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 |
|---|---|---|---|---|---|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
87,776
shares
|
$4.44 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
87,279
shares
|
$4.41 Million
1.21% of portfolio
|
Q3 2025
Added 17.03%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
85,625
shares
|
$4.33 Million
0.07% of portfolio
|
Q3 2025
Added 39.47%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
85,053
shares
|
$4.3 Million
0.01% of portfolio
|
Q3 2025
Added 12.94%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
80,839
shares
|
$4.09 Million
0.65% of portfolio
|
Q3 2025
Added 5.93%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
80,723
shares
|
$4.08 Million
0.32% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
80,177
shares
|
$4.06 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
78,979
shares
|
$3.99 Million
0.24% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Prentice Wealth Management LLC
|
Oct 09, 2025 Q3 2025 |
78,604
shares
|
$3.98 Million
1.01% of portfolio
|
Q3 2025
Reduced 14.83%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Nov 12, 2025 Q3 2025 |
76,129
shares
|
$3.85 Million
1.36% of portfolio
|
Q3 2025
Added 10.43%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
75,545
shares
|
$3.82 Million
0.45% of portfolio
|
Q3 2025
Added 67.93%
|
|
|
Landmark Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
75,223
shares
|
$3.8 Million
1.76% of portfolio
|
Q3 2025
Added 11.88%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
72,675
shares
|
$3.68 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.91%
|
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Nov 14, 2025 Q3 2025 |
71,600
shares
|
$3.62 Million
2.48% of portfolio
|
Q3 2025
Added 4.29%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
71,264
shares
|
$3.6 Million
0.05% of portfolio
|
Q3 2025
Added 7.66%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Oct 14, 2025 Q3 2025 |
70,667
shares
|
$3.57 Million
3.62% of portfolio
|
Q3 2025
Added 3.82%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
68,410
shares
|
$3.46 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.46%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
67,664
shares
|
$3.42 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
67,272
shares
|
$3.4 Million
0.17% of portfolio
|
Q3 2025
Added 18.69%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
67,139
shares
|
$3.4 Million
0.41% of portfolio
|
Q3 2025
Added 9.08%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Oct 22, 2025 Q3 2025 |
61,423
shares
|
$3.11 Million
2.03% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Oct 10, 2025 Q3 2025 |
61,212
shares
|
$3.1 Million
1.26% of portfolio
|
Q3 2025
Reduced 8.78%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
61,165
shares
|
$3.09 Million
0.0% of portfolio
|
Q3 2025
Reduced 39.45%
|
|
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
Oct 23, 2025 Q3 2025 |
60,164
shares
|
$3.04 Million
2.0% of portfolio
|
Q3 2025
Added 27.0%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
59,753
shares
|
$3.02 Million
0.18% of portfolio
|
Q3 2025
Added 263.35%
|
|