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 |
|---|---|---|---|---|---|
|
Impact Investors, Inc
San Francisco, CA |
Oct 29, 2025 Q3 2025 |
31,134
shares
|
$1.57 Million
1.03% of portfolio
|
Q3 2025
New holding
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
31,053
shares
|
$1.57 Million
0.07% of portfolio
|
Q3 2025
Added 61.79%
|
|
|
Beta Wealth Group, Inc.
|
Nov 07, 2025 Q3 2025 |
29,843
shares
|
$1.51 Million
0.8% of portfolio
|
Q3 2025
Reduced 71.73%
|
|
|
Bka Wealth Consulting, Inc.
|
Oct 21, 2025 Q3 2025 |
28,693
shares
|
$1.45 Million
1.35% of portfolio
|
Q3 2025
Added 12.29%
|
|
|
Smithbridge Asset Management Inc
|
Oct 29, 2025 Q3 2025 |
28,560
shares
|
$1.44 Million
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
28,124
shares
|
$1.42 Million
0.26% of portfolio
|
Q1 2025
Reduced 45.52%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
28,104
shares
|
$1.42 Million
0.02% of portfolio
|
Q3 2025
Added 86.33%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
28,075
shares
|
$1.42 Million
0.02% of portfolio
|
Q3 2025
Added 254.35%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
27,689
shares
|
$1.4 Million
0.23% of portfolio
|
Q3 2025
Added 8.55%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
27,626
shares
|
$1.4 Million
0.02% of portfolio
|
Q3 2025
Added 9.81%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Oct 20, 2025 Q3 2025 |
27,536
shares
|
$1.39 Million
0.29% of portfolio
|
Q3 2025
Reduced 91.93%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Nov 06, 2025 Q3 2025 |
27,294
shares
|
$1.38 Million
0.91% of portfolio
|
Q3 2025
Reduced 55.19%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2025 Q3 2025 |
27,130
shares
|
$1.37 Million
0.01% of portfolio
|
Q3 2025
Reduced 32.59%
|
|
|
Equity Wealth Partners, LLC
Independence, MO |
Nov 17, 2025 Q3 2025 |
27,102
shares
|
$1.37 Million
1.11% of portfolio
|
Q3 2025
New holding
|
|
|
Bernardo Wealth Planning LLC
|
Oct 22, 2025 Q3 2025 |
27,069
shares
|
$1.37 Million
0.27% of portfolio
|
Q3 2025
Added 25.98%
|
|
|
5 T Wealth, LLC
Napa, CA |
Oct 17, 2025 Q3 2025 |
26,952
shares
|
$1.36 Million
0.59% of portfolio
|
Q3 2025
New holding
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2026 Q4 2025 |
26,801
shares
|
$1.36 Million
0.11% of portfolio
|
Q4 2025
Added 25.31%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
26,711
shares
|
$1.35 Million
0.1% of portfolio
|
Q3 2025
Reduced 9.64%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
26,244
shares
|
$1.33 Million
0.12% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
25,781
shares
|
$1.3 Million
0.03% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
25,768
shares
|
$1.3 Million
0.03% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Marshall Financial Group LLC
|
Oct 08, 2025 Q3 2025 |
25,075
shares
|
$1.27 Million
0.28% of portfolio
|
Q3 2025
Added 21.07%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
24,425
shares
|
$1.24 Million
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Marion Wealth Management
|
Oct 10, 2025 Q3 2025 |
23,945
shares
|
$1.21 Million
0.29% of portfolio
|
Q3 2025
Added 11.9%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Oct 29, 2025 Q3 2025 |
23,168
shares
|
$1.17 Million
0.44% of portfolio
|
Q3 2025
New holding
|
|