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 |
|---|---|---|---|---|---|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
17,115
shares
|
$858,488
0.41% of portfolio
|
Q1 2024
New holding
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2024 Q3 2024 |
16,915
shares
|
$848,456
0.04% of portfolio
|
Q3 2024
Reduced 14.05%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
16,872
shares
|
$846,299
0.48% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
16,552
shares
|
$830,248
0.05% of portfolio
|
Q3 2024
Added 9.7%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
16,543
shares
|
$829,796
0.16% of portfolio
|
Q3 2024
Added 14.45%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
16,450
shares
|
$825,132
0.09% of portfolio
|
Q3 2024
Added 85.5%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
16,139
shares
|
$809,532
0.02% of portfolio
|
Q3 2024
Added 15.65%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
15,917
shares
|
$798,396
0.01% of portfolio
|
Q2 2024
Reduced 0.06%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 22, 2024 Q3 2024 |
15,872
shares
|
$796,139
0.16% of portfolio
|
Q3 2024
Added 11.11%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
15,840
shares
|
$794,534
0.32% of portfolio
|
Q3 2024
Added 13.75%
|
|
|
Ggm Financials LLC
Columbus, OH |
Oct 31, 2024 Q3 2024 |
15,636
shares
|
$784,301
0.69% of portfolio
|
Q3 2024
Reduced 5.01%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
15,019
shares
|
$753,353
0.02% of portfolio
|
Q3 2024
Added 40.6%
|
|
|
Presidio Capital Management, LLC
|
Oct 31, 2024 Q3 2024 |
15,014
shares
|
$753,102
0.5% of portfolio
|
Q3 2024
Added 30.55%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
14,860
shares
|
$745,377
0.04% of portfolio
|
Q3 2024
Added 85.52%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
14,725
shares
|
$738,606
0.66% of portfolio
|
Q3 2022
Reduced 10.89%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
14,193
shares
|
$711,920
0.13% of portfolio
|
Q3 2024
Added 1170.64%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
14,180
shares
|
$711,268
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Perennial Advisors, LLC
New York, NY |
Jul 23, 2024 Q2 2024 |
14,100
shares
|
$707,256
0.16% of portfolio
|
Q2 2024
Added 1.08%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
14,009
shares
|
$702,691
0.03% of portfolio
|
Q2 2024
Added 99.87%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
13,952
shares
|
$699,832
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
13,909
shares
|
$697,675
0.0% of portfolio
|
Q3 2024
Added 14.33%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
13,660
shares
|
$685,185
0.04% of portfolio
|
Q3 2024
Added 8.34%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
13,066
shares
|
$655,390
0.31% of portfolio
|
Q3 2024
Added 17.06%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
12,984
shares
|
$651,277
0.05% of portfolio
|
Q3 2024
Added 49.55%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
12,737
shares
|
$638,887
0.09% of portfolio
|
Q3 2024
Added 144.94%
|