Vault-13

J P MORGAN EXCHANGE TRADED F JMUB

MUNICIPAL ETF · ETP · CUSIP 46641Q647

360 institutional holders +25 vs Q1 2025
51,901,42851.9m shares reported held*
$2.6bnreported value*
49 new 175 added 100 reduced 22 sold out net bought ≈ $492.3m (+9.9m 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 ($1.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $49.94.

Trends to Q2 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: 335Q2 25: 360360Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 2025360

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q3 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 24Q1 25: 210 bought or addedQ1 25: 110 cut or sold outQ2 25: 224 bought or addedQ2 25: 122 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20239533
Q4 202314051
Q1 202417649
Q2 202417654
Q3 202418856
Q4 202420474
Q1 2025210110
Q2 2025224122

Biggest buyers

AVANTAX ADVISORY SERVICES, INC. Added +862,471+862.5k
Rockefeller Capital Management L.P. Added +696,685+696.7k
BANK OF AMERICA CORP /DE/ Added +665,100+665.1k
G2 CAPITAL MANAGEMENT, LLC / OH Added +577,227+577.2k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Added +569,892+569.9k
AMERIPRISE FINANCIAL INC Added +447,054+447.1k
ROYAL BANK OF CANADA Added +437,316+437.3k
TIAA TRUST, NATIONAL ASSOCIATION Added +315,894+315.9k
JANE STREET GROUP, LLC Added +313,400+313.4k
ABLE Financial Group, LLC New +301,193+301.2k

