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 394 institutions that hold shares in the stock, with a total of 55.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.81 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
19,145
shares
|
$970,651
0.17% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
19,112
shares
|
$968,978
0.07% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Aug 14, 2025 Q2 2025 |
18,805
shares
|
$953,413
0.37% of portfolio
|
Q2 2025
Added 11.14%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2025 Q2 2025 |
18,074
shares
|
$916,351
0.24% of portfolio
|
Q2 2025
Added 40.63%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Sep 09, 2025 Q2 2025 |
17,423
shares
|
$883,346
0.1% of portfolio
|
Q3 2024
Reduced 16.29%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Jul 17, 2025 Q2 2025 |
17,183
shares
|
$871,178
0.66% of portfolio
|
Q1 2025
Reduced 71.84%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
17,168
shares
|
$870,417
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
17,115
shares
|
$867,730
0.41% of portfolio
|
Q1 2024
New holding
|
|
|
Forum Private Client Group LLC
|
Aug 12, 2025 Q2 2025 |
16,896
shares
|
$856,627
0.32% of portfolio
|
Q2 2025
Added 14.1%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 08, 2025 Q2 2025 |
16,634
shares
|
$843,343
0.37% of portfolio
|
Q2 2025
Added 9.42%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
16,445
shares
|
$833,761
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Strong Box Wealth, LLC
|
Oct 07, 2025 Q3 2025 |
16,137
shares
|
$818,145
0.3% of portfolio
|
Q3 2025
Reduced 3.06%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jul 16, 2025 Q2 2025 |
16,072
shares
|
$814,850
0.67% of portfolio
|
Q2 2025
Reduced 20.99%
|
|
|
Compass Wealth Management, Llc/Ga
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
15,976
shares
|
$809,983
0.42% of portfolio
|
Q2 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
15,917
shares
|
$806,991
0.01% of portfolio
|
Q2 2024
Reduced 0.06%
|
|
|
Mason & Associates Inc
|
Jul 31, 2025 Q2 2025 |
15,877
shares
|
$804,963
0.19% of portfolio
|
Q2 2025
Reduced 30.13%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Oct 14, 2025 Q3 2025 |
15,520
shares
|
$786,864
0.18% of portfolio
|
Q3 2025
Added 8.3%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
15,215
shares
|
$771,400
0.01% of portfolio
|
Q3 2025
Reduced 1.43%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
14,751
shares
|
$747,875
0.02% of portfolio
|
Q2 2025
Added 102.32%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
14,725
shares
|
$746,557
0.66% of portfolio
|
Q3 2022
Reduced 10.89%
|
|
|
Financial Strategies Group, Inc.
|
Aug 13, 2025 Q2 2025 |
14,495
shares
|
$734,896
0.15% of portfolio
|
Q2 2025
Added 29.87%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
14,269
shares
|
$723,438
0.15% of portfolio
|
Q2 2024
Reduced 93.56%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
14,193
shares
|
$719,585
0.13% of portfolio
|
Q3 2024
Added 1170.64%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
14,180
shares
|
$718,926
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
14,129
shares
|
$716,340
0.16% of portfolio
|
Q2 2025
Reduced 10.98%
|