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 425 institutions that hold shares in the stock, with a total of 65.2 Million shares, which have been reported (via 13F filing form) to have a value of $3.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Axis Wealth Partners, LLC
East Providence, RI |
Oct 24, 2025 Q3 2025 |
7,172
shares
|
$362,759
0.21% of portfolio
|
Q3 2025
Added 4.37%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
6,963
shares
|
$352,188
0.02% of portfolio
|
Q2 2025
Reduced 2.79%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
6,866
shares
|
$347,282
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
6,830
shares
|
$345,461
0.0% of portfolio
|
Q3 2025
Added 42.14%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
6,741
shares
|
$340,959
0.0% of portfolio
|
Q2 2025
Reduced 4.26%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Oct 08, 2025 Q3 2025 |
6,564
shares
|
$332,007
0.14% of portfolio
|
Q3 2025
Added 26.57%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
6,429
shares
|
$325,178
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Oct 30, 2025 Q3 2025 |
6,421
shares
|
$324,774
0.06% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
6,394
shares
|
$323,408
0.01% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Teamwork Financial Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
6,235
shares
|
$315,366
0.04% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
6,235
shares
|
$315,366
0.1% of portfolio
|
Q1 2025
Reduced 81.51%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Nov 06, 2025 Q3 2025 |
6,185
shares
|
$312,837
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
Oct 10, 2025 Q3 2025 |
6,098
shares
|
$308,436
0.24% of portfolio
|
Q3 2025
Reduced 17.01%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
6,085
shares
|
$307,779
0.02% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Firestone Capital Management
|
Nov 05, 2025 Q3 2025 |
6,007
shares
|
$303,834
0.07% of portfolio
|
Q3 2025
Reduced 16.24%
|
|
|
Masso Torrence Wealth Management Inc.
|
Oct 20, 2025 Q3 2025 |
6,000
shares
|
$303,480
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 20, 2025 Q3 2025 |
5,938
shares
|
$300,344
0.17% of portfolio
|
Q4 2024
Added 6.8%
|
|
|
Arlington Financial Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
5,907
shares
|
$298,776
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
5,888
shares
|
$297,815
0.01% of portfolio
|
Q3 2025
Reduced 8.4%
|
|
|
Gryphon Financial Partners LLC
|
Nov 12, 2025 Q3 2025 |
5,860
shares
|
$296,398
0.03% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
Goodwin Investment Advisory
Woodstock, GA |
Nov 04, 2025 Q3 2025 |
5,797
shares
|
$293,212
0.31% of portfolio
|
Q3 2025
New holding
|
|
|
Kfa Private Wealth Group, LLC
|
Oct 03, 2025 Q3 2025 |
5,585
shares
|
$282,489
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Madison Wealth Partners, Inc
|
Nov 12, 2025 Q3 2025 |
5,570
shares
|
$281,730
0.06% of portfolio
|
Q3 2025
Reduced 17.47%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Nov 12, 2025 Q3 2025 |
5,444
shares
|
$275,357
0.19% of portfolio
|
Q3 2025
Reduced 10.8%
|
|
|
Stone Point Wealth LLC
|
Oct 22, 2025 Q3 2025 |
5,416
shares
|
$273,941
0.08% of portfolio
|
Q3 2025
Reduced 17.65%
|
|