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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
19K+ 27.51% |
$960K - $969K
|
88K
$4.39M
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
18.9K+ 223.3% |
$953K - $963K
|
27.3K
$1.36M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
18.7K+ 15.29% |
$945K - $954K
|
141K
$7.03M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
18.6KNew |
$942K - $951K
|
18.6K
$929K
|
|
|
Apr 29, 2024
Q1 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
17.7KNew |
$896K - $905K
|
17.7K
$884K
|
|
|
Apr 17, 2024
Q1 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
17.2K+ 10.22% |
$870K - $879K
|
186K
$9.25M
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
17.2K+ 8.66% |
$869K - $877K
|
216K
$10.7M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
17.2KNew |
$867K - $876K
|
17.2K
$855K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
17.1KNew |
$865K - $874K
|
17.1K
$853K
|
|
|
May 14, 2024
Q1 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
17K+ 8.87% |
$861K - $870K
|
209K
$10.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
16.5K+ 44.08% |
$834K - $843K
|
54K
$2.69M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
16.2KNew |
$820K - $828K
|
16.2K
$808K
|
|
|
Apr 19, 2024
Q1 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
16.1KNew |
$811K - $819K
|
16.1K
$800K
|
|
|
May 10, 2024
Q1 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
16K+ 269.64% |
$810K - $818K
|
22K
$1.1M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
15.4K+ 4.72% |
$778K - $786K
|
342K
$17M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
15.3K+ 9.9% |
$775K - $783K
|
170K
$8.49M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
12.2K+ 17.65% |
$617K - $624K
|
81.4K
$4.06M
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
12K+ 30.18% |
$608K - $614K
|
51.9K
$2.58M
|
|
|
Apr 29, 2024
Q1 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
12KNew |
$606K - $612K
|
12K
$598K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
11.9K+ 29.2% |
$604K - $610K
|
52.8K
$2.63M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
11.8K+ 2.81% |
$598K - $603K
|
432K
$21.5M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.8K+ 36.22% |
$547K - $552K
|
40.7K
$2.03M
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
10.7KNew |
$539K - $545K
|
10.7K
$532K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.4K+ 6.15% |
$527K - $533K
|
180K
$8.97M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10.4K+ 4.38% |
$527K - $532K
|
249K
$12.4M
|
|
|
May 09, 2024
Q1 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
10.3K+ 9.11% |
$520K - $525K
|
123K
$6.14M
|
|
|
Apr 09, 2024
Q1 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
10.3KNew |
$518K - $523K
|
10.3K
$511K
|
|
|
May 14, 2024
Q1 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
10K+ 8.64% |
$505K - $510K
|
126K
$6.27M
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
9.44K+ 91.77% |
$477K - $482K
|
19.7K
$983K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.38K+ 10.36% |
$474K - $479K
|
100K
$4.98M
|
|
|
May 07, 2024
Q1 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
9.37KNew |
$473K - $478K
|
9.37K
$467K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.69KNew |
$439K - $444K
|
8.69K
$433K
|
|
|
Apr 17, 2024
Q1 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
8.37K+ 4.9% |
$423K - $427K
|
179K
$8.94M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
8.37KNew |
$423K - $427K
|
8.37K
$417K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.13KNew |
$411K - $415K
|
8.13K
$405K
|
|
|
Apr 29, 2024
Q1 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
8.02K+ 24.43% |
$405K - $409K
|
40.8K
$2.03M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
8.01K+ 6.18% |
$405K - $409K
|
138K
$6.86M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.37K+ 33.84% |
$372K - $376K
|
29.1K
$1.45M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.11K+ 12.49% |
$359K - $363K
|
64K
$3.19M
|
|
|
May 15, 2024
Q1 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
7.06KNew |
$357K - $360K
|
7.06K
$352K
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
6.88KNew |
$347K - $351K
|
6.88K
$343K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
6.68KNew |
$338K - $341K
|
6.68K
$333K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.43KNew |
$325K - $328K
|
6.43K
$321K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
6KNew |
$303K - $306K
|
6K
$299K
|
|
|
Apr 24, 2024
Q1 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
5.91K+ 143.45% |
$298K - $301K
|
10K
$500K
|
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
5.88K+ 133.64% |
$297K - $300K
|
10.3K
$512K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
5.86K+ 5.33% |
$296K - $299K
|
116K
$5.77M
|
|
|
Apr 30, 2024
Q1 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
5.47KNew |
$276K - $279K
|
5.47K
$272K
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
5.41KNew |
$273K - $276K
|
5.41K
$270K
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
5.41KNew |
$273K - $276K
|
5.41K
$270K
|