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 394 institutions that hold shares in the stock, with a total of 55.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.81 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Aug 12, 2025 Q2 2025 |
296,594
shares
|
$15 Million
1.81% of portfolio
|
Q2 2025
Reduced 23.26%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
292,528
shares
|
$14.8 Million
1.48% of portfolio
|
Q2 2025
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
289,605
shares
|
$14.7 Million
0.28% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Hartford Financial Management Inc.
|
Jul 31, 2025 Q2 2025 |
274,522
shares
|
$13.9 Million
4.11% of portfolio
|
Q2 2025
Reduced 6.58%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
268,757
shares
|
$13.6 Million
0.0% of portfolio
|
Q2 2025
Added 168.23%
|
|
|
Condor Capital Management
Martinsville, NJ |
Aug 08, 2025 Q2 2025 |
260,231
shares
|
$13.2 Million
1.16% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
All Gen Financial Advisors, Inc.
Orlando, FL |
Aug 07, 2025 Q2 2025 |
250,195
shares
|
$12.7 Million
3.34% of portfolio
|
Q2 2025
Reduced 12.27%
|
|
|
Leverty Financial Group, LLC
|
Oct 07, 2025 Q3 2025 |
240,395
shares
|
$12.2 Million
3.9% of portfolio
|
Q3 2025
Added 167.61%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
223,064
shares
|
$11.3 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 16, 2025 Q3 2025 |
204,197
shares
|
$10.4 Million
0.97% of portfolio
|
Q3 2025
Added 3.36%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 14, 2025 Q3 2025 |
196,984
shares
|
$9.99 Million
2.06% of portfolio
|
Q3 2025
Reduced 2.52%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
188,027
shares
|
$9.53 Million
0.22% of portfolio
|
Q2 2025
Reduced 12.92%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Aug 11, 2025 Q2 2025 |
187,755
shares
|
$9.52 Million
1.09% of portfolio
|
Q2 2025
Added 27.34%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
183,264
shares
|
$9.29 Million
0.57% of portfolio
|
Q2 2025
Added 6.35%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
181,103
shares
|
$9.18 Million
0.01% of portfolio
|
Q2 2025
Added 90.66%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2025 Q3 2025 |
174,335
shares
|
$8.84 Million
0.38% of portfolio
|
Q3 2025
Added 22.34%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
153,407
shares
|
$7.78 Million
0.16% of portfolio
|
Q3 2025
Added 48.06%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
150,716
shares
|
$7.64 Million
2.04% of portfolio
|
Q3 2024
Added 5.51%
|
|
|
Oakwell Private Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
150,167
shares
|
$7.61 Million
1.72% of portfolio
|
Q2 2025
Added 4.81%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
146,102
shares
|
$7.41 Million
1.17% of portfolio
|
Q2 2025
Reduced 18.68%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Aug 12, 2025 Q2 2025 |
144,916
shares
|
$7.35 Million
3.93% of portfolio
|
Q2 2025
Reduced 4.06%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
Oct 02, 2025 Q3 2025 |
140,638
shares
|
$7.13 Million
1.51% of portfolio
|
Q3 2025
Added 13.62%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
139,822
shares
|
$7.09 Million
0.52% of portfolio
|
Q3 2025
Added 7.25%
|
|
|
21 West Wealth Management LLC
Tustin, CA |
Oct 14, 2025 Q3 2025 |
139,311
shares
|
$7.06 Million
6.67% of portfolio
|
Q3 2025
Added 10.92%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Aug 14, 2025 Q2 2025 |
138,983
shares
|
$7.05 Million
4.96% of portfolio
|
Q2 2025
Added 2.04%
|