Purchases and Sales Made in Q1 2023 in Jp Morgan Tr Mun ETF (De) (JMUB)
This table provides information about the institutional ownership of Jp Morgan Tr Mun ETF (De) (JMUB) during Q1 2023. The information is specifically focused on institutions that hold shares of JP MORGAN TR MUN ETF (DE).
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
523K+ 746.74% |
$25.9M - $26.7M
|
593K
$29.5M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
306K+ 68.13% |
$15.2M - $15.6M
|
755K
$37.6M
|
|
May 15, 2023
Q1 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
294KNew |
$14.6M - $15M
|
294K
$14.6M
|
|
Apr 24, 2023
Q1 2023
|
Asio Capital, LLC
|
BUY
|
- |
219KNew |
$10.8M - $11.2M
|
219K
$10.9M
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
212KNew |
$10.5M - $10.8M
|
212K
$10.6M
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
199K+ 2477.25% |
$9.85M - $10.1M
|
207K
$10.3M
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
112KNew |
$5.56M - $5.73M
|
112K
$5.59M
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
82.6K+ 56.52% |
$4.09M - $4.21M
|
229K
$11.4M
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
46.1K+ 76.45% |
$2.29M - $2.35M
|
106K
$5.31M
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
36.2K+ 302.61% |
$1.79M - $1.85M
|
48.2K
$2.4M
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
33.5K+ 104.13% |
$1.66M - $1.71M
|
65.7K
$3.27M
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
BUY
|
- |
32.1KNew |
$1.59M - $1.64M
|
32.1K
$1.6M
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
BUY
|
- |
28.3K+ 158.28% |
$1.4M - $1.44M
|
46.2K
$2.3M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
23.7K+ 37.09% |
$1.18M - $1.21M
|
87.7K
$4.37M
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
23.2K+ 23.43% |
$1.15M - $1.18M
|
122K
$6.08M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
23.1K+ 37.79% |
$1.15M - $1.18M
|
84.4K
$4.21M
|
|
May 15, 2023
Q1 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
22.3K+ 50.78% |
$1.1M - $1.14M
|
66.1K
$3.29M
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
21.6K+ 48.67% |
$1.07M - $1.1M
|
66K
$3.29M
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
21.3KNew |
$1.06M - $1.09M
|
21.3K
$1.06M
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
15.4K+ 86.64% |
$763K - $786K
|
33.2K
$1.65M
|
|
May 02, 2023
Q1 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
15.1K+ 12.48% |
$747K - $769K
|
136K
$6.76M
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
BUY
|
- |
13KNew |
$644K - $663K
|
13K
$648K
|
|
May 15, 2023
Q1 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
13K+ 48.85% |
$642K - $661K
|
39.5K
$1.97M
|
|
Apr 18, 2023
Q1 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
12.5K+ 8.89% |
$620K - $638K
|
153K
$7.64M
|
|
Apr 17, 2023
Q1 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
11.1K+ 21.73% |
$548K - $564K
|
61.9K
$3.09M
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
11.1K+ 8.43% |
$548K - $564K
|
142K
$7.09M
|
|
Apr 28, 2023
Q1 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
9.88KNew |
$490K - $504K
|
9.88K
$493K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.66K+ 51.77% |
$479K - $493K
|
28.3K
$1.41M
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
9.53KNew |
$473K - $486K
|
9.53K
$475K
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
9.06KNew |
$449K - $462K
|
9.06K
$452K
|
|
Apr 17, 2023
Q1 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
7.79K+ 15.32% |
$386K - $397K
|
58.6K
$2.92M
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.88KNew |
$341K - $351K
|
6.88K
$343K
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
6.77K+ 16.93% |
$336K - $345K
|
46.7K
$2.33M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.59K+ 2.31% |
$326K - $336K
|
291K
$14.5M
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
6.43KNew |
$319K - $328K
|
6.43K
$321K
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
5.05K+ 6.98% |
$250K - $257K
|
77.3K
$3.85M
|
|
Apr 10, 2023
Q1 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
4.75K+ 19.71% |
$236K - $243K
|
28.9K
$1.44M
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.52KNew |
$224K - $230K
|
4.52K
$225K
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
4.5K+ 40.91% |
$223K - $230K
|
15.5K
$773K
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.17K+ 30.25% |
$207K - $213K
|
18K
$896K
|
|
May 05, 2023
Q1 2023
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
3.46K+ 2.08% |
$171K - $176K
|
170K
$8.47M
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
2.62KNew |
$130K - $134K
|
2.62K
$131K
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.33K+ 7.05% |
$115K - $119K
|
35.3K
$1.76M
|
|
Apr 18, 2023
Q1 2023
|
Keudell
|
BUY
|
- |
2.27K+ 2.13% |
$113K - $116K
|
109K
$5.43M
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2KNew |
$99.1K - $102K
|
2K
$99.7K
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1.98KNew |
$98.1K - $101K
|
1.98K
$98.7K
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
BUY
|
- |
1.59K+ 6.5% |
$78.6K - $80.9K
|
26K
$1.3M
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.57K+ 8.67% |
$77.6K - $79.9K
|
19.6K
$978K
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.44K+ 3.69% |
$71.2K - $73.3K
|
40.3K
$2.01M
|
|
Aug 13, 2024
Q1 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1.33K+ 32.64% |
$65.9K - $67.9K
|
5.41K
$269K
|