Institutional Ownership Jp Morgan Tr Mun ETF (De) (JMUB)
This table provides information about the institutional ownership of Jp Morgan Tr Mun ETF (De) (JMUB). We have compiled data on the 283 institutions that hold shares in the stock, with a total of 27.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
6,444
shares
|
$323,488
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
6,272
shares
|
$314,854
0.02% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Teamwork Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
6,179
shares
|
$310,185
0.04% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
6,148
shares
|
$308,629
0.09% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
6,146
shares
|
$308,529
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Masso Torrence Wealth Management Inc.
|
Jan 23, 2025 Q4 2024 |
6,000
shares
|
$301,200
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
6,000
shares
|
$301,200
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jan 15, 2025 Q4 2024 |
5,969
shares
|
$299,643
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Oct 23, 2024 Q3 2024 |
5,967
shares
|
$299,543
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jan 15, 2025 Q4 2024 |
5,938
shares
|
$298,087
0.21% of portfolio
|
Q4 2024
Added 6.8%
|
|
|
Gryphon Financial Partners LLC
|
Nov 08, 2024 Q3 2024 |
5,800
shares
|
$291,160
0.04% of portfolio
|
Q3 2024
Reduced 4.84%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
5,465
shares
|
$274,343
0.24% of portfolio
|
Q1 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
5,322
shares
|
$267,164
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bowman & CO S.C.
|
Jan 15, 2025 Q4 2024 |
5,301
shares
|
$266,110
0.14% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
5,274
shares
|
$264,754
0.04% of portfolio
|
Q4 2024
Reduced 5.31%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
5,210
shares
|
$261,542
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
5,121
shares
|
$257,074
0.0% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Marshall Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
4,986
shares
|
$250,297
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 05, 2024 Q3 2024 |
4,975
shares
|
$249,745
0.04% of portfolio
|
Q3 2024
Added 6.6%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
4,940
shares
|
$247,988
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
4,825
shares
|
$242,215
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
4,805
shares
|
$241,211
0.01% of portfolio
|
Q1 2023
Reduced 37.11%
|
|
|
West Oak Capital, LLC
|
Jan 13, 2025 Q4 2024 |
4,700
shares
|
$235,940
0.08% of portfolio
|
Q4 2024
Reduced 70.23%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
4,598
shares
|
$230,819
0.01% of portfolio
|
Q4 2024
Reduced 17.86%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 24, 2024 Q3 2024 |
4,575
shares
|
$229,665
0.15% of portfolio
|
Q3 2024
New holding
|