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 256 institutions that hold shares in the stock, with a total of 23.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.21 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jul 19, 2024 Q2 2024 |
14,621
shares
|
$749,472
0.42% of portfolio
|
Q2 2024
Reduced 8.93%
|
|
Capital Advisors Wealth Management, LLC
|
Jul 16, 2024 Q2 2024 |
14,454
shares
|
$740,912
0.14% of portfolio
|
Q2 2024
Added 18.69%
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Aug 13, 2024 Q2 2024 |
14,285
shares
|
$732,249
0.15% of portfolio
|
Q2 2024
Reduced 21.97%
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
14,180
shares
|
$726,866
0.08% of portfolio
|
Q4 2023
New holding
|
|
Perennial Advisors, LLC
New York, NY |
Jul 23, 2024 Q2 2024 |
14,100
shares
|
$722,766
0.16% of portfolio
|
Q2 2024
Added 1.08%
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
14,009
shares
|
$718,101
0.03% of portfolio
|
Q2 2024
Added 99.87%
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 14, 2024 Q2 2024 |
13,955
shares
|
$715,333
0.02% of portfolio
|
Q2 2024
Added 90.41%
|
|
Vista Investment Management
Pittsburgh, PA |
Aug 14, 2024 Q2 2024 |
13,925
shares
|
$713,795
0.3% of portfolio
|
Q2 2024
Added 101.08%
|
|
Arkadios Wealth Advisors
|
Jul 29, 2024 Q2 2024 |
12,608
shares
|
$646,286
0.05% of portfolio
|
Q2 2024
Added 14.08%
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 29, 2024 Q2 2024 |
12,321
shares
|
$631,574
0.26% of portfolio
|
Q2 2024
New holding
|
|
Ferguson Shapiro LLC
|
Aug 02, 2024 Q2 2024 |
12,259
shares
|
$628,396
0.63% of portfolio
|
Q2 2024
Added 0.42%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 16, 2024 Q2 2024 |
12,166
shares
|
$623,629
0.0% of portfolio
|
Q2 2024
Added 9.04%
|
|
Seascape Capital Management
Portsmouth, NH |
Jul 30, 2024 Q2 2024 |
12,000
shares
|
$615,120
0.23% of portfolio
|
Q1 2024
New holding
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 12, 2024 Q2 2024 |
11,602
shares
|
$594,718
0.11% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
Presidio Capital Management, LLC
|
Jul 26, 2024 Q2 2024 |
11,501
shares
|
$589,541
0.41% of portfolio
|
Q2 2024
Added 14.75%
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Aug 09, 2024 Q2 2024 |
11,182
shares
|
$573,189
0.18% of portfolio
|
Q2 2024
Added 0.75%
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 09, 2024 Q2 2024 |
11,162
shares
|
$572,164
0.28% of portfolio
|
Q2 2024
Added 8.25%
|
|
Western Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
10,992
shares
|
$563,449
0.04% of portfolio
|
Q2 2024
Added 2.01%
|
|
Swmg, LLC
Fort Worth, TX |
Aug 14, 2024 Q2 2024 |
10,733
shares
|
$550,173
0.24% of portfolio
|
Q2 2024
Reduced 0.29%
|
|
Dynamic Advisor Solutions LLC
|
Jul 15, 2024 Q2 2024 |
10,682
shares
|
$547,559
0.02% of portfolio
|
Q2 2024
Added 31.36%
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Jul 22, 2024 Q2 2024 |
10,581
shares
|
$542,382
0.02% of portfolio
|
Q1 2024
Added 15.01%
|
|
Financial Strategies Group, Inc.
|
Jul 17, 2024 Q2 2024 |
10,535
shares
|
$540,024
0.13% of portfolio
|
Q2 2024
Reduced 0.72%
|
|
Pennsylvania Capital Management Inc
|
Jul 12, 2024 Q2 2024 |
10,441
shares
|
$535,205
0.2% of portfolio
|
Q2 2024
Reduced 56.76%
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 17, 2024 Q2 2024 |
10,280
shares
|
$526,952
0.15% of portfolio
|
Q1 2024
Added 133.64%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
10,050
shares
|
$515,163
0.0% of portfolio
|
Q2 2024
Added 43.06%
|