Vault-13

J P MORGAN EXCHANGE TRADED F JMUB

MUNICIPAL ETF · ETP · CUSIP 46641Q647

269 institutional holders +12 vs Q2 2024
26,790,62826.8m shares reported held*
$1.4bnreported value*
21 new 167 added 50 reduced 6 sold out net bought ≈ $154.1m (+3.0m 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. Holder counts are more reliable. Implied quarter-end price ≈ $51.26.

Trends to Q3 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: 257Q3 24: 269269Q3 22Q1 23Q3 23Q1 24Q3 24
Numbers
QuarterHolders
Q3 202255
Q4 202289
Q1 2023101
Q2 2023118
Q3 2023135
Q4 2023204
Q1 2024226
Q2 2024257
Q3 2024269

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 outQ1 23: 65 bought or addedQ1 23: 30 cut or sold outQ1 23Q2 23: 84 bought or addedQ2 23: 31 cut or sold outQ3 23: 95 bought or addedQ3 23: 33 cut or sold outQ3 23Q4 23: 140 bought or addedQ4 23: 51 cut or sold outQ1 24: 176 bought or addedQ1 24: 49 cut or sold outQ1 24Q2 24: 176 bought or addedQ2 24: 54 cut or sold outQ3 24: 188 bought or addedQ3 24: 56 cut or sold outQ3 24
Numbers
QuarterBought or addedCut or sold out
Q4 20227017
Q1 20236530
Q2 20238431
Q3 20239533
Q4 202314051
Q1 202417649
Q2 202417654
Q3 202418856

Biggest buyers

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +686,600+686.6k
LPL Financial LLC Added +394,199+394.2k
AMERIPRISE FINANCIAL INC Added +222,318+222.3k
RAYMOND JAMES & ASSOCIATES Added +115,690+115.7k
Magnus Financial Group LLC Added +105,360+105.4k
MATHER GROUP, LLC. New +104,868+104.9k
CGN Advisors LLC Added +81,668+81.7k
Cetera Investment Advisers Added +81,004+81.0k
CENTRAL TRUST Co Added +76,259+76.3k
Forvis Mazars Wealth Advisors, LLC Added +72,458+72.5k

Biggest sellers

KESTRA PRIVATE WEALTH SERVICES, LLC Reduced -147,932-147.9k
First Heartland Consultants, Inc. Reduced -110,112-110.1k
ROYAL BANK OF CANADA Reduced -64,345-64.3k
Avantax Planning Partners, Inc. Reduced -63,891-63.9k
49 WEALTH MANAGEMENT, LLC Reduced -40,508-40.5k
Ameritas Advisory Services, LLC Reduced -35,610-35.6k
AllGen Financial Advisors, Inc. Reduced -33,782-33.8k
ERn Financial, LLC Reduced -33,748-33.7k
Mills Wealth Advisors LLC Reduced -26,994-27.0k
CW Advisors, LLC Reduced -14,459-14.5k

