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 |
|---|---|---|---|---|---|
|
Goodwin Investment Advisory
Woodstock, GA |
Feb 05, 2025 Q4 2024 |
36,356
shares
|
$1.82 Million
0.95% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
36,199
shares
|
$1.82 Million
0.03% of portfolio
|
Q4 2024
Reduced 45.05%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Feb 10, 2025 Q4 2024 |
36,194
shares
|
$1.82 Million
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Feb 14, 2025 Q4 2024 |
35,954
shares
|
$1.8 Million
0.27% of portfolio
|
Q4 2024
Added 80.28%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
35,822
shares
|
$1.8 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jan 31, 2025 Q4 2024 |
34,812
shares
|
$1.75 Million
0.23% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
34,137
shares
|
$1.71 Million
1.68% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
34,106
shares
|
$1.71 Million
0.05% of portfolio
|
Q4 2024
Added 14.3%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
33,933
shares
|
$1.7 Million
0.13% of portfolio
|
Q4 2024
Added 141.91%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Feb 05, 2025 Q4 2024 |
33,727
shares
|
$1.69 Million
0.57% of portfolio
|
Q3 2024
Added 2.71%
|
|
|
Crumly & Associates Inc.
|
Feb 03, 2025 Q4 2024 |
33,638
shares
|
$1.69 Million
0.52% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Mason & Associates Inc
|
Jan 14, 2025 Q4 2024 |
33,259
shares
|
$1.67 Million
0.41% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
Kooman & Associates
Altoona, PA |
Feb 03, 2025 Q4 2024 |
33,102
shares
|
$1.66 Million
0.6% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
32,879
shares
|
$1.65 Million
0.25% of portfolio
|
Q4 2024
Added 1.71%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
32,304
shares
|
$1.62 Million
0.06% of portfolio
|
Q4 2024
Added 8.99%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
32,278
shares
|
$1.62 Million
0.32% of portfolio
|
Q4 2024
Added 10.32%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
32,150
shares
|
$1.61 Million
0.14% of portfolio
|
Q3 2024
Reduced 10.79%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Feb 24, 2025 Q4 2024 |
31,879
shares
|
$1.6 Million
0.34% of portfolio
|
Q4 2024
Added 7.61%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
31,769
shares
|
$1.59 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
31,635
shares
|
$1.59 Million
0.42% of portfolio
|
Q4 2024
Added 63.12%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
31,095
shares
|
$1.56 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Feb 13, 2025 Q4 2024 |
30,095
shares
|
$1.51 Million
0.11% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
27,722
shares
|
$1.39 Million
0.0% of portfolio
|
Q4 2024
Added 7775.57%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Jan 17, 2025 Q4 2024 |
27,580
shares
|
$1.38 Million
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Summit X, LLC
Chesterfield, MO |
Feb 07, 2025 Q4 2024 |
27,509
shares
|
$1.38 Million
0.32% of portfolio
|
Q4 2024
Reduced 8.17%
|