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 |
|---|---|---|---|---|---|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
6,000
shares
|
$298,260
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Masso Torrence Wealth Management Inc.
|
Apr 22, 2025 Q1 2025 |
6,000
shares
|
$298,260
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
5,951
shares
|
$295,824
0.07% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Apr 25, 2025 Q1 2025 |
5,938
shares
|
$295,177
0.21% of portfolio
|
Q4 2024
Added 6.8%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
5,921
shares
|
$294,332
0.02% of portfolio
|
Q4 2024
Added 50.28%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Jan 31, 2025 Q4 2024 |
5,571
shares
|
$276,934
0.17% of portfolio
|
Q4 2024
Added 33.57%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Feb 21, 2025 Q4 2024 |
5,460
shares
|
$271,416
0.04% of portfolio
|
Q4 2024
Reduced 36.11%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
5,322
shares
|
$264,556
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Apr 17, 2025 Q1 2025 |
5,290
shares
|
$262,965
0.04% of portfolio
|
Q1 2025
Reduced 15.09%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
5,274
shares
|
$262,170
0.04% of portfolio
|
Q4 2024
Reduced 5.31%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
5,269
shares
|
$261,921
0.24% of portfolio
|
Q1 2025
Reduced 3.59%
|
|
|
Bowman & CO S.C.
|
Apr 08, 2025 Q1 2025 |
5,200
shares
|
$258,492
0.13% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Leverty Financial Group, LLC
|
Apr 10, 2025 Q1 2025 |
5,083
shares
|
$252,675
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Apr 28, 2025 Q1 2025 |
4,930
shares
|
$245,070
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Apr 22, 2025 Q1 2025 |
4,839
shares
|
$240,546
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
4,825
shares
|
$239,850
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
4,805
shares
|
$238,856
0.01% of portfolio
|
Q1 2023
Reduced 37.11%
|
|
|
West Oak Capital, LLC
|
Apr 15, 2025 Q1 2025 |
4,700
shares
|
$233,637
0.09% of portfolio
|
Q4 2024
Reduced 70.23%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
4,598
shares
|
$228,566
0.01% of portfolio
|
Q4 2024
Reduced 17.86%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Apr 23, 2025 Q1 2025 |
4,542
shares
|
$225,782
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Feb 12, 2025 Q4 2024 |
4,505
shares
|
$223,943
0.14% of portfolio
|
Q4 2024
Added 28.17%
|
|
|
Blue Investment Partners LLC
Alamo, CA |
Feb 13, 2025 Q4 2024 |
4,468
shares
|
$222,104
0.09% of portfolio
|
Q4 2024
Added 12.94%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Apr 28, 2025 Q1 2025 |
4,333
shares
|
$215,393
0.16% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
4,130
shares
|
$205,302
0.0% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
4,081
shares
|
$202,866
0.0% of portfolio
|
Q1 2025
New holding
|