Biggest sellers

Aveo Capital Partners, LLC Sold out -160,852-160.9k
TBH Global Asset Management, LLC Reduced -153,686-153.7k
Beta Wealth Group, Inc. Reduced -98,378-98.4k
BlueStem Wealth Partners, LLC Reduced -89,921-89.9k
Ameritas Advisory Services, LLC Reduced -85,814-85.8k
RENAISSANCE TECHNOLOGIES LLC Reduced -82,091-82.1k
Mills Wealth Advisors LLC Reduced -74,656-74.7k
Asio Capital, LLC Reduced -69,614-69.6k
Syntegra Private Wealth Group, LLC Reduced -53,960-54.0k
Naviter Wealth, LLC Sold out -53,848-53.8k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.05% of their portfolio FORT MILL, SC 3,027,5823.0m $150.3m $150.3m 0.05% Added +179.6k +179,611
2 Meeder Advisory Services, Inc. 7.01% of their portfolio DUBLIN, OH 2,726,1032.7m $135.3m $135.3m 7.01% Added +194.4k +194,355
3 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.09% of their portfolio MILWAUKEE, WI 2,382,0072.4m $118.2m $118.2m 0.09% Added +182.5k +182,487
4 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.16% of their portfolio PLYMOUTH, MN 1,899,1541.9m $94.0m $94.0m 0.16% Added +569.9k +569,892
5 RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio ST. PETERSBURG, FL 1,763,2301.8m $87.5m $87.5m 0.03% Added +243.8k +243,751
6 AMERIPRISE FINANCIAL INC 0.02% of their portfolio MINNEAPOLIS, MN 1,563,4901.6m $77.6m $77.6m 0.02% Added +447.1k +447,054
7 Rockefeller Capital Management L.P. 0.08% of their portfolio NEW YORK, NY 1,441,5921.4m $71.6m $71.6m 0.08% Added +696.7k +696,685
8 Cetera Investment Advisers 0.11% of their portfolio SCHAUMBURG, IL 1,343,6731.3m $66.7m $66.7m 0.11% Added +212.4k +212,407
9 BAILARD, INC. 1.55% of their portfolio Foster City, CA 1,341,8841.3m $66.6m $66.6m 1.55% Added +246.2k +246,167
10 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,101,6721.1m $54.7m $54.7m 0.00% Added +665.1k +665,100
11 Forvis Mazars Wealth Advisors, LLC 1.14% of their portfolio Springfield, MO 1,060,9981.1m $52.7m $52.7m 1.14% Added +125.2k +125,209
12 ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio Berwyn, PA 1,059,8001.1m $52.6m $52.6m 0.02% Added +37.3k +37,286
13 TIAA TRUST, NATIONAL ASSOCIATION 0.12% of their portfolio CHARLOTTE, NC 910,262910.3k $45.2m $45.2m 0.12% Added +315.9k +315,894
14 AVANTAX ADVISORY SERVICES, INC. 0.24% of their portfolio DALLAS, TX 897,843897.8k $44.6m $44.6m 0.24% Added +862.5k +862,471
15 HighTower Advisors, LLC 0.05% of their portfolio CHICAGO, IL 838,215838.2k $41.6m $41.6m 0.05% Reduced -24.3k -24,265
16 1900 WEALTH MANAGEMENT LLC 3.01% of their portfolio SAN ANTONIO, TX 802,131802.1k $39.8m $39.8m 3.01% Added +259.0k +258,969
17 OSAIC HOLDINGS, INC. 0.06% of their portfolio SCOTTSDALE, AZ 730,372730.4k $36.3m $36.3m 0.06% Added +298.4k +298,395
18 G2 CAPITAL MANAGEMENT, LLC / OH 9.70% of their portfolio COLUMBUS, OH 695,217695.2k $34.5m $34.5m 9.70% Added +577.2k +577,227
19 Equitable Holdings, Inc. 0.28% of their portfolio NEW YORK, NY 693,951694.0k $34.4m $34.4m 0.28% Added +119.6k +119,629
20 Orion Porfolio Solutions, LLC 0.29% of their portfolio OMAHA, NE 674,571674.6k $33.5m $33.5m 0.29% Added +25.9k +25,931
21 CENTRAL TRUST Co 0.77% of their portfolio JEFFERSON CITY, MO 672,676672.7k $33.4m $33.4m 0.77% Added +28.9k +28,884
