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 |
|---|---|---|---|---|---|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
126,703
shares
|
$6.39 Million
1.18% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
126,495
shares
|
$6.38 Million
0.37% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Brio Consultants, LLC
|
Aug 07, 2025 Q2 2025 |
126,451
shares
|
$6.37 Million
0.94% of portfolio
|
Q2 2025
Added 4.4%
|
|
|
21 West Wealth Management LLC
Tustin, CA |
Jul 08, 2025 Q2 2025 |
125,591
shares
|
$6.33 Million
6.29% of portfolio
|
Q2 2025
New holding
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Aug 08, 2025 Q2 2025 |
124,825
shares
|
$6.29 Million
2.78% of portfolio
|
Q2 2025
Added 3.63%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
May 13, 2025 Q1 2025 |
123,775
shares
|
$6.24 Million
1.48% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
122,549
shares
|
$6.18 Million
0.52% of portfolio
|
Q2 2025
Added 327.27%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
120,434
shares
|
$6.07 Million
0.03% of portfolio
|
Q2 2025
Added 30.3%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
119,990
shares
|
$6.05 Million
0.86% of portfolio
|
Q2 2025
Reduced 11.57%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
118,898
shares
|
$5.99 Million
0.04% of portfolio
|
Q2 2025
Added 271.52%
|
|
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
Jul 17, 2025 Q2 2025 |
117,149
shares
|
$5.91 Million
1.95% of portfolio
|
Q2 2025
Added 2.81%
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
116,887
shares
|
$5.89 Million
0.34% of portfolio
|
Q2 2025
Reduced 11.56%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
115,801
shares
|
$5.84 Million
2.59% of portfolio
|
Q1 2024
Added 5.33%
|
|
|
Bridgewater Advisors Inc.
|
Aug 05, 2025 Q2 2025 |
112,941
shares
|
$5.69 Million
0.44% of portfolio
|
Q2 2025
New holding
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
112,501
shares
|
$5.67 Million
0.73% of portfolio
|
Q2 2025
Added 68.91%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
106,948
shares
|
$5.39 Million
1.26% of portfolio
|
Q2 2025
Added 6.92%
|
|
|
Beta Wealth Group, Inc.
|
Aug 08, 2025 Q2 2025 |
105,572
shares
|
$5.32 Million
2.84% of portfolio
|
Q2 2025
Reduced 48.24%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
104,609
shares
|
$5.27 Million
0.01% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
103,610
shares
|
$5.22 Million
0.12% of portfolio
|
Q2 2025
Added 141.85%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
101,603
shares
|
$5.12 Million
0.02% of portfolio
|
Q2 2025
Added 88.54%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
101,012
shares
|
$5.09 Million
0.01% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 18, 2025 Q2 2025 |
100,576
shares
|
$5.07 Million
1.16% of portfolio
|
Q2 2025
Added 16.67%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
98,229
shares
|
$4.95 Million
1.78% of portfolio
|
Q2 2025
Reduced 4.07%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Aug 12, 2025 Q2 2025 |
97,953
shares
|
$4.94 Million
0.1% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
97,178
shares
|
$4.9 Million
0.01% of portfolio
|
Q2 2025
Added 368.4%
|