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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
7.27K+ 6.08% |
$361K - $369K
|
127K
$6.27M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.07KNew |
$351K - $359K
|
7.07K
$350K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.79K+ 9.4% |
$337K - $345K
|
79K
$3.91M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
6.75K+ 192.44% |
$335K - $342K
|
10.3K
$507K
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
6.59K+ 85.35% |
$327K - $334K
|
14.3K
$708K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
6.38KNew |
$317K - $324K
|
6.38K
$316K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
5.89K+ 18.62% |
$293K - $299K
|
37.5K
$1.86M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.74KNew |
$285K - $291K
|
5.74K
$284K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
BUY
|
- |
5.63K+ 17.12% |
$280K - $286K
|
38.5K
$1.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
5.56K+ 2.23% |
$276K - $282K
|
255K
$12.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5.4K+ 1.53% |
$268K - $274K
|
357K
$17.7M
|
|
|
May 02, 2025
Q1 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
5.39K+ 7.23% |
$268K - $274K
|
80K
$3.95M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.2KNew |
$258K - $264K
|
5.2K
$257K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
5.14K+ 6.16% |
$256K - $261K
|
88.6K
$4.38M
|
|
|
Apr 10, 2025
Q1 2025
|
Leverty Financial Group, LLC
|
BUY
|
- |
5.08KNew |
$253K - $258K
|
5.08K
$251K
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
5K+ 89.75% |
$248K - $254K
|
10.6K
$523K
|
|
|
Apr 28, 2025
Q1 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
4.93KNew |
$245K - $250K
|
4.93K
$244K
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
4.88K+ 5.26% |
$242K - $248K
|
97.5K
$4.82M
|
|
|
Apr 22, 2025
Q1 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
4.84KNew |
$240K - $246K
|
4.84K
$239K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
4.82K+ 20.2% |
$240K - $245K
|
28.7K
$1.42M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
4.75KNew |
$236K - $241K
|
4.75K
$235K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.68KNew |
$232K - $237K
|
4.68K
$231K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
4.62K+ 14.3% |
$229K - $234K
|
36.9K
$1.83M
|
|
|
May 08, 2025
Q1 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
4.58KNew |
$227K - $232K
|
4.58K
$226K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
4.55K+ 30.28% |
$226K - $231K
|
19.6K
$968K
|
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
4.54KNew |
$226K - $231K
|
4.54K
$225K
|
|
|
May 02, 2025
Q1 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
4.36K+ 13.5% |
$216K - $221K
|
36.6K
$1.81M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
4.16K+ 12.27% |
$207K - $211K
|
38.1K
$1.88M
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
4.11K+ 7.71% |
$204K - $209K
|
57.4K
$2.84M
|
|
|
May 08, 2025
Q1 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
4.11KNew |
$204K - $209K
|
4.11K
$203K
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
4.09K+ 53.07% |
$203K - $207K
|
11.8K
$583K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.08KNew |
$203K - $207K
|
4.08K
$202K
|
|
|
Apr 21, 2025
Q1 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
4.08KNew |
$203K - $207K
|
4.08K
$202K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
4.04K+ 4.57% |
$201K - $205K
|
92.4K
$4.57M
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
3.98K+ 60.65% |
$198K - $202K
|
10.5K
$521K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
3.87K+ 6.05% |
$192K - $196K
|
67.8K
$3.35M
|
|
|
May 13, 2025
Q1 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
3.81K+ 2.88% |
$189K - $193K
|
136K
$6.74M
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
3.64K+ 29.04% |
$181K - $185K
|
16.2K
$800K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.6K+ 11.34% |
$179K - $183K
|
35.4K
$1.75M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.56K+ 7.08% |
$177K - $181K
|
53.9K
$2.66M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
3.51KNew |
$174K - $178K
|
3.51K
$173K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
3.38K+ 28.56% |
$168K - $171K
|
15.2K
$752K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
3.23K+ 24.08% |
$161K - $164K
|
16.6K
$823K
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
3K+ 30.4% |
$149K - $152K
|
12.9K
$636K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.93K+ 37.39% |
$145K - $149K
|
10.8K
$532K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.85K+ 4.21% |
$141K - $145K
|
70.4K
$3.48M
|
|
|
Apr 28, 2025
Q1 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
2.7K+ 9.78% |
$134K - $137K
|
30.3K
$1.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
2.6K+ 7.71% |
$129K - $132K
|
36.2K
$1.79M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2.55K+ 0.81% |
$127K - $129K
|
315K
$15.6M
|
|
|
May 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
2.48K+ 2.97% |
$123K - $126K
|
86.2K
$4.26M
|