22 Avantax Planning Partners, Inc. 0.97% of their portfolio DUBUQUE, IA 614,401614.4k $30.5m $30.5m 0.97% Added +74.7k +74,739
23 MML INVESTORS SERVICES, LLC 0.09% of their portfolio SPRINGFIELD, MA 600,828600.8k $29.8m $29.8m 0.09% Added +7.5k +7,470
24 JANE STREET GROUP, LLC 0.05% of their portfolio NEW YORK, NY 572,546572.5k $28.4m $28.4m 0.05% Added +313.4k +313,400
25 COLLECTIVE FAMILY OFFICE LLC 7.30% of their portfolio YORK, PA 572,480572.5k $28.4m $28.4m 7.30% Reduced -730 -730
26 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 552,609552.6k $27.4m $27.4m 0.00% Added +46.0k +45,987
27 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 537,514537.5k $26.7m $26.7m 0.00% Added +437.3k +437,316
28 Asio Capital, LLC 4.09% of their portfolio LEXINGTON, KY 494,921494.9k $24.6m $24.6m 4.09% Reduced -69.6k -69,614
29 CWM, LLC 0.08% of their portfolio OMAHA, NE 470,403470.4k $23.4m $23.4m 0.08% Reduced -14.0k -14,022
30 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 434,242434.2k $21.6m $21.6m 0.03% Added +20.5k +20,545
31 TRUIST FINANCIAL CORP 0.03% of their portfolio CHARLOTTE, NC 421,065421.1k $20.9m $20.9m 0.03% Added +28.5k +28,508
32 Avidian Wealth Enterprises, LLC 0.83% of their portfolio Houston, TX 409,288409.3k $20.3m $20.3m 0.83% Added +53.1k +53,062
33 INVENIO WEALTH PARTNERS LLC 8.08% of their portfolio CORAL GABLES, FL 409,171409.2k $20.3m $20.3m 8.08% Reduced -6.3k -6,319
34 Smith & Howard Wealth Management, LLC 5.11% of their portfolio ATLANTA, GA 406,001406.0k $20.2m $20.2m 5.11% Reduced -2.8k -2,795
35 Larson Financial Group LLC 0.76% of their portfolio ST LOUIS, MO 380,476380.5k $18.9m $18.9m 0.76% Added +268.7k +268,696
36 MATHER GROUP, LLC. 0.19% of their portfolio CHICAGO, IL 365,641365.6k $18.2m $18.2m 0.19% Added +179.7k +179,685
37 Stephens Consulting, LLC 4.17% of their portfolio FLINT, MI 351,646351.6k $17.5m $17.5m 4.17% Added +36.6k +36,569
38 Magnus Financial Group LLC 1.52% of their portfolio NEW YORK, NY 349,109349.1k $17.3m $17.3m 1.52% Reduced -8.2k -8,211
39 TBH Global Asset Management, LLC 3.98% of their portfolio Brentwood, TN 341,276341.3k $18.6m $18.6m 3.98% Reduced -153.7k -153,686
40 Integrated Wealth Concepts LLC 0.17% of their portfolio WALTHAM, MA 334,155334.2k $16.6m $16.6m 0.17% Reduced -14.3k -14,305
41 IAG Wealth Partners, LLC 2.14% of their portfolio WAUKESHA, WI 326,468326.5k $16.2m $16.2m 2.14% Added +20.8k +20,779
42 Aspen Wealth Management LLC 3.84% of their portfolio FORT WORTH, TX 311,415311.4k $15.5m $15.5m 3.84% Added +55.9k +55,924
43 CFO4Life Group, LLC 2.40% of their portfolio COPPELL, TX 308,920308.9k $15.3m $15.3m 2.40% Reduced -4.6k -4,621
44 Legacy Financial Advisors, Inc. 2.37% of their portfolio COVINGTON, KY 305,847305.8k $15.2m $15.2m 2.37% Added +976 +976
45 ABLE Financial Group, LLC 3.61% of their portfolio SCOTTSDALE, AZ 301,193301.2k $15.0m $15.0m 3.61% New
46 HUNTINGTON NATIONAL BANK 0.10% of their portfolio COLUMBUS, OH 296,798296.8k $14.7m $14.7m 0.10% Added +42.6k +42,569
47 BlueStem Wealth Partners, LLC 1.81% of their portfolio MINNETONKA, MN 296,594296.6k $14.7m $14.7m 1.81% Reduced -89.9k -89,921
