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 |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.21K+ 13.64% |
$60K - $61.7K
|
10.1K
$502K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.02K+ 1.11% |
$50.5K - $52K
|
92.5K
$4.61M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
885+ 19.3% |
$43.9K - $45.2K
|
5.47K
$273K
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
845New |
$41.9K - $43.1K
|
845
$42.1K
|
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
813New |
$40.3K - $41.5K
|
813
$40.5K
|
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
BUY
|
- |
605+ 4.36% |
$30K - $30.9K
|
14.5K
$721K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
556+ 25.24% |
$27.6K - $28.4K
|
2.76K
$138K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
476New |
$23.6K - $24.3K
|
476
$23.7K
|
|
|
Apr 11, 2023
Q1 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
439+ 8.13% |
$21.8K - $22.4K
|
5.84K
$291K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
413New |
$20.5K - $21.1K
|
413
$20.6K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
379+ 3.56% |
$18.8K - $19.3K
|
11K
$549K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
145+ 1.78% |
$7.19K - $7.4K
|
8.31K
$414K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
108New |
$5.35K - $5.51K
|
108
$5.38K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
72+ 2.01% |
$3.57K - $3.67K
|
3.66K
$182K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
30+ 1.2% |
$1.49K - $1.53K
|
2.53K
$126K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-16- 0.81% |
$793 - $816
|
1.97K
$98.1K
|
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
SELL
|
- |
-30- 0.72% |
$1.49K - $1.53K
|
4.15K
$207K
|
|
|
May 12, 2023
Q1 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-35- 0.36% |
$1.73K - $1.79K
|
9.57K
$477K
|
|
|
May 02, 2023
Q1 2023
|
Nbt Bank N A
|
SELL
|
- |
-60- 0.25% |
$2.97K - $3.06K
|
23.9K
$1.19M
|
|
|
May 02, 2023
Q1 2023
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-75- 1.48% |
$3.72K - $3.83K
|
5.01K
$249K
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-167- 3.43% |
$8.28K - $8.52K
|
4.71K
$234K
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-167- 3.43% |
$8.28K - $8.52K
|
4.71K
$234K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-728- 9.04% |
$36.1K - $37.1K
|
7.33K
$365K
|
|
|
Apr 21, 2023
Q1 2023
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-1.27K- 3.4% |
$62.7K - $64.6K
|
35.9K
$1.79M
|
|
|
Nov 03, 2023
Q1 2023
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-1.27K- 3.4% |
$62.7K - $64.6K
|
35.9K
$1.79M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.51K- 80.32% |
$125K - $128K
|
616
$30.7K
|
|
|
May 02, 2023
Q1 2023
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-2.6K- 1.63% |
$129K - $133K
|
157K
$7.81M
|
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-2.84K- 37.11% |
$141K - $145K
|
4.81K
$239K
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3.3K- 6.69% |
$164K - $169K
|
46.1K
$2.3M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.38K- 15.97% |
$167K - $172K
|
17.8K
$886K
|
|
|
Apr 25, 2023
Q1 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-4.38K- 17.26% |
$217K - $223K
|
21K
$1.05M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.35K- 13.96% |
$265K - $273K
|
33K
$1.64M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.01K- 5.34% |
$347K - $357K
|
124K
$6.19M
|
|
|
Nov 30, 2023
Q1 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-7.58KClosed |
$376K - $387K
|
0
$0
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-9.28K- 1.66% |
$460K - $473K
|
551K
$27.4M
|
|
|
May 10, 2023
Q1 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-30.8K- 12.43% |
$1.53M - $1.57M
|
217K
$10.8M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-39K- 59.99% |
$1.93M - $1.99M
|
26K
$1.3M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-40.2K- 39.8% |
$1.99M - $2.05M
|
60.9K
$3.03M
|
|
|
Apr 26, 2023
Q1 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-318K- 74.23% |
$15.8M - $16.2M
|
111K
$5.51M
|