Vault-13

J P MORGAN EXCHANGE TRADED F JMUB

MUNICIPAL ETF · ETP · CUSIP 46641Q647

320 institutional holders +51 vs Q3 2024
32,856,88432.9m shares reported held*
$1.7bnreported value*
43 new 161 added 65 reduced 9 sold out net bought ≈ $283.0m (+5.5m 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 ($1.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $50.40.

Trends to Q4 2024

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 55Q4 22: 89Q1 23: 101Q2 23: 118Q3 23: 135Q4 23: 204Q1 24: 226Q2 24: 257Q3 24: 269Q4 24: 320320Q3 22Q1 23Q3 23Q1 24Q3 24Q4 24
Numbers
QuarterHolders
Q3 202255
Q4 202289
Q1 2023101
Q2 2023118
Q3 2023135
Q4 2023204
Q1 2024226
Q2 2024257
Q3 2024269
Q4 2024320

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q1 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 24Q3 24: 188 bought or addedQ3 24: 56 cut or sold outQ4 24: 204 bought or addedQ4 24: 74 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q1 20236530
Q2 20238431
Q3 20239533
Q4 202314051
Q1 202417649
Q2 202417654
Q3 202418856
Q4 202420474

Biggest buyers

BAILARD, INC. New +735,933+735.9k
TIAA TRUST, NATIONAL ASSOCIATION New +682,905+682.9k
HighTower Advisors, LLC Added +595,710+595.7k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Added +346,741+346.7k
Marcum Wealth, LLC New +333,392+333.4k
AMERIPRISE FINANCIAL INC Added +205,116+205.1k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +191,043+191.0k
Cetera Investment Advisers Added +182,591+182.6k
Smith & Howard Wealth Management, LLC Added +168,618+168.6k
HUNTINGTON NATIONAL BANK New +162,986+163.0k

Biggest sellers

Morningstar Investment Services LLC Reduced -355,533-355.5k
JPMORGAN CHASE & CO Reduced -221,631-221.6k
NORTHERN TRUST CORP Sold out -46,200-46.2k
TRUIST FINANCIAL CORP Reduced -34,950-35.0k
49 WEALTH MANAGEMENT, LLC Reduced -34,495-34.5k
Skyline Advisors, Inc. Reduced -34,192-34.2k
PERSONAL CFO SOLUTIONS, LLC Sold out -33,111-33.1k
KESTRA PRIVATE WEALTH SERVICES, LLC Reduced -29,677-29.7k
CGN Advisors LLC Reduced -28,743-28.7k
AllGen Financial Advisors, Inc. Reduced -25,622-25.6k

