Vault-13

J P MORGAN EXCHANGE TRADED F JMUB

MUNICIPAL ETF · ETP · CUSIP 46641Q647

501 institutional holders +17 vs Q4 2025
97,154,98197.2m shares reported held*
$4.9bnreported value*
47 new 272 added 118 reduced 30 sold out net bought ≈ $389.9m (+7.9m 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 ($4.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $50.17.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 55Q4 22: 89Q1 23: 101Q2 23: 118Q3 23: 135Q4 23: 204Q1 24: 226Q2 24: 257Q3 24: 269Q4 24: 320Q1 25: 335Q2 25: 360Q3 25: 395Q4 25: 484Q1 26: 501501Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q3 2025395
Q4 2025484
Q1 2026501

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q2 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 25Q2 25: 224 bought or addedQ2 25: 122 cut or sold outQ3 25: 256 bought or addedQ3 25: 118 cut or sold outQ3 25Q4 25: 340 bought or addedQ4 25: 94 cut or sold outQ1 26: 319 bought or addedQ1 26: 148 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 202417654
Q3 202418856
Q4 202420474
Q1 2025210110
Q2 2025224122
Q3 2025256118
Q4 202534094
Q1 2026319148

Biggest buyers

Meeder Advisory Services, Inc. Added +1,044,894+1.0m
Cetera Investment Advisers Added +761,782+761.8k
LPL Financial LLC Added +673,345+673.3k
JONES FINANCIAL COMPANIES LLLP Added +664,233+664.2k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +609,927+609.9k
JANE STREET GROUP, LLC Added +570,812+570.8k
BANK OF AMERICA CORP /DE/ Added +529,795+529.8k
MORGAN STANLEY Added +413,837+413.8k
Dynasty Wealth Management, LLC Added +392,171+392.2k
Integrated Wealth Concepts LLC Added +386,302+386.3k

Biggest sellers

Corient Private Wealth LP Reduced -803,589-803.6k
JPMORGAN CHASE & CO Reduced -743,639-743.6k
TIAA TRUST, NATIONAL ASSOCIATION Reduced -566,505-566.5k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -449,393-449.4k
TBH Global Asset Management, LLC Reduced -325,149-325.1k
RAYMOND JAMES FINANCIAL INC Reduced -203,414-203.4k
CITADEL ADVISORS LLC Reduced -137,365-137.4k
Lido Advisors, LLC Reduced -127,877-127.9k
Aspen Wealth Management LLC Reduced -123,727-123.7k
BAILARD, INC. Reduced -114,451-114.5k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 JPMORGAN CHASE & CO 0.04% of their portfolio NEW YORK, NY 12,848,46212.8m $641.8m $641.8m 0.04% Reduced -743.6k -743,639
2 LPL Financial LLC 0.08% of their portfolio FORT MILL, SC 6,205,2696.2m $310.2m $310.2m 0.08% Added +673.3k +673,345
3 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.15% of their portfolio MILWAUKEE, WI 4,769,6334.8m $238.4m $238.4m 0.15% Added +609.9k +609,927
4 Meeder Advisory Services, Inc. 8.91% of their portfolio DUBLIN, OH 4,262,3794.3m $213.1m $213.1m 8.91% Added +1.0m +1,044,894
5 Cetera Investment Advisers 0.19% of their portfolio SCHAUMBURG, IL 3,635,4443.6m $181.7m $181.7m 0.19% Added +761.8k +761,782
6 AMERIPRISE FINANCIAL INC 0.03% of their portfolio MINNEAPOLIS, MN 2,874,4662.9m $143.7m $143.7m 0.03% Added +119.0k +119,001
