Effectdossier · gearchiveerd kwartaal
JMUB
JPMorgan Municipal ETF · Financial Services · Asset Management - Bonds
45Gevolgde houders
+1Δ houders
48.43MGehouden aandelen
$2.45BGerapporteerde waarde
+1Nieuwe posities
−0Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +2.3% ·
aandelenstroom +30.0% ·
netto nieuwe posities +2.2%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 46 | 0 | 54.02M | $2.74B | +1 | −2 |
| Q1 2026 | 48 | +3 | 51.46M | $2.57B | +4 | −1 |
| Q4 2025 | 45 | +1 | 48.43M | $2.45B | +1 | — |
| Q3 2025 | 5 | +1 | 1.79M | $90.41M | +1 | — |
| Q2 2025 | 1 | -1 | 29.40K | $1.46M | — | −1 |
| Q1 2025 | 2 | -1 | 122.25K | $6.11M | — | −1 |
| Q4 2024 | 3 | 0 | 151.08K | $7.58M | — | — |
| Q3 2024 | 3 | +1 | 168.25K | $8.63M | +1 | — |
| Q2 2024 | 2 | — | 162.43K | $8.18M | — | — |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 13.59M | +778.2% | $686.40M | 0.0% | ▲ Add | 2 | SEC ↗ ×11 |
| 2 | LPL Financial LLC | 5.53M | — | $279.36M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Northwestern Mutual Wealth… | 4.16M | — | $210.07M | 0.1% | n/c | 1 | SEC ↗ |
| 4 | Cetera Investment Advisers | 2.87M | — | $145.12M | 0.2% | n/c | 1 | SEC ↗ |
| 5 | Ameriprise Financial Inc | 2.76M | — | $139.12M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Wealth Enhancement Advisory… | 2.72M | — | $137.57M | 0.2% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 2.21M | — | $111.40M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Raymond James Financial Inc | 1.94M | — | $98.07M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | Envestnet Asset Management Inc | 1.60M | — | $80.83M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Corient Private Wealth LP | 1.48M | — | $74.73M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 11 | Captrust Financial Advisors | 1.21M | — | $61.25M | 0.1% | n/c | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 896.54K | — | $45.28M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 13 | HighTower Advisors, LLC | 809.82K | — | $40.90M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Rockefeller Capital Management L.P. | 795.80K | — | $40.19M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 15 | Jones Financial Companies Lllp | 755.54K | — | $38.15M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 751.42K | +18550.3% | $37.95M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 17 | Assetmark, Inc | 629.06K | — | $31.77M | 0.1% | n/c | 1 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 567.26K | — | $28.65M | 0.1% | n/c | 1 | SEC ↗ |
| 19 | Cwm, Llc | 515.08K | — | $26.01M | 0.1% | n/c | 1 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 437.60K | — | $22.10M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Truist Financial Corp | 435.35K | — | $21.99M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Lido Advisors, LLC | 357.40K | — | $18.05M | 0.1% | n/c | 1 | SEC ↗ |
| 23 | Citadel Advisors ✦ | 276.72K | +146.3% | $13.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 195.76K | — | $9.89M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 25 | Stifel Financial Corp | 190.82K | — | $9.64M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 26 | Royal Bank Of Canada | 183.94K | — | $9.29M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 27 | Focus Partners Wealth | 136.37K | — | $6.89M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Renaissance Technologies ✦ | 85.80K | -25.5% | $4.33M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 29 | Jane Street Group, Llc | 85.61K | — | $4.32M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Mariner, LLC | 75.96K | — | $3.84M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 31 | Cerity Partners LLC | 47.82K | — | $2.41M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Baird Financial Group, Inc. | 24.12K | — | $1.22M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | UBS Group AG | 23.94K | — | $1.21M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Goldman Sachs Group ✦ | 14.95K | +23.6% | $755,026 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Blair William & Co/Il | 10.34K | — | $522,209 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Northern Trust Corp | 10.26K | — | $518,231 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Us Bancorp \De\ | 9.73K | — | $491,416 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 38 | Creative Planning | 9.13K | — | $461,237 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Hrt Financial Lp | 7.18K | — | $362,000 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Pnc Financial Services Group, Inc. | 6.25K | — | $315,869 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 41 | Qube Research & Technologies Ltd | 5.52K | — | $278,861 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | UBS AM, a distinct business unit of… | 1.28K | — | $64,792 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Fifth Third Bancorp | 1.20K | — | $60,600 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Franklin Resources Inc | 957 | — | $48,329 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 45 | Fidelity (FMR) ✦ | 631 | Nieuw | $31,877 | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Fidelity (FMR) | $31,877 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 488 houders, 83.87M aandelen, $4.13B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q4 2025 ·
Methodologie ·
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