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 |
---|---|---|---|---|---|---|---|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.1KNew |
$154K - $158K
|
3.1K
$155K
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
2.88K+ 2.03% |
$143K - $147K
|
145K
$7.23M
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.64K+ 36.05% |
$131K - $135K
|
9.97K
$497K
|
|
Aug 10, 2023
Q2 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
2.09K+ 0.96% |
$103K - $106K
|
219K
$10.9M
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2K+ 100.0% |
$99.2K - $102K
|
4K
$199K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.44K+ 8.12% |
$71.5K - $73.6K
|
19.2K
$958K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.39K+ 52.95% |
$68.9K - $70.9K
|
4.01K
$200K
|
|
Jul 14, 2023
Q2 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
1.33K+ 2.15% |
$65.9K - $67.8K
|
63.3K
$3.15M
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.22K+ 11.07% |
$60.5K - $62.3K
|
12.2K
$610K
|
|
Jul 26, 2023
Q2 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
1.16K+ 5.53% |
$57.6K - $59.2K
|
22.1K
$1.1M
|
|
Aug 11, 2023
Q2 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.1K+ 60.83% |
$54.3K - $55.9K
|
2.9K
$144K
|
|
Aug 10, 2023
Q2 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
1K+ 6.45% |
$49.6K - $51K
|
16.5K
$822K
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
942+ 4.42% |
$46.7K - $48.1K
|
22.2K
$1.11M
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
662+ 1.37% |
$32.8K - $33.8K
|
48.8K
$2.43M
|
|
Aug 13, 2024
Q2 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
533+ 9.86% |
$26.4K - $27.2K
|
5.94K
$296K
|
|
Jul 19, 2023
Q2 2023
|
West Oak Capital, LLC
|
BUY
|
- |
500+ 33.33% |
$24.8K - $25.5K
|
2K
$99.7K
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
440+ 4.62% |
$21.8K - $22.5K
|
9.97K
$497K
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
318+ 0.9% |
$15.8K - $16.2K
|
35.6K
$1.78M
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
287+ 0.87% |
$14.2K - $14.6K
|
33.5K
$1.67M
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
269+ 5.72% |
$13.3K - $13.7K
|
4.97K
$248K
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
269+ 5.72% |
$13.3K - $13.7K
|
4.97K
$248K
|
|
Jul 12, 2023
Q2 2023
|
Collective Family Office LLC
|
BUY
|
- |
252+ 1.94% |
$12.5K - $12.9K
|
13.2K
$660K
|
|
Aug 10, 2023
Q2 2023
|
E Rn Financial, LLC
|
BUY
|
- |
162+ 0.5% |
$8.03K - $8.27K
|
32.3K
$1.61M
|
|
Jul 20, 2023
Q2 2023
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
152+ 0.42% |
$7.54K - $7.76K
|
36.1K
$1.8M
|
|
Nov 03, 2023
Q2 2023
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
152+ 0.42% |
$7.54K - $7.76K
|
36.1K
$1.8M
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
106+ 1.05% |
$5.26K - $5.41K
|
10.2K
$508K
|
|
Aug 14, 2023
Q2 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
104+ 1.09% |
$5.16K - $5.31K
|
9.67K
$482K
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
90New |
$4.46K - $4.59K
|
90
$4.49K
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
82+ 3.24% |
$4.07K - $4.18K
|
2.61K
$130K
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
73+ 73.0% |
$3.62K - $3.73K
|
173
$8.62K
|
|
Jul 13, 2023
Q2 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
61+ 1.22% |
$3.02K - $3.11K
|
5.07K
$253K
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
52+ 0.81% |
$2.58K - $2.65K
|
6.49K
$323K
|
|
Jul 14, 2023
Q2 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
42+ 0.72% |
$2.08K - $2.14K
|
5.88K
$293K
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
20New |
$992 - $1.02K
|
20
$997
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-64- 0.77% |
$3.17K - $3.27K
|
8.25K
$411K
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-119- 3.25% |
$5.9K - $6.07K
|
3.54K
$176K
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-467- 1.0% |
$23.2K - $23.8K
|
46.3K
$2.31M
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-582- 0.95% |
$28.9K - $29.7K
|
60.8K
$3.03M
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-609- 3.1% |
$30.2K - $31.1K
|
19K
$948K
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-616- 1.53% |
$30.5K - $31.4K
|
39.7K
$1.98M
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-785- 5.43% |
$38.9K - $40.1K
|
13.7K
$682K
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-887- 1.93% |
$44K - $45.3K
|
45.2K
$2.25M
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.05K- 19.1% |
$51.8K - $53.3K
|
4.43K
$221K
|
|
Jul 13, 2023
Q2 2023
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-1.13K- 0.72% |
$55.8K - $57.5K
|
156K
$7.76M
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.3K- 66.23% |
$64.7K - $66.5K
|
665
$33.1K
|
|
Feb 28, 2024
Q2 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-1.5K- 3.83% |
$74.4K - $76.5K
|
37.6K
$1.88M
|
|
Aug 03, 2023
Q2 2023
|
Asio Capital, LLC
|
SELL
|
- |
-2.04K- 0.93% |
$101K - $104K
|
217K
$10.8M
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.15K- 6.51% |
$106K - $110K
|
30.8K
$1.54M
|