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 325 institutions that hold shares in the stock, with a total of 34.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.75 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Keudell
|
Jan 23, 2025 Q4 2024 |
100,881
shares
|
$5.06 Million
1.36% of portfolio
|
Q4 2024
Added 9.85%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Feb 07, 2025 Q4 2024 |
96,678
shares
|
$4.85 Million
1.45% of portfolio
|
Q4 2024
Added 11.78%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jan 31, 2025 Q4 2024 |
92,890
shares
|
$4.66 Million
1.13% of portfolio
|
Q4 2024
Reduced 12.28%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Feb 12, 2025 Q4 2024 |
92,666
shares
|
$4.65 Million
0.11% of portfolio
|
Q4 2024
Added 6.28%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
92,168
shares
|
$4.62 Million
0.04% of portfolio
|
Q4 2024
Added 262.44%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
90,512
shares
|
$4.54 Million
1.82% of portfolio
|
Q4 2024
Added 44.04%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
89,375
shares
|
$4.48 Million
0.0% of portfolio
|
Q4 2024
Added 19.13%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
88,390
shares
|
$4.43 Million
0.03% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Summit Financial Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
86,964
shares
|
$4.36 Million
0.52% of portfolio
|
Q4 2024
Added 6.17%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jan 30, 2025 Q4 2024 |
83,724
shares
|
$4.2 Million
1.09% of portfolio
|
Q4 2024
Reduced 4.16%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
83,436
shares
|
$4.19 Million
0.31% of portfolio
|
Q4 2024
Added 22.43%
|
|
|
Prentice Wealth Management LLC
|
Feb 03, 2025 Q4 2024 |
77,655
shares
|
$3.9 Million
1.15% of portfolio
|
Q4 2024
Added 10.66%
|
|
|
Landmark Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
74,576
shares
|
$3.74 Million
1.66% of portfolio
|
Q4 2024
Added 4.21%
|
|
|
Clearwater Capital Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
73,876
shares
|
$3.71 Million
0.38% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Feb 12, 2025 Q4 2024 |
73,234
shares
|
$3.67 Million
3.95% of portfolio
|
Q4 2024
Added 10.48%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
72,186
shares
|
$3.62 Million
0.02% of portfolio
|
Q4 2024
Added 14.54%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Jan 27, 2025 Q4 2024 |
70,326
shares
|
$3.53 Million
1.61% of portfolio
|
Q4 2024
Added 13.07%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
69,318
shares
|
$3.48 Million
0.31% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
68,298
shares
|
$3.43 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
67,597
shares
|
$3.39 Million
0.06% of portfolio
|
Q4 2024
Added 384.5%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Feb 13, 2025 Q4 2024 |
66,771
shares
|
$3.35 Million
1.71% of portfolio
|
Q4 2024
Added 6.62%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 17, 2025 Q4 2024 |
65,716
shares
|
$3.3 Million
0.31% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
65,618
shares
|
$3.29 Million
0.29% of portfolio
|
Q4 2024
Reduced 3.46%
|
|
|
Chesley Taft & Associates LLC
|
Jan 16, 2025 Q4 2024 |
65,015
shares
|
$3.26 Million
0.15% of portfolio
|
Q4 2024
Added 284.36%
|
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Feb 03, 2025 Q4 2024 |
64,978
shares
|
$3.26 Million
2.43% of portfolio
|
Q4 2024
Added 1.31%
|