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 |
|---|---|---|---|---|---|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
312,530
shares
|
$15.8 Million
3.92% of portfolio
|
Q4 2024
Added 3.43%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
306,940
shares
|
$15.5 Million
0.02% of portfolio
|
Q3 2024
Added 12.38%
|
|
|
All Gen Financial Advisors, Inc.
Orlando, FL |
Oct 24, 2024 Q3 2024 |
303,185
shares
|
$15.3 Million
5.05% of portfolio
|
Q3 2024
Reduced 10.03%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
296,315
shares
|
$14.9 Million
2.84% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
287,924
shares
|
$14.5 Million
0.19% of portfolio
|
Q3 2024
Added 15.3%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
283,148
shares
|
$14.3 Million
2.82% of portfolio
|
Q3 2024
Added 4.08%
|
|
|
Hartford Financial Management Inc.
|
Jan 23, 2025 Q4 2024 |
263,507
shares
|
$13.3 Million
2.86% of portfolio
|
Q4 2024
Added 13.21%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2024 Q3 2024 |
260,430
shares
|
$13.1 Million
5.78% of portfolio
|
Q3 2024
Added 29.68%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jan 28, 2025 Q4 2024 |
259,834
shares
|
$13.1 Million
4.01% of portfolio
|
Q4 2024
Added 11.48%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
256,078
shares
|
$12.9 Million
1.5% of portfolio
|
Q4 2024
Reduced 4.28%
|
|
|
Helen Stephens Group, LLC
|
Jan 15, 2025 Q4 2024 |
249,929
shares
|
$12.6 Million
3.72% of portfolio
|
Q4 2024
Added 26.42%
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
244,485
shares
|
$12.3 Million
1.1% of portfolio
|
Q4 2024
Added 17.04%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 08, 2024 Q3 2024 |
243,827
shares
|
$12.3 Million
1.15% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
242,072
shares
|
$12.2 Million
1.29% of portfolio
|
Q4 2024
Reduced 10.61%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
239,921
shares
|
$12.1 Million
0.03% of portfolio
|
Q4 2024
Reduced 14.87%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
236,880
shares
|
$11.9 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jan 27, 2025 Q4 2024 |
234,837
shares
|
$11.8 Million
1.33% of portfolio
|
Q4 2024
Added 7.04%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
232,278
shares
|
$11.7 Million
0.0% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
Cfo4 Life Group, LLC
|
Nov 12, 2024 Q3 2024 |
230,253
shares
|
$11.6 Million
2.11% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
Beta Wealth Group, Inc.
|
Jan 31, 2025 Q4 2024 |
212,351
shares
|
$10.7 Million
5.17% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
195,606
shares
|
$9.86 Million
0.02% of portfolio
|
Q3 2024
Added 70.68%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
193,660
shares
|
$9.76 Million
0.35% of portfolio
|
Q4 2024
Added 89.34%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jan 15, 2025 Q4 2024 |
183,988
shares
|
$9.27 Million
2.1% of portfolio
|
Q4 2024
Added 3.9%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
176,265
shares
|
$8.88 Million
0.21% of portfolio
|
Q4 2024
Added 22.16%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
170,228
shares
|
$8.58 Million
0.59% of portfolio
|
Q4 2024
Added 6.18%
|