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
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.33K+ 4.63% |
$116K - $118K
|
52.6K
$2.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
2.28K+ 15.24% |
$113K - $116K
|
17.2K
$853K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.27K+ 10.24% |
$113K - $115K
|
24.5K
$1.21M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.14K+ 3.8% |
$107K - $109K
|
58.6K
$2.9M
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
2.1K+ 17.73% |
$104K - $107K
|
13.9K
$689K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.09K+ 1.23% |
$104K - $106K
|
172K
$8.52M
|
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
1.96KNew |
$97.3K - $99.4K
|
1.96K
$96.9K
|
|
|
May 02, 2025
Q1 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
1.52K+ 7.45% |
$75.3K - $77K
|
21.9K
$1.08M
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
1.5K+ 32.64% |
$74.5K - $76.1K
|
6.1K
$301K
|
|
|
May 14, 2025
Q1 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
1.44K+ 2.26% |
$71.6K - $73.1K
|
65.2K
$3.22M
|
|
|
Apr 24, 2025
Q1 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
1.41K+ 8.17% |
$70.1K - $71.6K
|
18.7K
$923K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1.39K+ 91.16% |
$69.2K - $70.7K
|
2.92K
$144K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.37K+ 4.25% |
$67.8K - $69.3K
|
33.5K
$1.66M
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
1.36K+ 7.48% |
$67.4K - $68.9K
|
19.5K
$964K
|
|
|
May 16, 2025
Q1 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
1.31K+ 1.96% |
$65.1K - $66.5K
|
68.1K
$3.37M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.08K+ 1.58% |
$53.8K - $54.9K
|
69.4K
$3.43M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
1.03K+ 5.14% |
$51K - $52.1K
|
21K
$1.04M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.02K+ 6.41% |
$50.8K - $51.9K
|
17K
$838K
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
1.02K+ 117.74% |
$50.8K - $51.9K
|
1.89K
$93.5K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
900+ 12.68% |
$44.7K - $45.7K
|
8K
$396K
|
|
|
May 02, 2025
Q1 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
841+ 2.54% |
$41.8K - $42.7K
|
33.9K
$1.68M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
841+ 10.58% |
$41.8K - $42.7K
|
8.79K
$435K
|
|
|
May 13, 2025
Q1 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
798+ 12.84% |
$39.7K - $40.5K
|
7.01K
$347K
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
789+ 4.19% |
$39.2K - $40K
|
19.6K
$971K
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
700+ 4.32% |
$34.8K - $35.5K
|
16.9K
$837K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
678+ 2.13% |
$33.7K - $34.4K
|
32.6K
$1.61M
|
|
|
Apr 28, 2025
Q1 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
623+ 0.85% |
$31K - $31.6K
|
73.9K
$3.65M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
619+ 5.09% |
$30.8K - $31.4K
|
12.8K
$631K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
594+ 3.36% |
$29.5K - $30.2K
|
18.3K
$904K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
502+ 12.15% |
$24.9K - $25.5K
|
4.63K
$229K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
500New |
$24.8K - $25.4K
|
500
$24.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
466+ 5.48% |
$23.2K - $23.7K
|
8.98K
$444K
|
|
|
Apr 23, 2025
Q1 2025
|
Ferguson Shapiro LLC
|
BUY
|
- |
458+ 3.56% |
$22.8K - $23.2K
|
13.3K
$659K
|
|
|
Apr 22, 2025
Q1 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
323+ 0.5% |
$16K - $16.4K
|
65.3K
$3.23M
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
259+ 1.78% |
$12.9K - $13.1K
|
14.8K
$732K
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
226+ 0.41% |
$11.2K - $11.5K
|
55.5K
$2.74M
|
|
|
May 13, 2025
Q1 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
200+ 1.31% |
$9.94K - $10.2K
|
15.4K
$764K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
199+ 1.04% |
$9.89K - $10.1K
|
19.3K
$954K
|
|
|
Apr 30, 2025
Q1 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
198+ 2.52% |
$9.84K - $10.1K
|
8.04K
$398K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
164+ 0.74% |
$8.15K - $8.32K
|
22.2K
$1.1M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
127New |
$6.31K - $6.45K
|
127
$6.28K
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
110+ 0.58% |
$5.47K - $5.58K
|
19.1K
$945K
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
109+ 1.37% |
$5.42K - $5.53K
|
8.06K
$398K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
84+ 0.82% |
$4.17K - $4.26K
|
10.4K
$513K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
74+ 0.95% |
$3.68K - $3.76K
|
7.83K
$387K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
73+ 0.82% |
$3.63K - $3.71K
|
9K
$445K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
69+ 5.18% |
$3.43K - $3.5K
|
1.4K
$69.3K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
53+ 0.82% |
$2.63K - $2.69K
|
6.53K
$323K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
52+ 0.82% |
$2.58K - $2.64K
|
6.38K
$315K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
45+ 0.12% |
$2.24K - $2.28K
|
37.7K
$1.87M
|