Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
513K+ 83292.37% |
$25.4M - $26.2M
|
514K
$25.6M
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
307KNew |
$15.2M - $15.7M
|
307K
$15.3M
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
181K+ 24.03% |
$8.99M - $9.26M
|
936K
$46.7M
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
161KNew |
$7.97M - $8.2M
|
161K
$8.01M
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
142K+ 62.05% |
$7.04M - $7.24M
|
371K
$18.5M
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
118KNew |
$5.86M - $6.04M
|
118K
$5.9M
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
93.9K+ 44.34% |
$4.66M - $4.79M
|
306K
$15.2M
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
78.2KNew |
$3.88M - $3.99M
|
78.2K
$3.9M
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
56.5KNew |
$2.8M - $2.88M
|
56.5K
$2.81M
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
51.6K+ 1143.45% |
$2.56M - $2.64M
|
56.2K
$2.8M
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
36.8K+ 1858.59% |
$1.82M - $1.88M
|
38.8K
$1.93M
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
32.2KNew |
$1.6M - $1.64M
|
32.2K
$1.61M
|
|
Aug 04, 2023
Q2 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
26.3KNew |
$1.3M - $1.34M
|
26.3K
$1.31M
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
25.2KNew |
$1.25M - $1.29M
|
25.2K
$1.26M
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
25.1K+ 28.57% |
$1.24M - $1.28M
|
113K
$5.62M
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
25KNew |
$1.24M - $1.28M
|
25K
$1.25M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
23.8K+ 84.11% |
$1.18M - $1.22M
|
52.1K
$2.6M
|
|
Aug 14, 2023
Q2 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
20.5K+ 31.03% |
$1.02M - $1.05M
|
86.6K
$4.32M
|
|
Jul 18, 2023
Q2 2023
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
20.1KNew |
$997K - $1.03M
|
20.1K
$1M
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
19.3KNew |
$957K - $985K
|
19.3K
$963K
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
BUY
|
- |
17.6KNew |
$873K - $898K
|
17.6K
$877K
|
|
Aug 04, 2023
Q2 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
15K+ 9.81% |
$745K - $767K
|
168K
$8.38M
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
14.2K+ 21.49% |
$703K - $724K
|
80.2K
$4M
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
12.9K+ 49.5% |
$639K - $657K
|
38.9K
$1.94M
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
BUY
|
- |
12K+ 25.96% |
$595K - $612K
|
58.2K
$2.9M
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
11.6K+ 5.63% |
$577K - $594K
|
218K
$10.9M
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
11.3K+ 10.07% |
$560K - $577K
|
124K
$6.16M
|
|
Aug 02, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
9.96KNew |
$494K - $508K
|
9.96K
$496K
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
BUY
|
- |
9.55K+ 39.88% |
$473K - $487K
|
33.5K
$1.67M
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
9.4K+ 3.2% |
$466K - $479K
|
303K
$15.1M
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
9K+ 8.46% |
$446K - $459K
|
115K
$5.76M
|
|
Jul 24, 2023
Q2 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
7.97K+ 13.59% |
$395K - $407K
|
66.6K
$3.32M
|
|
Aug 01, 2023
Q2 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
7.77K+ 19.69% |
$385K - $397K
|
47.2K
$2.35M
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.44KNew |
$369K - $380K
|
7.44K
$371K
|
|
Jul 26, 2023
Q2 2023
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
6.66K+ 3.92% |
$330K - $340K
|
177K
$8.81M
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.66K+ 7.89% |
$330K - $340K
|
91K
$4.54M
|
|
Aug 02, 2023
Q2 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
5.99K+ 60.63% |
$297K - $306K
|
15.9K
$791K
|
|
Aug 14, 2023
Q2 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
5.8KNew |
$288K - $296K
|
5.8K
$289K
|
|
Aug 07, 2023
Q2 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
5.52K+ 4.07% |
$274K - $282K
|
141K
$7.04M
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
5K+ 80.65% |
$248K - $255K
|
11.2K
$558K
|
|
Jul 13, 2023
Q2 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
4.95K+ 17.15% |
$246K - $253K
|
33.8K
$1.69M
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.89K+ 27.22% |
$243K - $250K
|
22.9K
$1.14M
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
4.6KNew |
$228K - $235K
|
4.6K
$229K
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.48K+ 5.8% |
$222K - $229K
|
81.8K
$4.07M
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.14KNew |
$205K - $211K
|
4.14K
$206K
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
4.08KNew |
$202K - $208K
|
4.08K
$203K
|
|
Jul 11, 2023
Q2 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
4KNew |
$198K - $204K
|
4K
$200K
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4KNew |
$198K - $204K
|
4K
$199K
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.4KNew |
$169K - $174K
|
3.4K
$169K
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.1K+ 2.5% |
$154K - $158K
|
127K
$6.34M
|