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 |
|---|---|---|---|---|---|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
131,916
shares
|
$6.57 Million
1.19% of portfolio
|
Q3 2024
Added 5.47%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Nov 13, 2024 Q3 2024 |
127,900
shares
|
$6.37 Million
5.0% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Riversedge Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
126,988
shares
|
$6.33 Million
1.58% of portfolio
|
Q3 2024
Added 66.44%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
121,491
shares
|
$6.06 Million
0.98% of portfolio
|
Q4 2024
Added 7.23%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
Nov 14, 2024 Q3 2024 |
119,534
shares
|
$5.96 Million
1.44% of portfolio
|
Q3 2024
Reduced 4.53%
|
|
|
Tru Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
119,051
shares
|
$5.93 Million
0.38% of portfolio
|
Q3 2024
Added 26.44%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
115,801
shares
|
$5.77 Million
2.59% of portfolio
|
Q1 2024
Added 5.33%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
113,700
shares
|
$5.67 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 06, 2024 Q3 2024 |
110,260
shares
|
$5.5 Million
0.68% of portfolio
|
Q3 2024
Added 10.11%
|
|
|
Apexium Financial, LP
|
Oct 15, 2024 Q3 2024 |
109,157
shares
|
$5.44 Million
0.41% of portfolio
|
Q3 2024
Added 7.76%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Nov 04, 2024 Q3 2024 |
105,898
shares
|
$5.28 Million
1.22% of portfolio
|
Q3 2024
Added 6.77%
|
|
|
Brio Consultants, LLC
|
Oct 18, 2024 Q3 2024 |
105,056
shares
|
$5.24 Million
0.86% of portfolio
|
Q3 2024
Added 23.25%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
104,868
shares
|
$5.23 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
103,235
shares
|
$5.15 Million
0.01% of portfolio
|
Q3 2024
Added 4.4%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
102,284
shares
|
$5.1 Million
0.23% of portfolio
|
Q3 2024
Reduced 25.82%
|
|
|
Keudell
|
Oct 31, 2024 Q3 2024 |
91,832
shares
|
$4.58 Million
1.28% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
90,512
shares
|
$4.51 Million
1.82% of portfolio
|
Q4 2024
Added 44.04%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
87,635
shares
|
$4.37 Million
0.03% of portfolio
|
Q3 2024
Added 5.01%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Nov 12, 2024 Q3 2024 |
87,358
shares
|
$4.35 Million
0.77% of portfolio
|
Q3 2024
Added 53.51%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 08, 2024 Q3 2024 |
87,190
shares
|
$4.35 Million
0.11% of portfolio
|
Q3 2024
Added 40.42%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Nov 04, 2024 Q3 2024 |
86,486
shares
|
$4.31 Million
1.33% of portfolio
|
Q3 2024
Added 5.59%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
83,094
shares
|
$4.14 Million
0.69% of portfolio
|
Q3 2024
Reduced 32.77%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 16, 2024 Q3 2024 |
81,909
shares
|
$4.08 Million
0.51% of portfolio
|
Q3 2024
Added 13.35%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Oct 21, 2024 Q3 2024 |
78,097
shares
|
$3.89 Million
2.76% of portfolio
|
Q3 2024
Reduced 25.69%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
75,023
shares
|
$3.74 Million
0.0% of portfolio
|
Q3 2024
Reduced 46.17%
|