Holders, Q3 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.06% of their portfolio FORT MILL, SC 2,506,7482.5m $128.5m $128.5m 0.06% Added +394.2k +394,199
2 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.08% of their portfolio MILWAUKEE, WI 1,817,5861.8m $93.2m $93.2m 0.08% Added +686.6k +686,600
3 Raymond James Financial Services Advisors, Inc. 0.06% of their portfolio ST. PETERSBURG, FL 914,793914.8k $46.9m $46.9m 0.06% Added +61.3k +61,308
4 Forvis Mazars Wealth Advisors, LLC 0.99% of their portfolio Springfield, MO 843,601843.6k $43.3m $43.3m 0.99% Added +72.5k +72,458
5 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.08% of their portfolio PLYMOUTH, MN 768,550768.5k $39.4m $39.4m 0.08% Added +38.0k +38,001
6 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 720,211720.2k $36.9m $36.9m 0.01% Added +70.1k +70,123
7 Rockefeller Capital Management L.P. 0.08% of their portfolio NEW YORK, NY 578,149578.1k $29.6m $29.6m 0.08% Added +16.8k +16,794
8 CENTRAL TRUST Co 0.63% of their portfolio JEFFERSON CITY, MO 528,251528.3k $27.1m $27.1m 0.63% Added +76.3k +76,259
9 Avantax Planning Partners, Inc. 0.89% of their portfolio DUBUQUE, IA 482,682482.7k $24.7m $24.7m 0.89% Reduced -63.9k -63,891
10 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 473,760473.8k $24.3m $24.3m 0.00% Reduced -11.4k -11,422
11 Asio Capital, LLC 4.51% of their portfolio LEXINGTON, KY 463,702463.7k $23.8m $23.8m 4.51% Added +55.5k +55,451
12 COLLECTIVE FAMILY OFFICE LLC 6.32% of their portfolio YORK, PA 454,133454.1k $23.3m $23.3m 6.32% Added +51.6k +51,611
13 Equitable Holdings, Inc. 0.22% of their portfolio NEW YORK, NY 440,535440.5k $22.6m $22.6m 0.22% Added +58.0k +57,959
14 Morningstar Investment Services LLC 0.21% of their portfolio CHICAGO, IL 407,159407.2k $20.9m $20.9m 0.21% Added +7.1k +7,113
15 RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio ST PETERSBURG, FL 404,255404.3k $20.7m $20.7m 0.01% Added +115.7k +115,690
16 HighTower Advisors, LLC 0.03% of their portfolio CHICAGO, IL 404,012404.0k $20.7m $20.7m 0.03% Added +4.5k +4,497
17 MML INVESTORS SERVICES, LLC 0.07% of their portfolio SPRINGFIELD, MA 376,696376.7k $19.3m $19.3m 0.07% Added +34.6k +34,597
18 TRUIST FINANCIAL CORP 0.03% of their portfolio CHARLOTTE, NC 360,774360.8k $18.5m $18.5m 0.03% Added +2.7k +2,691
19 Magnus Financial Group LLC 1.68% of their portfolio NEW YORK, NY 322,192322.2k $16.5m $16.5m 1.68% Added +105.4k +105,360
20 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 316,146316.1k $16.2m $16.2m 0.00% Added +222.3k +222,318
21 Smith & Howard Wealth Management, LLC 4.46% of their portfolio ATLANTA, GA 309,559309.6k $15.9m $15.9m 4.46% Added +27.6k +27,557
22 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 306,940306.9k $15.7m $15.7m 0.02% Added +33.8k +33,825
23 AllGen Financial Advisors, Inc. 5.05% of their portfolio ORLANDO, FL 303,185303.2k $15.5m $15.5m 5.05% Reduced -33.8k -33,782
24 Stephens Consulting, LLC 3.97% of their portfolio FLINT, MI 302,158302.2k $15.5m $15.5m 3.97% Added +3.3k +3,263
