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 381 institutions that hold shares in the stock, with a total of 53.9 Million shares, which have been reported (via 13F filing form) to have a value of $2.72 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
9,084
shares
|
$457,924
0.03% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
9,000
shares
|
$453,689
0.0% of portfolio
|
Q2 2025
Added 12.5%
|
|
|
Saxon Interests, Inc.
|
Jul 17, 2025 Q2 2025 |
8,890
shares
|
$448,144
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Aug 08, 2025 Q2 2025 |
8,811
shares
|
$444,162
0.06% of portfolio
|
Q2 2025
Added 66.56%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
8,707
shares
|
$438,919
0.01% of portfolio
|
Q2 2025
Added 2.45%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
8,612
shares
|
$434,130
0.02% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 10, 2025 Q2 2025 |
8,506
shares
|
$428,787
0.16% of portfolio
|
Q2 2025
Reduced 7.1%
|
|
|
Optima Capital LLC
Portland, OR |
Jul 14, 2025 Q2 2025 |
8,410
shares
|
$423,948
0.22% of portfolio
|
Q2 2025
Added 4.41%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Aug 08, 2025 Q2 2025 |
8,300
shares
|
$418,403
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jul 02, 2025 Q2 2025 |
8,275
shares
|
$417,142
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
8,270
shares
|
$416,890
0.08% of portfolio
|
Q2 2025
Reduced 19.32%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
7,923
shares
|
$399,398
0.0% of portfolio
|
Q2 2025
Added 23.74%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
7,750
shares
|
$390,677
0.0% of portfolio
|
Q2 2025
Reduced 23.68%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
7,481
shares
|
$377,117
0.13% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
7,440
shares
|
$375,050
0.1% of portfolio
|
Q3 2024
Added 67.57%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
7,426
shares
|
$374,344
0.01% of portfolio
|
Q2 2025
Added 81.97%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
7,348
shares
|
$370,412
0.38% of portfolio
|
Q1 2025
Reduced 45.47%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
7,330
shares
|
$369,505
0.03% of portfolio
|
Q2 2025
Reduced 11.57%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
7,220
shares
|
$363,960
0.02% of portfolio
|
Q2 2025
Added 13.2%
|
|
|
Firestone Capital Management
|
Aug 08, 2025 Q2 2025 |
7,172
shares
|
$361,540
0.09% of portfolio
|
Q2 2025
Reduced 7.27%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
7,130
shares
|
$359,423
0.02% of portfolio
|
Q4 2024
Added 16.01%
|
|
|
Boston Family Office LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
6,963
shares
|
$351,004
0.02% of portfolio
|
Q2 2025
Reduced 2.79%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jul 09, 2025 Q2 2025 |
6,905
shares
|
$348,081
0.16% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
6,872
shares
|
$346,417
0.22% of portfolio
|
Q2 2025
Added 58.6%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
6,816
shares
|
$343,594
0.02% of portfolio
|
Q2 2025
New holding
|