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 |
|---|---|---|---|---|---|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
14,193
shares
|
$695,598
0.13% of portfolio
|
Q3 2024
Added 1170.64%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
14,180
shares
|
$694,961
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
14,114
shares
|
$691,727
0.0% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Apr 09, 2025 Q1 2025 |
14,047
shares
|
$688,443
0.21% of portfolio
|
Q1 2025
Reduced 9.26%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
14,029
shares
|
$687,561
0.02% of portfolio
|
Q1 2025
Added 276.92%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
14,009
shares
|
$686,581
0.03% of portfolio
|
Q2 2024
Added 99.87%
|
|
|
Pennsylvania Capital Management Inc
|
Jan 24, 2025 Q4 2024 |
13,703
shares
|
$671,584
0.25% of portfolio
|
Q4 2024
Reduced 25.05%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
13,660
shares
|
$669,476
0.04% of portfolio
|
Q3 2024
Added 8.34%
|
|
|
Ggm Financials LLC
Columbus, OH |
Apr 11, 2025 Q1 2025 |
13,610
shares
|
$667,026
0.46% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
13,475
shares
|
$660,409
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
13,415
shares
|
$657,469
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Carthy & Cox
Marysville, OH |
Apr 14, 2025 Q1 2025 |
13,313
shares
|
$652,470
0.29% of portfolio
|
Q1 2025
Added 191.76%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
13,004
shares
|
$637,326
0.03% of portfolio
|
Q4 2024
Reduced 13.42%
|
|
|
Ferguson Shapiro LLC
|
Jan 23, 2025 Q4 2024 |
12,872
shares
|
$630,856
0.38% of portfolio
|
Q4 2024
Added 28.37%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Jan 30, 2025 Q4 2024 |
12,105
shares
|
$593,266
0.21% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Perennial Advisors, LLC
New York, NY |
Apr 14, 2025 Q1 2025 |
11,875
shares
|
$581,993
0.12% of portfolio
|
Q1 2025
Reduced 31.26%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
11,838
shares
|
$580,180
0.19% of portfolio
|
Q4 2024
Added 38.6%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Feb 10, 2025 Q4 2024 |
11,825
shares
|
$579,543
0.28% of portfolio
|
Q4 2024
Reduced 9.5%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
11,761
shares
|
$576,406
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Swmg, LLC
Fort Worth, TX |
Jan 23, 2025 Q4 2024 |
11,263
shares
|
$551,999
0.23% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Financial Strategies Group, Inc.
|
Jan 24, 2025 Q4 2024 |
11,234
shares
|
$550,578
0.13% of portfolio
|
Q4 2024
Added 9.5%
|
|
|
Friday Financial
Dubuque, IA |
Feb 11, 2025 Q4 2024 |
11,174
shares
|
$547,637
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
10,928
shares
|
$535,581
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
10,610
shares
|
$519,996
0.0% of portfolio
|
Q4 2024
Added 16.67%
|
|
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
Feb 10, 2025 Q4 2024 |
10,600
shares
|
$519,506
0.5% of portfolio
|
Q4 2024
New holding
|