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 |
---|---|---|---|---|---|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
34,540
shares
|
$1.7 Million
0.13% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
34,523
shares
|
$1.7 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.63%
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
34,137
shares
|
$1.68 Million
1.68% of portfolio
|
Q4 2024
New holding
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
32,959
shares
|
$1.62 Million
0.14% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
32,557
shares
|
$1.6 Million
0.36% of portfolio
|
Q1 2025
Added 2.13%
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
32,421
shares
|
$1.6 Million
0.01% of portfolio
|
Q2 2025
Added 5.33%
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
32,294
shares
|
$1.59 Million
0.01% of portfolio
|
Q1 2025
Reduced 64.96%
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
32,274
shares
|
$1.59 Million
0.12% of portfolio
|
Q1 2025
Added 81.26%
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
32,003
shares
|
$1.58 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
Crumly & Associates Inc.
|
Jul 02, 2025 Q2 2025 |
31,541
shares
|
$1.55 Million
0.47% of portfolio
|
Q2 2025
Reduced 12.95%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
31,493
shares
|
$1.55 Million
0.0% of portfolio
|
Q1 2025
Added 37.05%
|
|
Kooman & Associates
Altoona, PA |
Jul 16, 2025 Q2 2025 |
31,373
shares
|
$1.54 Million
0.53% of portfolio
|
Q2 2025
Reduced 7.57%
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
31,100
shares
|
$1.53 Million
0.16% of portfolio
|
Q1 2025
Reduced 19.13%
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Apr 28, 2025 Q1 2025 |
30,277
shares
|
$1.49 Million
0.47% of portfolio
|
Q1 2025
Added 9.78%
|
|
Financial Connections Group, Inc.
|
May 09, 2025 Q1 2025 |
29,962
shares
|
$1.47 Million
0.67% of portfolio
|
Q1 2025
Reduced 28.6%
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
29,755
shares
|
$1.46 Million
0.04% of portfolio
|
Q2 2025
Reduced 33.84%
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
29,584
shares
|
$1.46 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
29,560
shares
|
$1.45 Million
0.12% of portfolio
|
Q2 2025
Added 172.14%
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
29,353
shares
|
$1.44 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
28,682
shares
|
$1.41 Million
0.14% of portfolio
|
Q1 2025
Added 20.2%
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
28,124
shares
|
$1.38 Million
0.26% of portfolio
|
Q1 2025
Reduced 45.52%
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
27,452
shares
|
$1.35 Million
0.2% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
Summit X, LLC
Chesterfield, MO |
May 02, 2025 Q1 2025 |
27,267
shares
|
$1.34 Million
0.3% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
26,362
shares
|
$1.3 Million
0.47% of portfolio
|
Q1 2024
New holding
|
|
Bka Wealth Consulting, Inc.
|
Jul 15, 2025 Q2 2025 |
25,553
shares
|
$1.26 Million
1.27% of portfolio
|
Q2 2025
Added 16.86%
|