Vault-13

J P MORGAN EXCHANGE TRADED F JMUB

MUNICIPAL ETF · ETP · CUSIP 46641Q647

335 institutional holders +15 vs Q4 2024
43,030,96043.0m shares reported held*
$2.2bnreported value*
36 new 174 added 90 reduced 20 sold out net bought ≈ $512.2m (+10.2m 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 ($1.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $50.32.

Trends to Q1 2025

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: 320Q1 25: 335335Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 202255
Q4 202289
Q1 2023101
Q2 2023118
Q3 2023135
Q4 2023204
Q1 2024226
Q2 2024257
Q3 2024269
Q4 2024320
Q1 2025335

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q2 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 24Q4 24: 204 bought or addedQ4 24: 74 cut or sold outQ1 25: 210 bought or addedQ1 25: 110 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20238431
Q3 20239533
Q4 202314051
Q1 202417649
Q2 202417654
Q3 202418856
Q4 202420474
Q1 2025210110

Biggest buyers

Meeder Advisory Services, Inc. New +2,531,748+2.5m
Cetera Investment Advisers Added +753,069+753.1k
Orion Portfolio Solutions, LLC New +648,640+648.6k
Orion Porfolio Solutions, LLC New +648,640+648.6k
AMERIPRISE FINANCIAL INC Added +595,174+595.2k
CWM, LLC Added +473,876+473.9k
TBH Global Asset Management, LLC Added +402,072+402.1k
BAILARD, INC. Added +359,784+359.8k
Avidian Wealth Enterprises, LLC New +356,226+356.2k
1900 WEALTH MANAGEMENT LLC Added +298,677+298.7k

Biggest sellers

Opal Wealth Advisors, LLC Reduced -244,088-244.1k
HighTower Advisors, LLC Reduced -137,242-137.2k
Focus Partners Wealth Reduced -129,877-129.9k
Leslie Global Wealth, LLC Reduced -127,897-127.9k
RIVERSEDGE ADVISORS, LLC Reduced -104,719-104.7k
Aveo Capital Partners, LLC Reduced -95,226-95.2k
TIAA TRUST, NATIONAL ASSOCIATION Reduced -88,537-88.5k
Smith & Howard Wealth Management, LLC Reduced -69,381-69.4k
Ameritas Advisory Services, LLC Reduced -68,506-68.5k
Sequoia Financial Advisors, LLC Reduced -59,874-59.9k

