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Security record · archived quarter

JMUB

JPMorgan Municipal ETF · Financial Services · Asset Management - Bonds

49.69 -0.1% mkt cap $8.47B quote delayed (FMP) · as of Aug 26 19:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
48Tracked holders
+3Δ holders
51.46MShares held
$2.57BReported value
+4New positions
−1Exits
Rising Conviction score 58/100 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +6.7% · share flow +6.3% · net new positions +6.2%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 47 0 54.66M $2.77B +1 −1
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
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 JPMorgan Chase 12.85M -5.5% $641.78M 0.0% ▼ Trim 3 SEC ↗
2 JPMorgan Chase 12.85M -5.5% $641.78M 0.0% ▼ Trim 3 SEC ↗
3 JPMorgan Chase 12.85M -5.5% $641.78M 0.0% ▼ Trim 3 SEC ↗
4 JPMorgan Chase 12.85M -5.5% $641.78M 0.0% ▼ Trim 3 SEC ↗
5 JPMorgan Chase 12.85M -5.5% $641.78M 0.0% ▼ Trim 3 SEC ↗
6 JPMorgan Chase 12.85M -5.5% $641.78M 0.0% ▼ Trim 3 SEC ↗
7 JPMorgan Chase 12.85M -5.5% $641.78M 0.0% ▼ Trim 3 SEC ↗
8 JPMorgan Chase 12.85M -5.5% $641.78M 0.0% ▼ Trim 3 SEC ↗
9 JPMorgan Chase 12.85M -5.5% $641.78M 0.0% ▼ Trim 3 SEC ↗
10 LPL Financial LLC 6.21M +12.2% $310.20M 0.1% ▲ Add 2 SEC ↗
11 Northwestern Mutual Wealth… 4.77M +14.7% $238.43M 0.1% ▲ Add 2 SEC ↗
12 Cetera Investment Advisers 3.64M +26.5% $181.74M 0.2% ▲ Add 2 SEC ↗
13 Ameriprise Financial Inc 2.87M +4.3% $143.70M 0.0% ▲ Add 2 SEC ↗
14 Ameriprise Financial Inc 2.87M +4.3% $143.70M 0.0% ▲ Add 2 SEC ↗
15 Ameriprise Financial Inc 2.87M +4.3% $143.70M 0.0% ▲ Add 2 SEC ↗
16 Bank Of America Corp /De/ 2.74M +24.0% $136.76M 0.0% ▲ Add 2 SEC ↗
17 Bank Of America Corp /De/ 2.74M +24.0% $136.76M 0.0% ▲ Add 2 SEC ↗
18 Bank Of America Corp /De/ 2.74M +24.0% $136.76M 0.0% ▲ Add 2 SEC ↗
19 Wealth Enhancement Advisory… 2.27M -16.5% $113.68M 0.2% ▼ Trim 2 SEC ↗
20 Envestnet Asset Management Inc 1.91M +19.5% $95.65M 0.0% ▲ Add 2 SEC ↗
21 Raymond James Financial Inc 1.74M -10.5% $86.91M 0.0% ▼ Trim 2 SEC ↗
22 Raymond James Financial Inc 1.74M -10.5% $86.91M 0.0% ▼ Trim 2 SEC ↗
23 Raymond James Financial Inc 1.74M -10.5% $86.91M 0.0% ▼ Trim 2 SEC ↗
24 Jones Financial Companies Lllp 1.42M +87.9% $70.81M 0.0% ▲ Add 2 SEC ↗
25 Jones Financial Companies Lllp 1.42M +87.9% $70.81M 0.0% ▲ Add 2 SEC ↗
26 Captrust Financial Advisors 1.28M +5.7% $64.09M 0.1% ▲ Add 2 SEC ↗
27 Morgan Stanley 1.17M +55.1% $58.25M 0.0% ▲ Add 3 SEC ↗
28 Morgan Stanley 1.17M +55.1% $58.25M 0.0% ▲ Add 3 SEC ↗
29 Osaic Holdings, Inc. 976.68K +8.9% $48.82M 0.1% ▲ Add 2 SEC ↗
30 Osaic Holdings, Inc. 976.68K +8.9% $48.82M 0.1% ▲ Add 2 SEC ↗
31 Osaic Holdings, Inc. 976.68K +8.9% $48.82M 0.1% ▲ Add 2 SEC ↗
32 Rockefeller Capital Management L.P. 878.10K +10.3% $43.90M 0.1% ▲ Add 2 SEC ↗
33 Rockefeller Capital Management L.P. 878.10K +10.3% $43.90M 0.1% ▲ Add 2 SEC ↗
34 Rockefeller Capital Management L.P. 878.10K +10.3% $43.90M 0.1% ▲ Add 2 SEC ↗
35 HighTower Advisors, LLC 824.54K +1.8% $41.22M 0.0% ▲ Add 2 SEC ↗
36 Corient Private Wealth LP 676.29K -54.3% $33.76M 0.0% ▼ Trim 2 SEC ↗
37 Jane Street Group, Llc 656.43K +666.7% $32.81M 0.0% ▲ Add 2 SEC ↗
