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 |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
69,380
shares
|
$3.43 Million
0.03% of portfolio
|
Q1 2025
Added 1.58%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
69,069
shares
|
$3.42 Million
0.7% of portfolio
|
Q1 2025
Added 23.46%
|
|
|
Obsidian Personal Planning Solutions LLC
|
May 16, 2025 Q1 2025 |
68,082
shares
|
$3.37 Million
1.53% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
67,824
shares
|
$3.35 Million
0.32% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 28, 2025 Q1 2025 |
67,794
shares
|
$3.35 Million
0.55% of portfolio
|
Q1 2025
Added 6.05%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
66,606
shares
|
$3.29 Million
0.48% of portfolio
|
Q1 2025
Added 38.86%
|
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Apr 22, 2025 Q1 2025 |
65,301
shares
|
$3.23 Million
2.55% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
May 14, 2025 Q1 2025 |
65,181
shares
|
$3.22 Million
2.19% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
64,283
shares
|
$3.18 Million
0.28% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
May 01, 2025 Q1 2025 |
63,288
shares
|
$3.13 Million
1.99% of portfolio
|
Q1 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
58,622
shares
|
$2.9 Million
0.09% of portfolio
|
Q1 2025
Added 3.8%
|
|
|
Wealth Care Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
57,410
shares
|
$2.84 Million
1.22% of portfolio
|
Q1 2025
Added 7.71%
|
|
|
Galvin, Gaustad & Stein, LLC
|
May 07, 2025 Q1 2025 |
56,653
shares
|
$2.8 Million
0.27% of portfolio
|
Q1 2025
Reduced 13.79%
|
|
|
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 |
Apr 30, 2025 Q1 2025 |
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%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
51,966
shares
|
$2.57 Million
0.07% of portfolio
|
Q1 2025
Reduced 6.74%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
50,045
shares
|
$2.47 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Apr 22, 2025 Q1 2025 |
49,327
shares
|
$2.44 Million
1.22% of portfolio
|
Q1 2025
Added 19.53%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
47,075
shares
|
$2.33 Million
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
47,057
shares
|
$2.33 Million
0.34% of portfolio
|
Q1 2025
Added 30.88%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
46,412
shares
|
$2.3 Million
0.28% of portfolio
|
Q1 2025
Reduced 4.5%
|