7 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 2,735,7572.7m $136.8m $136.8m 0.01% Added +529.8k +529,795
8 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.25% of their portfolio PLYMOUTH, MN 2,268,2332.3m $113.7m $113.7m 0.25% Reduced -449.4k -449,393
9 ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio Berwyn, PA 1,913,3121.9m $95.6m $95.6m 0.03% Added +312.7k +312,652
10 RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio ST. PETERSBURG, FL 1,738,5431.7m $86.9m $86.9m 0.03% Reduced -203.4k -203,414
11 JONES FINANCIAL COMPANIES LLLP 0.03% of their portfolio DES PERES, MO 1,419,7751.4m $70.8m $70.8m 0.03% Added +664.2k +664,233
12 1900 WEALTH MANAGEMENT LLC 4.51% of their portfolio SAN ANTONIO, TX 1,405,8291.4m $70.3m $70.3m 4.51% Added +159.0k +158,953
13 CAPTRUST FINANCIAL ADVISORS 0.11% of their portfolio RALEIGH, NC 1,282,0091.3m $64.1m $64.1m 0.11% Added +69.1k +69,089
14 Forvis Mazars Wealth Advisors, LLC 1.20% of their portfolio Springfield, MO 1,268,6321.3m $63.4m $63.4m 1.20% Added +38.1k +38,093
15 Avantax Planning Partners, Inc. 1.70% of their portfolio DUBUQUE, IA 1,241,1641.2m $62.0m $62.0m 1.70% Reduced -10.2k -10,236
16 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,165,2571.2m $58.3m $58.3m 0.00% Added +413.8k +413,837
17 Integrated Wealth Concepts LLC 0.40% of their portfolio WALTHAM, MA 1,004,2371.0m $50.2m $50.2m 0.40% Added +386.3k +386,302
18 OSAIC HOLDINGS, INC. 0.07% of their portfolio SCOTTSDALE, AZ 976,679976.7k $48.8m $48.8m 0.07% Added +80.1k +80,138
19 Asio Capital, LLC 6.45% of their portfolio LEXINGTON, KY 918,139918.1k $45.9m $45.9m 6.45% Added +276.3k +276,263
20 Rockefeller Capital Management L.P. 0.08% of their portfolio NEW YORK, NY 878,104878.1k $43.9m $43.9m 0.08% Added +82.3k +82,299
21 Orion Porfolio Solutions, LLC 0.37% of their portfolio OMAHA, NE 876,735876.7k $43.8m $43.8m 0.37% Added +131.1k +131,059
22 HighTower Advisors, LLC 0.04% of their portfolio CHICAGO, IL 824,543824.5k $41.2m $41.2m 0.04% Added +14.7k +14,724
23 G2 CAPITAL MANAGEMENT, LLC / OH 9.70% of their portfolio COLUMBUS, OH 797,923797.9k $39.9m $39.9m 9.70% Added +16.4k +16,373
24 Dynasty Wealth Management, LLC 0.35% of their portfolio ST. PETERSBURG, FL 797,261797.3k $39.9m $39.9m 0.35% Added +392.2k +392,171
25 CENTRAL TRUST Co 0.76% of their portfolio JEFFERSON CITY, MO 775,337775.3k $38.8m $38.8m 0.76% Added +58.7k +58,732
26 Equitable Holdings, Inc. 0.24% of their portfolio NEW YORK, NY 734,664734.7k $37.1m $37.1m 0.24% Added +40.8k +40,791
27 COLLECTIVE FAMILY OFFICE LLC 8.13% of their portfolio YORK, PA 722,425722.4k $36.1m $36.1m 8.13% Added +11.1k +11,107
28 BAILARD, INC. 0.78% of their portfolio Foster City, CA 680,094680.1k $34.0m $34.0m 0.78% Reduced -114.5k -114,451
29 Corient Private Wealth LP 0.05% of their portfolio MIAMI, FL 676,289676.3k $33.8m $33.8m 0.05% Reduced -803.6k -803,589
