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 30, 2024
Q1 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
5.15K+ 26.42% |
$260K - $263K
|
24.6K
$1.23M
|
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
5.07KNew |
$256K - $259K
|
5.07K
$252K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
4.96KNew |
$251K - $253K
|
4.96K
$247K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
4.83KNew |
$244K - $246K
|
4.83K
$240K
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
4.61K+ 76.91% |
$233K - $235K
|
10.6K
$529K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
4.59K+ 75.51% |
$232K - $234K
|
10.7K
$532K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.22KNew |
$213K - $215K
|
4.22K
$210K
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
4.2K+ 68.65% |
$212K - $214K
|
10.3K
$514K
|
|
|
Apr 10, 2024
Q1 2024
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
4.05K+ 40.91% |
$205K - $207K
|
14K
$695K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
4.05KNew |
$204K - $207K
|
4.05K
$202K
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
4K+ 24.24% |
$202K - $204K
|
20.5K
$1.02M
|
|
|
Apr 24, 2024
Q1 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
3.93K+ 6.03% |
$199K - $200K
|
69.1K
$3.44M
|
|
|
May 22, 2024
Q1 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
3.91K+ 6.6% |
$197K - $199K
|
63.1K
$3.15M
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
3.85K+ 29.81% |
$195K - $197K
|
16.8K
$836K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
3.79K+ 15.39% |
$191K - $193K
|
28.4K
$1.41M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
3.4K+ 144.11% |
$172K - $174K
|
5.76K
$287K
|
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
3.32K+ 5.09% |
$168K - $170K
|
68.6K
$3.42M
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
3.27K+ 36.77% |
$165K - $167K
|
12.2K
$607K
|
|
|
Apr 29, 2024
Q1 2024
|
Brio Consultants, LLC
|
BUY
|
- |
3.19K+ 4.16% |
$161K - $163K
|
79.8K
$3.98M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.18K+ 40.36% |
$161K - $162K
|
11.1K
$551K
|
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
3.08K+ 55.25% |
$155K - $157K
|
8.64K
$431K
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
3.05K+ 70.28% |
$154K - $156K
|
7.39K
$368K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.91K+ 14.04% |
$147K - $149K
|
23.7K
$1.18M
|
|
|
May 07, 2024
Q1 2024
|
Keudell
|
BUY
|
- |
2.72K+ 3.07% |
$137K - $139K
|
91.2K
$4.54M
|
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
BUY
|
- |
2.51K+ 55.76% |
$127K - $128K
|
7.01K
$349K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.36KNew |
$119K - $120K
|
2.36K
$117K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.3K+ 10.7% |
$116K - $117K
|
23.8K
$1.19M
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
BUY
|
- |
2.04K+ 2.1% |
$103K - $104K
|
99.1K
$4.94M
|
|
|
May 14, 2024
Q1 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
2K+ 48.56% |
$101K - $102K
|
6.12K
$305K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1.97K+ 49.3% |
$99.6K - $101K
|
5.97K
$297K
|
|
|
Apr 08, 2024
Q1 2024
|
Marion Wealth Management
|
BUY
|
- |
1.73K+ 41.6% |
$87.6K - $88.5K
|
5.9K
$294K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.72K+ 18.28% |
$87.1K - $88K
|
11.2K
$556K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.69KNew |
$85.5K - $86.3K
|
1.69K
$84.3K
|
|
|
Aug 13, 2024
Q1 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1.69K+ 28.06% |
$85.2K - $86.1K
|
7.69K
$383K
|
|
|
Apr 23, 2024
Q1 2024
|
Mason & Associates Inc
|
BUY
|
- |
1.67K+ 5.17% |
$84.6K - $85.4K
|
34.1K
$1.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.55KNew |
$78.4K - $79.2K
|
1.55K
$77.3K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1.48K+ 0.52% |
$75K - $75.7K
|
286K
$14.3M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.46K+ 33.76% |
$73.7K - $74.5K
|
5.78K
$288K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.38K+ 15.01% |
$69.8K - $70.5K
|
10.6K
$527K
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.32K+ 4.95% |
$66.9K - $67.5K
|
28K
$1.4M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.19K+ 5.11% |
$60.1K - $60.7K
|
24.5K
$1.22M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.13K+ 18.19% |
$57K - $57.6K
|
7.33K
$365K
|
|
|
Apr 22, 2024
Q1 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
1.08K+ 8.97% |
$54.5K - $55K
|
13.1K
$652K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
1.07K+ 11.05% |
$54.2K - $54.7K
|
10.8K
$537K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.04K+ 4.3% |
$52.7K - $53.2K
|
25.3K
$1.26M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
999+ 2.61% |
$50.5K - $51K
|
39.3K
$1.96M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
964+ 5.8% |
$48.7K - $49.2K
|
17.6K
$877K
|
|
|
May 14, 2024
Q1 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
928+ 2.92% |
$46.9K - $47.4K
|
32.7K
$1.63M
|
|
|
Apr 10, 2024
Q1 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
911+ 8.06% |
$46K - $46.5K
|
12.2K
$608K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
821+ 5.43% |
$41.5K - $41.9K
|
15.9K
$794K
|