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 275 institutions that hold shares in the stock, with a total of 26.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
2,506,748
shares
|
$126 Million
0.06% of portfolio
|
Q3 2024
Added 18.66%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
1,817,586
shares
|
$91.2 Million
0.08% of portfolio
|
Q3 2024
Added 60.71%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
914,793
shares
|
$45.9 Million
0.06% of portfolio
|
Q3 2024
Added 7.18%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
843,601
shares
|
$42.3 Million
1.02% of portfolio
|
Q3 2024
Added 9.4%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
768,550
shares
|
$38.6 Million
0.09% of portfolio
|
Q3 2024
Added 5.2%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
720,211
shares
|
$36.1 Million
0.01% of portfolio
|
Q3 2024
Added 10.79%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
578,149
shares
|
$29 Million
0.08% of portfolio
|
Q3 2024
Added 2.99%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
528,251
shares
|
$26.5 Million
0.65% of portfolio
|
Q3 2024
Added 16.87%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
482,682
shares
|
$24.2 Million
0.89% of portfolio
|
Q3 2024
Reduced 11.69%
|
|
|
Asio Capital, LLC
|
Oct 10, 2024 Q3 2024 |
463,702
shares
|
$23.3 Million
4.69% of portfolio
|
Q3 2024
Added 13.58%
|
|
|
Collective Family Office LLC
|
Oct 04, 2024 Q3 2024 |
454,133
shares
|
$22.8 Million
6.4% of portfolio
|
Q3 2024
Added 12.82%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
440,535
shares
|
$22.1 Million
0.23% of portfolio
|
Q3 2024
Added 15.15%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
407,159
shares
|
$20.4 Million
0.21% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
404,255
shares
|
$20.3 Million
0.01% of portfolio
|
Q3 2024
Added 40.09%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
404,012
shares
|
$20.3 Million
0.03% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
376,696
shares
|
$18.9 Million
0.07% of portfolio
|
Q3 2024
Added 10.11%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
360,774
shares
|
$18.1 Million
0.03% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
322,192
shares
|
$16.2 Million
1.7% of portfolio
|
Q3 2024
Added 48.59%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
316,146
shares
|
$15.9 Million
0.0% of portfolio
|
Q3 2024
Added 236.94%
|
|
|
Smith & Howard Wealth Management, LLC
|
Oct 23, 2024 Q3 2024 |
309,559
shares
|
$15.5 Million
4.49% of portfolio
|
Q3 2024
Added 9.77%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
306,940
shares
|
$15.4 Million
0.02% of portfolio
|
Q3 2024
Added 12.38%
|
|
|
All Gen Financial Advisors, Inc.
Orlando, FL |
Oct 24, 2024 Q3 2024 |
303,185
shares
|
$15.2 Million
5.05% of portfolio
|
Q3 2024
Reduced 10.03%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
302,158
shares
|
$15.2 Million
3.95% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
296,315
shares
|
$14.9 Million
2.84% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
287,924
shares
|
$14.4 Million
0.19% of portfolio
|
Q3 2024
Added 15.3%
|