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 |
|---|---|---|---|---|---|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
1,374
shares
|
$69,496
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
Nov 14, 2025 Q3 2025 |
1,250
shares
|
$63,225
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
1,200
shares
|
$60,696
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
1,185
shares
|
$59,937
0.0% of portfolio
|
Q3 2025
Reduced 79.16%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,165
shares
|
$58,925
0.04% of portfolio
|
Q2 2024
Added 62.94%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
1,143
shares
|
$57,812
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
1,069
shares
|
$54,070
0.02% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
846
shares
|
$42,790
0.0% of portfolio
|
Q3 2025
Reduced 17.22%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
814
shares
|
$41,172
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
729
shares
|
$36,872
0.0% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Goodman Advisory Group, LLC
|
Nov 12, 2025 Q3 2025 |
728
shares
|
$36,822
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
565
shares
|
$28,577
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
565
shares
|
$28,577
0.01% of portfolio
|
Q1 2025
Reduced 50.91%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
500
shares
|
$25,290
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
335
shares
|
$16,944
0.01% of portfolio
|
Q3 2025
Reduced 7.46%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
274
shares
|
$13,858
0.01% of portfolio
|
Q3 2025
Reduced 84.25%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
127
shares
|
$6,423
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
105
shares
|
$5,310
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
78
shares
|
$3,945
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
50
shares
|
$2,529
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
42
shares
|
$2,124
0.0% of portfolio
|
Q3 2025
Reduced 97.99%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
22
shares
|
$1,112
0.0% of portfolio
|
Q3 2025
Reduced 98.03%
|
|
|
Goal Vest Advisory LLC
|
Oct 22, 2025 Q3 2025 |
9
shares
|
$455
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
7
shares
|
$354
0.0% of portfolio
|
Q3 2025
Added 16.67%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|