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 330 institutions that hold shares in the stock, with a total of 36.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.84 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bernardo Wealth Planning LLC
|
Apr 30, 2025 Q1 2025 |
19,638
shares
|
$976,204
0.23% of portfolio
|
Q1 2025
Added 4.19%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
19,608
shares
|
$974,713
0.0% of portfolio
|
Q4 2024
Reduced 38.58%
|
|
|
Planning Directions Inc
|
Apr 29, 2025 Q1 2025 |
19,489
shares
|
$968,798
0.42% of portfolio
|
Q1 2025
Added 7.48%
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
19,099
shares
|
$949,411
0.09% of portfolio
|
Q4 2024
Reduced 2.47%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
19,001
shares
|
$944,539
0.07% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Apr 24, 2025 Q1 2025 |
18,668
shares
|
$927,986
0.26% of portfolio
|
Q1 2025
Added 8.17%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
18,358
shares
|
$912,576
0.01% of portfolio
|
Q1 2025
Reduced 12.81%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Apr 23, 2025 Q1 2025 |
18,288
shares
|
$909,096
0.19% of portfolio
|
Q1 2025
Added 3.36%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
17,805
shares
|
$885,086
0.07% of portfolio
|
Q4 2024
Added 37.13%
|
|
|
Capital Advisors Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
17,241
shares
|
$857,050
0.15% of portfolio
|
Q1 2025
Added 15.24%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
17,168
shares
|
$853,421
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
17,115
shares
|
$850,786
0.41% of portfolio
|
Q1 2024
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
17,056
shares
|
$847,853
0.09% of portfolio
|
Q1 2025
Reduced 10.58%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
16,226
shares
|
$806,594
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Vista Investment Management
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
16,220
shares
|
$806,296
0.33% of portfolio
|
Q4 2024
Added 2.4%
|
|
|
Marion Wealth Management
|
Apr 08, 2025 Q1 2025 |
16,182
shares
|
$804,407
0.22% of portfolio
|
Q1 2025
Added 29.04%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
15,951
shares
|
$792,924
0.16% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
15,933
shares
|
$792,029
0.02% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
15,917
shares
|
$791,234
0.01% of portfolio
|
Q2 2024
Reduced 0.06%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
15,905
shares
|
$790,637
0.0% of portfolio
|
Q4 2024
Reduced 9.14%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
15,746
shares
|
$782,733
0.25% of portfolio
|
Q1 2025
Reduced 93.94%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
15,425
shares
|
$766,776
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Strong Box Wealth, LLC
|
Jan 14, 2025 Q4 2024 |
15,247
shares
|
$757,928
0.34% of portfolio
|
Q4 2024
Added 108.86%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
15,051
shares
|
$748,185
0.03% of portfolio
|
Q4 2024
Added 531.6%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
15,030
shares
|
$747,141
0.11% of portfolio
|
Q4 2024
Added 188.48%
|