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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
44,592
shares
|
$2.21 Million
0.44% of portfolio
|
Q1 2025
Added 23.2%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
43,315
shares
|
$2.14 Million
0.03% of portfolio
|
Q1 2025
Added 20.92%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
42,840
shares
|
$2.12 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%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
May 15, 2025 Q1 2025 |
42,057
shares
|
$2.08 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
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%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
39,356
shares
|
$1.95 Million
0.01% of portfolio
|
Q1 2025
Reduced 17.24%
|
|
|
E Rn Financial, LLC
|
Apr 21, 2025 Q1 2025 |
38,507
shares
|
$1.9 Million
0.31% of portfolio
|
Q1 2025
Added 17.12%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
38,095
shares
|
$1.88 Million
0.15% of portfolio
|
Q1 2025
Added 12.27%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
37,725
shares
|
$1.87 Million
0.02% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
37,524
shares
|
$1.86 Million
0.47% of portfolio
|
Q1 2025
Added 18.62%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
36,988
shares
|
$1.83 Million
0.03% of portfolio
|
Q1 2025
Reduced 6.56%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
36,922
shares
|
$1.83 Million
0.08% of portfolio
|
Q1 2025
Added 14.3%
|
|
|
Lineweaver Wealth Advisors, LLC
|
May 02, 2025 Q1 2025 |
36,634
shares
|
$1.81 Million
0.35% of portfolio
|
Q1 2025
Added 13.5%
|
|
|
Crumly & Associates Inc.
|
Apr 22, 2025 Q1 2025 |
36,233
shares
|
$1.79 Million
0.61% of portfolio
|
Q1 2025
Added 7.71%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
35,372
shares
|
$1.75 Million
0.01% of portfolio
|
Q1 2025
Added 11.34%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
34,540
shares
|
$1.71 Million
0.13% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
34,523
shares
|
$1.71 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.63%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
34,137
shares
|
$1.69 Million
1.68% of portfolio
|
Q4 2024
New holding
|
|
|
Kooman & Associates
Altoona, PA |
May 02, 2025 Q1 2025 |
33,943
shares
|
$1.68 Million
0.62% of portfolio
|
Q1 2025
Added 2.54%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
May 12, 2025 Q1 2025 |
33,515
shares
|
$1.66 Million
0.15% of portfolio
|
Q1 2025
Added 4.25%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
32,557
shares
|
$1.61 Million
0.36% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
32,294
shares
|
$1.6 Million
0.01% of portfolio
|
Q1 2025
Reduced 64.96%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
32,274
shares
|
$1.6 Million
0.12% of portfolio
|
Q1 2025
Added 81.26%
|