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 327 institutions that hold shares in the stock, with a total of 34.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
19,001
shares
|
$931,239
0.07% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Bernardo Wealth Planning LLC
|
Jan 16, 2025 Q4 2024 |
18,849
shares
|
$923,789
0.22% of portfolio
|
Q4 2024
Added 3.51%
|
|
|
Planning Directions Inc
|
Feb 06, 2025 Q4 2024 |
18,132
shares
|
$888,649
0.53% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
17,805
shares
|
$872,623
0.07% of portfolio
|
Q4 2024
Added 37.13%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
17,694
shares
|
$867,182
0.17% of portfolio
|
Q4 2024
Added 4.87%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jan 24, 2025 Q4 2024 |
17,258
shares
|
$845,814
0.24% of portfolio
|
Q4 2024
Reduced 20.53%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
17,168
shares
|
$841,403
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
17,115
shares
|
$838,806
0.41% of portfolio
|
Q1 2024
New holding
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
16,226
shares
|
$795,236
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Vista Investment Management
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
16,220
shares
|
$794,942
0.33% of portfolio
|
Q4 2024
Added 2.4%
|
|
|
Marion Wealth Management
|
Apr 08, 2025 Q1 2025 |
16,182
shares
|
$793,079
0.22% of portfolio
|
Q1 2025
Added 29.04%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
15,951
shares
|
$781,758
0.16% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
15,933
shares
|
$780,876
0.02% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
15,917
shares
|
$780,092
0.01% of portfolio
|
Q2 2024
Reduced 0.06%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
15,905
shares
|
$779,504
0.0% of portfolio
|
Q4 2024
Reduced 9.14%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
15,425
shares
|
$755,979
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Strong Box Wealth, LLC
|
Jan 14, 2025 Q4 2024 |
15,247
shares
|
$747,255
0.34% of portfolio
|
Q4 2024
Added 108.86%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
15,051
shares
|
$737,649
0.03% of portfolio
|
Q4 2024
Added 531.6%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
15,030
shares
|
$736,620
0.11% of portfolio
|
Q4 2024
Added 188.48%
|
|
|
Capital Advisors Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
14,961
shares
|
$733,238
0.13% of portfolio
|
Q4 2024
Reduced 9.56%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
14,860
shares
|
$728,288
0.05% of portfolio
|
Q3 2024
Added 85.52%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
14,725
shares
|
$721,672
0.66% of portfolio
|
Q3 2022
Reduced 10.89%
|
|
|
Forum Private Client Group LLC
|
Feb 13, 2025 Q4 2024 |
14,549
shares
|
$713,046
0.32% of portfolio
|
Q4 2024
Added 63.9%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
14,300
shares
|
$700,843
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
14,269
shares
|
$699,323
0.15% of portfolio
|
Q2 2024
Reduced 93.56%
|