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 |
|---|---|---|---|---|---|
|
Summit Financial Strategies, Inc.
|
Oct 22, 2025 Q3 2025 |
119,851
shares
|
$6.06 Million
0.56% of portfolio
|
Q3 2025
Added 50.2%
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Nov 07, 2025 Q3 2025 |
118,426
shares
|
$5.99 Million
1.41% of portfolio
|
Q3 2025
Added 302.92%
|
|
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
Jul 17, 2025 Q2 2025 |
117,149
shares
|
$5.93 Million
1.95% of portfolio
|
Q2 2025
Added 2.81%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Oct 09, 2025 Q3 2025 |
116,905
shares
|
$5.91 Million
1.29% of portfolio
|
Q3 2025
Added 16.24%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
116,357
shares
|
$5.89 Million
0.55% of portfolio
|
Q3 2025
Added 23.43%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
115,801
shares
|
$5.86 Million
2.59% of portfolio
|
Q1 2024
Added 5.33%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
115,768
shares
|
$5.86 Million
0.78% of portfolio
|
Q3 2025
Reduced 3.52%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
115,200
shares
|
$5.83 Million
0.01% of portfolio
|
Q3 2025
Added 291.84%
|
|
|
Rosenberg Matthew Hamilton
|
Nov 10, 2025 Q3 2025 |
112,791
shares
|
$5.7 Million
1.24% of portfolio
|
Q3 2025
Added 72.19%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
112,329
shares
|
$5.68 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Baker Tilly Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
112,158
shares
|
$5.67 Million
1.32% of portfolio
|
Q3 2025
Added 14.18%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 13, 2025 Q3 2025 |
109,912
shares
|
$5.56 Million
0.1% of portfolio
|
Q3 2025
Added 12.21%
|
|
|
Tru Wealth Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
109,152
shares
|
$5.52 Million
0.31% of portfolio
|
Q3 2025
Reduced 6.62%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
108,835
shares
|
$5.5 Million
0.07% of portfolio
|
Q3 2025
Added 37.62%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
106,948
shares
|
$5.41 Million
1.26% of portfolio
|
Q2 2025
Added 6.92%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
105,172
shares
|
$5.32 Million
0.01% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
98,748
shares
|
$4.99 Million
0.15% of portfolio
|
Q3 2025
Added 74.66%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
98,716
shares
|
$4.99 Million
0.9% of portfolio
|
Q3 2025
Added 9.12%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Nov 07, 2025 Q3 2025 |
98,580
shares
|
$4.99 Million
1.67% of portfolio
|
Q3 2025
Added 9.31%
|
|
|
Boston Standard Wealth Management, LLC
|
Oct 06, 2025 Q3 2025 |
95,790
shares
|
$4.85 Million
0.81% of portfolio
|
Q3 2025
Added 907.57%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 24, 2025 Q3 2025 |
93,458
shares
|
$4.73 Million
1.36% of portfolio
|
Q3 2025
Added 62.58%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Oct 29, 2025 Q3 2025 |
90,289
shares
|
$4.57 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
90,246
shares
|
$4.56 Million
0.08% of portfolio
|
Q3 2025
Added 14.14%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
88,220
shares
|
$4.46 Million
0.02% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
88,143
shares
|
$4.46 Million
0.41% of portfolio
|
Q3 2025
Added 19.64%
|
|