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 275 institutions that hold shares in the stock, with a total of 26.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
29,625
shares
|
$1.49 Million
0.36% of portfolio
|
Q3 2024
Added 3.44%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
29,338
shares
|
$1.47 Million
0.03% of portfolio
|
Q3 2024
Added 2.3%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
29,258
shares
|
$1.47 Million
0.3% of portfolio
|
Q3 2024
Added 3.52%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Nov 04, 2024 Q3 2024 |
26,362
shares
|
$1.32 Million
0.48% of portfolio
|
Q1 2024
New holding
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
25,475
shares
|
$1.28 Million
0.12% of portfolio
|
Q3 2024
Added 255.1%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
25,430
shares
|
$1.28 Million
0.01% of portfolio
|
Q3 2024
Reduced 14.85%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
24,425
shares
|
$1.23 Million
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
23,837
shares
|
$1.2 Million
0.94% of portfolio
|
Q3 2024
Added 5.57%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
23,075
shares
|
$1.16 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
22,643
shares
|
$1.14 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.36%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
21,893
shares
|
$1.1 Million
0.23% of portfolio
|
Q3 2024
Reduced 28.27%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Oct 24, 2024 Q3 2024 |
21,716
shares
|
$1.09 Million
0.31% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
19,943
shares
|
$1 Million
0.16% of portfolio
|
Q3 2024
Added 167.37%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
19,799
shares
|
$993,117
0.01% of portfolio
|
Q3 2024
Added 33.91%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
19,582
shares
|
$982,233
0.09% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
19,394
shares
|
$972,803
0.26% of portfolio
|
Q3 2024
Reduced 8.32%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
19,133
shares
|
$959,711
0.0% of portfolio
|
Q3 2024
Added 23.38%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
19,001
shares
|
$953,090
0.07% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
18,302
shares
|
$918,028
0.0% of portfolio
|
Q3 2024
Reduced 5.32%
|
|
|
Pennsylvania Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
18,283
shares
|
$917,075
0.34% of portfolio
|
Q3 2024
Added 75.11%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 18, 2024 Q3 2024 |
18,209
shares
|
$913,363
0.22% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Planning Directions Inc
|
Nov 07, 2024 Q3 2024 |
17,976
shares
|
$901,676
0.56% of portfolio
|
Q3 2024
New holding
|
|
|
Bka Wealth Consulting, Inc.
|
Oct 08, 2024 Q3 2024 |
17,559
shares
|
$880,759
0.98% of portfolio
|
Q3 2024
Added 6.02%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
17,505
shares
|
$878,050
0.0% of portfolio
|
Q3 2024
Added 74.18%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
17,168
shares
|
$861,146
0.01% of portfolio
|
Q2 2024
New holding
|