Purchases and Sales Made in Q1 2024 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 2024. 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 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
338K+ 21.66% |
$17.1M - $17.3M
|
1.9M
$94.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Asio Capital, LLC
|
BUY
|
- |
256K+ 229.39% |
$12.9M - $13.1M
|
368K
$18.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
209K+ 40.46% |
$10.6M - $10.7M
|
727K
$36.2M
|
|
|
May 10, 2024
Q1 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
156KNew |
$7.89M - $7.96M
|
156K
$7.78M
|
|
|
May 10, 2024
Q1 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
147KNew |
$7.45M - $7.53M
|
147K
$7.35M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
132K+ 89.86% |
$6.67M - $6.74M
|
279K
$13.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
128K+ 93.41% |
$6.46M - $6.52M
|
264K
$13.2M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
124K+ 2057.64% |
$6.28M - $6.34M
|
130K
$6.49M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
123K+ 13.42% |
$6.2M - $6.26M
|
1.04M
$51.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
120KNew |
$6.07M - $6.13M
|
120K
$5.99M
|
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
BUY
|
- |
116K+ 48.17% |
$5.89M - $5.94M
|
358K
$17.9M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
109K+ 360.28% |
$5.52M - $5.58M
|
140K
$6.96M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
108K+ 198.24% |
$5.46M - $5.51M
|
162K
$8.09M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
107KNew |
$5.41M - $5.47M
|
107K
$5.34M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
107K+ 69.19% |
$5.41M - $5.46M
|
262K
$13M
|
|
|
May 09, 2024
Q1 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
107K+ 149.48% |
$5.39M - $5.45M
|
178K
$8.88M
|
|
|
Apr 23, 2024
Q1 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
104K+ 208.97% |
$5.26M - $5.31M
|
154K
$7.67M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
102K+ 52.88% |
$5.17M - $5.22M
|
296K
$14.7M
|
|
|
Apr 23, 2024
Q1 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
102K+ 54.15% |
$5.17M - $5.22M
|
291K
$14.5M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
97.1K+ 371.1% |
$4.91M - $4.96M
|
123K
$6.15M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
94.1K+ 148.07% |
$4.76M - $4.8M
|
158K
$7.86M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
86.3K+ 396.49% |
$4.36M - $4.4M
|
108K
$5.39M
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
83.7K+ 170.82% |
$4.23M - $4.27M
|
133K
$6.61M
|
|
|
Apr 24, 2024
Q1 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
80.2K+ 64.52% |
$4.05M - $4.09M
|
204K
$10.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
76.6KNew |
$3.87M - $3.91M
|
76.6K
$3.82M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
71.7KNew |
$3.62M - $3.66M
|
71.7K
$3.57M
|
|
|
Apr 15, 2024
Q1 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
54.3K+ 48.79% |
$2.74M - $2.77M
|
166K
$8.25M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
50.8KNew |
$2.57M - $2.59M
|
50.8K
$2.53M
|
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
49.1K+ 27.53% |
$2.48M - $2.51M
|
227K
$11.3M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
46.2KNew |
$2.33M - $2.36M
|
46.2K
$2.3M
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
45.9K+ 21.9% |
$2.32M - $2.34M
|
255K
$12.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
43.5K+ 164.51% |
$2.2M - $2.22M
|
70K
$3.49M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
38.3K+ 20.62% |
$1.94M - $1.96M
|
224K
$11.2M
|
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
38.1K+ 40.96% |
$1.93M - $1.95M
|
131K
$6.54M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
35.9K+ 5.3% |
$1.81M - $1.83M
|
712K
$35.5M
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
34.7K+ 58.56% |
$1.75M - $1.77M
|
93.9K
$4.68M
|
|
|
Apr 18, 2024
Q1 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
31.2KNew |
$1.58M - $1.59M
|
31.2K
$1.56M
|
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
28.8K+ 86.31% |
$1.45M - $1.47M
|
62.1K
$3.09M
|
|
|
Jul 03, 2024
Q1 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
27.1KNew |
$1.37M - $1.38M
|
27.1K
$1.35M
|
|
|
May 09, 2024
Q1 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
26.4KNew |
$1.33M - $1.35M
|
26.4K
$1.31M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
21.9K+ 4.43% |
$1.11M - $1.12M
|
516K
$25.7M
|
|
|
Aug 28, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
21.1K+ 59.67% |
$1.07M - $1.08M
|
56.6K
$2.82M
|
|
|
May 02, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
21.1K+ 59.67% |
$1.07M - $1.08M
|
56.6K
$2.82M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
20.7K+ 372.48% |
$1.05M - $1.06M
|
26.3K
$1.31M
|
|
|
Apr 12, 2024
Q1 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
20.6KNew |
$1.04M - $1.05M
|
20.6K
$1.03M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
20.6K+ 42.14% |
$1.04M - $1.05M
|
69.3K
$3.46M
|
|
|
May 09, 2024
Q1 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
20.1K+ 9.39% |
$1.01M - $1.02M
|
234K
$11.6M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
19.9K+ 10.44% |
$1.01M - $1.02M
|
211K
$10.5M
|
|
|
May 02, 2024
Q1 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
19.7K+ 20.09% |
$995K - $1M
|
118K
$5.86M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
19.5K+ 209.03% |
$983K - $993K
|
28.8K
$1.43M
|