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.06% of their portfolio FORT MILL, SC 2,847,9712.8m $142.4m $142.4m 0.06% Added +188.6k +188,645
2 Meeder Advisory Services, Inc. 7.59% of their portfolio DUBLIN, OH 2,531,7482.5m $126.6m $126.6m 7.59% New
3 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.09% of their portfolio MILWAUKEE, WI 2,199,5202.2m $110.0m $110.0m 0.09% Added +190.9k +190,891
4 RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio ST. PETERSBURG, FL 1,519,4791.5m $76.0m $76.0m 0.03% Added +258.7k +258,686
5 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.13% of their portfolio PLYMOUTH, MN 1,329,2621.3m $66.5m $66.5m 0.13% Added +214.0k +213,971
6 Cetera Investment Advisers 0.11% of their portfolio SCHAUMBURG, IL 1,131,2661.1m $56.6m $56.6m 0.11% Added +753.1k +753,069
7 AMERIPRISE FINANCIAL INC 0.02% of their portfolio MINNEAPOLIS, MN 1,116,4361.1m $55.8m $55.8m 0.02% Added +595.2k +595,174
8 BAILARD, INC. 1.41% of their portfolio Foster City, CA 1,095,7171.1m $54.8m $54.8m 1.41% Added +359.8k +359,784
9 ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio Berwyn, PA 1,022,5141.0m $51.1m $51.1m 0.02% Added +237.1k +237,050
10 Forvis Mazars Wealth Advisors, LLC 1.12% of their portfolio Springfield, MO 935,789935.8k $46.8m $46.8m 1.12% Added +11.0k +11,008
11 HighTower Advisors, LLC 0.06% of their portfolio CHICAGO, IL 862,480862.5k $43.1m $43.1m 0.06% Reduced -137.2k -137,242
12 Rockefeller Capital Management L.P. 0.09% of their portfolio NEW YORK, NY 744,907744.9k $37.2m $37.2m 0.09% Added +151.2k +151,196
13 Orion Porfolio Solutions, LLC 0.32% of their portfolio OMAHA, NE 648,640648.6k $32.4m $32.4m 0.32% New
14 Orion Portfolio Solutions, LLC 0.16% of their portfolio Omaha, NE 648,640648.6k $32.4m $32.4m 0.16% New
15 CENTRAL TRUST Co 0.79% of their portfolio JEFFERSON CITY, MO 643,792643.8k $32.2m $32.2m 0.79% Added +124.6k +124,569
16 TIAA TRUST, NATIONAL ASSOCIATION 0.09% of their portfolio CHARLOTTE, NC 594,368594.4k $29.7m $29.7m 0.09% Reduced -88.5k -88,537
17 MML INVESTORS SERVICES, LLC 0.10% of their portfolio SPRINGFIELD, MA 593,358593.4k $29.7m $29.7m 0.10% Added +205.2k +205,197
18 Equitable Holdings, Inc. 0.27% of their portfolio NEW YORK, NY 574,322574.3k $28.7m $28.7m 0.27% Added +22.4k +22,445
19 COLLECTIVE FAMILY OFFICE LLC 7.75% of their portfolio YORK, PA 573,210573.2k $28.7m $28.7m 7.75% Added +68.6k +68,626
20 Asio Capital, LLC 5.46% of their portfolio LEXINGTON, KY 564,535564.5k $28.2m $28.2m 5.46% Added +46.0k +46,010
21 1900 WEALTH MANAGEMENT LLC 2.26% of their portfolio SAN ANTONIO, TX 543,162543.2k $27.2m $27.2m 2.26% Added +298.7k +298,677
22 Avantax Planning Partners, Inc. 0.96% of their portfolio DUBUQUE, IA 539,662539.7k $27.0m $27.0m 0.96% Added +44.9k +44,882
23 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 506,622506.6k $25.3m $25.3m 0.00% Added +254.5k +254,493
24 TBH Global Asset Management, LLC 5.06% of their portfolio Brentwood, TN 494,962495.0k $26.4m $26.4m 5.06% Added +402.1k +402,072