Holders, Q4 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.05% of their portfolio FORT MILL, SC 2,659,3262.7m $133.4m $133.4m 0.05% Added +152.6k +152,578
2 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.08% of their portfolio MILWAUKEE, WI 2,008,6292.0m $100.7m $100.7m 0.08% Added +191.0k +191,043
3 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 1,260,7931.3m $63.2m $63.2m 0.02% First filing
4 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.11% of their portfolio PLYMOUTH, MN 1,115,2911.1m $55.9m $55.9m 0.11% Added +346.7k +346,741
5 HighTower Advisors, LLC 0.07% of their portfolio CHICAGO, IL 999,722999.7k $50.1m $50.1m 0.07% Added +595.7k +595,710
6 Forvis Mazars Wealth Advisors, LLC 1.07% of their portfolio Springfield, MO 924,781924.8k $46.4m $46.4m 1.07% Added +81.2k +81,180
7 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 785,464785.5k $39.4m $39.4m 0.01% Added +65.3k +65,253
8 BAILARD, INC. 0.94% of their portfolio Foster City, CA 735,933735.9k $36.9m $36.9m 0.94% New
9 TIAA TRUST, NATIONAL ASSOCIATION 0.10% of their portfolio CHARLOTTE, NC 682,905682.9k $34.2m $34.2m 0.10% New
10 Rockefeller Capital Management L.P. 0.08% of their portfolio NEW YORK, NY 593,711593.7k $29.8m $29.8m 0.08% Added +15.6k +15,562
11 Equitable Holdings, Inc. 0.26% of their portfolio NEW YORK, NY 551,877551.9k $27.7m $27.7m 0.26% Added +111.3k +111,342
12 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 521,262521.3k $26.1m $26.1m 0.01% Added +205.1k +205,116
13 CENTRAL TRUST Co 0.64% of their portfolio JEFFERSON CITY, MO 519,223519.2k $26.0m $26.0m 0.64% Reduced -9.0k -9,028
14 Asio Capital, LLC 4.93% of their portfolio LEXINGTON, KY 518,525518.5k $26.1m $26.1m 4.93% Added +54.8k +54,823
15 COLLECTIVE FAMILY OFFICE LLC 6.94% of their portfolio YORK, PA 504,584504.6k $25.3m $25.3m 6.94% Added +50.5k +50,451
16 Avantax Planning Partners, Inc. 0.89% of their portfolio DUBUQUE, IA 494,780494.8k $24.8m $24.8m 0.89% Added +12.1k +12,098
17 Smith & Howard Wealth Management, LLC 6.79% of their portfolio ATLANTA, GA 478,177478.2k $24.0m $24.0m 6.79% Added +168.6k +168,618
18 INVENIO WEALTH PARTNERS LLC 8.30% of their portfolio CORAL GABLES, FL 395,118395.1k $19.8m $19.8m 8.30% Added +134.7k +134,688
19 BlueStem Wealth Partners, LLC 2.56% of their portfolio MINNETONKA, MN 388,265388.3k $19.5m $19.5m 2.56% First filing
20 MML INVESTORS SERVICES, LLC 0.07% of their portfolio SPRINGFIELD, MA 388,161388.2k $19.5m $19.5m 0.07% Added +11.5k +11,465
21 Cetera Investment Advisers 0.04% of their portfolio SCHAUMBURG, IL 378,197378.2k $19.0m $19.0m 0.04% Added +182.6k +182,591
22 Magnus Financial Group LLC 1.70% of their portfolio NEW YORK, NY 351,920351.9k $17.6m $17.6m 1.70% Added +29.7k +29,728
23 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 351,299351.3k $17.6m $17.6m 0.03% Added +44.4k +44,359
24 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 343,386343.4k $17.2m $17.2m 0.00% Added +111.1k +111,108
25 Marcum Wealth, LLC 1.45% of their portfolio CLEVELAND, OH 333,392333.4k $16.7m $16.7m 1.45% New
