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 350 institutions that hold shares in the stock, with a total of 44.2 Million shares, which have been reported (via 13F filing form) to have a value of $2.18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
12,769
shares
|
$631,427
0.04% of portfolio
|
Q1 2025
Added 5.09%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
12,325
shares
|
$609,471
0.02% of portfolio
|
Q1 2025
Reduced 5.22%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
12,205
shares
|
$603,537
0.01% of portfolio
|
Q1 2025
Added 264.76%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Apr 29, 2025 Q1 2025 |
12,105
shares
|
$598,592
0.21% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Perennial Advisors, LLC
New York, NY |
Apr 14, 2025 Q1 2025 |
11,875
shares
|
$587,218
0.12% of portfolio
|
Q1 2025
Reduced 31.26%
|
|
|
Bcgm Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
11,782
shares
|
$582,619
0.2% of portfolio
|
Q1 2025
Added 53.07%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
11,473
shares
|
$567,339
0.0% of portfolio
|
Q1 2025
Reduced 18.71%
|
|
|
Friday Financial
Dubuque, IA |
Apr 22, 2025 Q1 2025 |
11,174
shares
|
$552,554
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Strategies Group, Inc.
|
May 16, 2025 Q1 2025 |
11,161
shares
|
$551,911
0.13% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
11,131
shares
|
$550,427
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Swmg, LLC
Fort Worth, TX |
Apr 28, 2025 Q1 2025 |
11,029
shares
|
$545,384
0.22% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
10,862
shares
|
$537,125
0.05% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
10,756
shares
|
$531,884
0.0% of portfolio
|
Q1 2025
Added 37.39%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
10,610
shares
|
$524,664
0.0% of portfolio
|
Q4 2024
Added 16.67%
|
|
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
Apr 24, 2025 Q1 2025 |
10,600
shares
|
$524,170
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
May 07, 2025 Q1 2025 |
10,571
shares
|
$522,735
0.3% of portfolio
|
Q1 2025
Added 89.75%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Apr 23, 2025 Q1 2025 |
10,542
shares
|
$521,301
0.12% of portfolio
|
Q1 2025
Added 60.65%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
10,367
shares
|
$512,648
0.01% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
May 14, 2025 Q1 2025 |
10,340
shares
|
$511,313
0.25% of portfolio
|
Q1 2025
Reduced 92.52%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
10,300
shares
|
$509,335
0.05% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
10,250
shares
|
$506,862
0.12% of portfolio
|
Q1 2025
Added 192.44%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
10,155
shares
|
$502,164
0.0% of portfolio
|
Q1 2025
Reduced 36.15%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Apr 22, 2025 Q1 2025 |
10,019
shares
|
$495,439
0.19% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
9,955
shares
|
$492,274
0.0% of portfolio
|
Q1 2025
Added 6536.67%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
9,674
shares
|
$478,379
0.02% of portfolio
|
Q1 2025
Reduced 35.73%
|