30 JANE STREET GROUP, LLC 0.04% of their portfolio NEW YORK, NY 656,427656.4k $32.8m $32.8m 0.04% Added +570.8k +570,812
31 MAI Capital Management 0.19% of their portfolio INDEPENDENCE, OH 653,639653.6k $32.7m $32.7m 0.19% Added +16.2k +16,216
32 CWM, LLC 0.08% of their portfolio OMAHA, NE 632,187632.2k $31.6m $31.6m 0.08% Added +117.1k +117,110
33 TIAA Wealth Investment Management LLC 0.24% of their portfolio New York, NY 625,027625.0k $31.2m $31.2m 0.24% First filing
34 ASSETMARK, INC 0.06% of their portfolio CONCORD, CA 619,097619.1k $30.9m $30.9m 0.06% Reduced -10.0k -9,965
35 Tortoise Investment Management, LLC 2.44% of their portfolio WHITE PLAINS, NY 591,139591.1k $29.6m $29.6m 2.44% Added +61.0k +60,992
36 Bridgewater Advisors Inc. 1.73% of their portfolio NEW YORK, NY 580,164580.2k $29.1m $29.1m 1.73% Added +125.0k +124,986
37 MML INVESTORS SERVICES, LLC 0.08% of their portfolio SPRINGFIELD, MA 564,091564.1k $28.2m $28.2m 0.08% Reduced -3.2k -3,172
38 ABLE Financial Group, LLC 4.81% of their portfolio SCOTTSDALE, AZ 491,448491.4k $24.6m $24.6m 4.81% Added +33.7k +33,687
39 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 485,196485.2k $24.3m $24.3m 0.03% Added +47.6k +47,596
40 OpenArc Corporate Advisory, LLC 0.34% of their portfolio ATLANTA, GA 481,579481.6k $24.1m $24.1m 0.34% Added +246.0k +245,980
41 Clearwater Capital Advisors, LLC 1.94% of their portfolio HOFFMAN ESTATES, IL 480,429480.4k $24.0m $24.0m 1.94% Added +111.1k +111,139
42 Larson Financial Group LLC 0.77% of their portfolio ST LOUIS, MO 479,135479.1k $24.0m $24.0m 0.77% Added +43.8k +43,847
43 Avidian Wealth Enterprises, LLC 0.76% of their portfolio Houston, TX 476,674476.7k $23.8m $23.8m 0.76% Added +49.7k +49,705
44 MATHER GROUP, LLC. 0.24% of their portfolio CHICAGO, IL 475,253475.3k $23.8m $23.8m 0.24% Added +20.6k +20,604
45 Nolet Wealth Management, LLC 13.34% of their portfolio FORT WORTH, TX 468,963469.0k $23.4m $23.4m 13.34% Reduced -21.5k -21,493
46 Smith & Howard Wealth Management, LLC 4.85% of their portfolio ATLANTA, GA 448,927448.9k $22.4m $22.4m 4.85% Added +26.0k +26,027
47 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 434,233434.2k $21.7m $21.7m 0.00% Added +238.5k +238,476
48 TRUIST FINANCIAL CORP 0.03% of their portfolio CHARLOTTE, NC 432,972433.0k $21.6m $21.6m 0.03% Reduced -2.4k -2,376
49 IAG Wealth Partners, LLC 2.31% of their portfolio WAUKESHA, WI 413,210413.2k $20.7m $20.7m 2.31% Added +10.5k +10,488
50 Amplius Wealth Advisors, LLC 1.60% of their portfolio BLUE BELL, PA 384,602384.6k $19.2m $19.2m 1.60% Added +50.7k +50,744
51 INVENIO WEALTH PARTNERS LLC 7.55% of their portfolio CORAL GABLES, FL 380,546380.5k $19.0m $19.0m 7.55% Reduced -9.7k -9,671
52 Lebenthal Global Advisors, LLC 2.75% of their portfolio Hauppauge, NY 378,881378.9k $18.9m $18.9m 2.75% Reduced -86.1k -86,083
53 Summit Financial, LLC 0.23% of their portfolio PARSIPPANY, NJ 355,384355.4k $17.8m $17.8m 0.23% Added +68.3k +68,316
