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 |
|---|---|---|---|---|---|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
228,271
shares
|
$11.3 Million
1.23% of portfolio
|
Q1 2025
Reduced 5.7%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
215,927
shares
|
$10.7 Million
0.29% of portfolio
|
Q1 2025
Added 5.74%
|
|
|
Beta Wealth Group, Inc.
|
May 08, 2025 Q1 2025 |
203,950
shares
|
$10.1 Million
5.14% of portfolio
|
Q1 2025
Reduced 3.96%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Apr 10, 2025 Q1 2025 |
202,950
shares
|
$10 Million
2.44% of portfolio
|
Q1 2025
Added 10.31%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
185,956
shares
|
$9.2 Million
0.11% of portfolio
|
Q1 2025
Added 45.96%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
May 07, 2025 Q1 2025 |
179,666
shares
|
$8.88 Million
1.58% of portfolio
|
Q1 2025
Added 30.83%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
172,320
shares
|
$8.52 Million
0.6% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
171,006
shares
|
$8.46 Million
0.21% of portfolio
|
Q1 2025
Added 28.99%
|
|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
160,852
shares
|
$7.95 Million
1.52% of portfolio
|
Q1 2025
Reduced 37.19%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Apr 21, 2025 Q1 2025 |
151,044
shares
|
$7.47 Million
4.31% of portfolio
|
Q1 2025
Added 5.75%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
150,716
shares
|
$7.45 Million
2.04% of portfolio
|
Q3 2024
Added 5.51%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
147,444
shares
|
$7.29 Million
0.95% of portfolio
|
Q1 2025
Added 19.2%
|
|
|
Oakwell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
143,273
shares
|
$7.08 Million
1.98% of portfolio
|
Q1 2025
New holding
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Apr 29, 2025 Q1 2025 |
141,762
shares
|
$7.01 Million
3.76% of portfolio
|
Q1 2025
Reduced 4.01%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
141,448
shares
|
$6.99 Million
0.03% of portfolio
|
Q1 2025
Reduced 11.86%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
May 13, 2025 Q1 2025 |
136,203
shares
|
$6.74 Million
4.91% of portfolio
|
Q1 2025
Added 2.88%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
135,684
shares
|
$6.71 Million
1.07% of portfolio
|
Q1 2025
Added 11.68%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Apr 15, 2025 Q1 2025 |
132,509
shares
|
$6.55 Million
2.61% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Tru Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
132,168
shares
|
$6.54 Million
0.42% of portfolio
|
Q1 2025
Reduced 5.5%
|
|
|
Apexium Financial, LP
|
May 14, 2025 Q1 2025 |
126,776
shares
|
$6.27 Million
0.42% of portfolio
|
Q1 2025
Added 6.08%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
May 06, 2025 Q1 2025 |
126,238
shares
|
$6.24 Million
1.35% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
125,154
shares
|
$6.19 Million
0.27% of portfolio
|
Q1 2025
Reduced 35.37%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
May 13, 2025 Q1 2025 |
123,775
shares
|
$6.12 Million
1.48% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
May 07, 2025 Q1 2025 |
120,456
shares
|
$5.96 Million
2.93% of portfolio
|
Q1 2025
Added 338.55%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Apr 23, 2025 Q1 2025 |
117,990
shares
|
$5.83 Million
1.81% of portfolio
|
Q1 2025
Added 22.04%
|