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 |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
88,390
shares
|
$4.45 Million
0.03% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 08, 2024 Q3 2024 |
87,190
shares
|
$4.39 Million
0.11% of portfolio
|
Q3 2024
Added 40.42%
|
|
|
Summit Financial Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
86,964
shares
|
$4.38 Million
0.52% of portfolio
|
Q4 2024
Added 6.17%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jan 30, 2025 Q4 2024 |
83,724
shares
|
$4.22 Million
1.09% of portfolio
|
Q4 2024
Reduced 4.16%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
83,436
shares
|
$4.21 Million
0.31% of portfolio
|
Q4 2024
Added 22.43%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
83,094
shares
|
$4.19 Million
0.69% of portfolio
|
Q3 2024
Reduced 32.77%
|
|
|
Prentice Wealth Management LLC
|
Feb 03, 2025 Q4 2024 |
77,655
shares
|
$3.91 Million
1.15% of portfolio
|
Q4 2024
Added 10.66%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
75,023
shares
|
$3.78 Million
0.0% of portfolio
|
Q3 2024
Reduced 46.17%
|
|
|
Landmark Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
74,576
shares
|
$3.76 Million
1.66% of portfolio
|
Q4 2024
Added 4.21%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
74,532
shares
|
$3.76 Million
0.39% of portfolio
|
Q3 2024
Added 6.97%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Jan 27, 2025 Q4 2024 |
70,326
shares
|
$3.54 Million
1.61% of portfolio
|
Q4 2024
Added 13.07%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
69,318
shares
|
$3.49 Million
0.31% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
68,298
shares
|
$3.44 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
67,968
shares
|
$3.43 Million
0.29% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
66,982
shares
|
$3.38 Million
0.01% of portfolio
|
Q3 2024
Added 18.1%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Oct 09, 2024 Q3 2024 |
66,289
shares
|
$3.34 Million
3.61% of portfolio
|
Q3 2024
Added 3.08%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 17, 2025 Q4 2024 |
65,716
shares
|
$3.31 Million
0.31% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Chesley Taft & Associates LLC
|
Jan 16, 2025 Q4 2024 |
65,015
shares
|
$3.28 Million
0.15% of portfolio
|
Q4 2024
Added 284.36%
|
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Feb 03, 2025 Q4 2024 |
64,978
shares
|
$3.27 Million
2.43% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Jan 17, 2025 Q4 2024 |
63,740
shares
|
$3.21 Million
2.16% of portfolio
|
Q4 2024
Added 5.9%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
63,025
shares
|
$3.18 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Nov 06, 2024 Q3 2024 |
62,623
shares
|
$3.16 Million
1.59% of portfolio
|
Q3 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
56,478
shares
|
$2.85 Million
0.09% of portfolio
|
Q4 2024
Added 5.77%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
55,945
shares
|
$2.82 Million
0.58% of portfolio
|
Q4 2024
Added 29.94%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
55,720
shares
|
$2.81 Million
0.08% of portfolio
|
Q4 2024
Reduced 16.54%
|