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 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
35+ 0.81% |
$1.74K - $1.78K
|
4.33K
$214K
|
|
|
May 13, 2025
Q1 2025
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
31+ 0.69% |
$1.54K - $1.57K
|
4.5K
$222K
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
28+ 0.36% |
$1.39K - $1.42K
|
7.73K
$382K
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
17+ 0.28% |
$845 - $863
|
6.2K
$306K
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
14+ 0.22% |
$696 - $711
|
6.41K
$317K
|
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
14+ 0.79% |
$696 - $711
|
1.78K
$88.1K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
9+ 0.86% |
$447 - $457
|
1.05K
$51.9K
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
8+ 0.78% |
$398 - $406
|
1.03K
$50.9K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
5+ 0.02% |
$248 - $254
|
20.5K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1- 0.01% |
$49.7 - $50.8
|
8.29K
$410K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$49.7 - $50.8
|
0
$0
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-20- 0.19% |
$994 - $1.02K
|
10.3K
$509K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-35- 0.58% |
$1.74K - $1.78K
|
5.95K
$294K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-66- 0.6% |
$3.28K - $3.35K
|
10.9K
$537K
|
|
|
May 16, 2025
Q1 2025
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-73- 0.65% |
$3.63K - $3.71K
|
11.2K
$552K
|
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
SELL
|
- |
-101- 1.91% |
$5.02K - $5.13K
|
5.2K
$257K
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-102- 1.35% |
$5.07K - $5.18K
|
7.48K
$370K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-112- 1.72% |
$5.57K - $5.69K
|
6.4K
$317K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-116- 7.2% |
$5.76K - $5.89K
|
1.49K
$73.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-119- 10.64% |
$5.91K - $6.04K
|
999
$49.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-123- 25.36% |
$6.11K - $6.24K
|
362
$17.9K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-127- 3.16% |
$6.31K - $6.45K
|
3.89K
$192K
|
|
|
Apr 22, 2025
Q1 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-134- 1.32% |
$6.66K - $6.8K
|
10K
$495K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-170- 13.27% |
$8.45K - $8.63K
|
1.11K
$54.9K
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-185- 3.06% |
$9.19K - $9.39K
|
5.86K
$290K
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-196- 3.59% |
$9.74K - $9.95K
|
5.27K
$261K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-210- 3.03% |
$10.4K - $10.7K
|
6.72K
$333K
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-234- 2.08% |
$11.6K - $11.9K
|
11K
$545K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-242- 0.88% |
$12K - $12.3K
|
27.3K
$1.35M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-268- 1.96% |
$13.3K - $13.6K
|
13.4K
$662K
|
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-296- 2.13% |
$14.7K - $15K
|
13.6K
$673K
|
|
|
Apr 21, 2025
Q1 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-346- 1.67% |
$17.2K - $17.6K
|
20.3K
$1.01M
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-354- 2.18% |
$17.6K - $18K
|
15.9K
$785K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-413- 4.6% |
$20.5K - $21K
|
8.57K
$424K
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-467- 8.85% |
$23.2K - $23.7K
|
4.81K
$238K
|
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-523- 0.39% |
$26K - $26.5K
|
133K
$6.55M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-586- 50.91% |
$29.1K - $29.7K
|
565
$27.9K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-655- 3.08% |
$32.5K - $33.2K
|
20.6K
$1.02M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-673- 7.34% |
$33.4K - $34.2K
|
8.5K
$420K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-679- 5.22% |
$33.7K - $34.5K
|
12.3K
$609K
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
SELL
|
- |
-851- 0.84% |
$42.3K - $43.2K
|
100K
$4.95M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-865- 3.62% |
$43K - $43.9K
|
23.1K
$1.14M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-874- 8.71% |
$43.4K - $44.4K
|
9.16K
$453K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-940- 15.09% |
$46.7K - $47.7K
|
5.29K
$262K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1K- 21.75% |
$49.7K - $50.8K
|
3.6K
$178K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-1.32K- 8.24% |
$65.3K - $66.7K
|
14.6K
$724K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.34K- 2.03% |
$66.3K - $67.8K
|
64.3K
$3.18M
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1.43K- 9.26% |
$71.2K - $72.7K
|
14K
$695K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.49K- 2.16% |
$74.2K - $75.8K
|
67.8K
$3.35M
|