Vault-13

J P MORGAN EXCHANGE TRADED F JMUB

MUNICIPAL ETF · ETP · CUSIP 46641Q647

511 institutional holders +10 vs Q1 2026
105,983,440106.0m shares reported held*
$5.4bnreported value*
46 new 283 added 115 reduced 29 sold out net bought ≈ $485.2m (+9.6m 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 ($2.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $50.79.

Trends to Q2 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: 501Q2 26: 511511Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026511

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q3 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 25Q3 25: 256 bought or addedQ3 25: 118 cut or sold outQ4 25: 340 bought or addedQ4 25: 94 cut or sold outQ4 25Q1 26: 319 bought or addedQ1 26: 148 cut or sold outQ2 26: 329 bought or addedQ2 26: 144 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202418856
Q4 202420474
Q1 2025210110
Q2 2025224122
Q3 2025256118
Q4 202534094
Q1 2026319148
Q2 2026329144

Biggest buyers

JONES FINANCIAL COMPANIES LLLP Added +1,704,781+1.7m
LPL Financial LLC Added +567,567+567.6k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +492,873+492.9k
Cetera Investment Advisers Added +453,838+453.8k
AllGen Financial Advisors, Inc. Added +431,905+431.9k
Beacon Pointe Advisors, LLC Added +389,618+389.6k
AMERIPRISE FINANCIAL INC Added +383,048+383.0k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Added +361,372+361.4k
Integrated Wealth Concepts LLC Added +349,271+349.3k
Dynasty Wealth Management, LLC Added +349,188+349.2k

