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 |
|---|---|---|---|---|---|
|
Breakwater Capital Group
Paramus, NJ |
Nov 05, 2025 Q3 2025 |
41,867
shares
|
$2.12 Million
0.31% of portfolio
|
Q3 2025
Added 10.03%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
41,779
shares
|
$2.11 Million
0.0% of portfolio
|
Q3 2025
Added 6.33%
|
|
|
Presidio Capital Management, LLC
|
Nov 07, 2025 Q3 2025 |
41,416
shares
|
$2.09 Million
0.74% of portfolio
|
Q3 2025
Added 19.58%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
41,211
shares
|
$2.08 Million
0.13% of portfolio
|
Q3 2025
Added 20.3%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
40,014
shares
|
$2.02 Million
0.1% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
39,498
shares
|
$2 Million
0.09% of portfolio
|
Q3 2025
Added 3.68%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
38,794
shares
|
$1.96 Million
0.05% of portfolio
|
Q3 2025
Added 7.56%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
38,347
shares
|
$1.94 Million
0.07% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
36,926
shares
|
$1.87 Million
0.06% of portfolio
|
Q3 2025
Reduced 18.22%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Oct 31, 2025 Q3 2025 |
36,763
shares
|
$1.86 Million
0.48% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 14, 2025 Q3 2025 |
36,598
shares
|
$1.85 Million
0.52% of portfolio
|
Q3 2025
Reduced 39.45%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
36,085
shares
|
$1.83 Million
0.06% of portfolio
|
Q3 2025
Added 16.27%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Oct 24, 2025 Q3 2025 |
35,610
shares
|
$1.8 Million
0.21% of portfolio
|
Q3 2025
Reduced 17.59%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
34,988
shares
|
$1.77 Million
0.26% of portfolio
|
Q3 2025
Added 110.02%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
34,284
shares
|
$1.73 Million
0.07% of portfolio
|
Q3 2025
Added 53.6%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
34,137
shares
|
$1.73 Million
1.68% of portfolio
|
Q4 2024
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
33,870
shares
|
$1.71 Million
0.14% of portfolio
|
Q3 2025
Added 2.76%
|
|
|
Harbor Group, Inc.
|
Oct 14, 2025 Q3 2025 |
32,976
shares
|
$1.67 Million
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
Balance Wealth, LLC
Delaware, OH |
Oct 20, 2025 Q3 2025 |
32,884
shares
|
$1.66 Million
0.41% of portfolio
|
Q3 2025
Added 7.65%
|
|
|
Kooman & Associates
Altoona, PA |
Oct 21, 2025 Q3 2025 |
32,791
shares
|
$1.66 Million
0.51% of portfolio
|
Q3 2025
Added 4.52%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
32,435
shares
|
$1.64 Million
0.03% of portfolio
|
Q3 2025
Added 63.63%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
31,881
shares
|
$1.61 Million
0.18% of portfolio
|
Q3 2025
Added 3.26%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
31,740
shares
|
$1.61 Million
0.12% of portfolio
|
Q2 2025
Reduced 8.11%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
31,466
shares
|
$1.59 Million
0.23% of portfolio
|
Q3 2025
Reduced 3.1%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
31,334
shares
|
$1.58 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.35%
|
|