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 |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
343,386
shares
|
$16.8 Million
0.0% of portfolio
|
Q4 2024
Added 47.83%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
325,824
shares
|
$16 Million
0.03% of portfolio
|
Q4 2024
Reduced 9.69%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
315,774
shares
|
$15.5 Million
1.38% of portfolio
|
Q1 2025
Reduced 5.28%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
312,530
shares
|
$15.3 Million
3.92% of portfolio
|
Q4 2024
Added 3.43%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
299,815
shares
|
$14.7 Million
0.18% of portfolio
|
Q4 2024
Added 4.13%
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
295,309
shares
|
$14.5 Million
2.72% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Legacy Financial Advisors, Inc.
|
Feb 13, 2025 Q4 2024 |
293,820
shares
|
$14.4 Million
2.87% of portfolio
|
Q4 2024
Added 3.77%
|
|
|
All Gen Financial Advisors, Inc.
Orlando, FL |
Feb 12, 2025 Q4 2024 |
277,563
shares
|
$13.6 Million
4.67% of portfolio
|
Q4 2024
Reduced 8.45%
|
|
|
Hartford Financial Management Inc.
|
Jan 23, 2025 Q4 2024 |
263,507
shares
|
$12.9 Million
2.86% of portfolio
|
Q4 2024
Added 13.21%
|
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
259,968
shares
|
$12.7 Million
1.47% of portfolio
|
Q1 2025
New holding
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jan 28, 2025 Q4 2024 |
259,834
shares
|
$12.7 Million
4.01% of portfolio
|
Q4 2024
Added 11.48%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
256,078
shares
|
$12.6 Million
1.5% of portfolio
|
Q4 2024
Reduced 4.28%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
252,129
shares
|
$12.4 Million
0.0% of portfolio
|
Q4 2024
Added 6.44%
|
|
|
Condor Capital Management
Martinsville, NJ |
Feb 11, 2025 Q4 2024 |
250,282
shares
|
$12.3 Million
1.13% of portfolio
|
Q4 2024
Added 2.65%
|
|
|
Helen Stephens Group, LLC
|
Jan 15, 2025 Q4 2024 |
249,929
shares
|
$12.2 Million
3.72% of portfolio
|
Q4 2024
Added 26.42%
|
|
|
Cfo4 Life Group, LLC
|
Feb 10, 2025 Q4 2024 |
245,819
shares
|
$12 Million
2.2% of portfolio
|
Q4 2024
Added 6.76%
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
244,485
shares
|
$12 Million
1.1% of portfolio
|
Q4 2024
Added 17.04%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
239,921
shares
|
$11.8 Million
0.03% of portfolio
|
Q4 2024
Reduced 14.87%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jan 27, 2025 Q4 2024 |
234,837
shares
|
$11.5 Million
1.33% of portfolio
|
Q4 2024
Added 7.04%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
228,271
shares
|
$11.2 Million
1.23% of portfolio
|
Q1 2025
Reduced 5.7%
|
|
|
Beta Wealth Group, Inc.
|
Jan 31, 2025 Q4 2024 |
212,351
shares
|
$10.4 Million
5.17% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
204,206
shares
|
$10 Million
0.26% of portfolio
|
Q4 2024
Added 30.02%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Apr 10, 2025 Q1 2025 |
202,950
shares
|
$9.95 Million
2.44% of portfolio
|
Q1 2025
Added 10.31%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
193,660
shares
|
$9.49 Million
0.35% of portfolio
|
Q4 2024
Added 89.34%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
176,265
shares
|
$8.64 Million
0.21% of portfolio
|
Q4 2024
Added 22.16%
|