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 330 institutions that hold shares in the stock, with a total of 36.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.84 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
11,761
shares
|
$584,639
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
11,473
shares
|
$570,322
0.0% of portfolio
|
Q1 2025
Reduced 18.71%
|
|
|
Financial Strategies Group, Inc.
|
Jan 24, 2025 Q4 2024 |
11,234
shares
|
$558,442
0.13% of portfolio
|
Q4 2024
Added 9.5%
|
|
|
Friday Financial
Dubuque, IA |
Apr 22, 2025 Q1 2025 |
11,174
shares
|
$555,459
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Swmg, LLC
Fort Worth, TX |
Apr 28, 2025 Q1 2025 |
11,029
shares
|
$548,251
0.22% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
10,928
shares
|
$543,230
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
10,610
shares
|
$527,423
0.0% of portfolio
|
Q4 2024
Added 16.67%
|
|
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
Apr 24, 2025 Q1 2025 |
10,600
shares
|
$526,926
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
10,581
shares
|
$525,981
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Apr 23, 2025 Q1 2025 |
10,542
shares
|
$524,042
0.12% of portfolio
|
Q1 2025
Added 60.65%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
10,367
shares
|
$515,343
0.01% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
10,300
shares
|
$512,013
0.05% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Apr 22, 2025 Q1 2025 |
10,019
shares
|
$498,044
0.19% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
9,672
shares
|
$480,795
0.02% of portfolio
|
Q4 2024
Added 26.5%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
9,629
shares
|
$478,657
0.03% of portfolio
|
Q4 2024
Added 23.51%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
9,156
shares
|
$455,144
0.17% of portfolio
|
Q1 2025
Reduced 8.71%
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
9,003
shares
|
$447,539
0.04% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Stone Point Wealth LLC
|
Apr 24, 2025 Q1 2025 |
8,977
shares
|
$446,246
0.15% of portfolio
|
Q1 2025
Added 5.48%
|
|
|
Saxon Interests, Inc.
|
Apr 25, 2025 Q1 2025 |
8,890
shares
|
$441,921
0.21% of portfolio
|
Q4 2023
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
8,815
shares
|
$438,193
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
8,792
shares
|
$437,050
0.06% of portfolio
|
Q1 2025
Added 10.58%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
8,694
shares
|
$432,178
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
8,567
shares
|
$425,865
0.01% of portfolio
|
Q1 2025
Reduced 4.6%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
8,499
shares
|
$422,485
0.01% of portfolio
|
Q1 2025
Reduced 7.34%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Apr 23, 2025 Q1 2025 |
8,315
shares
|
$413,338
0.27% of portfolio
|
Q1 2025
New holding
|