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 222 institutions that hold shares in the stock, with a total of 19.7 Million shares, which have been reported (via 13F filing form) to have a value of $987 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
1,900,364
shares
|
$95 Million
0.05% of portfolio
|
Q1 2024
Added 21.66%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
1,036,407
shares
|
$51.8 Million
0.05% of portfolio
|
Q1 2024
Added 13.42%
|
|
|
Forvis Wealth Advisors, LLC
|
Apr 19, 2024 Q1 2024 |
727,190
shares
|
$36.4 Million
0.94% of portfolio
|
Q1 2024
Added 40.46%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
712,082
shares
|
$35.6 Million
0.1% of portfolio
|
Q1 2024
Added 5.3%
|
|
|
Avantax Planning Partners, Inc.
|
May 02, 2024 Q1 2024 |
562,928
shares
|
$28.2 Million
0.93% of portfolio
|
Q1 2024
Reduced 3.32%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2024 Q1 2024 |
515,924
shares
|
$25.8 Million
0.08% of portfolio
|
Q1 2024
Added 4.43%
|
|
|
49 Wealth Management, LLC
Austin, TX |
May 07, 2024 Q1 2024 |
473,205
shares
|
$23.7 Million
5.12% of portfolio
|
Q1 2024
Reduced 2.72%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 24, 2024 Q1 2024 |
432,320
shares
|
$21.6 Million
0.55% of portfolio
|
Q1 2024
Added 2.81%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
402,050
shares
|
$20.1 Million
0.22% of portfolio
|
Q1 2024
Reduced 50.53%
|
|
|
Asio Capital, LLC
|
Apr 16, 2024 Q1 2024 |
367,674
shares
|
$18.4 Million
4.05% of portfolio
|
Q1 2024
Added 229.39%
|
|
|
Collective Family Office LLC
|
Apr 09, 2024 Q1 2024 |
358,259
shares
|
$17.9 Million
5.96% of portfolio
|
Q1 2024
Added 48.17%
|
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
341,544
shares
|
$17.1 Million
0.03% of portfolio
|
Q1 2024
Added 4.72%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
295,903
shares
|
$14.8 Million
0.01% of portfolio
|
Q1 2024
Added 52.88%
|
|
|
All Gen Financial Advisors, Inc.
Orlando, FL |
Apr 23, 2024 Q1 2024 |
291,079
shares
|
$14.6 Million
6.01% of portfolio
|
Q1 2024
Added 54.15%
|
|
|
Iag Wealth Partners, LLC
|
Apr 24, 2024 Q1 2024 |
286,487
shares
|
$14.3 Million
3.15% of portfolio
|
Q1 2024
Added 0.52%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 11, 2024 Q1 2024 |
284,072
shares
|
$14.2 Million
4.91% of portfolio
|
Q1 2024
Reduced 0.46%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
279,015
shares
|
$14 Million
0.02% of portfolio
|
Q1 2024
Added 89.86%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2024 Q1 2024 |
264,492
shares
|
$13.2 Million
4.12% of portfolio
|
Q1 2024
Added 93.41%
|
|
|
Aveo Capital Partners, LLC
|
May 06, 2024 Q1 2024 |
261,717
shares
|
$13.1 Million
1.5% of portfolio
|
Q1 2024
Added 69.19%
|
|
|
Legacy Financial Advisors, Inc.
|
May 14, 2024 Q1 2024 |
255,265
shares
|
$12.8 Million
2.58% of portfolio
|
Q1 2024
Added 21.9%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2024 Q1 2024 |
248,664
shares
|
$12.4 Million
0.19% of portfolio
|
Q1 2024
Added 4.38%
|
|
|
Condor Capital Management
Martinsville, NJ |
May 09, 2024 Q1 2024 |
233,664
shares
|
$11.7 Million
1.18% of portfolio
|
Q1 2024
Added 9.39%
|
|
|
Cfo4 Life Group, LLC
|
May 06, 2024 Q1 2024 |
227,366
shares
|
$11.4 Million
2.1% of portfolio
|
Q1 2024
Added 27.53%
|
|
|
Kestra Private Wealth Services, LLC
|
May 02, 2024 Q1 2024 |
225,611
shares
|
$11.3 Million
0.26% of portfolio
|
Q1 2024
Reduced 1.58%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
224,222
shares
|
$11.2 Million
0.02% of portfolio
|
Q1 2024
Added 20.62%
|
|