38 Cwm, Llc 632.19K +22.7% $31.60M 0.1% ▲ Add 2 SEC ↗
39 Assetmark, Inc 619.10K -1.6% $30.95M 0.1% ▼ Trim 2 SEC ↗
40 Mml Investors Services, Llc 564.09K -0.6% $28.20M 0.1% ▼ Trim 2 SEC ↗
41 Commonwealth Equity Services, Llc 485.20K +10.9% $24.25M 0.0% ▲ Add 2 SEC ↗
42 Wells Fargo & Company/Mn 434.23K +121.8% $21.71M 0.0% ▲ Add 2 SEC ↗
43 Wells Fargo & Company/Mn 434.23K +121.8% $21.71M 0.0% ▲ Add 2 SEC ↗
44 Truist Financial Corp 432.97K -0.6% $21.64M 0.0% ▼ Trim 2 SEC ↗
45 Truist Financial Corp 432.97K -0.6% $21.64M 0.0% ▼ Trim 2 SEC ↗
46 Lido Advisors, LLC 229.53K -35.8% $11.47M 0.0% ▼ Trim 2 SEC ↗
47 Goldman Sachs Group 227.95K +1424.7% $11.40M 0.0% ▲ Add 3 SEC ↗
48 Goldman Sachs Group 227.95K +1424.7% $11.40M 0.0% ▲ Add 3 SEC ↗
49 Goldman Sachs Group 227.95K +1424.7% $11.40M 0.0% ▲ Add 3 SEC ↗
50 Stifel Financial Corp 204.24K +7.0% $10.21M 0.0% ▲ Add 2 SEC ↗
51 Stifel Financial Corp 204.24K +7.0% $10.21M 0.0% ▲ Add 2 SEC ↗
52 Royal Bank Of Canada 165.89K -9.8% $8.29M 0.0% ▼ Trim 2 SEC ↗
53 Royal Bank Of Canada 165.89K -9.8% $8.29M 0.0% ▼ Trim 2 SEC ↗
54 Citadel Advisors 139.36K -49.6% $6.97M 0.0% ▼ Trim 3 SEC ↗
55 Focus Partners Wealth 77.30K -43.3% $3.86M 0.0% ▼ Trim 2 SEC ↗
56 Mariner, LLC 76.55K +0.8% $3.83M 0.0% ▲ Add 2 SEC ↗
57 Mariner, LLC 76.55K +0.8% $3.83M 0.0% ▲ Add 2 SEC ↗
58 UBS Group AG 56.47K +135.9% $2.82M 0.0% ▲ Add 2 SEC ↗
59 Cerity Partners LLC 54.48K +13.9% $2.72M 0.0% ▲ Add 2 SEC ↗
60 Fifth Third Bancorp 42.89K +3474.0% $2.14M 0.0% ▲ Add 2 SEC ↗
61 Baird Financial Group, Inc. 29.08K +20.6% $1.45M 0.0% ▲ Add 2 SEC ↗
62 Renaissance Technologies 28.60K -66.7% $1.43M 0.0% ▼ Trim 8 SEC ↗
63 UBS AM, a distinct business unit of… 24.64K +1820.6% $1.23M 0.0% ▲ Add 2 SEC ↗
64 Creative Planning 18.74K +105.2% $936,875 0.0% ▲ Add 2 SEC ↗
65 Northern Trust Corp 10.26K 0.0% $512,997 0.0% Held 2 SEC ↗
66 Mercer Global Advisors Inc /Adv 7.53K New $376,225 0.0% New 1 SEC ↗
67 Pnc Financial Services Group, Inc. 6.91K +10.4% $345,348 0.0% ▲ Add 2 SEC ↗
68 Pnc Financial Services Group, Inc. 6.91K +10.4% $345,348 0.0% ▲ Add 2 SEC ↗
69 Blair William & Co/Il 6.25K -39.5% $312,656 0.0% ▼ Trim 2 SEC ↗
70 Susquehanna International Group, Llp 5.62K New $281,144 0.0% New 1 SEC ↗
71 Fidelity (FMR) 4.60K +629.6% $230,142 0.0% ▲ Add 2 SEC ↗
72 Franklin Resources Inc 4.52K +371.9% $225,755 0.0% ▲ Add 2 SEC ↗
73 Franklin Resources Inc 4.52K +371.9% $225,755 0.0% ▲ Add 2 SEC ↗
74 Us Bancorp \De\ 4.23K -56.5% $211,358 0.0% ▼ Trim 2 SEC ↗
75 Us Bancorp \De\ 4.23K -56.5% $211,358 0.0% ▼ Trim 2 SEC ↗
76 Bnp Paribas Financial Markets 149 New $7,449 0.0% New 1 SEC ↗
77 Qube Research & Technologies Ltd 147 -97.3% $7,349 0.0% ▼ Trim 2 SEC ↗
78 Russell Investments Group, Ltd. 1 New $25 0.0% New 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Mercer Global Advisors Inc… $376,225 0.0%
Susquehanna International… $281,144 0.0%
Bnp Paribas Financial Markets $7,449 0.0%
Russell Investments Group… $25 0.0%

Exited

Hrt Financial Lp $362,000 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 488 holders, 83.87M shares, $4.13B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q1 2026 · Methodology · Get this via the API