25 CWM, LLC 0.10% of their portfolio OMAHA, NE 484,425484.4k $24.2m $24.2m 0.10% Added +473.9k +473,876
26 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 436,572436.6k $21.8m $21.8m 0.00% Added +93.2k +93,186
27 OSAIC HOLDINGS, INC. 0.05% of their portfolio SCOTTSDALE, AZ 431,977432.0k $21.6m $21.6m 0.05% Added +118.0k +118,019
28 INVENIO WEALTH PARTNERS LLC 8.72% of their portfolio CORAL GABLES, FL 415,490415.5k $20.8m $20.8m 8.72% Added +20.4k +20,372
29 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 413,697413.7k $20.7m $20.7m 0.03% Added +62.4k +62,398
30 Smith & Howard Wealth Management, LLC 5.58% of their portfolio ATLANTA, GA 408,796408.8k $20.4m $20.4m 5.58% Reduced -69.4k -69,381
31 TRUIST FINANCIAL CORP 0.03% of their portfolio CHARLOTTE, NC 392,557392.6k $19.6m $19.6m 0.03% Added +66.7k +66,733
32 BlueStem Wealth Partners, LLC 2.64% of their portfolio MINNETONKA, MN 386,515386.5k $19.3m $19.3m 2.64% Reduced -1.8k -1,750
33 Magnus Financial Group LLC 1.73% of their portfolio NEW YORK, NY 357,320357.3k $17.9m $17.9m 1.73% Added +5.4k +5,400
34 Avidian Wealth Enterprises, LLC 0.79% of their portfolio Houston, TX 356,226356.2k $17.8m $17.8m 0.79% New
35 Integrated Wealth Concepts LLC 0.20% of their portfolio WALTHAM, MA 348,460348.5k $17.4m $17.4m 0.20% Added +48.6k +48,645
36 Marcum Wealth, LLC 1.36% of their portfolio CLEVELAND, OH 315,774315.8k $15.8m $15.8m 1.36% Reduced -17.6k -17,618
37 Stephens Consulting, LLC 3.96% of their portfolio FLINT, MI 315,077315.1k $15.8m $15.8m 3.96% Added +2.5k +2,547
38 CFO4Life Group, LLC 2.64% of their portfolio COPPELL, TX 313,541313.5k $15.7m $15.7m 2.64% Added +67.7k +67,722
39 IAG Wealth Partners, LLC 2.38% of their portfolio WAUKESHA, WI 305,689305.7k $15.3m $15.3m 2.38% Added +10.4k +10,380
40 Legacy Financial Advisors, Inc. 2.55% of their portfolio COVINGTON, KY 304,871304.9k $15.2m $15.2m 2.55% Added +11.1k +11,051
41 Hartford Financial Management Inc. 3.03% of their portfolio WEST HARTFORD, CT 293,843293.8k $14.7m $14.7m 3.03% Added +30.3k +30,336
42 Apollon Wealth Management, LLC 0.31% of their portfolio MOUNT PLEASANT, SC 285,524285.5k $14.3m $14.3m 0.31% Added +109.3k +109,259
43 AllGen Financial Advisors, Inc. 4.22% of their portfolio ORLANDO, FL 285,173285.2k $14.3m $14.3m 4.22% Added +7.6k +7,610
44 Amplius Wealth Advisors, LLC 1.35% of their portfolio BLUE BELL, PA 259,968260.0k $13.0m $13.0m 1.35% New
45 CONDOR CAPITAL MANAGEMENT 1.21% of their portfolio MARTINSVILLE, NJ 259,854259.9k $13.0m $13.0m 1.21% Added +9.6k +9,572
46 JANE STREET GROUP, LLC 0.02% of their portfolio NEW YORK, NY 259,146259.1k $13.0m $13.0m 0.02% Added +85.4k +85,412
47 Aspen Wealth Management LLC 3.62% of their portfolio FORT WORTH, TX 255,491255.5k $12.8m $12.8m 3.62% Added +5.6k +5,562
48 HUNTINGTON NATIONAL BANK 0.09% of their portfolio COLUMBUS, OH 254,229254.2k $12.7m $12.7m 0.09% Added +91.2k +91,243
49 Syntegra Private Wealth Group, LLC 1.47% of their portfolio Chesterfield, MO 251,525251.5k $12.6m $12.6m 1.47% Added +16.7k +16,688
50 CGN Advisors LLC 1.12% of their portfolio MANHATTAN, KS 228,271228.3k $11.4m $11.4m 1.12% Reduced -13.8k -13,801