Biggest sellers

JPMORGAN CHASE & CO Reduced -728,623-728.6k
JANE STREET GROUP, LLC Reduced -545,144-545.1k
Allworth Financial LP Reduced -253,724-253.7k
GOLDMAN SACHS GROUP INC Reduced -223,860-223.9k
HighTower Advisors, LLC Reduced -176,249-176.2k
Bridgewater Advisors Inc. Reduced -135,627-135.6k
Nolet Wealth Management, LLC Reduced -122,487-122.5k
Farther Finance Advisors, LLC Reduced -94,558-94.6k
VICUS CAPITAL Sold out -81,712-81.7k
Corient Private Wealth LP Reduced -76,380-76.4k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 JPMORGAN CHASE & CO 0.04% of their portfolio NEW YORK, NY 12,119,83912.1m $614.1m $614.1m 0.04% Reduced -728.6k -728,623
2 LPL Financial LLC 0.08% of their portfolio FORT MILL, SC 6,772,8366.8m $343.1m $343.1m 0.08% Added +567.6k +567,567
3 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.14% of their portfolio MILWAUKEE, WI 5,262,5065.3m $266.6m $266.6m 0.14% Added +492.9k +492,873
4 Meeder Advisory Services, Inc. 8.14% of their portfolio DUBLIN, OH 4,389,8564.4m $222.4m $222.4m 8.14% Added +127.5k +127,477
5 Cetera Investment Advisers 0.19% of their portfolio SCHAUMBURG, IL 4,089,2824.1m $207.1m $207.1m 0.19% Added +453.8k +453,838
6 AMERIPRISE FINANCIAL INC 0.03% of their portfolio MINNEAPOLIS, MN 3,257,5143.3m $165.0m $165.0m 0.03% Added +383.0k +383,048
7 JONES FINANCIAL COMPANIES LLLP 0.06% of their portfolio DES PERES, MO 3,124,5563.1m $158.2m $158.2m 0.06% Added +1.7m +1,704,781
8 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 2,969,0763.0m $150.4m $150.4m 0.01% Added +233.3k +233,319
9 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.22% of their portfolio PLYMOUTH, MN 2,629,6052.6m $132.5m $132.5m 0.22% Added +361.4k +361,372
10 ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio Berwyn, PA 2,186,7062.2m $110.8m $110.8m 0.03% Added +273.4k +273,394
11 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 1,788,9031.8m $90.6m $90.6m 0.02% Added +50.4k +50,360
12 CAPTRUST FINANCIAL ADVISORS 0.12% of their portfolio RALEIGH, NC 1,512,7481.5m $76.6m $76.6m 0.12% Added +230.7k +230,739
13 Integrated Wealth Concepts LLC 0.33% of their portfolio WALTHAM, MA 1,353,5081.4m $68.6m $68.6m 0.33% Added +349.3k +349,271
14 1900 WEALTH MANAGEMENT LLC 3.81% of their portfolio SAN ANTONIO, TX 1,350,6731.4m $68.4m $68.4m 3.81% Reduced -55.2k -55,156
15 Avantax Planning Partners, Inc. 1.68% of their portfolio DUBUQUE, IA 1,335,4591.3m $67.6m $67.6m 1.68% Added +94.3k +94,295
16 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,257,6611.3m $63.7m $63.7m 0.00% Added +92.4k +92,404
17 Forvis Mazars Wealth Advisors, LLC 1.06% of their portfolio Springfield, MO 1,255,8021.3m $63.6m $63.6m 1.06% Reduced -12.8k -12,830
18 Dynasty Wealth Management, LLC 0.43% of their portfolio ST. PETERSBURG, FL 1,146,4491.1m $58.1m $58.1m 0.43% Added +349.2k +349,188
19 OSAIC HOLDINGS, INC. 0.06% of their portfolio SCOTTSDALE, AZ 1,076,9261.1m $54.6m $54.6m 0.06% Added +100.2k +100,247
20 Rockefeller Capital Management L.P. 0.08% of their portfolio NEW YORK, NY 993,028993.0k $50.3m $50.3m 0.08% Added +114.9k +114,924
21 Asio Capital, LLC 6.26% of their portfolio LEXINGTON, KY 965,274965.3k $48.9m $48.9m 6.26% Added +47.1k +47,135
22 Orion Porfolio Solutions, LLC 0.34% of their portfolio OMAHA, NE 873,906873.9k $44.3m $44.3m 0.34% Reduced -2.8k -2,829
