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 325 institutions that hold shares in the stock, with a total of 34.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.75 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
2,659,326
shares
|
$133 Million
0.06% of portfolio
|
Q4 2024
Added 6.09%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
2,008,629
shares
|
$101 Million
0.09% of portfolio
|
Q4 2024
Added 10.51%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
1,260,793
shares
|
$63.3 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
1,115,291
shares
|
$56 Million
0.11% of portfolio
|
Q4 2024
Added 45.2%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
999,722
shares
|
$50.2 Million
0.07% of portfolio
|
Q4 2024
Added 147.45%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
924,781
shares
|
$46.4 Million
1.1% of portfolio
|
Q4 2024
Added 9.62%
|
|
|
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%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
785,464
shares
|
$39.4 Million
0.01% of portfolio
|
Q4 2024
Added 9.06%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
735,933
shares
|
$36.9 Million
0.96% of portfolio
|
Q4 2024
New holding
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
682,905
shares
|
$34.3 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
593,711
shares
|
$29.8 Million
0.08% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Wealthfront Advisers LLC
|
Feb 07, 2025 Q4 2024 |
592,590
shares
|
$29.7 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
551,877
shares
|
$27.7 Million
0.28% of portfolio
|
Q4 2024
Added 25.27%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
521,262
shares
|
$26.2 Million
0.01% of portfolio
|
Q4 2024
Added 64.88%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
519,223
shares
|
$26 Million
0.65% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Asio Capital, LLC
|
Jan 21, 2025 Q4 2024 |
518,525
shares
|
$26 Million
5.16% of portfolio
|
Q4 2024
Added 11.82%
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
504,584
shares
|
$25.3 Million
7.03% of portfolio
|
Q4 2024
Added 11.11%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
494,780
shares
|
$24.8 Million
0.9% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Smith & Howard Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
478,177
shares
|
$24 Million
6.8% of portfolio
|
Q4 2024
Added 54.47%
|
|
|
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%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Feb 12, 2025 Q4 2024 |
395,118
shares
|
$19.8 Million
8.3% of portfolio
|
Q4 2024
Added 51.72%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Feb 05, 2025 Q4 2024 |
388,265
shares
|
$19.5 Million
2.56% of portfolio
|
Q4 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
388,161
shares
|
$19.5 Million
0.07% of portfolio
|
Q4 2024
Added 3.04%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
378,197
shares
|
$19 Million
0.04% of portfolio
|
Q4 2024
Added 93.35%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
351,920
shares
|
$17.7 Million
1.75% of portfolio
|
Q4 2024
Added 9.23%
|