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 |
|---|---|---|---|---|---|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Aug 14, 2025 Q2 2025 |
32,623
shares
|
$1.64 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
32,472
shares
|
$1.64 Million
0.3% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
32,421
shares
|
$1.63 Million
0.01% of portfolio
|
Q2 2025
Added 5.33%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
31,740
shares
|
$1.6 Million
0.11% of portfolio
|
Q2 2025
Reduced 8.11%
|
|
|
Crumly & Associates Inc.
|
Jul 02, 2025 Q2 2025 |
31,541
shares
|
$1.59 Million
0.47% of portfolio
|
Q2 2025
Reduced 12.95%
|
|
|
Kooman & Associates
Altoona, PA |
Jul 16, 2025 Q2 2025 |
31,373
shares
|
$1.58 Million
0.53% of portfolio
|
Q2 2025
Reduced 7.57%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
31,036
shares
|
$1.56 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
30,875
shares
|
$1.56 Million
0.19% of portfolio
|
Q2 2025
Added 12.47%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Aug 13, 2025 Q2 2025 |
30,546
shares
|
$1.54 Million
0.89% of portfolio
|
Q2 2025
Added 267.36%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
29,755
shares
|
$1.5 Million
0.04% of portfolio
|
Q2 2025
Reduced 33.84%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
29,560
shares
|
$1.49 Million
0.12% of portfolio
|
Q2 2025
Added 172.14%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
29,400
shares
|
$1.48 Million
0.0% of portfolio
|
Q2 2025
Reduced 73.63%
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Aug 04, 2025 Q2 2025 |
29,392
shares
|
$1.48 Million
0.56% of portfolio
|
Q2 2025
New holding
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
29,353
shares
|
$1.48 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
28,385
shares
|
$1.43 Million
0.1% of portfolio
|
Q2 2025
Added 12.05%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
28,136
shares
|
$1.42 Million
0.07% of portfolio
|
Q2 2025
Added 363.37%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
28,124
shares
|
$1.42 Million
0.26% of portfolio
|
Q1 2025
Reduced 45.52%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
27,974
shares
|
$1.41 Million
0.06% of portfolio
|
Q2 2025
Added 243.87%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
26,362
shares
|
$1.33 Million
0.47% of portfolio
|
Q1 2024
New holding
|
|
|
Summit X, LLC
Chesterfield, MO |
Aug 07, 2025 Q2 2025 |
26,258
shares
|
$1.32 Million
0.25% of portfolio
|
Q2 2025
Reduced 3.7%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Aug 07, 2025 Q2 2025 |
25,915
shares
|
$1.31 Million
0.14% of portfolio
|
Q2 2025
Reduced 44.16%
|
|
|
Bka Wealth Consulting, Inc.
|
Jul 15, 2025 Q2 2025 |
25,553
shares
|
$1.29 Million
1.27% of portfolio
|
Q2 2025
Added 16.86%
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
25,508
shares
|
$1.29 Million
0.24% of portfolio
|
Q2 2025
Added 4.2%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
25,462
shares
|
$1.28 Million
0.03% of portfolio
|
Q2 2025
Added 145.61%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
25,157
shares
|
$1.27 Million
0.02% of portfolio
|
Q2 2025
Added 24.87%
|