Effectdossier · gearchiveerd kwartaal
JMUB
JPMorgan Municipal ETF · Financial Services · Asset Management - Bonds
48Gevolgde houders
+3Δ houders
51.46MGehouden aandelen
$2.57BGerapporteerde waarde
+4Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +6.7% ·
aandelenstroom +6.3% ·
netto nieuwe posities +6.2%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
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 · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 12.85M | -5.5% | $641.78M | 0.0% | ▼ Trim | 3 | SEC ↗ ×9 |
| 2 | LPL Financial LLC | 6.21M | +12.2% | $310.20M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 3 | Northwestern Mutual Wealth… | 4.77M | +14.7% | $238.43M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 4 | Cetera Investment Advisers | 3.64M | +26.5% | $181.74M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 5 | Ameriprise Financial Inc | 2.87M | +4.3% | $143.70M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 6 | Bank Of America Corp /De/ | 2.74M | +24.0% | $136.76M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 7 | Wealth Enhancement Advisory… | 2.27M | -16.5% | $113.68M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 1.91M | +19.5% | $95.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 1.74M | -10.5% | $86.91M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 10 | Jones Financial Companies Lllp | 1.42M | +87.9% | $70.81M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Captrust Financial Advisors | 1.28M | +5.7% | $64.09M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 1.17M | +55.1% | $58.25M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 13 | Osaic Holdings, Inc. | 976.68K | +8.9% | $48.82M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 14 | Rockefeller Capital Management L.P. | 878.10K | +10.3% | $43.90M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 15 | HighTower Advisors, LLC | 824.54K | +1.8% | $41.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Corient Private Wealth LP | 676.29K | -54.3% | $33.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Jane Street Group, Llc | 656.43K | +666.7% | $32.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Cwm, Llc | 632.19K | +22.7% | $31.60M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 19 | Assetmark, Inc | 619.10K | -1.6% | $30.95M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 20 | Mml Investors Services, Llc | 564.09K | -0.6% | $28.20M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 485.20K | +10.9% | $24.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 434.23K | +121.8% | $21.71M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 23 | Truist Financial Corp | 432.97K | -0.6% | $21.64M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 24 | Lido Advisors, LLC | 229.53K | -35.8% | $11.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Goldman Sachs Group ✦ | 227.95K | +1424.7% | $11.40M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 26 | Stifel Financial Corp | 204.24K | +7.0% | $10.21M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 27 | Royal Bank Of Canada | 165.89K | -9.8% | $8.29M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 28 | Citadel Advisors ✦ | 139.36K | -49.6% | $6.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Focus Partners Wealth | 77.30K | -43.3% | $3.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Mariner, LLC | 76.55K | +0.8% | $3.83M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 31 | UBS Group AG | 56.47K | +135.9% | $2.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Cerity Partners LLC | 54.48K | +13.9% | $2.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Fifth Third Bancorp | 42.89K | +3474.0% | $2.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Baird Financial Group, Inc. | 29.08K | +20.6% | $1.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Renaissance Technologies ✦ | 28.60K | -66.7% | $1.43M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 36 | UBS AM, a distinct business unit of… | 24.64K | +1820.6% | $1.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Creative Planning | 18.74K | +105.2% | $936,875 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Northern Trust Corp | 10.26K | 0.0% | $512,997 | 0.0% | Held | 2 | SEC ↗ |
| 39 | Mercer Global Advisors Inc /Adv | 7.53K | Nieuw | $376,225 | 0.0% | New | 1 | SEC ↗ |
| 40 | Pnc Financial Services Group, Inc. | 6.91K | +10.4% | $345,348 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 41 | Blair William & Co/Il | 6.25K | -39.5% | $312,656 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Susquehanna International Group, Llp | 5.62K | Nieuw | $281,144 | 0.0% | New | 1 | SEC ↗ |
| 43 | Fidelity (FMR) ✦ | 4.60K | +629.6% | $230,142 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Franklin Resources Inc | 4.52K | +371.9% | $225,755 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 45 | Us Bancorp \De\ | 4.23K | -56.5% | $211,358 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 46 | Bnp Paribas Financial Markets | 149 | Nieuw | $7,449 | 0.0% | New | 1 | SEC ↗ |
| 47 | Qube Research & Technologies Ltd | 147 | -97.3% | $7,349 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Russell Investments Group, Ltd. | 1 | Nieuw | $25 | 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
| 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% |
Verlaten
| Hrt Financial Lp | $362,000 | was 0.0% |
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: Q1 2026 ·
Methodologie ·
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