Purchases and Sales Made in Q1 2025 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 2025. 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, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
260KNew |
$12.9M - $13.2M
|
260K
$12.7M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
BUY
|
- |
68.6K+ 13.6% |
$3.41M - $3.48M
|
573K
$28.1M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
47.1KNew |
$2.34M - $2.39M
|
47.1K
$2.31M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
26.5K+ 616.31% |
$1.32M - $1.34M
|
30.8K
$1.51M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
20.8K+ 101.23% |
$1.03M - $1.05M
|
41.3K
$2.02M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
19K+ 10.31% |
$942K - $963K
|
203K
$9.95M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
14.3KNew |
$711K - $726K
|
14.3K
$701K
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
11.9K+ 13.13% |
$590K - $603K
|
102K
$5.02M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
11K+ 16.99% |
$549K - $561K
|
76.1K
$3.73M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
10.9K+ 31.86% |
$540K - $552K
|
45K
$2.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.3K+ 276.92% |
$512K - $523K
|
14K
$688K
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
8.75K+ 191.76% |
$435K - $444K
|
13.3K
$652K
|
|
|
Apr 08, 2025
Q1 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
8.05K+ 54.98% |
$400K - $408K
|
22.7K
$1.11M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5.4K+ 1.53% |
$268K - $274K
|
357K
$17.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Leverty Financial Group, LLC
|
BUY
|
- |
5.08KNew |
$253K - $258K
|
5.08K
$249K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
4.62K+ 14.3% |
$229K - $234K
|
36.9K
$1.81M
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
3.64K+ 29.04% |
$181K - $185K
|
16.2K
$793K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.33K+ 4.63% |
$116K - $118K
|
52.6K
$2.58M
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
17+ 0.28% |
$845 - $863
|
6.2K
$304K
|
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
SELL
|
- |
-101- 1.91% |
$5.02K - $5.13K
|
5.2K
$255K
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-102- 1.35% |
$5.07K - $5.18K
|
7.48K
$367K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-127- 3.16% |
$6.31K - $6.45K
|
3.89K
$191K
|
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-296- 2.13% |
$14.7K - $15K
|
13.6K
$667K
|
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-523- 0.39% |
$26K - $26.5K
|
133K
$6.49M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-874- 8.71% |
$43.4K - $44.4K
|
9.16K
$449K
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1.43K- 9.26% |
$71.2K - $72.7K
|
14K
$688K
|
|
|
Apr 14, 2025
Q1 2025
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-5.4K- 31.26% |
$268K - $274K
|
11.9K
$582K
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-6.87K- 50.44% |
$342K - $349K
|
6.75K
$331K
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-7.7K- 5.5% |
$382K - $391K
|
132K
$6.48M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-13.8K- 5.7% |
$686K - $701K
|
228K
$11.2M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-17.6K- 5.28% |
$875K - $894K
|
316K
$15.5M
|