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 431 institutions that hold shares in the stock, with a total of 66.2 Million shares, which have been reported (via 13F filing form) to have a value of $3.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Nov 05, 2025 Q3 2025 |
7,612
shares
|
$385,014
0.25% of portfolio
|
Q3 2025
Reduced 8.29%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
7,610
shares
|
$384,913
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Bond & Devick Financial Network, Inc.
|
Nov 05, 2025 Q3 2025 |
7,582
shares
|
$383,497
0.12% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
7,561
shares
|
$382,435
0.03% of portfolio
|
Q3 2025
Added 3.15%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
7,440
shares
|
$376,315
0.1% of portfolio
|
Q3 2024
Added 67.57%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
7,386
shares
|
$373,583
0.03% of portfolio
|
Q3 2025
Reduced 52.59%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Oct 24, 2025 Q3 2025 |
7,172
shares
|
$362,759
0.21% of portfolio
|
Q3 2025
Added 4.37%
|
|
|
Arlington Financial Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
6,989
shares
|
$353,503
0.07% of portfolio
|
Q4 2025
Added 18.32%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
6,963
shares
|
$352,188
0.02% of portfolio
|
Q2 2025
Reduced 2.79%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
Jan 13, 2026 Q4 2025 |
6,910
shares
|
$349,507
0.26% of portfolio
|
Q4 2025
Added 13.32%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
6,866
shares
|
$347,282
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
6,830
shares
|
$345,461
0.0% of portfolio
|
Q3 2025
Added 42.14%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
6,741
shares
|
$340,959
0.0% of portfolio
|
Q2 2025
Reduced 4.26%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jan 08, 2026 Q4 2025 |
6,579
shares
|
$332,765
0.1% of portfolio
|
Q4 2025
Added 0.23%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
6,429
shares
|
$325,178
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Oct 30, 2025 Q3 2025 |
6,421
shares
|
$324,774
0.06% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
6,394
shares
|
$323,408
0.01% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Teamwork Financial Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
6,254
shares
|
$316,327
0.04% of portfolio
|
Q4 2025
Added 0.3%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
6,235
shares
|
$315,366
0.1% of portfolio
|
Q1 2025
Reduced 81.51%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Nov 06, 2025 Q3 2025 |
6,185
shares
|
$312,837
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
6,085
shares
|
$307,779
0.02% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Firestone Capital Management
|
Nov 05, 2025 Q3 2025 |
6,007
shares
|
$303,834
0.07% of portfolio
|
Q3 2025
Reduced 16.24%
|
|
|
Masso Torrence Wealth Management Inc.
|
Oct 20, 2025 Q3 2025 |
6,000
shares
|
$303,480
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 20, 2025 Q3 2025 |
5,938
shares
|
$300,344
0.17% of portfolio
|
Q4 2024
Added 6.8%
|
|
|
Kfa Private Wealth Group, LLC
|
Jan 07, 2026 Q4 2025 |
5,827
shares
|
$294,729
0.07% of portfolio
|
Q4 2025
Added 4.33%
|
|