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 |
---|---|---|---|---|---|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
292,761
shares
|
$14.8 Million
0.3% of portfolio
|
Q2 2025
Added 2.53%
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
292,528
shares
|
$14.7 Million
1.48% of portfolio
|
Q2 2025
New holding
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
284,980
shares
|
$14.4 Million
1.39% of portfolio
|
Q2 2025
Added 24.84%
|
|
Hartford Financial Management Inc.
|
Jul 31, 2025 Q2 2025 |
274,522
shares
|
$13.8 Million
4.11% of portfolio
|
Q2 2025
Reduced 6.58%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
268,757
shares
|
$13.5 Million
0.0% of portfolio
|
Q2 2025
Added 168.23%
|
|
Condor Capital Management
Martinsville, NJ |
Aug 08, 2025 Q2 2025 |
260,231
shares
|
$13.1 Million
1.16% of portfolio
|
Q2 2025
Added 0.15%
|
|
All Gen Financial Advisors, Inc.
Orlando, FL |
Aug 07, 2025 Q2 2025 |
250,195
shares
|
$12.6 Million
3.34% of portfolio
|
Q2 2025
Reduced 12.27%
|
|
Amplius Wealth Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
233,473
shares
|
$11.8 Million
1.18% of portfolio
|
Q2 2025
Reduced 10.19%
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
223,064
shares
|
$11.2 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
Wealth Alliance Advisory Group, LLC
|
Jul 07, 2025 Q2 2025 |
202,077
shares
|
$10.2 Million
2.2% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jul 30, 2025 Q2 2025 |
197,565
shares
|
$9.96 Million
1.0% of portfolio
|
Q2 2025
Reduced 21.45%
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
188,027
shares
|
$9.48 Million
0.22% of portfolio
|
Q2 2025
Reduced 12.92%
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Aug 11, 2025 Q2 2025 |
187,755
shares
|
$9.46 Million
1.09% of portfolio
|
Q2 2025
Added 27.34%
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
183,264
shares
|
$9.24 Million
0.57% of portfolio
|
Q2 2025
Added 6.35%
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
181,103
shares
|
$9.13 Million
0.01% of portfolio
|
Q2 2025
Added 90.66%
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
150,716
shares
|
$7.6 Million
2.04% of portfolio
|
Q3 2024
Added 5.51%
|
|
Oakwell Private Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
150,167
shares
|
$7.57 Million
1.72% of portfolio
|
Q2 2025
Added 4.81%
|
|
Washington Trust Bank
|
Aug 06, 2025 Q2 2025 |
146,599
shares
|
$7.39 Million
0.62% of portfolio
|
Q2 2025
Added 924.52%
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
146,102
shares
|
$7.37 Million
1.17% of portfolio
|
Q2 2025
Reduced 18.68%
|
|
Martin Worley Group
Cottonwood Heights, UT |
Aug 12, 2025 Q2 2025 |
144,916
shares
|
$7.31 Million
3.93% of portfolio
|
Q2 2025
Reduced 4.06%
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
142,500
shares
|
$7.18 Million
0.32% of portfolio
|
Q2 2025
Added 87.35%
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Aug 14, 2025 Q2 2025 |
138,983
shares
|
$7.01 Million
4.96% of portfolio
|
Q2 2025
Added 2.04%
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
137,910
shares
|
$6.95 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
130,374
shares
|
$6.57 Million
0.52% of portfolio
|
Q2 2025
New holding
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
129,788
shares
|
$6.54 Million
0.16% of portfolio
|
Q2 2025
Reduced 24.1%
|