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 302 institutions that hold shares in the stock, with a total of 31.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.61 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
2,506,748
shares
|
$126 Million
0.06% of portfolio
|
Q3 2024
Added 18.66%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
1,817,586
shares
|
$91.6 Million
0.08% of portfolio
|
Q3 2024
Added 60.71%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
1,260,793
shares
|
$63.5 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
999,722
shares
|
$50.4 Million
0.07% of portfolio
|
Q4 2024
Added 147.45%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
924,781
shares
|
$46.6 Million
1.1% of portfolio
|
Q4 2024
Added 9.62%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
914,793
shares
|
$46.1 Million
0.06% of portfolio
|
Q3 2024
Added 7.18%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
768,096
shares
|
$38.7 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
735,933
shares
|
$37.1 Million
0.96% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
720,211
shares
|
$36.3 Million
0.01% of portfolio
|
Q3 2024
Added 10.79%
|
|
|
Wealthfront Advisers LLC
|
Feb 07, 2025 Q4 2024 |
592,590
shares
|
$29.9 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
578,149
shares
|
$29.1 Million
0.08% of portfolio
|
Q3 2024
Added 2.99%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
519,223
shares
|
$26.2 Million
0.65% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Asio Capital, LLC
|
Jan 21, 2025 Q4 2024 |
518,525
shares
|
$26.1 Million
5.16% of portfolio
|
Q4 2024
Added 11.82%
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
504,584
shares
|
$25.4 Million
7.03% of portfolio
|
Q4 2024
Added 11.11%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
494,780
shares
|
$24.9 Million
0.9% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Smith & Howard Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
478,177
shares
|
$24.1 Million
6.8% of portfolio
|
Q4 2024
Added 54.47%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
440,535
shares
|
$22.2 Million
0.23% of portfolio
|
Q3 2024
Added 15.15%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
407,159
shares
|
$20.5 Million
0.21% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
404,255
shares
|
$20.4 Million
0.01% of portfolio
|
Q3 2024
Added 40.09%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Feb 05, 2025 Q4 2024 |
388,265
shares
|
$19.6 Million
2.56% of portfolio
|
Q4 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
376,696
shares
|
$19 Million
0.07% of portfolio
|
Q3 2024
Added 10.11%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
351,920
shares
|
$17.7 Million
1.75% of portfolio
|
Q4 2024
Added 9.23%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
333,392
shares
|
$16.8 Million
1.47% of portfolio
|
Q4 2024
New holding
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
325,824
shares
|
$16.4 Million
0.03% of portfolio
|
Q4 2024
Reduced 9.69%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
316,146
shares
|
$15.9 Million
0.0% of portfolio
|
Q3 2024
Added 236.94%
|