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 |
|---|---|---|---|---|---|
|
Washington Trust Bank
|
Oct 24, 2025 Q3 2025 |
138,462
shares
|
$7.02 Million
0.52% of portfolio
|
Q3 2025
Reduced 5.55%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
137,910
shares
|
$6.99 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Oct 14, 2025 Q3 2025 |
131,496
shares
|
$6.67 Million
1.16% of portfolio
|
Q3 2025
Added 3.78%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
129,788
shares
|
$6.58 Million
0.16% of portfolio
|
Q2 2025
Reduced 24.1%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
126,495
shares
|
$6.41 Million
0.37% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Brio Consultants, LLC
|
Aug 07, 2025 Q2 2025 |
126,451
shares
|
$6.41 Million
0.94% of portfolio
|
Q2 2025
Added 4.4%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Aug 08, 2025 Q2 2025 |
124,825
shares
|
$6.33 Million
2.78% of portfolio
|
Q2 2025
Added 3.63%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
122,549
shares
|
$6.21 Million
0.52% of portfolio
|
Q2 2025
Added 327.27%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
120,434
shares
|
$6.11 Million
0.03% of portfolio
|
Q2 2025
Added 30.3%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
119,990
shares
|
$6.08 Million
0.86% of portfolio
|
Q2 2025
Reduced 11.57%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 22, 2025 Q3 2025 |
119,851
shares
|
$6.08 Million
0.56% of portfolio
|
Q3 2025
Added 50.2%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
118,898
shares
|
$6.03 Million
0.04% of portfolio
|
Q2 2025
Added 271.52%
|
|
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
Jul 17, 2025 Q2 2025 |
117,149
shares
|
$5.94 Million
1.95% of portfolio
|
Q2 2025
Added 2.81%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Oct 09, 2025 Q3 2025 |
116,905
shares
|
$5.93 Million
1.29% of portfolio
|
Q3 2025
Added 16.24%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
115,801
shares
|
$5.87 Million
2.59% of portfolio
|
Q1 2024
Added 5.33%
|
|
|
Bridgewater Advisors Inc.
|
Aug 05, 2025 Q2 2025 |
112,941
shares
|
$5.73 Million
0.44% of portfolio
|
Q2 2025
New holding
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
112,501
shares
|
$5.7 Million
0.73% of portfolio
|
Q2 2025
Added 68.91%
|
|
|
Baker Tilly Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
112,158
shares
|
$5.69 Million
1.32% of portfolio
|
Q3 2025
Added 14.18%
|
|
|
Tru Wealth Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
109,152
shares
|
$5.53 Million
0.31% of portfolio
|
Q3 2025
Reduced 6.62%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
106,948
shares
|
$5.42 Million
1.26% of portfolio
|
Q2 2025
Added 6.92%
|
|
|
Beta Wealth Group, Inc.
|
Aug 08, 2025 Q2 2025 |
105,572
shares
|
$5.35 Million
2.84% of portfolio
|
Q2 2025
Reduced 48.24%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
104,609
shares
|
$5.3 Million
0.01% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
101,603
shares
|
$5.15 Million
0.02% of portfolio
|
Q2 2025
Added 88.54%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
101,012
shares
|
$5.12 Million
0.01% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
98,716
shares
|
$5 Million
0.9% of portfolio
|
Q3 2025
Added 9.12%
|