26 TRUIST FINANCIAL CORP 0.03% of their portfolio CHARLOTTE, NC 325,824325.8k $16.3m $16.3m 0.03% Reduced -35.0k -34,950
27 OSAIC HOLDINGS, INC. 0.04% of their portfolio SCOTTSDALE, AZ 313,958314.0k $15.7m $15.7m 0.04% Added +32.1k +32,117
28 Stephens Consulting, LLC 3.93% of their portfolio FLINT, MI 312,530312.5k $15.7m $15.7m 3.93% Added +10.4k +10,372
29 Integrated Wealth Concepts LLC 0.17% of their portfolio WALTHAM, MA 299,815299.8k $15.0m $15.0m 0.17% Added +11.9k +11,891
30 IAG Wealth Partners, LLC 2.61% of their portfolio WAUKESHA, WI 295,309295.3k $14.8m $14.8m 2.61% Reduced -1.0k -1,006
31 Legacy Financial Advisors, Inc. 2.44% of their portfolio COVINGTON, KY 293,820293.8k $14.7m $14.7m 2.44% Added +10.7k +10,672
32 AllGen Financial Advisors, Inc. 4.67% of their portfolio ORLANDO, FL 277,563277.6k $13.9m $13.9m 4.67% Reduced -25.6k -25,622
33 Hartford Financial Management Inc. 2.71% of their portfolio WEST HARTFORD, CT 263,507263.5k $13.2m $13.2m 2.71% Added +30.7k +30,749
34 Opal Wealth Advisors, LLC 3.91% of their portfolio JERICHO, NY 259,834259.8k $13.0m $13.0m 3.91% Added +26.8k +26,756
35 Aveo Capital Partners, LLC 1.41% of their portfolio ENGLEWOOD, CO 256,078256.1k $12.8m $12.8m 1.41% Reduced -11.5k -11,461
36 Focus Partners Wealth 0.02% of their portfolio ST LOUIS, MO 252,972253.0k $12.7m $12.7m 0.02% Added +127.0k +127,042
37 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 252,129252.1k $12.6m $12.6m 0.00% Reduced -221.6k -221,631
38 CONDOR CAPITAL MANAGEMENT 1.11% of their portfolio MARTINSVILLE, NJ 250,282250.3k $12.6m $12.6m 1.11% Added +6.5k +6,455
39 Aspen Wealth Management LLC 3.71% of their portfolio FORT WORTH, TX 249,929249.9k $12.5m $12.5m 3.71% Added +52.2k +52,224
40 CFO4Life Group, LLC 2.17% of their portfolio COPPELL, TX 245,819245.8k $12.3m $12.3m 2.17% Added +15.6k +15,566
41 1900 WEALTH MANAGEMENT LLC 1.03% of their portfolio SAN ANTONIO, TX 244,485244.5k $12.3m $12.3m 1.03% Added +35.6k +35,603
42 CGN Advisors LLC 1.18% of their portfolio MANHATTAN, KS 242,072242.1k $12.1m $12.1m 1.18% Reduced -28.7k -28,743
43 Syntegra Private Wealth Group, LLC 1.33% of their portfolio Chesterfield, MO 234,837234.8k $11.8m $11.8m 1.33% Added +15.5k +15,453
44 Beta Wealth Group, Inc. 4.71% of their portfolio SAN DIEGO, CA 212,351212.4k $10.6m $10.6m 4.71% Added +2.2k +2,171
45 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.26% of their portfolio LOS ANGELES, CA 204,206204.2k $10.2m $10.2m 0.26% Added +47.1k +47,143
46 Ameritas Advisory Services, LLC 0.34% of their portfolio Lincoln, NE 193,660193.7k $9.7m $9.7m 0.34% Added +91.4k +91,376
47 Wealth Alliance Advisory Group, LLC 1.95% of their portfolio Wichita, KS 183,988184.0k $9.2m $9.2m 1.95% Added +6.9k +6,899
48 Apollon Wealth Management, LLC 0.20% of their portfolio MOUNT PLEASANT, SC 176,265176.3k $8.8m $8.8m 0.20% Added +32.0k +31,972
49 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 173,734173.7k $8.7m $8.7m 0.01% Added +142.8k +142,788
