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 |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
17,056
shares
|
$839,496
0.09% of portfolio
|
Q1 2025
Reduced 10.58%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
16,955
shares
|
$834,525
0.02% of portfolio
|
Q1 2025
Added 6.41%
|
|
|
Vista Investment Management
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
16,920
shares
|
$832,802
0.35% of portfolio
|
Q1 2025
Added 4.32%
|
|
|
Strong Box Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
16,647
shares
|
$819,365
0.33% of portfolio
|
Q2 2025
Added 7.77%
|
|
|
Divergent Planning, LLC
|
Jul 09, 2025 Q2 2025 |
16,647
shares
|
$819,365
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
16,646
shares
|
$819,316
0.31% of portfolio
|
Q1 2025
Added 24.08%
|
|
|
Marion Wealth Management
|
Apr 08, 2025 Q1 2025 |
16,182
shares
|
$796,478
0.22% of portfolio
|
Q1 2025
Added 29.04%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jul 16, 2025 Q2 2025 |
16,072
shares
|
$791,063
0.67% of portfolio
|
Q2 2025
Reduced 20.99%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
15,917
shares
|
$783,434
0.01% of portfolio
|
Q2 2024
Reduced 0.06%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
15,872
shares
|
$781,219
0.28% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
15,436
shares
|
$759,759
0.01% of portfolio
|
Q2 2025
Reduced 15.92%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
15,202
shares
|
$748,242
0.37% of portfolio
|
Q1 2025
Added 28.56%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
15,083
shares
|
$742,385
0.01% of portfolio
|
Q2 2025
Added 7.51%
|
|
|
Forum Private Client Group LLC
|
May 01, 2025 Q1 2025 |
14,808
shares
|
$728,849
0.32% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
14,725
shares
|
$724,764
0.66% of portfolio
|
Q3 2022
Reduced 10.89%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
14,636
shares
|
$720,383
0.15% of portfolio
|
Q1 2025
Reduced 8.24%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
14,579
shares
|
$717,578
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Carthy & Cox
Marysville, OH |
Jul 15, 2025 Q2 2025 |
14,330
shares
|
$705,322
0.19% of portfolio
|
Q2 2025
Added 7.64%
|
|
|
Washington Trust Bank
|
Apr 29, 2025 Q1 2025 |
14,309
shares
|
$704,288
0.07% of portfolio
|
Q1 2025
Added 85.35%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
14,300
shares
|
$703,846
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
14,269
shares
|
$702,320
0.15% of portfolio
|
Q2 2024
Reduced 93.56%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
14,193
shares
|
$698,579
0.13% of portfolio
|
Q3 2024
Added 1170.64%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
14,180
shares
|
$697,939
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
14,047
shares
|
$691,393
0.19% of portfolio
|
Q1 2025
Reduced 9.26%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
14,009
shares
|
$689,522
0.03% of portfolio
|
Q2 2024
Added 99.87%
|