54 CGN Advisors LLC 1.39% of their portfolio MANHATTAN, KS 351,481351.5k $17.6m $17.6m 1.39% Reduced -1.2k -1,218
55 HUNTINGTON NATIONAL BANK 0.09% of their portfolio COLUMBUS, OH 339,078339.1k $17.0m $17.0m 0.09% Reduced -102.0k -101,976
56 CFO4Life Group, LLC 2.48% of their portfolio COPPELL, TX 325,661325.7k $16.3m $16.3m 2.48% Added +2.5k +2,463
57 BlueStem Wealth Partners, LLC 1.80% of their portfolio MINNETONKA, MN 323,783323.8k $16.2m $16.2m 1.80% Added +56.6k +56,598
58 Wealth Alliance Advisory Group, LLC 2.51% of their portfolio Wichita, KS 316,909316.9k $15.8m $15.8m 2.51% Added +116.6k +116,601
59 Cambridge Investment Research Advisors, Inc. 0.04% of their portfolio FAIRFIELD, IA 310,917310.9k $15.5m $15.5m 0.04% Reduced -16.4k -16,402
60 Harbor Group, Inc. 2.23% of their portfolio BEDFORD, NH 309,076309.1k $15.5m $15.5m 2.23% Added +161.0k +160,993
61 PW ADVISORS, LLC \ FL 11.14% of their portfolio TALLAHASSEE, FL 297,350297.4k $14.9m $14.9m 11.14% Added +27.2k +27,224
62 Apollon Wealth Management, LLC 0.24% of their portfolio MOUNT PLEASANT, SC 294,227294.2k $14.7m $14.7m 0.24% Added +12.6k +12,554
63 Per Stirling Capital Management, LLC. 1.59% of their portfolio AUSTIN, TX 288,195288.2k $14.4m $14.4m 1.59% Added +38.2k +38,158
64 Clear Trail Advisors, LLC 2.37% of their portfolio HOUSTON, TX 285,209285.2k $14.3m $14.3m 2.37% New
65 Hartford Financial Management Inc. 3.62% of their portfolio WEST HARTFORD, CT 284,481284.5k $14.2m $14.2m 3.62% Added +15.2k +15,202
66 Savant Capital, LLC 0.07% of their portfolio ROCKFORD, IL 282,023282.0k $14.1m $14.1m 0.07% Added +43.8k +43,800
67 Chesley Taft & Associates LLC 0.59% of their portfolio CHICAGO, IL 280,702280.7k $14.0m $14.0m 0.59% Added +27.5k +27,520
68 Magnus Financial Group LLC 1.13% of their portfolio NEW YORK, NY 277,004277.0k $13.8m $13.8m 1.13% Added +8.2k +8,241
69 Diversified Portfolios, Inc. 1.11% of their portfolio Bloomfield Hills, MI 271,206271.2k $13.6m $13.6m 1.11% Reduced -13.4k -13,392
70 CONDOR CAPITAL MANAGEMENT 1.10% of their portfolio MARTINSVILLE, NJ 262,256262.3k $13.1m $13.1m 1.10% Added +4.6k +4,588
71 Allworth Financial LP 0.05% of their portfolio FOLSOM, CA 258,177258.2k $12.9m $12.9m 0.05% Added +45.8k +45,761
72 SAGESPRING WEALTH PARTNERS, LLC 0.23% of their portfolio FRANKLIN, TN 247,726247.7k $12.4m $12.4m 0.23% Added +26.4k +26,388
73 Leverty Financial Group, LLC 2.70% of their portfolio HUDSON, WI 244,105244.1k $12.2m $12.2m 2.70% Added +16.1k +16,144
74 HTG Investment Advisors, Inc. 3.38% of their portfolio NEW CANAAN, CT 236,875236.9k $11.8m $11.8m 3.38% Added +10.7k +10,702
75 BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 1.70% of their portfolio Boca Raton, FL 234,829234.8k $11.7m $11.7m 1.70% Added +16.2k +16,244
76 AllGen Financial Advisors, Inc. 2.76% of their portfolio ORLANDO, FL 232,785232.8k $11.6m $11.6m 2.76% Reduced -17.6k -17,555
77 Aspen Wealth Management LLC 2.32% of their portfolio FORT WORTH, TX 232,191232.2k $11.6m $11.6m 2.32% Reduced -123.7k -123,727