50 Cornerstone Wealth Management, LLC 0.58% of their portfolio ST. PETERS, MO 170,228170.2k $8.5m $8.5m 0.58% Added +9.9k +9,911
51 HUNTINGTON NATIONAL BANK 0.06% of their portfolio COLUMBUS, OH 162,986163.0k $8.2m $8.2m 0.06% New
52 Lido Advisors, LLC 0.05% of their portfolio Los Angeles, CA 160,481160.5k $8.0m $8.0m 0.05% New
53 Mills Wealth Advisors LLC 4.21% of their portfolio SOUTHLAKE, TX 147,680147.7k $7.4m $7.4m 4.21% Added +69.6k +69,583
54 Martin Worley Group 4.48% of their portfolio COTTONWOOD HEIGHTS, UT 142,829142.8k $7.2m $7.2m 4.48% First filing
55 TruWealth Advisors, LLC 0.42% of their portfolio Metairie, LA 139,864139.9k $7.0m $7.0m 0.42% Added +20.8k +20,813
56 Leslie Global Wealth, LLC 3.22% of their portfolio Itasca, IL 138,237138.2k $6.9m $6.9m 3.22% Added +132 +132
57 BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 1.17% of their portfolio Boca Raton, FL 137,323137.3k $6.9m $6.9m 1.17% Added +5.4k +5,407
58 Skyline Advisors, Inc. 2.59% of their portfolio BELLINGHAM, WA 133,032133.0k $6.7m $6.7m 2.59% Reduced -34.2k -34,192
59 GREAT VALLEY ADVISOR GROUP, INC. 0.15% of their portfolio WILMINGTON, DE 132,570132.6k $6.6m $6.6m 0.15% Reduced -21.7k -21,721
60 OLYMPUS WEALTH MANAGEMENT, LLC 2.42% of their portfolio COTTONWOOD HEIGHTS, UT 132,553132.6k $6.6m $6.6m 2.42% Reduced -4.1k -4,108
61 LWM Advisory Services, LLC 4.62% of their portfolio PLANTATION, FL 132,395132.4k $6.6m $6.6m 4.62% Added +4.5k +4,495
62 RIVERSEDGE ADVISORS, LLC 1.47% of their portfolio Wilmington, DE 129,301129.3k $6.5m $6.5m 1.47% Added +2.3k +2,313
63 MATHER GROUP, LLC. 0.08% of their portfolio CHICAGO, IL 127,398127.4k $6.4m $6.4m 0.08% Added +22.5k +22,530
64 Shorepoint Capital Partners LLC 1.44% of their portfolio NORWOOD, MA 125,555125.6k $6.3m $6.3m 1.44% Added +6.0k +6,021
65 Diversified Portfolios, Inc. 0.68% of their portfolio Bloomfield Hills, MI 123,690123.7k $6.2m $6.2m 0.68% Added +13.4k +13,430
66 CVA Family Office, LLC 0.96% of their portfolio DENVER, CO 121,491121.5k $6.1m $6.1m 0.96% Added +8.2k +8,191
67 RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio NEW YORK, NY 120,100120.1k $6.0m $6.0m 0.01% Added +6.4k +6,400
68 Apexium Financial, LP 0.36% of their portfolio Dallas, TX 119,511119.5k $6.0m $6.0m 0.36% Added +10.4k +10,354
69 Mariner, LLC 0.01% of their portfolio Overland Park, KS 115,843115.8k $5.8m $5.8m 0.01% Added +48.9k +48,861
70 Brio Consultants, LLC 0.84% of their portfolio SAN FRANCISCO, CA 107,061107.1k $5.4m $5.4m 0.84% Added +2.0k +2,005
71 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 106,421106.4k $5.3m $5.3m 0.01% Added +3.2k +3,186
72 Keudell/Morrison Wealth Management 1.32% of their portfolio Salem, OR 100,881100.9k $5.1m $5.1m 1.32% Added +9.0k +9,049
73 G2 CAPITAL MANAGEMENT, LLC / OH 1.43% of their portfolio COLUMBUS, OH 96,67896.7k $4.8m $4.8m 1.43% Added +10.2k +10,192
74 TBH Global Asset Management, LLC 1.10% of their portfolio Brentwood, TN 92,89092.9k $4.7m $4.7m 1.10% Reduced -13.0k -13,008
75 RiverFront Investment Group, LLC 0.11% of their portfolio RICHMOND, VA 92,66692.7k $4.6m $4.6m 0.11% Added +5.5k +5,476
