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 |
|---|---|---|---|---|---|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
2,473
shares
|
$124,663
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Aug 06, 2025 Q2 2025 |
2,300
shares
|
$115,942
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
2,300
shares
|
$115,942
0.06% of portfolio
|
Q2 2025
Added 360.0%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
2,091
shares
|
$105,407
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
2,010
shares
|
$101,324
0.07% of portfolio
|
Q2 2025
Added 6.35%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Jul 29, 2025 Q2 2025 |
1,797
shares
|
$90,586
0.04% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,791
shares
|
$90,284
0.0% of portfolio
|
Q2 2025
Reduced 82.01%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
1,740
shares
|
$87,713
0.03% of portfolio
|
Q2 2025
Added 698.17%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
1,577
shares
|
$79,496
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
1,509
shares
|
$76,068
0.04% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
1,374
shares
|
$69,263
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,374
shares
|
$69,263
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
1,260
shares
|
$63,516
0.0% of portfolio
|
Q2 2025
Reduced 10.13%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,165
shares
|
$58,727
0.04% of portfolio
|
Q2 2024
Added 62.94%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
1,118
shares
|
$56,358
0.01% of portfolio
|
Q2 2025
Added 11.91%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
1,059
shares
|
$53,384
0.02% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
1,022
shares
|
$51,519
0.0% of portfolio
|
Q2 2025
Reduced 8.01%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 30, 2025 Q2 2025 |
977
shares
|
$49,250
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
739
shares
|
$37,252
0.0% of portfolio
|
Q2 2025
Added 188.67%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
565
shares
|
$28,481
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
565
shares
|
$28,481
0.01% of portfolio
|
Q1 2025
Reduced 50.91%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
500
shares
|
$25,205
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
390
shares
|
$19,659
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
362
shares
|
$18,248
0.01% of portfolio
|
Q1 2025
Reduced 25.36%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
193
shares
|
$9,729
0.0% of portfolio
|
Q2 2025
New holding
|