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 276 institutions that hold shares in the stock, with a total of 26.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kelly Financial Services LLC
Braintree, MA |
Oct 08, 2024 Q3 2024 |
5,969
shares
|
$297,494
0.12% of portfolio
|
Q1 2024
Added 49.3%
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Oct 23, 2024 Q3 2024 |
5,967
shares
|
$297,395
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Gryphon Financial Partners LLC
|
Nov 08, 2024 Q3 2024 |
5,800
shares
|
$289,072
0.04% of portfolio
|
Q3 2024
Reduced 4.84%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
5,598
shares
|
$279,004
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 30, 2024 Q3 2024 |
5,570
shares
|
$277,608
0.04% of portfolio
|
Q3 2024
Added 12.16%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 15, 2024 Q3 2024 |
5,560
shares
|
$277,110
0.19% of portfolio
|
Q3 2024
Added 19.57%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Oct 22, 2024 Q3 2024 |
5,465
shares
|
$272,375
0.26% of portfolio
|
Q1 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
5,322
shares
|
$265,248
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bowman & CO S.C.
|
Nov 07, 2024 Q3 2024 |
5,277
shares
|
$263,005
0.14% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
5,210
shares
|
$259,666
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
5,134
shares
|
$255,878
0.0% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 05, 2024 Q3 2024 |
4,975
shares
|
$247,954
0.04% of portfolio
|
Q3 2024
Added 6.6%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
4,940
shares
|
$246,209
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Moody National Bank Trust Division
|
Oct 03, 2024 Q3 2024 |
4,830
shares
|
$240,727
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
4,825
shares
|
$240,478
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Transform Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
4,805
shares
|
$239,481
0.02% of portfolio
|
Q1 2023
Reduced 37.11%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 24, 2024 Q3 2024 |
4,575
shares
|
$228,018
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
4,310
shares
|
$214,810
0.07% of portfolio
|
Q3 2024
Added 2.62%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
4,177
shares
|
$208,181
0.0% of portfolio
|
Q3 2024
Reduced 3.91%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 06, 2024 Q3 2024 |
4,171
shares
|
$207,882
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
4,062
shares
|
$202,450
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
4,026
shares
|
$200,655
0.0% of portfolio
|
Q3 2024
Added 291.25%
|
|
|
Cooper Financial Group
|
Nov 14, 2024 Q3 2024 |
4,017
shares
|
$200,207
0.03% of portfolio
|
Q3 2024
Reduced 49.6%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
4,016
shares
|
$200,157
0.0% of portfolio
|
Q4 2023
Added 18.78%
|
|
|
Blue Investment Partners LLC
Alamo, CA |
Nov 13, 2024 Q3 2024 |
3,956
shares
|
$197,167
0.09% of portfolio
|
Q3 2024
New holding
|