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 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
23.8K+ 19.2% |
$1.18M - $1.21M
|
147K
$7.29M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
22.4K+ 4.07% |
$1.12M - $1.14M
|
574K
$28.4M
|
|
|
Apr 23, 2025
Q1 2025
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
21.3K+ 22.04% |
$1.06M - $1.08M
|
118K
$5.83M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
20.8K+ 101.23% |
$1.03M - $1.05M
|
41.3K
$2.04M
|
|
|
May 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
20.4K+ 5.16% |
$1.01M - $1.03M
|
415K
$20.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
19K+ 10.31% |
$942K - $963K
|
203K
$10M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
18.9KNew |
$940K - $961K
|
18.9K
$936K
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
18.6K+ 38.86% |
$926K - $946K
|
66.6K
$3.29M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
17.6KNew |
$876K - $895K
|
17.6K
$872K
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
16.7K+ 7.11% |
$829K - $847K
|
252K
$12.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
16.6K+ 63.23% |
$825K - $842K
|
42.8K
$2.12M
|
|
|
Apr 21, 2025
Q1 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
15.5K+ 148.33% |
$771K - $788K
|
26K
$1.29M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
14.6KNew |
$724K - $740K
|
14.6K
$721K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
14.5K+ 81.26% |
$719K - $734K
|
32.3K
$1.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
14.4K+ 36.41% |
$714K - $730K
|
53.8K
$2.66M
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
14.3K+ 19.41% |
$713K - $728K
|
88.2K
$4.36M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
14.3KNew |
$711K - $726K
|
14.3K
$707K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
14.2K+ 11.68% |
$705K - $720K
|
136K
$6.71M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
13.1K+ 23.46% |
$652K - $666K
|
69.1K
$3.42M
|
|
|
May 02, 2025
Q1 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
12.7K+ 18.0% |
$629K - $643K
|
83K
$4.1M
|
|
|
May 12, 2025
Q1 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
12.2K+ 13.99% |
$605K - $618K
|
99.1K
$4.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
11.9K+ 13.13% |
$590K - $603K
|
102K
$5.06M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
11.7K+ 5.74% |
$582K - $595K
|
216K
$10.7M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
11.5K+ 155.35% |
$574K - $586K
|
19K
$939K
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
11.1KNew |
$553K - $565K
|
11.1K
$550K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
11.1K+ 30.88% |
$552K - $564K
|
47.1K
$2.33M
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
11.1K+ 3.76% |
$549K - $561K
|
305K
$15.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
11K+ 16.99% |
$549K - $561K
|
76.1K
$3.76M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
11K+ 1.19% |
$547K - $559K
|
936K
$46.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
10.9K+ 31.86% |
$540K - $552K
|
45K
$2.22M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.8K+ 12.11% |
$538K - $549K
|
100K
$4.95M
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
10.5K+ 13.5% |
$521K - $532K
|
88.1K
$4.36M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
10.4K+ 3.51% |
$516K - $527K
|
306K
$15.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.3K+ 276.92% |
$512K - $523K
|
14K
$694K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.81K+ 6536.67% |
$487K - $498K
|
9.96K
$492K
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
9.57K+ 3.82% |
$476K - $486K
|
260K
$12.8M
|
|
|
May 06, 2025
Q1 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
9.25KNew |
$460K - $469K
|
9.25K
$457K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
8.86K+ 264.76% |
$440K - $450K
|
12.2K
$604K
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
8.75K+ 191.76% |
$435K - $444K
|
13.3K
$658K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.51K+ 37.05% |
$423K - $432K
|
31.5K
$1.56M
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
8.49K+ 170.3% |
$422K - $431K
|
13.5K
$666K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
8.4K+ 23.2% |
$417K - $426K
|
44.6K
$2.21M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
8.32KNew |
$413K - $422K
|
8.32K
$411K
|
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
8.22K+ 5.75% |
$408K - $417K
|
151K
$7.47M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
8.14KNew |
$404K - $413K
|
8.14K
$402K
|
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
8.06K+ 19.53% |
$400K - $409K
|
49.3K
$2.44M
|
|
|
Apr 08, 2025
Q1 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
8.05K+ 54.98% |
$400K - $408K
|
22.7K
$1.12M
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
7.69K+ 22.1% |
$382K - $390K
|
42.5K
$2.1M
|
|
|
May 06, 2025
Q1 2025
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
7.61K+ 2.74% |
$378K - $386K
|
285K
$14.1M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
7.49K+ 20.92% |
$372K - $380K
|
43.3K
$2.14M
|