48 Apollon Wealth Management, LLC 0.29% of their portfolio MOUNT PLEASANT, SC 292,761292.8k $14.5m $14.5m 0.29% Added +7.2k +7,237
49 Tortoise Investment Management, LLC 1.39% of their portfolio WHITE PLAINS, NY 292,528292.5k $14.5m $14.5m 1.39% New
50 CGN Advisors LLC 1.26% of their portfolio MANHATTAN, KS 284,980285.0k $14.1m $14.1m 1.26% Added +56.7k +56,709
51 Hartford Financial Management Inc. 3.73% of their portfolio WEST HARTFORD, CT 274,522274.5k $13.6m $13.6m 3.73% Reduced -19.3k -19,321
52 CONDOR CAPITAL MANAGEMENT 1.12% of their portfolio MARTINSVILLE, NJ 260,231260.2k $12.9m $12.9m 1.12% Added +377 +377
53 AllGen Financial Advisors, Inc. 3.34% of their portfolio ORLANDO, FL 250,195250.2k $12.4m $12.4m 3.34% Reduced -35.0k -34,978
54 Amplius Wealth Advisors, LLC 1.08% of their portfolio BLUE BELL, PA 233,473233.5k $11.6m $11.6m 1.08% Reduced -26.5k -26,495
55 CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio RALEIGH, NC 223,064223.1k $11.1m $11.1m 0.02% New
56 Wealth Alliance Advisory Group, LLC 1.91% of their portfolio Wichita, KS 202,077202.1k $10.0m $10.0m 1.91% Reduced -873 -873
57 Syntegra Private Wealth Group, LLC 1.00% of their portfolio Chesterfield, MO 197,565197.6k $9.8m $9.8m 1.00% Reduced -54.0k -53,960
58 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.22% of their portfolio LOS ANGELES, CA 188,027188.0k $9.3m $9.3m 0.22% Reduced -27.9k -27,900
59 Diversified Portfolios, Inc. 0.89% of their portfolio Bloomfield Hills, MI 187,755187.8k $9.3m $9.3m 0.89% Added +40.3k +40,311
60 Cornerstone Wealth Management, LLC 0.55% of their portfolio ST. PETERS, MO 183,264183.3k $9.1m $9.1m 0.55% Added +10.9k +10,944
61 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 181,103181.1k $9.0m $9.0m 0.01% Added +86.1k +86,115
62 Oakwell Private Wealth Management, LLC 1.72% of their portfolio Austin, TX 150,167150.2k $7.5m $7.5m 1.72% Added +6.9k +6,894
63 Washington Trust Bank 0.61% of their portfolio Spokane, WA 146,599146.6k $7.3m $7.3m 0.61% Added +132.3k +132,290
64 BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 1.16% of their portfolio Boca Raton, FL 146,102146.1k $7.3m $7.3m 1.16% Reduced -33.6k -33,564
65 Martin Worley Group 3.52% of their portfolio COTTONWOOD HEIGHTS, UT 144,916144.9k $7.2m $7.2m 3.52% Reduced -6.1k -6,128
66 Chesley Taft & Associates LLC 0.32% of their portfolio CHICAGO, IL 142,500142.5k $7.1m $7.1m 0.32% Added +66.4k +66,440
67 LWM Advisory Services, LLC 4.76% of their portfolio PLANTATION, FL 138,983139.0k $6.9m $6.9m 4.76% Added +2.8k +2,780
68 Lido Advisors, LLC 0.04% of their portfolio Los Angeles, CA 137,910137.9k $6.8m $6.8m 0.04% Reduced -3.5k -3,538
69 FOUNDERS FINANCIAL SECURITIES LLC 0.49% of their portfolio TOWSON, MD 130,374130.4k $6.5m $6.5m 0.49% New
70 GREAT VALLEY ADVISOR GROUP, INC. 0.14% of their portfolio WILMINGTON, DE 129,788129.8k $6.4m $6.4m 0.14% Reduced -41.2k -41,218
71 RETIREMENT INCOME SOLUTIONS, INC 1.15% of their portfolio ANN ARBOR, MI 126,703126.7k $6.3m $6.3m 1.15% Added +465 +465
72 Apexium Financial, LP 0.33% of their portfolio Dallas, TX 126,495126.5k $6.3m $6.3m 0.33% Reduced -281 -281
73 Brio Consultants, LLC 0.92% of their portfolio SAN FRANCISCO, CA 126,451126.5k $6.3m $6.3m 0.92% Added +5.3k +5,324
