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 327 institutions that hold shares in the stock, with a total of 34.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Warther Private Wealth, LLC
Akron, OH |
Jan 29, 2025 Q4 2024 |
5,967
shares
|
$292,442
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jan 15, 2025 Q4 2024 |
5,938
shares
|
$291,021
0.21% of portfolio
|
Q4 2024
Added 6.8%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
5,921
shares
|
$290,188
0.02% of portfolio
|
Q4 2024
Added 50.28%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Jan 31, 2025 Q4 2024 |
5,571
shares
|
$273,034
0.17% of portfolio
|
Q4 2024
Added 33.57%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
5,465
shares
|
$267,839
0.24% of portfolio
|
Q1 2024
New holding
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Feb 21, 2025 Q4 2024 |
5,460
shares
|
$267,594
0.04% of portfolio
|
Q4 2024
Reduced 36.11%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
5,322
shares
|
$260,831
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
5,274
shares
|
$258,478
0.04% of portfolio
|
Q4 2024
Reduced 5.31%
|
|
|
Bowman & CO S.C.
|
Apr 08, 2025 Q1 2025 |
5,200
shares
|
$254,852
0.13% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
5,121
shares
|
$250,980
0.0% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Leverty Financial Group, LLC
|
Apr 10, 2025 Q1 2025 |
5,083
shares
|
$249,117
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Marshall Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
4,986
shares
|
$244,363
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
4,825
shares
|
$236,473
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
4,805
shares
|
$235,493
0.01% of portfolio
|
Q1 2023
Reduced 37.11%
|
|
|
West Oak Capital, LLC
|
Apr 15, 2025 Q1 2025 |
4,700
shares
|
$230,347
0.09% of portfolio
|
Q4 2024
Reduced 70.23%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
4,598
shares
|
$225,347
0.01% of portfolio
|
Q4 2024
Reduced 17.86%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Feb 14, 2025 Q4 2024 |
4,596
shares
|
$225,249
0.14% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Feb 12, 2025 Q4 2024 |
4,505
shares
|
$220,790
0.14% of portfolio
|
Q4 2024
Added 28.17%
|
|
|
Blue Investment Partners LLC
Alamo, CA |
Feb 13, 2025 Q4 2024 |
4,468
shares
|
$218,976
0.09% of portfolio
|
Q4 2024
Added 12.94%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Feb 07, 2025 Q4 2024 |
4,298
shares
|
$210,644
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
4,130
shares
|
$202,411
0.0% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
4,016
shares
|
$196,824
0.0% of portfolio
|
Q4 2023
Added 18.78%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
3,890
shares
|
$190,648
0.0% of portfolio
|
Q1 2025
Reduced 3.16%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
3,346
shares
|
$163,987
0.0% of portfolio
|
Q4 2024
Reduced 16.89%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
2,750
shares
|
$134,777
0.01% of portfolio
|
Q4 2024
New holding
|