25 IAG Wealth Partners, LLC 2.81% of their portfolio WAUKESHA, WI 296,315296.3k $15.2m $15.2m 2.81% Reduced -1.8k -1,796
26 Integrated Wealth Concepts LLC 0.18% of their portfolio WALTHAM, MA 287,924287.9k $14.8m $14.8m 0.18% Added +38.2k +38,199
27 Legacy Financial Advisors, Inc. 2.44% of their portfolio COVINGTON, KY 283,148283.1k $14.5m $14.5m 2.44% Added +11.1k +11,087
28 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 281,841281.8k $14.5m $14.5m 0.03% Added +66.2k +66,243
29 CGN Advisors LLC 1.40% of their portfolio MANHATTAN, KS 270,815270.8k $13.9m $13.9m 1.40% Added +81.7k +81,668
30 Aveo Capital Partners, LLC 1.46% of their portfolio ENGLEWOOD, CO 267,539267.5k $13.7m $13.7m 1.46% Reduced -1.5k -1,475
31 INVENIO WEALTH PARTNERS LLC 5.78% of their portfolio CORAL GABLES, FL 260,430260.4k $13.4m $13.4m 5.78% Added +59.6k +59,599
32 CONDOR CAPITAL MANAGEMENT 1.12% of their portfolio MARTINSVILLE, NJ 243,827243.8k $12.5m $12.5m 1.12% Added +2.3k +2,278
33 Opal Wealth Advisors, LLC 3.74% of their portfolio JERICHO, NY 233,078233.1k $11.9m $11.9m 3.74% Reduced -4.7k -4,657
34 Hartford Financial Management Inc. 2.44% of their portfolio WEST HARTFORD, CT 232,758232.8k $11.9m $11.9m 2.44% Added +5.7k +5,686
35 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 232,278232.3k $11.9m $11.9m 0.00% Added +4.9k +4,879
36 CFO4Life Group, LLC 2.09% of their portfolio COPPELL, TX 230,253230.3k $11.8m $11.8m 2.09% Reduced -10.6k -10,608
37 Syntegra Private Wealth Group, LLC 1.30% of their portfolio Chesterfield, MO 219,384219.4k $11.2m $11.2m 1.30% Added +50.8k +50,779
38 Beta Wealth Group, Inc. 4.86% of their portfolio SAN DIEGO, CA 210,180210.2k $10.8m $10.8m 4.86% Reduced -6.5k -6,486
39 1900 WEALTH MANAGEMENT LLC 0.92% of their portfolio SAN ANTONIO, TX 208,882208.9k $10.7m $10.7m 0.92% Added +63.8k +63,837
40 Aspen Wealth Management LLC 3.08% of their portfolio FORT WORTH, TX 197,705197.7k $10.1m $10.1m 3.08% Added +26.2k +26,221
41 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 195,606195.6k $10.0m $10.0m 0.02% Added +81.0k +81,004
42 Wealth Alliance Advisory Group, LLC 1.91% of their portfolio Wichita, KS 177,089177.1k $9.1m $9.1m 1.91% Added +993 +993
43 Skyline Advisors, Inc. 3.53% of their portfolio BELLINGHAM, WA 167,224167.2k $8.6m $8.6m 3.53% Added +2.4k +2,354
44 Cornerstone Wealth Management, LLC 0.58% of their portfolio ST. PETERS, MO 160,317160.3k $8.2m $8.2m 0.58% Added +16.4k +16,443
45 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.19% of their portfolio LOS ANGELES, CA 157,063157.1k $8.1m $8.1m 0.19% Reduced -44 -44
46 GREAT VALLEY ADVISOR GROUP, INC. 0.19% of their portfolio WILMINGTON, DE 154,291154.3k $7.9m $7.9m 0.19% Added +8.4k +8,423
47 Platte River Wealth Advisors, LLC 2.07% of their portfolio LOUISVILLE, CO 150,716150.7k $7.7m $7.7m 2.07% Added +7.9k +7,875
48 Apollon Wealth Management, LLC 0.21% of their portfolio MOUNT PLEASANT, SC 144,293144.3k $7.4m $7.4m 0.21% Added +10.9k +10,928
49 Leslie Global Wealth, LLC 3.44% of their portfolio Itasca, IL 138,105138.1k $7.1m $7.1m 3.44% Added +6.4k +6,370
