset Management, Inc. 0.13% of their portfolio Parsippany, NJ 50,71350.7k $2.6m $2.6m 0.13% Added +7.2k +7,150
94 CW Advisors, LLC 0.04% of their portfolio BOSTON, MA 50,30350.3k $2.5m $2.5m 0.04% New
95 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 48,63048.6k $2.4m $2.4m 0.00% New
96 NWF Advisory Services Inc. 0.37% of their portfolio Los Angeles, CA 46,32846.3k $2.3m $2.3m 0.37% Added +3.2k +3,189
97 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 46,20046.2k $2.3m $2.3m 0.00% Unchanged
98 Prentice Wealth Management LLC 0.75% of their portfolio Rochester, NY 45,69045.7k $2.3m $2.3m 0.75% Added +25.1k +25,086
99 PRINCIPAL SECURITIES, INC. 0.06% of their portfolio DES MOINES, IA 45,31845.3k $2.3m $2.3m 0.06% Added +6.0k +6,015
100 Summit Wealth Partners, LLC 0.43% of their portfolio Orlando, FL 41,53441.5k $2.1m $2.1m 0.43% Added +3.3k +3,347