23 G2 CAPITAL MANAGEMENT, LLC / OH 8.95% of their portfolio COLUMBUS, OH 810,353810.4k $41.0m $41.0m 8.95% Added +12.4k +12,430
24 CENTRAL TRUST Co 0.73% of their portfolio JEFFERSON CITY, MO 793,283793.3k $40.2m $40.2m 0.73% Added +17.9k +17,946
25 Equitable Holdings, Inc. 0.23% of their portfolio NEW YORK, NY 748,040748.0k $37.9m $37.9m 0.23% Added +13.4k +13,376
26 COLLECTIVE FAMILY OFFICE LLC 7.54% of their portfolio YORK, PA 728,056728.1k $36.9m $36.9m 7.54% Added +5.6k +5,631
27 MML INVESTORS SERVICES, LLC 0.07% of their portfolio SPRINGFIELD, MA 724,122724.1k $36.7m $36.7m 0.07% Added +160.0k +160,031
28 TIAA Wealth Investment Management LLC 0.23% of their portfolio New York, NY 688,121688.1k $34.9m $34.9m 0.23% Added +63.1k +63,094
29 AllGen Financial Advisors, Inc. 7.35% of their portfolio ORLANDO, FL 664,690664.7k $33.7m $33.7m 7.35% Added +431.9k +431,905
30 Tortoise Investment Management, LLC 2.51% of their portfolio WHITE PLAINS, NY 664,214664.2k $33.6m $33.6m 2.51% Added +73.1k +73,075
31 MAI Capital Management 0.13% of their portfolio INDEPENDENCE, OH 655,314655.3k $33.2m $33.2m 0.13% Added +1.7k +1,675
32 BAILARD, INC. 0.67% of their portfolio Foster City, CA 653,474653.5k $33.1m $33.1m 0.67% Reduced -26.6k -26,620
33 OpenArc Corporate Advisory, LLC 0.39% of their portfolio ATLANTA, GA 651,078651.1k $33.0m $33.0m 0.39% Added +169.5k +169,499
34 HighTower Advisors, LLC 0.03% of their portfolio CHICAGO, IL 648,294648.3k $32.8m $32.8m 0.03% Reduced -176.2k -176,249
35 ASSETMARK, INC 0.06% of their portfolio CONCORD, CA 641,928641.9k $32.5m $32.5m 0.06% Added +22.8k +22,831
36 Corient Private Wealth LP 0.04% of their portfolio MIAMI, FL 599,909599.9k $30.4m $30.4m 0.04% Reduced -76.4k -76,380
37 ABLE Financial Group, LLC 4.95% of their portfolio SCOTTSDALE, AZ 582,550582.5k $29.5m $29.5m 4.95% Added +91.1k +91,102
38 COMMONWEALTH EQUITY SERVICES, LLC 0.04% of their portfolio WALTHAM, MA 551,894551.9k $28.0m $28.0m 0.04% Added +66.7k +66,698
39 Larson Financial Group LLC 0.72% of their portfolio ST LOUIS, MO 537,668537.7k $27.2m $27.2m 0.72% Added +58.5k +58,533
40 Lebenthal Global Advisors, LLC 3.56% of their portfolio Hauppauge, NY 520,742520.7k $26.4m $26.4m 3.56% Added +141.9k +141,861
41 MATHER GROUP, LLC. 0.23% of their portfolio CHICAGO, IL 516,975517.0k $26.2m $26.2m 0.23% Added +41.7k +41,722
42 Avidian Wealth Enterprises, LLC 0.71% of their portfolio Houston, TX 504,030504.0k $25.5m $25.5m 0.71% Added +27.4k +27,356
43 Clearwater Capital Advisors, LLC 1.86% of their portfolio HOFFMAN ESTATES, IL 500,367500.4k $25.3m $25.3m 1.86% Added +19.9k +19,938
44 Syntegra Private Wealth Group, LLC 1.90% of their portfolio Chesterfield, MO 484,965485.0k $24.6m $24.6m 1.90% Added +267.4k +267,411
45 TRUIST FINANCIAL CORP 0.03% of their portfolio CHARLOTTE, NC 475,402475.4k $24.1m $24.1m 0.03% Added +42.4k +42,430
46 Amplius Wealth Advisors, LLC 1.75% of their portfolio BLUE BELL, PA 470,566470.6k $23.8m $23.8m 1.75% Added +86.0k +85,964
47 Bridgewater Advisors Inc. 1.20% of their portfolio NEW YORK, NY 444,537444.5k $22.1m $22.1m 1.20% Reduced -135.6k -135,627
48 Smith & Howard Wealth Management, LLC 4.51% of their portfolio ATLANTA, GA 432,992433.0k $21.9m $21.9m 4.51% Reduced -15.9k -15,935
