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 |
|---|---|---|---|---|---|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
9,629
shares
|
$476,154
0.03% of portfolio
|
Q4 2024
Added 23.51%
|
|
|
Next Level Wealth Planning, LLC
Meridian, ID |
May 06, 2025 Q1 2025 |
9,249
shares
|
$457,363
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
9,156
shares
|
$452,764
0.17% of portfolio
|
Q1 2025
Reduced 8.71%
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
9,003
shares
|
$445,198
0.04% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Stone Point Wealth LLC
|
Apr 24, 2025 Q1 2025 |
8,977
shares
|
$443,912
0.15% of portfolio
|
Q1 2025
Added 5.48%
|
|
|
Saxon Interests, Inc.
|
Apr 25, 2025 Q1 2025 |
8,890
shares
|
$439,610
0.21% of portfolio
|
Q4 2023
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
8,815
shares
|
$435,901
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
8,792
shares
|
$434,764
0.06% of portfolio
|
Q1 2025
Added 10.58%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
8,567
shares
|
$423,638
0.01% of portfolio
|
Q1 2025
Reduced 4.6%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
8,499
shares
|
$420,275
0.01% of portfolio
|
Q1 2025
Reduced 7.34%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Apr 23, 2025 Q1 2025 |
8,315
shares
|
$411,176
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Fifth Third Securities, Inc.
|
May 01, 2025 Q1 2025 |
8,289
shares
|
$409,891
0.04% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Holderness Investments CO
Greensboro, NC |
May 13, 2025 Q1 2025 |
8,243
shares
|
$407,616
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
8,135
shares
|
$402,275
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Optima Capital LLC
Portland, OR |
Jun 12, 2025 Q1 2025 |
8,055
shares
|
$398,319
0.26% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Peterson Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
8,042
shares
|
$397,676
0.08% of portfolio
|
Q1 2025
Added 2.52%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
8,000
shares
|
$395,600
0.0% of portfolio
|
Q1 2025
Added 12.68%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
7,828
shares
|
$387,094
0.01% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Firestone Capital Management
|
May 02, 2025 Q1 2025 |
7,734
shares
|
$382,446
0.1% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Bond & Devick Financial Network, Inc.
|
Apr 08, 2025 Q1 2025 |
7,481
shares
|
$369,935
0.14% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
7,440
shares
|
$367,908
0.1% of portfolio
|
Q3 2024
Added 67.57%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
7,348
shares
|
$363,358
0.38% of portfolio
|
Q1 2025
Reduced 45.47%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
7,291
shares
|
$360,539
0.01% of portfolio
|
Q1 2025
Reduced 24.62%
|
|
|
Boston Family Office LLC
Boston, MA |
May 13, 2025 Q1 2025 |
7,163
shares
|
$354,210
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
7,130
shares
|
$352,578
0.03% of portfolio
|
Q4 2024
Added 16.01%
|