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 289 institutions that hold shares in the stock, with a total of 27.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
19,001
shares
|
$957,460
0.07% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Bernardo Wealth Planning LLC
|
Jan 16, 2025 Q4 2024 |
18,849
shares
|
$949,801
0.22% of portfolio
|
Q4 2024
Added 3.51%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
18,302
shares
|
$922,237
0.0% of portfolio
|
Q3 2024
Reduced 5.32%
|
|
|
Planning Directions Inc
|
Nov 07, 2024 Q3 2024 |
17,976
shares
|
$905,810
0.56% of portfolio
|
Q3 2024
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
17,694
shares
|
$891,600
0.17% of portfolio
|
Q4 2024
Added 4.87%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
17,505
shares
|
$882,076
0.0% of portfolio
|
Q3 2024
Added 74.18%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jan 24, 2025 Q4 2024 |
17,258
shares
|
$869,630
0.24% of portfolio
|
Q4 2024
Reduced 20.53%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
17,168
shares
|
$865,095
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
17,115
shares
|
$862,424
0.41% of portfolio
|
Q1 2024
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
16,450
shares
|
$828,915
0.09% of portfolio
|
Q3 2024
Added 85.5%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
16,226
shares
|
$817,628
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
15,951
shares
|
$803,770
0.16% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
15,933
shares
|
$802,863
0.02% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
15,917
shares
|
$802,057
0.01% of portfolio
|
Q2 2024
Reduced 0.06%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
15,840
shares
|
$798,177
0.32% of portfolio
|
Q3 2024
Added 13.75%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
15,480
shares
|
$780,037
0.23% of portfolio
|
Q4 2024
Added 63.29%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
15,425
shares
|
$777,265
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Strong Box Wealth, LLC
|
Jan 14, 2025 Q4 2024 |
15,247
shares
|
$768,296
0.34% of portfolio
|
Q4 2024
Added 108.86%
|
|
|
Presidio Capital Management, LLC
|
Oct 31, 2024 Q3 2024 |
15,014
shares
|
$756,555
0.5% of portfolio
|
Q3 2024
Added 30.55%
|
|
|
Capital Advisors Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
14,961
shares
|
$753,884
0.13% of portfolio
|
Q4 2024
Reduced 9.56%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
14,860
shares
|
$748,795
0.05% of portfolio
|
Q3 2024
Added 85.52%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
14,725
shares
|
$741,992
0.66% of portfolio
|
Q3 2022
Reduced 10.89%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
14,193
shares
|
$715,185
0.13% of portfolio
|
Q3 2024
Added 1170.64%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
14,180
shares
|
$714,530
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Perennial Advisors, LLC
New York, NY |
Jul 23, 2024 Q2 2024 |
14,100
shares
|
$710,499
0.16% of portfolio
|
Q2 2024
Added 1.08%
|