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 |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
287,924
shares
|
$14.5 Million
0.19% of portfolio
|
Q3 2024
Added 15.3%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
283,148
shares
|
$14.2 Million
2.82% of portfolio
|
Q3 2024
Added 4.08%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
281,841
shares
|
$14.1 Million
0.03% of portfolio
|
Q3 2024
Added 30.73%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
267,539
shares
|
$13.4 Million
1.51% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Hartford Financial Management Inc.
|
Jan 23, 2025 Q4 2024 |
263,507
shares
|
$13.2 Million
2.86% of portfolio
|
Q4 2024
Added 13.21%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2024 Q3 2024 |
260,430
shares
|
$13.1 Million
5.78% of portfolio
|
Q3 2024
Added 29.68%
|
|
|
Helen Stephens Group, LLC
|
Jan 15, 2025 Q4 2024 |
249,929
shares
|
$12.5 Million
3.72% of portfolio
|
Q4 2024
Added 26.42%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 08, 2024 Q3 2024 |
243,827
shares
|
$12.2 Million
1.15% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
242,072
shares
|
$12.2 Million
1.29% of portfolio
|
Q4 2024
Reduced 10.61%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
236,880
shares
|
$11.9 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 15, 2024 Q3 2024 |
233,078
shares
|
$11.7 Million
3.8% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
232,278
shares
|
$11.7 Million
0.0% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
Cfo4 Life Group, LLC
|
Nov 12, 2024 Q3 2024 |
230,253
shares
|
$11.6 Million
2.11% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 22, 2024 Q3 2024 |
219,384
shares
|
$11 Million
1.3% of portfolio
|
Q3 2024
Added 30.12%
|
|
|
Beta Wealth Group, Inc.
|
Nov 01, 2024 Q3 2024 |
210,180
shares
|
$10.6 Million
5.32% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
|
1900 Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
208,882
shares
|
$10.5 Million
0.98% of portfolio
|
Q3 2024
Added 122.52%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
195,606
shares
|
$9.82 Million
0.02% of portfolio
|
Q3 2024
Added 70.68%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
193,660
shares
|
$9.72 Million
0.35% of portfolio
|
Q4 2024
Added 89.34%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jan 15, 2025 Q4 2024 |
183,988
shares
|
$9.24 Million
2.1% of portfolio
|
Q4 2024
Added 3.9%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
170,228
shares
|
$8.55 Million
0.59% of portfolio
|
Q4 2024
Added 6.18%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Oct 07, 2024 Q3 2024 |
167,224
shares
|
$8.39 Million
3.53% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
157,063
shares
|
$7.88 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
154,291
shares
|
$7.75 Million
0.21% of portfolio
|
Q3 2024
Added 5.77%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
150,716
shares
|
$7.57 Million
2.04% of portfolio
|
Q3 2024
Added 5.51%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
144,293
shares
|
$7.24 Million
0.21% of portfolio
|
Q3 2024
Added 8.19%
|