51 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.28% of their portfolio LOS ANGELES, CA 215,927215.9k $10.8m $10.8m 0.28% Added +11.7k +11,721
52 Beta Wealth Group, Inc. 3.66% of their portfolio SAN DIEGO, CA 203,950203.9k $10.2m $10.2m 3.66% Reduced -8.4k -8,401
53 Wealth Alliance Advisory Group, LLC 2.10% of their portfolio Wichita, KS 202,950202.9k $10.1m $10.1m 2.10% Added +19.0k +18,962
54 MATHER GROUP, LLC. 0.11% of their portfolio CHICAGO, IL 185,956186.0k $9.3m $9.3m 0.11% Added +58.6k +58,558
55 BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 1.57% of their portfolio Boca Raton, FL 179,666179.7k $9.0m $9.0m 1.57% Added +42.3k +42,343
56 Cornerstone Wealth Management, LLC 0.58% of their portfolio ST. PETERS, MO 172,320172.3k $8.6m $8.6m 0.58% Added +2.1k +2,092
57 GREAT VALLEY ADVISOR GROUP, INC. 0.18% of their portfolio WILMINGTON, DE 171,006171.0k $8.6m $8.6m 0.18% Added +38.4k +38,436
58 Aveo Capital Partners, LLC 1.33% of their portfolio ENGLEWOOD, CO 160,852160.9k $8.0m $8.0m 1.33% Reduced -95.2k -95,226
59 Martin Worley Group 4.31% of their portfolio COTTONWOOD HEIGHTS, UT 151,044151.0k $7.6m $7.6m 4.31% Added +8.2k +8,215
60 Diversified Portfolios, Inc. 0.78% of their portfolio Bloomfield Hills, MI 147,444147.4k $7.4m $7.4m 0.78% Added +23.8k +23,754
61 Oakwell Private Wealth Management, LLC 1.98% of their portfolio Austin, TX 143,273143.3k $7.2m $7.2m 1.98% New
62 Mills Wealth Advisors LLC 3.76% of their portfolio SOUTHLAKE, TX 141,762141.8k $7.1m $7.1m 3.76% Reduced -5.9k -5,918
63 Lido Advisors, LLC 0.04% of their portfolio Los Angeles, CA 141,448141.4k $7.1m $7.1m 0.04% Reduced -19.0k -19,033
64 LWM Advisory Services, LLC 4.73% of their portfolio PLANTATION, FL 136,203136.2k $6.8m $6.8m 4.73% Added +3.8k +3,808
65 CVA Family Office, LLC 1.04% of their portfolio DENVER, CO 135,684135.7k $6.8m $6.8m 1.04% Added +14.2k +14,193
66 Skyline Advisors, Inc. 2.61% of their portfolio BELLINGHAM, WA 132,509132.5k $6.6m $6.6m 2.61% Reduced -523 -523
67 TruWealth Advisors, LLC 0.40% of their portfolio Metairie, LA 132,168132.2k $6.6m $6.6m 0.40% Reduced -7.7k -7,696
68 Apexium Financial, LP 0.38% of their portfolio Dallas, TX 126,776126.8k $6.3m $6.3m 0.38% Added +7.3k +7,265
69 RETIREMENT INCOME SOLUTIONS, INC 1.32% of their portfolio ANN ARBOR, MI 126,238126.2k $6.3m $6.3m 1.32% New
70 Ameritas Advisory Services, LLC 0.25% of their portfolio Lincoln, NE 125,154125.2k $6.3m $6.3m 0.25% Reduced -68.5k -68,506
71 Shorepoint Capital Partners LLC 1.40% of their portfolio NORWOOD, MA 123,775123.8k $6.2m $6.2m 1.40% Reduced -1.8k -1,780
72 Focus Partners Wealth 0.02% of their portfolio ST LOUIS, MO 123,095123.1k $6.2m $6.2m 0.02% Reduced -129.9k -129,877
73 Brio Consultants, LLC 0.95% of their portfolio SAN FRANCISCO, CA 121,127121.1k $6.1m $6.1m 0.95% Added +14.1k +14,066
74 KEYVANTAGE WEALTH, LLC 2.93% of their portfolio BETHLEHEM, PA 120,456120.5k $6.0m $6.0m 2.93% Added +93.0k +92,989
75 G2 CAPITAL MANAGEMENT, LLC / OH 1.79% of their portfolio COLUMBUS, OH 117,990118.0k $5.9m $5.9m 1.79% Added +21.3k +21,312
