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 289 institutions that hold shares in the stock, with a total of 27.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
6,934
shares
|
$349,404
0.01% of portfolio
|
Q4 2024
Added 7.6%
|
|
|
Boston Standard Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
6,627
shares
|
$333,934
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
6,500
shares
|
$327,535
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
6,500
shares
|
$327,535
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
6,477
shares
|
$326,376
0.04% of portfolio
|
Q4 2024
Added 61.24%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
6,470
shares
|
$326,023
0.01% of portfolio
|
Q3 2024
Added 43.84%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
6,272
shares
|
$316,046
0.02% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Jan 28, 2025 Q4 2024 |
6,230
shares
|
$313,929
0.05% of portfolio
|
Q4 2024
Added 25.23%
|
|
|
Teamwork Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
6,179
shares
|
$311,359
0.04% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
6,146
shares
|
$309,696
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Masso Torrence Wealth Management Inc.
|
Jan 23, 2025 Q4 2024 |
6,000
shares
|
$302,340
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
6,000
shares
|
$302,340
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
5,986
shares
|
$301,634
0.07% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jan 15, 2025 Q4 2024 |
5,969
shares
|
$300,777
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Jan 29, 2025 Q4 2024 |
5,967
shares
|
$300,677
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jan 15, 2025 Q4 2024 |
5,938
shares
|
$299,215
0.21% of portfolio
|
Q4 2024
Added 6.8%
|
|
|
Gryphon Financial Partners LLC
|
Nov 08, 2024 Q3 2024 |
5,800
shares
|
$292,262
0.04% of portfolio
|
Q3 2024
Reduced 4.84%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Jan 31, 2025 Q4 2024 |
5,571
shares
|
$280,722
0.17% of portfolio
|
Q4 2024
Added 33.57%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
5,465
shares
|
$275,381
0.24% of portfolio
|
Q1 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
5,322
shares
|
$268,175
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bowman & CO S.C.
|
Jan 15, 2025 Q4 2024 |
5,301
shares
|
$267,117
0.14% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
5,274
shares
|
$265,756
0.04% of portfolio
|
Q4 2024
Reduced 5.31%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
5,210
shares
|
$262,531
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
5,121
shares
|
$258,047
0.0% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Marshall Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
4,986
shares
|
$251,244
0.06% of portfolio
|
Q4 2024
New holding
|