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 362 institutions that hold shares in the stock, with a total of 45.9 Million shares, which have been reported (via 13F filing form) to have a value of $2.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
431,977
shares
|
$21.3 Million
0.05% of portfolio
|
Q4 2024
Reduced 27.32%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
421,065
shares
|
$20.7 Million
0.03% of portfolio
|
Q2 2025
Added 7.26%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
May 13, 2025 Q1 2025 |
415,490
shares
|
$20.5 Million
8.72% of portfolio
|
Q1 2025
Added 5.16%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
413,697
shares
|
$20.4 Million
0.03% of portfolio
|
Q1 2025
Added 17.76%
|
|
|
Smith & Howard Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
406,001
shares
|
$20 Million
6.23% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
404,255
shares
|
$19.9 Million
0.01% of portfolio
|
Q3 2024
Added 40.09%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
May 07, 2025 Q1 2025 |
386,515
shares
|
$19 Million
2.64% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
365,641
shares
|
$18 Million
0.2% of portfolio
|
Q2 2025
Added 96.63%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
356,226
shares
|
$17.5 Million
0.82% of portfolio
|
Q1 2025
New holding
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
349,109
shares
|
$17.2 Million
1.64% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
348,460
shares
|
$17.2 Million
0.22% of portfolio
|
Q1 2025
Added 16.23%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jul 16, 2025 Q2 2025 |
341,276
shares
|
$16.8 Million
1.86% of portfolio
|
Q2 2025
Reduced 31.05%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
315,774
shares
|
$15.5 Million
1.38% of portfolio
|
Q1 2025
Reduced 5.28%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
315,077
shares
|
$15.5 Million
3.95% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Cfo4 Life Group, LLC
|
Apr 30, 2025 Q1 2025 |
313,541
shares
|
$15.4 Million
2.79% of portfolio
|
Q1 2025
Added 27.55%
|
|
|
Helen Stephens Group, LLC
|
Jul 02, 2025 Q2 2025 |
311,415
shares
|
$15.3 Million
3.85% of portfolio
|
Q2 2025
Added 21.89%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
305,689
shares
|
$15 Million
2.68% of portfolio
|
Q1 2025
Added 3.51%
|
|
|
Legacy Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
304,871
shares
|
$15 Million
3.06% of portfolio
|
Q1 2025
Added 3.76%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
301,193
shares
|
$14.8 Million
3.61% of portfolio
|
Q2 2025
New holding
|
|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
293,843
shares
|
$14.5 Million
3.2% of portfolio
|
Q1 2025
Added 11.51%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
285,524
shares
|
$14.1 Million
0.33% of portfolio
|
Q1 2025
Added 61.99%
|
|
|
All Gen Financial Advisors, Inc.
Orlando, FL |
May 06, 2025 Q1 2025 |
285,173
shares
|
$14 Million
4.22% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
284,980
shares
|
$14 Million
1.39% of portfolio
|
Q2 2025
Added 24.84%
|
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
259,968
shares
|
$12.8 Million
1.47% of portfolio
|
Q1 2025
New holding
|
|
|
Condor Capital Management
Martinsville, NJ |
May 12, 2025 Q1 2025 |
259,854
shares
|
$12.8 Million
1.25% of portfolio
|
Q1 2025
Added 3.82%
|