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 |
|---|---|---|---|---|---|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
34,137
shares
|
$1.73 Million
1.68% of portfolio
|
Q4 2024
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
33,870
shares
|
$1.72 Million
0.14% of portfolio
|
Q3 2025
Added 2.76%
|
|
|
Harbor Group, Inc.
|
Oct 14, 2025 Q3 2025 |
32,976
shares
|
$1.67 Million
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
Balance Wealth, LLC
Delaware, OH |
Oct 20, 2025 Q3 2025 |
32,884
shares
|
$1.67 Million
0.41% of portfolio
|
Q3 2025
Added 7.65%
|
|
|
Kooman & Associates
Altoona, PA |
Oct 21, 2025 Q3 2025 |
32,791
shares
|
$1.66 Million
0.51% of portfolio
|
Q3 2025
Added 4.52%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Aug 14, 2025 Q2 2025 |
32,623
shares
|
$1.65 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
32,472
shares
|
$1.65 Million
0.3% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
31,740
shares
|
$1.61 Million
0.11% of portfolio
|
Q2 2025
Reduced 8.11%
|
|
|
Crumly & Associates Inc.
|
Jul 02, 2025 Q2 2025 |
31,541
shares
|
$1.6 Million
0.47% of portfolio
|
Q2 2025
Reduced 12.95%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
31,334
shares
|
$1.59 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.35%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
31,036
shares
|
$1.57 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
30,875
shares
|
$1.57 Million
0.19% of portfolio
|
Q2 2025
Added 12.47%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
29,755
shares
|
$1.51 Million
0.04% of portfolio
|
Q2 2025
Reduced 33.84%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
29,400
shares
|
$1.49 Million
0.0% of portfolio
|
Q2 2025
Reduced 73.63%
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Aug 04, 2025 Q2 2025 |
29,392
shares
|
$1.49 Million
0.56% of portfolio
|
Q2 2025
New holding
|
|
|
Bka Wealth Consulting, Inc.
|
Oct 21, 2025 Q3 2025 |
28,693
shares
|
$1.45 Million
1.35% of portfolio
|
Q3 2025
Added 12.29%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
28,385
shares
|
$1.44 Million
0.1% of portfolio
|
Q2 2025
Added 12.05%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
28,136
shares
|
$1.43 Million
0.07% of portfolio
|
Q2 2025
Added 363.37%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
28,124
shares
|
$1.43 Million
0.26% of portfolio
|
Q1 2025
Reduced 45.52%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
28,104
shares
|
$1.42 Million
0.02% of portfolio
|
Q3 2025
Added 86.33%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
27,974
shares
|
$1.42 Million
0.06% of portfolio
|
Q2 2025
Added 243.87%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
27,626
shares
|
$1.4 Million
0.02% of portfolio
|
Q3 2025
Added 9.81%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Oct 20, 2025 Q3 2025 |
27,536
shares
|
$1.4 Million
0.29% of portfolio
|
Q3 2025
Reduced 91.93%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 22, 2025 Q3 2025 |
27,069
shares
|
$1.37 Million
0.27% of portfolio
|
Q3 2025
Added 25.98%
|
|
|
5 T Wealth, LLC
Napa, CA |
Oct 17, 2025 Q3 2025 |
26,952
shares
|
$1.37 Million
0.59% of portfolio
|
Q3 2025
New holding
|