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 |
|---|---|---|---|---|---|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
47,075
shares
|
$2.37 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
45,155
shares
|
$2.28 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
44,986
shares
|
$2.27 Million
0.29% of portfolio
|
Q2 2025
Added 129.74%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
44,757
shares
|
$2.26 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jul 18, 2025 Q2 2025 |
43,210
shares
|
$2.18 Million
0.27% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
42,337
shares
|
$2.13 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
40,248
shares
|
$2.03 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.3%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
39,967
shares
|
$2.01 Million
0.35% of portfolio
|
Q2 2025
Added 9.1%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
39,674
shares
|
$2 Million
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
39,340
shares
|
$1.98 Million
0.11% of portfolio
|
Q2 2025
Reduced 68.57%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
39,292
shares
|
$1.98 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Jul 03, 2025 Q2 2025 |
38,824
shares
|
$1.96 Million
1.07% of portfolio
|
Q2 2025
Added 49.38%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
38,620
shares
|
$1.95 Million
0.02% of portfolio
|
Q2 2025
Added 2.37%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
38,503
shares
|
$1.94 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
38,119
shares
|
$1.92 Million
0.08% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
38,095
shares
|
$1.92 Million
0.15% of portfolio
|
Q1 2025
Added 12.27%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
38,051
shares
|
$1.92 Million
0.31% of portfolio
|
Q2 2025
Reduced 7.87%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Aug 13, 2025 Q2 2025 |
36,708
shares
|
$1.85 Million
0.51% of portfolio
|
Q2 2025
Added 21.24%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
36,068
shares
|
$1.82 Million
0.05% of portfolio
|
Q2 2025
Added 360.76%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
35,027
shares
|
$1.77 Million
0.03% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
34,750
shares
|
$1.75 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Presidio Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
34,634
shares
|
$1.75 Million
0.67% of portfolio
|
Q2 2025
Added 52.69%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
34,256
shares
|
$1.73 Million
0.12% of portfolio
|
Q2 2025
Added 6.14%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
34,137
shares
|
$1.72 Million
1.68% of portfolio
|
Q4 2024
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
32,959
shares
|
$1.66 Million
0.14% of portfolio
|
Q2 2025
Reduced 1.66%
|