74 21 West Wealth Management LLC 6.29% of their portfolio TUSTIN, CA 125,591125.6k $6.2m $6.2m 6.29% First filing
75 KEYVANTAGE WEALTH, LLC 2.78% of their portfolio BETHLEHEM, PA 124,825124.8k $6.2m $6.2m 2.78% Added +4.4k +4,369
76 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 123,371123.4k $6.1m $6.1m 0.01% Added +276 +276
77 VERUS CAPITAL PARTNERS, LLC 0.54% of their portfolio SCOTTSDALE, AZ 122,549122.5k $6.1m $6.1m 0.54% Added +93.9k +93,867
78 Private Advisor Group, LLC 0.03% of their portfolio MORRISTOWN, NJ 120,434120.4k $6.0m $6.0m 0.03% Added +28.0k +28,007
79 CVA Family Office, LLC 0.84% of their portfolio DENVER, CO 119,990120.0k $6.0m $6.0m 0.84% Reduced -15.7k -15,694
80 Savant Capital, LLC 0.04% of their portfolio ROCKFORD, IL 118,898118.9k $5.9m $5.9m 0.04% Added +86.9k +86,895
81 OLYMPUS WEALTH MANAGEMENT, LLC 1.95% of their portfolio COTTONWOOD HEIGHTS, UT 117,149117.1k $5.8m $5.8m 1.95% Added +3.2k +3,199
82 TruWealth Advisors, LLC 0.32% of their portfolio Metairie, LA 116,887116.9k $5.8m $5.8m 0.32% Reduced -15.3k -15,281
83 Bridgewater Advisors Inc. 0.42% of their portfolio NEW YORK, NY 112,941112.9k $5.6m $5.6m 0.42% New
84 Per Stirling Capital Management, LLC. 0.73% of their portfolio AUSTIN, TX 112,501112.5k $5.6m $5.6m 0.73% Added +45.9k +45,895
85 Keudell/Morrison Wealth Management 1.18% of their portfolio Salem, OR 106,948106.9k $5.3m $5.3m 1.18% Added +6.9k +6,918
86 Beta Wealth Group, Inc. 1.92% of their portfolio SAN DIEGO, CA 105,572105.6k $5.2m $5.2m 1.92% Reduced -98.4k -98,378
87 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 104,609104.6k $5.2m $5.2m 0.01% Added +530 +530
88 Perigon Wealth Management, LLC 0.12% of their portfolio SAN FRANCISCO, CA 103,610103.6k $5.1m $5.1m 0.12% Added +60.8k +60,770
89 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 101,603101.6k $5.0m $5.0m 0.02% Added +47.7k +47,714
90 Mariner, LLC 0.01% of their portfolio Overland Park, KS 101,012101.0k $5.0m $5.0m 0.01% Added +1.1k +1,136
91 Newman Dignan & Sheerar, Inc. 1.15% of their portfolio PROVIDENCE, RI 100,576100.6k $5.0m $5.0m 1.15% Added +14.4k +14,369
92 BAKER TILLY WEALTH MANAGEMENT, LLC 1.74% of their portfolio MADISON, WI 98,22998.2k $4.9m $4.9m 1.74% Reduced -4.2k -4,163
93 RiverFront Investment Group, LLC 0.09% of their portfolio RICHMOND, VA 97,95398.0k $4.9m $4.9m 0.09% Added +411 +411
94 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 97,17897.2k $4.8m $4.8m 0.01% Added +76.4k +76,431
95 Skyline Advisors, Inc. 1.75% of their portfolio BELLINGHAM, WA 95,34095.3k $4.7m $4.7m 1.75% Reduced -37.2k -37,169
96 Clearwater Capital Advisors, LLC 0.43% of their portfolio HOFFMAN ESTATES, IL 94,27294.3k $4.7m $4.7m 0.43% Added +6.1k +6,055
97 Vestmark Advisory Solutions, Inc. 0.07% of their portfolio Wakefield, MA 93,93193.9k $4.7m $4.7m 0.07% New
98 Prentice Wealth Management LLC 1.20% of their portfolio Rochester, NY 92,29392.3k $4.6m $4.6m 1.20% Added +4.2k +4,153
99 Summit Wealth Partners, LLC 0.86% of their portfolio Orlando, FL 90,46990.5k $4.5m $4.5m 0.86% Added +21.4k +21,400
100 HTG Investment Advisors, Inc. 1.66% of their portfolio NEW CANAAN, CT 90,18290.2k $4.5m $4.5m 1.66% Added +7.2k +7,196