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 |
|---|---|---|---|---|---|
|
Summit Financial Strategies, Inc.
|
Jul 17, 2025 Q2 2025 |
79,795
shares
|
$3.93 Million
0.4% of portfolio
|
Q2 2025
Reduced 19.5%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
78,973
shares
|
$3.89 Million
0.02% of portfolio
|
Q1 2025
Added 9.4%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
70,444
shares
|
$3.47 Million
0.06% of portfolio
|
Q1 2025
Added 4.21%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
69,380
shares
|
$3.41 Million
0.03% of portfolio
|
Q1 2025
Added 1.58%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
69,069
shares
|
$3.4 Million
0.7% of portfolio
|
Q1 2025
Added 23.46%
|
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Jul 15, 2025 Q2 2025 |
68,652
shares
|
$3.38 Million
2.52% of portfolio
|
Q2 2025
Added 5.13%
|
|
|
Obsidian Personal Planning Solutions LLC
|
May 16, 2025 Q1 2025 |
68,082
shares
|
$3.35 Million
1.53% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 28, 2025 Q1 2025 |
67,794
shares
|
$3.34 Million
0.55% of portfolio
|
Q1 2025
Added 6.05%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
66,606
shares
|
$3.28 Million
0.48% of portfolio
|
Q1 2025
Added 38.86%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
66,196
shares
|
$3.26 Million
0.04% of portfolio
|
Q2 2025
Reduced 28.92%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
May 14, 2025 Q1 2025 |
65,181
shares
|
$3.21 Million
2.19% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Jul 21, 2025 Q2 2025 |
64,306
shares
|
$3.17 Million
4.6% of portfolio
|
Q2 2025
Added 5.85%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
64,283
shares
|
$3.16 Million
0.28% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Jul 17, 2025 Q2 2025 |
60,906
shares
|
$3 Million
1.83% of portfolio
|
Q2 2025
Reduced 3.76%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
58,622
shares
|
$2.89 Million
0.09% of portfolio
|
Q1 2025
Added 3.8%
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
58,200
shares
|
$2.86 Million
1.12% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
57,485
shares
|
$2.83 Million
0.82% of portfolio
|
Q2 2025
Added 265.08%
|
|
|
Galvin, Gaustad & Stein, LLC
|
May 07, 2025 Q1 2025 |
56,653
shares
|
$2.79 Million
0.27% of portfolio
|
Q1 2025
Reduced 13.79%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
55,663
shares
|
$2.74 Million
0.26% of portfolio
|
Q3 2022
Reduced 6.94%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
54,635
shares
|
$2.69 Million
0.06% of portfolio
|
Q4 2024
Added 9.7%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
53,889
shares
|
$2.65 Million
0.01% of portfolio
|
Q1 2025
Added 7.08%
|
|
|
Naviter Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
53,848
shares
|
$2.65 Million
0.33% of portfolio
|
Q1 2025
Added 36.41%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
52,605
shares
|
$2.59 Million
0.12% of portfolio
|
Q1 2025
Added 4.63%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
51,966
shares
|
$2.56 Million
0.07% of portfolio
|
Q1 2025
Reduced 6.74%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jul 14, 2025 Q2 2025 |
51,389
shares
|
$2.53 Million
0.49% of portfolio
|
Q2 2025
Reduced 7.41%
|