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 |
|---|---|---|---|---|---|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
50,045
shares
|
$2.46 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jul 21, 2025 Q2 2025 |
48,645
shares
|
$2.39 Million
1.19% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
47,971
shares
|
$2.36 Million
0.6% of portfolio
|
Q2 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
47,849
shares
|
$2.36 Million
0.01% of portfolio
|
Q2 2025
Added 107.57%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
47,075
shares
|
$2.32 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
47,057
shares
|
$2.32 Million
0.34% of portfolio
|
Q1 2025
Added 30.88%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
46,412
shares
|
$2.28 Million
0.28% of portfolio
|
Q1 2025
Reduced 4.5%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
44,757
shares
|
$2.2 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
44,592
shares
|
$2.19 Million
0.44% of portfolio
|
Q1 2025
Added 23.2%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
43,315
shares
|
$2.13 Million
0.03% of portfolio
|
Q1 2025
Added 20.92%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jul 18, 2025 Q2 2025 |
43,210
shares
|
$2.13 Million
0.27% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
May 15, 2025 Q1 2025 |
42,057
shares
|
$2.07 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
39,967
shares
|
$1.97 Million
0.35% of portfolio
|
Q2 2025
Added 9.1%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
39,674
shares
|
$1.95 Million
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
39,356
shares
|
$1.94 Million
0.01% of portfolio
|
Q1 2025
Reduced 17.24%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
39,340
shares
|
$1.94 Million
0.11% of portfolio
|
Q2 2025
Reduced 68.57%
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Jul 03, 2025 Q2 2025 |
38,824
shares
|
$1.91 Million
1.07% of portfolio
|
Q2 2025
Added 49.38%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
38,095
shares
|
$1.88 Million
0.15% of portfolio
|
Q1 2025
Added 12.27%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
38,051
shares
|
$1.87 Million
0.31% of portfolio
|
Q2 2025
Reduced 7.87%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
37,725
shares
|
$1.86 Million
0.02% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
37,524
shares
|
$1.85 Million
0.47% of portfolio
|
Q1 2025
Added 18.62%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
36,988
shares
|
$1.82 Million
0.03% of portfolio
|
Q1 2025
Reduced 6.56%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
36,922
shares
|
$1.82 Million
0.08% of portfolio
|
Q1 2025
Added 14.3%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
35,372
shares
|
$1.74 Million
0.01% of portfolio
|
Q1 2025
Added 11.34%
|
|
|
Presidio Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
34,634
shares
|
$1.7 Million
0.67% of portfolio
|
Q2 2025
Added 52.69%
|