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 |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
436,572
shares
|
$21.6 Million
0.0% of portfolio
|
Q1 2025
Added 27.14%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
431,977
shares
|
$21.4 Million
0.05% of portfolio
|
Q4 2024
Reduced 27.32%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
May 13, 2025 Q1 2025 |
415,490
shares
|
$20.5 Million
8.72% of portfolio
|
Q1 2025
Added 5.16%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
413,697
shares
|
$20.5 Million
0.03% of portfolio
|
Q1 2025
Added 17.76%
|
|
|
Smith & Howard Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
408,796
shares
|
$20.2 Million
5.62% of portfolio
|
Q1 2025
Reduced 14.51%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
404,255
shares
|
$20 Million
0.01% of portfolio
|
Q3 2024
Added 40.09%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
392,557
shares
|
$19.4 Million
0.03% of portfolio
|
Q1 2025
Added 20.48%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
May 07, 2025 Q1 2025 |
386,515
shares
|
$19.1 Million
2.64% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
357,320
shares
|
$17.7 Million
1.79% of portfolio
|
Q1 2025
Added 1.53%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
356,226
shares
|
$17.6 Million
0.82% of portfolio
|
Q1 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
348,460
shares
|
$17.2 Million
0.22% of portfolio
|
Q1 2025
Added 16.23%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
315,774
shares
|
$15.6 Million
1.38% of portfolio
|
Q1 2025
Reduced 5.28%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
315,077
shares
|
$15.6 Million
3.95% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Cfo4 Life Group, LLC
|
Apr 30, 2025 Q1 2025 |
313,541
shares
|
$15.5 Million
2.79% of portfolio
|
Q1 2025
Added 27.55%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
305,689
shares
|
$15.1 Million
2.68% of portfolio
|
Q1 2025
Added 3.51%
|
|
|
Legacy Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
304,871
shares
|
$15.1 Million
3.06% of portfolio
|
Q1 2025
Added 3.76%
|
|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
293,843
shares
|
$14.5 Million
3.2% of portfolio
|
Q1 2025
Added 11.51%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
285,524
shares
|
$14.1 Million
0.33% of portfolio
|
Q1 2025
Added 61.99%
|
|
|
All Gen Financial Advisors, Inc.
Orlando, FL |
May 06, 2025 Q1 2025 |
285,173
shares
|
$14.1 Million
4.22% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
259,968
shares
|
$12.9 Million
1.47% of portfolio
|
Q1 2025
New holding
|
|
|
Condor Capital Management
Martinsville, NJ |
May 12, 2025 Q1 2025 |
259,854
shares
|
$12.8 Million
1.25% of portfolio
|
Q1 2025
Added 3.82%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
259,146
shares
|
$12.8 Million
0.0% of portfolio
|
Q1 2025
Reduced 14.43%
|
|
|
Helen Stephens Group, LLC
|
Apr 23, 2025 Q1 2025 |
255,491
shares
|
$12.6 Million
3.62% of portfolio
|
Q1 2025
Added 2.23%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
254,229
shares
|
$12.6 Million
0.09% of portfolio
|
Q1 2025
Added 55.98%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
May 09, 2025 Q1 2025 |
251,525
shares
|
$12.4 Million
1.47% of portfolio
|
Q1 2025
Added 7.11%
|