78 Lido Advisors, LLC 0.05% of their portfolio Los Angeles, CA 229,526229.5k $11.5m $11.5m 0.05% Reduced -127.9k -127,877
79 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 227,954228.0k $11.4m $11.4m 0.00% Added +213.0k +213,003
80 Legacy Financial Advisors, Inc. 1.58% of their portfolio COVINGTON, KY 225,720225.7k $11.3m $11.3m 1.58% Reduced -229 -229
81 Syntegra Private Wealth Group, LLC 1.03% of their portfolio Chesterfield, MO 217,554217.6k $10.9m $10.9m 1.03% Added +6.2k +6,233
82 PEAPACK GLADSTONE FINANCIAL CORP 0.13% of their portfolio BEDMINSTER, NJ 211,011211.0k $10.5m $10.5m 0.13% Added +67.8k +67,785
83 Sequoia Financial Advisors, LLC 0.06% of their portfolio Akron, OH 208,705208.7k $10.4m $10.4m 0.06% Added +14.7k +14,723
84 VERUS CAPITAL PARTNERS, LLC 0.72% of their portfolio SCOTTSDALE, AZ 208,139208.1k $10.4m $10.4m 0.72% Added +23.9k +23,853
85 Private Advisor Group, LLC 0.05% of their portfolio MORRISTOWN, NJ 207,543207.5k $10.4m $10.4m 0.05% Added +48.0k +47,972
86 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 204,242204.2k $10.2m $10.2m 0.01% Added +13.4k +13,423
87 Dodds Wealth, LLC 2.48% of their portfolio GREENWOOD VILLAGE, CO 202,206202.2k $10.1m $10.1m 2.48% Added +70.6k +70,647
88 Capital Analysts, LLC 0.26% of their portfolio FORT WASHINGTON, PA 199,669199.7k $10.0m $10.0m 0.26% Added +15.9k +15,861
89 SIMON QUICK ADVISORS, LLC 0.46% of their portfolio MORRISTOWN, NJ 199,446199.4k $10.0m $10.0m 0.46% Added +59.9k +59,921
90 Keudell/Morrison Wealth Management 2.03% of their portfolio Salem, OR 198,921198.9k $9.9m $9.9m 2.03% Added +26.3k +26,344
91 Cornerstone Wealth Management, LLC 0.49% of their portfolio ST. PETERS, MO 197,857197.9k $9.9m $9.9m 0.49% Added +3.1k +3,052
92 OneDigital Investment Advisors LLC 0.09% of their portfolio OVERLAND PARK, KS 192,455192.5k $9.6m $9.6m 0.09% Reduced -5.6k -5,593
93 FOUNDERS FINANCIAL SECURITIES LLC 0.54% of their portfolio TOWSON, MD 190,822190.8k $9.6m $9.6m 0.54% Added +30.8k +30,843
94 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.19% of their portfolio LOS ANGELES, CA 188,109188.1k $9.4m $9.4m 0.19% Reduced -21.4k -21,446
95 Rosenberg Matthew Hamilton 1.90% of their portfolio GRAND JUNCTION, CO 185,564185.6k $9.3m $9.3m 1.90% Added +23.3k +23,271
96 GREAT VALLEY ADVISOR GROUP, INC. 0.17% of their portfolio WILMINGTON, DE 181,672181.7k $9.1m $9.1m 0.17% Added +43.3k +43,275
97 Oakwell Private Wealth Management, LLC 1.56% of their portfolio Austin, TX 174,454174.5k $8.7m $8.7m 1.56% Added +5.9k +5,931
98 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 165,888165.9k $8.3m $8.3m 0.00% Reduced -18.0k -18,049
99 Summit Financial Strategies, Inc. 0.62% of their portfolio Columbus, OH 157,489157.5k $7.9m $7.9m 0.62% Added +25.4k +25,446
100 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.05% of their portfolio IRVING, TX 156,777156.8k $7.8m $7.8m 0.05% Added +16.8k +16,767