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 223 institutions that hold shares in the stock, with a total of 19.7 Million shares, which have been reported (via 13F filing form) to have a value of $995 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Lwm Advisory Services, LLC
Plantation, FL |
May 09, 2024 Q1 2024 |
123,185
shares
|
$6.21 Million
4.31% of portfolio
|
Q1 2024
Added 9.11%
|
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
Apr 23, 2024 Q1 2024 |
120,109
shares
|
$6.05 Million
3.61% of portfolio
|
Q1 2024
New holding
|
|
Baron Silver Stevens Financial Advisors, LLC
|
May 02, 2024 Q1 2024 |
117,646
shares
|
$5.93 Million
1.15% of portfolio
|
Q1 2024
Added 20.09%
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
115,801
shares
|
$5.83 Million
2.59% of portfolio
|
Q1 2024
Added 5.33%
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
108,061
shares
|
$5.44 Million
0.01% of portfolio
|
Q1 2024
Added 396.49%
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 02, 2024 Q1 2024 |
107,127
shares
|
$5.4 Million
0.17% of portfolio
|
Q1 2024
New holding
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
99,964
shares
|
$5.04 Million
0.01% of portfolio
|
Q1 2024
Added 10.36%
|
|
Apexium Financial, LP
|
Apr 19, 2024 Q1 2024 |
99,060
shares
|
$4.99 Million
0.42% of portfolio
|
Q1 2024
Added 2.1%
|
|
1900 Wealth Management LLC
|
Apr 24, 2024 Q1 2024 |
93,873
shares
|
$4.73 Million
0.45% of portfolio
|
Q1 2024
Added 58.56%
|
|
Keudell
|
May 07, 2024 Q1 2024 |
91,169
shares
|
$4.59 Million
1.4% of portfolio
|
Q1 2024
Added 3.07%
|
|
Cva Family Office, LLC
|
Apr 10, 2024 Q1 2024 |
87,995
shares
|
$4.43 Million
0.81% of portfolio
|
Q1 2024
Added 27.51%
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
81,448
shares
|
$4.1 Million
0.03% of portfolio
|
Q1 2024
Added 17.65%
|
|
Brio Consultants, LLC
|
Apr 29, 2024 Q1 2024 |
79,846
shares
|
$4.02 Million
0.69% of portfolio
|
Q1 2024
Added 4.16%
|
|
Tru Wealth Advisors, LLC
|
Apr 15, 2024 Q1 2024 |
76,580
shares
|
$3.86 Million
0.27% of portfolio
|
Q1 2024
New holding
|
|
Resonant Capital Advisors, LLC
|
May 01, 2024 Q1 2024 |
76,169
shares
|
$3.84 Million
0.33% of portfolio
|
Q1 2024
Added 0.59%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
71,673
shares
|
$3.61 Million
0.01% of portfolio
|
Q1 2024
New holding
|
|
Riversedge Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
69,959
shares
|
$3.52 Million
0.87% of portfolio
|
Q1 2024
Added 164.51%
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2024 Q1 2024 |
69,322
shares
|
$3.49 Million
0.3% of portfolio
|
Q1 2024
Added 42.14%
|
|
Landmark Wealth Management, LLC
|
Apr 24, 2024 Q1 2024 |
69,108
shares
|
$3.48 Million
1.62% of portfolio
|
Q1 2024
Added 6.03%
|
|
Galvin, Gaustad & Stein, LLC
|
Apr 15, 2024 Q1 2024 |
68,578
shares
|
$3.45 Million
0.34% of portfolio
|
Q1 2024
Added 5.09%
|
|
First Horizon Advisors, Inc.
|
Apr 26, 2024 Q1 2024 |
65,316
shares
|
$3.29 Million
0.1% of portfolio
|
Q1 2024
Reduced 1.17%
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
64,048
shares
|
$3.23 Million
0.04% of portfolio
|
Q1 2024
Added 12.49%
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
May 22, 2024 Q1 2024 |
63,111
shares
|
$3.18 Million
2.43% of portfolio
|
Q1 2024
Added 6.6%
|
|
Clearwater Capital Advisors, LLC
|
May 09, 2024 Q1 2024 |
62,090
shares
|
$3.13 Million
0.35% of portfolio
|
Q1 2024
Added 86.31%
|
|
Vicus Capital
State College, PA |
Apr 17, 2024 Q1 2024 |
57,424
shares
|
$2.89 Million
0.27% of portfolio
|
Q1 2024
Added 0.16%
|