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 |
|---|---|---|---|---|---|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
2,473
shares
|
$122,289
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Goodman Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
1,959
shares
|
$96,872
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
1,890
shares
|
$93,460
0.08% of portfolio
|
Q1 2025
Added 117.74%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
May 07, 2025 Q1 2025 |
1,781
shares
|
$88,070
0.04% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
1,494
shares
|
$73,878
0.04% of portfolio
|
Q1 2025
Reduced 7.2%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
1,402
shares
|
$69,328
0.0% of portfolio
|
Q1 2025
Added 5.18%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,374
shares
|
$67,944
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
1,374
shares
|
$67,944
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,165
shares
|
$57,609
0.04% of portfolio
|
Q2 2024
Added 62.94%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,111
shares
|
$54,938
0.0% of portfolio
|
Q1 2025
Reduced 13.27%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
1,050
shares
|
$51,922
0.02% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
May 14, 2025 Q1 2025 |
1,030
shares
|
$50,933
0.03% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
999
shares
|
$49,400
0.0% of portfolio
|
Q1 2025
Reduced 10.64%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
565
shares
|
$27,939
0.01% of portfolio
|
Q1 2025
Reduced 50.91%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
565
shares
|
$27,939
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
500
shares
|
$24,725
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
362
shares
|
$17,900
0.01% of portfolio
|
Q1 2025
Reduced 25.36%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
256
shares
|
$12,659
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
218
shares
|
$10,780
0.0% of portfolio
|
Q4 2024
Added 12.95%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
127
shares
|
$6,280
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
105
shares
|
$5,192
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
49
shares
|
$2,423
0.0% of portfolio
|
Q1 2024
Reduced 99.23%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
20
shares
|
$989
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
Closed
|