76 OLYMPUS WEALTH MANAGEMENT, LLC 2.50% of their portfolio COTTONWOOD HEIGHTS, UT 113,950114.0k $5.7m $5.7m 2.50% Reduced -18.6k -18,603
77 Larson Financial Group LLC 0.27% of their portfolio ST LOUIS, MO 111,780111.8k $5.6m $5.6m 0.27% Added +66.2k +66,213
78 RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio NEW YORK, NY 111,491111.5k $5.6m $5.6m 0.01% Reduced -8.6k -8,609
79 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 104,079104.1k $5.2m $5.2m 0.01% Reduced -2.3k -2,342
80 BAKER TILLY WEALTH MANAGEMENT, LLC 2.01% of their portfolio MADISON, WI 102,392102.4k $5.1m $5.1m 2.01% Added +11.9k +11,880
81 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 100,198100.2k $5.0m $5.0m 0.00% Added +10.8k +10,823
82 Keudell/Morrison Wealth Management 1.18% of their portfolio Salem, OR 100,030100.0k $5.0m $5.0m 1.18% Reduced -851 -851
83 Mariner, LLC 0.01% of their portfolio Overland Park, KS 99,87699.9k $5.0m $5.0m 0.01% Reduced -16.0k -15,967
84 Summit Financial Strategies, Inc. 0.50% of their portfolio Columbus, OH 99,13099.1k $5.0m $5.0m 0.50% Added +12.2k +12,166
85 RiverFront Investment Group, LLC 0.11% of their portfolio RICHMOND, VA 97,54297.5k $4.9m $4.9m 0.11% Added +4.9k +4,876
86 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 94,98895.0k $4.7m $4.7m 0.00% Added +53.6k +53,563
87 Prime Capital Investment Advisors, LLC 0.05% of their portfolio OVERLAND PARK, KS 93,13193.1k $4.7m $4.7m 0.05% Added +44.4k +44,427
88 Private Advisor Group, LLC 0.03% of their portfolio MORRISTOWN, NJ 92,42792.4k $4.6m $4.6m 0.03% Added +4.0k +4,037
89 AXXCESS WEALTH MANAGEMENT, LLC 0.12% of their portfolio CARLSBAD, CA 89,09589.1k $4.5m $4.5m 0.12% New
90 Resonant Capital Advisors, LLC 0.31% of their portfolio Madison, WI 88,57888.6k $4.4m $4.4m 0.31% Added +5.1k +5,142
91 Clearwater Capital Advisors, LLC 0.43% of their portfolio HOFFMAN ESTATES, IL 88,21788.2k $4.4m $4.4m 0.43% Added +14.3k +14,341
92 Prentice Wealth Management LLC 1.27% of their portfolio Rochester, NY 88,14088.1k $4.4m $4.4m 1.27% Added +10.5k +10,485
93 Newman Dignan & Sheerar, Inc. 1.18% of their portfolio PROVIDENCE, RI 86,20786.2k $4.3m $4.3m 1.18% Added +2.5k +2,483
94 HTG Investment Advisors, Inc. 1.73% of their portfolio NEW CANAAN, CT 82,98683.0k $4.1m $4.1m 1.73% Added +12.7k +12,660
95 Landmark Wealth Management, LLC 1.76% of their portfolio MELVILLE, NY 79,96880.0k $4.0m $4.0m 1.76% Added +5.4k +5,392
96 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 78,97379.0k $3.9m $3.9m 0.02% Added +6.8k +6,787
97 Chesley Taft & Associates LLC 0.18% of their portfolio CHICAGO, IL 76,06076.1k $3.8m $3.8m 0.18% Added +11.0k +11,045
98 Red Mountain Financial, LLC 4.50% of their portfolio FORT COLLINS, CO 73,85773.9k $3.7m $3.7m 4.50% Added +623 +623
99 Focus Partners Advisor Solutions, LLC 0.05% of their portfolio SAINT LOUIS, MO 70,44470.4k $3.5m $3.5m 0.05% Added +2.8k +2,847
100 Steward Partners Investment Advisory, LLC 0.03% of their portfolio STAMFORD, CT 69,38069.4k $3.5m $3.5m 0.03% Added +1.1k +1,082