76 Sequoia Financial Advisors, LLC 0.04% of their portfolio Akron, OH 92,16892.2k $4.6m $4.6m 0.04% Added +66.7k +66,738
77 BAKER TILLY WEALTH MANAGEMENT, LLC 1.78% of their portfolio MADISON, WI 90,51290.5k $4.5m $4.5m 1.78% Added +27.7k +27,672
78 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 89,37589.4k $4.5m $4.5m 0.00% Added +14.4k +14,352
79 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 88,39088.4k $4.4m $4.4m 0.02% Added +755 +755
80 Summit Financial Strategies, Inc. 0.48% of their portfolio Columbus, OH 86,96487.0k $4.4m $4.4m 0.48% Added +5.1k +5,055
81 Newman Dignan & Sheerar, Inc. 1.08% of their portfolio PROVIDENCE, RI 83,72483.7k $4.2m $4.2m 1.08% Reduced -3.6k -3,634
82 Resonant Capital Advisors, LLC 0.31% of their portfolio Madison, WI 83,43683.4k $4.2m $4.2m 0.31% Added +15.3k +15,287
83 Prentice Wealth Management LLC 1.13% of their portfolio Rochester, NY 77,65577.7k $3.9m $3.9m 1.13% Added +7.5k +7,481
84 Landmark Wealth Management, LLC 1.66% of their portfolio MELVILLE, NY 74,57674.6k $3.7m $3.7m 1.66% Added +3.0k +3,012
85 Clearwater Capital Advisors, LLC 0.36% of their portfolio HOFFMAN ESTATES, IL 73,87673.9k $3.7m $3.7m 0.36% Reduced -656 -656
86 Red Mountain Financial, LLC 3.95% of their portfolio FORT COLLINS, CO 73,23473.2k $3.7m $3.7m 3.95% Added +6.9k +6,945
87 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 72,18672.2k $3.6m $3.6m 0.02% Added +9.2k +9,161
88 HTG Investment Advisors, Inc. 1.61% of their portfolio NEW CANAAN, CT 70,32670.3k $3.5m $3.5m 1.61% Added +8.1k +8,129
89 VICUS CAPITAL 0.31% of their portfolio STATE COLLEGE, PA 69,31869.3k $3.5m $3.5m 0.31% Added +783 +783
90 Steward Partners Investment Advisory, LLC 0.03% of their portfolio STAMFORD, CT 68,29868.3k $3.4m $3.4m 0.03% Reduced -1.1k -1,150
91 Focus Partners Advisor Solutions, LLC 0.06% of their portfolio SAINT LOUIS, MO 67,59767.6k $3.4m $3.4m 0.06% Added +53.6k +53,645
92 Obsidian Personal Planning Solutions LLC 1.62% of their portfolio ROCKVILLE, MD 66,77166.8k $3.4m $3.4m 1.62% Added +4.1k +4,148
93 Galvin, Gaustad & Stein, LLC 0.30% of their portfolio Scottsdale, AZ 65,71665.7k $3.3m $3.3m 0.30% Reduced -399 -399
94 Freedom Investment Management, Inc. 0.27% of their portfolio SOUTH WINDSOR, CT 65,61865.6k $3.3m $3.3m 0.27% Reduced -2.4k -2,350
95 Chesley Taft & Associates LLC 0.15% of their portfolio CHICAGO, IL 65,01565.0k $3.3m $3.3m 0.15% Added +48.1k +48,100
96 FMA Wealth Management, LLC 2.43% of their portfolio DUXBURY, MA 64,97865.0k $3.3m $3.3m 2.43% Added +841 +841
97 Unique Wealth Strategies, LLC 1.42% of their portfolio BURR RIDGE, IL 64,61864.6k $3.2m $3.2m 1.42% Added +6.0k +6,016
98 Intrua Financial, LLC 0.52% of their portfolio Houston, TX 63,92663.9k $3.2m $3.2m 0.52% New
99 Cedar Point Capital Partners, LLC 2.16% of their portfolio Cedar Rapids, IA 63,74063.7k $3.2m $3.2m 2.16% Added +3.5k +3,550
100 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 58,69658.7k $2.9m $2.9m 0.00% Reduced -2.1k -2,101