50 OLYMPUS WEALTH MANAGEMENT, LLC 2.41% of their portfolio COTTONWOOD HEIGHTS, UT 136,661136.7k $7.0m $7.0m 2.41% Reduced -6.6k -6,603
51 BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 1.18% of their portfolio Boca Raton, FL 131,916131.9k $6.8m $6.8m 1.18% Added +6.8k +6,837
52 LWM Advisory Services, LLC 4.86% of their portfolio PLANTATION, FL 127,900127.9k $6.6m $6.6m 4.86% Added +484 +484
53 RIVERSEDGE ADVISORS, LLC 1.48% of their portfolio Wilmington, DE 126,988127.0k $6.5m $6.5m 1.48% Added +50.7k +50,690
54 Focus Partners Wealth 0.02% of their portfolio ST LOUIS, MO 125,930125.9k $6.5m $6.5m 0.02% Added +3.2k +3,220
55 Shorepoint Capital Partners LLC 1.40% of their portfolio NORWOOD, MA 119,534119.5k $6.1m $6.1m 1.40% Reduced -5.7k -5,669
56 TruWealth Advisors, LLC 0.37% of their portfolio Metairie, LA 119,051119.1k $6.1m $6.1m 0.37% Added +24.9k +24,897
57 RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio NEW YORK, NY 113,700113.7k $5.8m $5.8m 0.01% Reduced -100 -100
58 CVA Family Office, LLC 0.94% of their portfolio DENVER, CO 113,300113.3k $5.8m $5.8m 0.94% Added +12.9k +12,905
59 Diversified Portfolios, Inc. 0.64% of their portfolio Bloomfield Hills, MI 110,260110.3k $5.7m $5.7m 0.64% Added +10.1k +10,128
60 Apexium Financial, LP 0.37% of their portfolio Dallas, TX 109,157109.2k $5.6m $5.6m 0.37% Added +7.9k +7,858
61 TBH Global Asset Management, LLC 1.18% of their portfolio Brentwood, TN 105,898105.9k $5.4m $5.4m 1.18% Added +6.7k +6,715
62 Brio Consultants, LLC 0.86% of their portfolio SAN FRANCISCO, CA 105,056105.1k $5.4m $5.4m 0.86% Added +19.8k +19,818
63 MATHER GROUP, LLC. 0.07% of their portfolio CHICAGO, IL 104,868104.9k $5.4m $5.4m 0.07% New
64 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 103,235103.2k $5.3m $5.3m 0.01% Added +4.4k +4,355
65 Ameritas Advisory Services, LLC 0.23% of their portfolio Lincoln, NE 102,284102.3k $5.2m $5.2m 0.23% Reduced -35.6k -35,610
66 Keudell/Morrison Wealth Management 1.28% of their portfolio Salem, OR 91,83291.8k $4.7m $4.7m 1.28% Added +1.7k +1,694
67 Private Advisor Group, LLC 0.03% of their portfolio MORRISTOWN, NJ 87,63587.6k $4.5m $4.5m 0.03% Added +4.2k +4,181
68 Newman Dignan & Sheerar, Inc. 1.06% of their portfolio PROVIDENCE, RI 87,35887.4k $4.4m $4.4m 1.06% Added +30.4k +30,450
69 RiverFront Investment Group, LLC 0.11% of their portfolio RICHMOND, VA 87,19087.2k $4.5m $4.5m 0.11% Added +25.1k +25,098
70 G2 CAPITAL MANAGEMENT, LLC / OH 1.31% of their portfolio COLUMBUS, OH 86,48686.5k $4.4m $4.4m 1.31% Added +4.6k +4,577
71 49 WEALTH MANAGEMENT, LLC 0.69% of their portfolio AUSTIN, TX 83,09483.1k $4.3m $4.3m 0.69% Reduced -40.5k -40,508
72 Summit Financial Strategies, Inc. 0.47% of their portfolio Columbus, OH 81,90981.9k $4.2m $4.2m 0.47% Added +9.6k +9,644
73 Mills Wealth Advisors LLC 2.76% of their portfolio SOUTHLAKE, TX 78,09778.1k $4.0m $4.0m 2.76% Reduced -27.0k -26,994
74 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 75,02375.0k $3.8m $3.8m 0.00% Reduced -64.3k -64,345
