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 |
|---|---|---|---|---|---|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
15,746
shares
|
$778,639
0.25% of portfolio
|
Q1 2025
Reduced 93.94%
|
|
|
Strong Box Wealth, LLC
|
May 13, 2025 Q1 2025 |
15,447
shares
|
$763,854
0.34% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
15,425
shares
|
$762,766
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
15,202
shares
|
$751,738
0.37% of portfolio
|
Q1 2025
Added 28.56%
|
|
|
Forum Private Client Group LLC
|
May 01, 2025 Q1 2025 |
14,808
shares
|
$732,255
0.32% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
14,725
shares
|
$728,151
0.66% of portfolio
|
Q3 2022
Reduced 10.89%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
14,636
shares
|
$723,750
0.15% of portfolio
|
Q1 2025
Reduced 8.24%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
14,579
shares
|
$720,931
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Washington Trust Bank
|
Apr 29, 2025 Q1 2025 |
14,309
shares
|
$707,580
0.07% of portfolio
|
Q1 2025
Added 85.35%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
14,300
shares
|
$707,135
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
14,269
shares
|
$705,602
0.15% of portfolio
|
Q2 2024
Reduced 93.56%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
14,193
shares
|
$701,843
0.13% of portfolio
|
Q3 2024
Added 1170.64%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
14,180
shares
|
$701,201
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Apr 09, 2025 Q1 2025 |
14,047
shares
|
$694,624
0.21% of portfolio
|
Q1 2025
Reduced 9.26%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
14,029
shares
|
$693,734
0.02% of portfolio
|
Q1 2025
Added 276.92%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
14,009
shares
|
$692,745
0.03% of portfolio
|
Q2 2024
Added 99.87%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
May 06, 2025 Q1 2025 |
13,937
shares
|
$689,184
0.24% of portfolio
|
Q1 2025
Added 17.73%
|
|
|
Ggm Financials LLC
Columbus, OH |
Apr 11, 2025 Q1 2025 |
13,610
shares
|
$673,014
0.46% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
Marshall Financial Group LLC
|
Apr 16, 2025 Q1 2025 |
13,477
shares
|
$666,437
0.15% of portfolio
|
Q1 2025
Added 170.3%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
13,441
shares
|
$664,657
0.0% of portfolio
|
Q1 2025
Reduced 31.45%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
13,392
shares
|
$662,234
0.03% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
13,360
shares
|
$660,652
0.05% of portfolio
|
Q1 2025
Reduced 10.09%
|
|
|
Ferguson Shapiro LLC
|
Apr 23, 2025 Q1 2025 |
13,330
shares
|
$659,168
0.43% of portfolio
|
Q1 2025
Added 3.56%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Apr 14, 2025 Q1 2025 |
13,313
shares
|
$658,327
0.29% of portfolio
|
Q1 2025
Added 191.76%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
12,852
shares
|
$635,531
0.18% of portfolio
|
Q1 2025
Added 30.4%
|