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 325 institutions that hold shares in the stock, with a total of 34.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.73 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
14,114
shares
|
$708,099
0.0% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
14,009
shares
|
$702,831
0.03% of portfolio
|
Q2 2024
Added 99.87%
|
|
|
Ggm Financials LLC
Columbus, OH |
Jan 28, 2025 Q4 2024 |
13,906
shares
|
$697,664
0.74% of portfolio
|
Q4 2024
Reduced 11.06%
|
|
|
Pennsylvania Capital Management Inc
|
Jan 24, 2025 Q4 2024 |
13,703
shares
|
$687,479
0.25% of portfolio
|
Q4 2024
Reduced 25.05%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
13,660
shares
|
$685,322
0.04% of portfolio
|
Q3 2024
Added 8.34%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jan 17, 2025 Q4 2024 |
13,627
shares
|
$683,666
0.37% of portfolio
|
Q4 2024
Added 9.66%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
13,475
shares
|
$676,040
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
13,415
shares
|
$673,030
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
13,004
shares
|
$652,410
0.03% of portfolio
|
Q4 2024
Reduced 13.42%
|
|
|
Ferguson Shapiro LLC
|
Jan 23, 2025 Q4 2024 |
12,872
shares
|
$645,788
0.38% of portfolio
|
Q4 2024
Added 28.37%
|
|
|
Marion Wealth Management
|
Jan 13, 2025 Q4 2024 |
12,540
shares
|
$629,131
0.17% of portfolio
|
Q4 2024
Added 30.97%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Jan 30, 2025 Q4 2024 |
12,105
shares
|
$607,307
0.21% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
11,838
shares
|
$593,912
0.19% of portfolio
|
Q4 2024
Added 38.6%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Feb 10, 2025 Q4 2024 |
11,825
shares
|
$593,260
0.28% of portfolio
|
Q4 2024
Reduced 9.5%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
11,761
shares
|
$590,049
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Swmg, LLC
Fort Worth, TX |
Jan 23, 2025 Q4 2024 |
11,263
shares
|
$565,064
0.23% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Financial Strategies Group, Inc.
|
Jan 24, 2025 Q4 2024 |
11,234
shares
|
$563,609
0.13% of portfolio
|
Q4 2024
Added 9.5%
|
|
|
Friday Financial
Dubuque, IA |
Feb 11, 2025 Q4 2024 |
11,174
shares
|
$560,599
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
10,928
shares
|
$548,257
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
10,610
shares
|
$532,303
0.0% of portfolio
|
Q4 2024
Added 16.67%
|
|
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
Feb 10, 2025 Q4 2024 |
10,600
shares
|
$531,802
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
10,581
shares
|
$530,848
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
10,549
shares
|
$529,243
0.0% of portfolio
|
Q4 2024
Added 549.57%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
10,320
shares
|
$517,754
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
10,283
shares
|
$515,898
0.01% of portfolio
|
Q4 2024
New holding
|