75 Clearwater Capital Advisors, LLC 0.37% of their portfolio HOFFMAN ESTATES, IL 74,53274.5k $3.8m $3.8m 0.37% Added +4.9k +4,857
76 Landmark Wealth Management, LLC 1.60% of their portfolio MELVILLE, NY 71,56471.6k $3.7m $3.7m 1.60% Added +3.4k +3,416
77 Prentice Wealth Management LLC 1.07% of their portfolio Rochester, NY 70,17470.2k $3.6m $3.6m 1.07% Added +24.5k +24,484
78 Steward Partners Investment Advisory, LLC 0.03% of their portfolio STAMFORD, CT 69,44869.4k $3.6m $3.6m 0.03% Added +177 +177
79 VICUS CAPITAL 0.31% of their portfolio STATE COLLEGE, PA 68,53568.5k $3.5m $3.5m 0.31% Reduced -447 -447
80 Resonant Capital Advisors, LLC 0.26% of their portfolio Madison, WI 68,14968.1k $3.5m $3.5m 0.26% Unchanged
81 Freedom Investment Management, Inc. 0.28% of their portfolio SOUTH WINDSOR, CT 67,96868.0k $3.5m $3.5m 0.28% Added +1.4k +1,355
82 Mariner, LLC 0.01% of their portfolio Overland Park, KS 66,98267.0k $3.4m $3.4m 0.01% Added +10.3k +10,266
83 First Horizon Advisors, Inc. 0.10% of their portfolio MEMPHIS, TN 66,75966.8k $3.4m $3.4m 0.10% Added +728 +728
84 Red Mountain Financial, LLC 3.61% of their portfolio FORT COLLINS, CO 66,28966.3k $3.4m $3.4m 3.61% Added +2.0k +1,983
85 Galvin, Gaustad & Stein, LLC 0.30% of their portfolio Scottsdale, AZ 66,11566.1k $3.4m $3.4m 0.30% Reduced -2.6k -2,555
86 KESTRA PRIVATE WEALTH SERVICES, LLC 0.06% of their portfolio AUSTIN, TX 65,87665.9k $3.4m $3.4m 0.06% Reduced -147.9k -147,932
87 FMA Wealth Management, LLC 2.39% of their portfolio DUXBURY, MA 64,13764.1k $3.3m $3.3m 2.39% Added +6.2k +6,213
88 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 63,02563.0k $3.2m $3.2m 0.02% Reduced -59 -59
89 BAKER TILLY WEALTH MANAGEMENT, LLC 1.43% of their portfolio MADISON, WI 62,84062.8k $3.2m $3.2m 1.43% Added +32.9k +32,894
90 Obsidian Personal Planning Solutions LLC 1.65% of their portfolio ROCKVILLE, MD 62,62362.6k $3.2m $3.2m 1.65% New
91 HTG Investment Advisors, Inc. 1.50% of their portfolio NEW CANAAN, CT 62,19762.2k $3.2m $3.2m 1.50% Added +10.5k +10,461
92 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 60,79760.8k $3.1m $3.1m 0.00% Added +23.7k +23,679
93 Cedar Point Capital Partners, LLC 2.12% of their portfolio Cedar Rapids, IA 60,19060.2k $3.1m $3.1m 2.12% Added +436 +436
94 Unique Wealth Strategies, LLC 1.30% of their portfolio BURR RIDGE, IL 58,60258.6k $3.0m $3.0m 1.30% Added +41.5k +41,487
95 WealthCare Investment Partners, LLC 1.31% of their portfolio PORTSMOUTH, RI 58,49858.5k $3.0m $3.0m 1.31% Added +333 +333
96 Mutual Advisors, LLC 0.08% of their portfolio OMAHA, NE 53,39753.4k $2.7m $2.7m 0.08% Added +478 +478
97 Hennion & Walsh Asset Management, Inc. 0.12% of their portfolio Parsippany, NJ 51,85751.9k $2.7m $2.7m 0.12% Added +1.1k +1,144
98 PRINCIPAL SECURITIES, INC. 0.06% of their portfolio DES MOINES, IA 49,80249.8k $2.6m $2.6m 0.06% Added +4.5k +4,484
99 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 47,61447.6k $2.4m $2.4m 0.00% Reduced -1.0k -1,016
100 NBT BANK, N.A. 0.16% of their portfolio NORWICH, NY 46,44046.4k $2.4m $2.4m 0.16% Added +11.1k +11,120