49 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 426,082426.1k $21.6m $21.6m 0.00% Reduced -8.2k -8,151
50 Beacon Pointe Advisors, LLC 0.09% of their portfolio NEWPORT BEACH, CA 400,958401.0k $20.3m $20.3m 0.09% Added +389.6k +389,618
51 IAG Wealth Partners, LLC 2.01% of their portfolio WAUKESHA, WI 400,095400.1k $20.3m $20.3m 2.01% Reduced -13.1k -13,115
52 INVENIO WEALTH PARTNERS LLC 7.21% of their portfolio CORAL GABLES, FL 397,279397.3k $20.1m $20.1m 7.21% Added +16.7k +16,733
53 Savant Capital, LLC 0.06% of their portfolio ROCKFORD, IL 385,070385.1k $19.5m $19.5m 0.06% Added +103.0k +103,047
54 Diversified Portfolios, Inc. 1.40% of their portfolio Bloomfield Hills, MI 380,323380.3k $19.3m $19.3m 1.40% Added +109.1k +109,117
55 Clear Trail Advisors, LLC 2.86% of their portfolio HOUSTON, TX 369,734369.7k $18.7m $18.7m 2.86% Added +84.5k +84,525
56 SAGESPRING WEALTH PARTNERS, LLC 0.28% of their portfolio FRANKLIN, TN 359,313359.3k $18.2m $18.2m 0.28% Added +111.6k +111,587
57 Summit Financial, LLC 0.20% of their portfolio PARSIPPANY, NJ 356,903356.9k $18.1m $18.1m 0.20% Added +1.5k +1,519
58 Apollon Wealth Management, LLC 0.22% of their portfolio MOUNT PLEASANT, SC 356,305356.3k $18.0m $18.0m 0.22% Added +62.1k +62,078
59 Nolet Wealth Management, LLC 9.69% of their portfolio FORT WORTH, TX 346,476346.5k $17.6m $17.6m 9.69% Reduced -122.5k -122,487
60 CGN Advisors LLC 1.28% of their portfolio MANHATTAN, KS 345,172345.2k $17.5m $17.5m 1.28% Reduced -6.3k -6,309
61 Cardinal Strategic Wealth Guidance 3.88% of their portfolio LOUISVILLE, KY 337,742337.7k $17.1m $17.1m 3.88% New
62 ARQ WEALTH ADVISORS, LLC 2.08% of their portfolio SCOTTSDALE, AZ 336,222336.2k $16.8m $16.8m 2.08% New
63 CFO4Life Group, LLC 2.27% of their portfolio COPPELL, TX 331,936331.9k $16.8m $16.8m 2.27% Added +6.3k +6,275
64 PW ADVISORS, LLC \ FL 11.15% of their portfolio TALLAHASSEE, FL 329,861329.9k $16.7m $16.7m 11.15% Added +32.5k +32,511
65 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 328,817328.8k $16.7m $16.7m 0.02% Added +17.9k +17,900
66 Wealth Alliance Advisory Group, LLC 2.37% of their portfolio Wichita, KS 323,908323.9k $16.4m $16.4m 2.37% Added +7.0k +6,999
67 HUNTINGTON NATIONAL BANK 0.08% of their portfolio COLUMBUS, OH 322,222322.2k $16.3m $16.3m 0.08% Reduced -16.9k -16,856
68 Harbor Group, Inc. 1.86% of their portfolio BEDFORD, NH 313,229313.2k $15.9m $15.9m 1.86% Added +4.2k +4,153
69 Chesley Taft & Associates LLC 0.62% of their portfolio CHICAGO, IL 312,202312.2k $15.8m $15.8m 0.62% Added +31.5k +31,500
70 Aspen Wealth Management LLC 2.62% of their portfolio FORT WORTH, TX 304,147304.1k $15.4m $15.4m 2.62% Added +72.0k +71,956
71 Magnus Financial Group LLC 1.04% of their portfolio NEW YORK, NY 289,678289.7k $14.7m $14.7m 1.04% Added +12.7k +12,674
72 Per Stirling Capital Management, LLC. 1.39% of their portfolio AUSTIN, TX 288,087288.1k $14.6m $14.6m 1.39% Reduced -108 -108
73 BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 1.76% of their portfolio Boca Raton, FL 274,073274.1k $13.9m $13.9m 1.76% Added +39.2k +39,244
74 OneDigital Investment Advisors LLC 0.11% of their portfolio OVERLAND PARK, KS 267,138267.1k $13.5m $13.5m 0.11% Added +74.7k +74,683
