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 |
|---|---|---|---|---|---|
|
Goodman Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
3,946
shares
|
$196,668
0.06% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
3,940
shares
|
$196,369
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
3,515
shares
|
$175,187
0.11% of portfolio
|
Q3 2024
Added 93.66%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
2,638
shares
|
$131,477
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
2,383
shares
|
$118,768
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,764
shares
|
$87,917
0.01% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
1,755
shares
|
$87,469
0.07% of portfolio
|
Q1 2024
Reduced 96.3%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,624
shares
|
$80,940
0.0% of portfolio
|
Q3 2024
Reduced 67.87%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
1,374
shares
|
$68,480
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,165
shares
|
$58,063
0.04% of portfolio
|
Q2 2024
Added 62.94%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
1,151
shares
|
$57,365
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
1,118
shares
|
$55,721
0.01% of portfolio
|
Q3 2024
Added 207.99%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
1,032
shares
|
$51,434
0.02% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Nov 14, 2024 Q3 2024 |
1,013
shares
|
$50,487
0.04% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
565
shares
|
$28,159
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
391
shares
|
$19,487
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
369
shares
|
$18,390
0.0% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
352
shares
|
$17,543
0.0% of portfolio
|
Q3 2024
Added 35.91%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 31, 2024 Q3 2024 |
220
shares
|
$10,964
0.01% of portfolio
|
Q1 2024
Reduced 47.62%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
200
shares
|
$9,968
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Goal Vest Advisory LLC
|
Nov 06, 2024 Q3 2024 |
194
shares
|
$9,668
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
193
shares
|
$9,619
0.0% of portfolio
|
Q1 2024
Added 47.33%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
105
shares
|
$5,233
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
49
shares
|
$2,442
0.0% of portfolio
|
Q1 2024
Reduced 99.23%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
20
shares
|
$996
0.0% of portfolio
|
Q2 2023
New holding
|