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 328 institutions that hold shares in the stock, with a total of 36 Million shares, which have been reported (via 13F filing form) to have a value of $1.77 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Wealth Care Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
57,410
shares
|
$2.83 Million
1.22% of portfolio
|
Q1 2025
Added 7.71%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
56,478
shares
|
$2.79 Million
0.09% of portfolio
|
Q4 2024
Added 5.77%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
55,945
shares
|
$2.76 Million
0.58% of portfolio
|
Q4 2024
Added 29.94%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
55,720
shares
|
$2.75 Million
0.08% of portfolio
|
Q4 2024
Reduced 16.54%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
55,663
shares
|
$2.75 Million
0.26% of portfolio
|
Q3 2022
Reduced 6.94%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Apr 21, 2025 Q1 2025 |
55,503
shares
|
$2.74 Million
0.63% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
54,635
shares
|
$2.7 Million
0.06% of portfolio
|
Q4 2024
Added 9.7%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
53,889
shares
|
$2.66 Million
0.01% of portfolio
|
Q1 2025
Added 7.08%
|
|
|
Naviter Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
53,848
shares
|
$2.66 Million
0.33% of portfolio
|
Q1 2025
Added 36.41%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
52,605
shares
|
$2.6 Million
0.12% of portfolio
|
Q1 2025
Added 4.63%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
51,626
shares
|
$2.55 Million
0.24% of portfolio
|
Q4 2024
Reduced 87.32%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Apr 22, 2025 Q1 2025 |
49,327
shares
|
$2.43 Million
1.22% of portfolio
|
Q1 2025
Added 19.53%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
48,704
shares
|
$2.4 Million
0.04% of portfolio
|
Q4 2024
Added 15.47%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Feb 14, 2025 Q4 2024 |
48,599
shares
|
$2.4 Million
0.35% of portfolio
|
Q4 2024
Reduced 41.51%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
47,966
shares
|
$2.37 Million
0.34% of portfolio
|
Q4 2024
Added 276.59%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
47,553
shares
|
$2.35 Million
0.01% of portfolio
|
Q4 2024
Added 9.37%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
47,075
shares
|
$2.32 Million
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
45,567
shares
|
$2.25 Million
0.12% of portfolio
|
Q4 2024
Added 365.4%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
44,991
shares
|
$2.22 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
44,973
shares
|
$2.22 Million
0.06% of portfolio
|
Q1 2025
Added 31.86%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
42,840
shares
|
$2.11 Million
0.06% of portfolio
|
Q1 2025
Added 63.23%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Apr 24, 2025 Q1 2025 |
42,504
shares
|
$2.1 Million
0.26% of portfolio
|
Q1 2025
Added 22.1%
|
|
|
Financial Connections Group, Inc.
|
Jan 29, 2025 Q4 2024 |
41,961
shares
|
$2.07 Million
1.01% of portfolio
|
Q4 2024
Added 27.93%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
41,425
shares
|
$2.04 Million
0.0% of portfolio
|
Q4 2024
Added 236.0%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
41,300
shares
|
$2.04 Million
0.37% of portfolio
|
Q1 2025
Added 101.23%
|