75 CONDOR CAPITAL MANAGEMENT 1.01% of their portfolio MARTINSVILLE, NJ 265,506265.5k $13.4m $13.4m 1.01% Added +3.2k +3,250
76 Modern Wealth Management, LLC 0.16% of their portfolio KANSAS CITY, MO 261,910261.9k $13.3m $13.3m 0.16% Added +142.3k +142,335
77 BlueStem Wealth Partners, LLC 1.30% of their portfolio MINNETONKA, MN 257,354257.4k $13.0m $13.0m 1.30% Reduced -66.4k -66,429
78 Hartford Financial Management Inc. 2.91% of their portfolio WEST HARTFORD, CT 257,179257.2k $13.0m $13.0m 2.91% Reduced -27.3k -27,302
79 KEYVANTAGE WEALTH, LLC 4.93% of their portfolio BETHLEHEM, PA 256,993257.0k $13.0m $13.0m 4.93% Added +116.5k +116,483
80 PEAPACK GLADSTONE FINANCIAL CORP 0.15% of their portfolio BEDMINSTER, NJ 251,191251.2k $12.7m $12.7m 0.15% Added +40.2k +40,180
81 Capital Analysts, LLC 0.29% of their portfolio FORT WASHINGTON, PA 247,480247.5k $12.5m $12.5m 0.29% Added +47.8k +47,811
82 HTG Investment Advisors, Inc. 3.19% of their portfolio NEW CANAAN, CT 245,301245.3k $12.4m $12.4m 3.19% Added +8.4k +8,426
83 Legacy Financial Advisors, Inc. 1.42% of their portfolio COVINGTON, KY 230,771230.8k $11.7m $11.7m 1.42% Added +5.1k +5,051
84 GREAT VALLEY ADVISOR GROUP, INC. 0.18% of their portfolio WILMINGTON, DE 225,686225.7k $11.4m $11.4m 0.18% Added +44.0k +44,014
85 RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio NEW YORK, NY 224,887224.9k $11.4m $11.4m 0.02% Added +196.3k +196,287
86 Leverty Financial Group, LLC 2.21% of their portfolio HUDSON, WI 224,288224.3k $11.4m $11.4m 2.21% Reduced -19.8k -19,817
87 Dodds Wealth, LLC 2.51% of their portfolio GREENWOOD VILLAGE, CO 220,422220.4k $11.2m $11.2m 2.51% Added +18.2k +18,216
88 Lido Advisors, LLC 0.04% of their portfolio Los Angeles, CA 219,313219.3k $11.1m $11.1m 0.04% Reduced -10.2k -10,213
89 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 218,998219.0k $11.1m $11.1m 0.00% Added +53.1k +53,110
90 Vise Technologies, Inc. 0.12% of their portfolio NEW YORK, NY 211,096211.1k $10.7m $10.7m 0.12% Added +181.4k +181,412
91 Rosenberg Matthew Hamilton 1.99% of their portfolio GRAND JUNCTION, CO 210,875210.9k $10.7m $10.7m 1.99% Added +25.3k +25,311
92 Cornerstone Wealth Management, LLC 0.46% of their portfolio ST. PETERS, MO 209,551209.6k $10.6m $10.6m 0.46% Added +11.7k +11,694
93 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 209,537209.5k $10.6m $10.6m 0.01% Added +5.3k +5,295
94 VERUS CAPITAL PARTNERS, LLC 0.57% of their portfolio SCOTTSDALE, AZ 209,101209.1k $10.6m $10.6m 0.57% Added +962 +962
95 Keudell/Morrison Wealth Management 1.96% of their portfolio Salem, OR 204,595204.6k $10.4m $10.4m 1.96% Added +5.7k +5,674
96 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.19% of their portfolio LOS ANGELES, CA 203,952204.0k $10.3m $10.3m 0.19% Added +15.8k +15,843
97 FOUNDERS FINANCIAL SECURITIES LLC 0.52% of their portfolio TOWSON, MD 201,932201.9k $10.2m $10.2m 0.52% Added +11.1k +11,110
98 SIMON QUICK ADVISORS, LLC 0.41% of their portfolio MORRISTOWN, NJ 201,271201.3k $10.2m $10.2m 0.41% Added +1.8k +1,825
99 Retirement Planning Group, LLC 0.25% of their portfolio LEAWOOD, KS 193,799193.8k $9.8m $9.8m 0.25% Added +74.8k +74,836
100 Oakwell Private Wealth Management, LLC 1.58% of their portfolio Austin, TX 187,820187.8k $9.5m $9.5m 1.58% Added +13.4k +13,366