Purchases and Sales Made in Q2 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
574K+ 205.89% |
$28.7M - $29.1M
|
853K
$42.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
383KNew |
$19.1M - $19.4M
|
383K
$19.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
354K+ 119.7% |
$17.7M - $17.9M
|
650K
$32.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
333K+ 3751.6% |
$16.6M - $16.9M
|
342K
$17.1M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
220K+ 121.97% |
$11M - $11.1M
|
400K
$19.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
212K+ 11.17% |
$10.6M - $10.7M
|
2.11M
$105M
|
|
|
Jul 31, 2024
Q2 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
132KNew |
$6.58M - $6.67M
|
132K
$6.57M
|
|
|
Jul 16, 2024
Q2 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
116K+ 70.32% |
$5.81M - $5.89M
|
282K
$14.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
94.6K+ 9.13% |
$4.72M - $4.79M
|
1.13M
$56.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
93.8KNew |
$4.68M - $4.75M
|
93.8K
$4.68M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
85K+ 53.89% |
$4.24M - $4.3M
|
243K
$12.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
78K+ 287.32% |
$3.89M - $3.95M
|
105K
$5.24M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
74.3K+ 34.67% |
$3.71M - $3.76M
|
289K
$14.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
71.9K+ 263.19% |
$3.59M - $3.64M
|
99.2K
$4.94M
|
|
|
Jul 19, 2024
Q2 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
68.3K+ 1731.35% |
$3.41M - $3.46M
|
72.3K
$3.6M
|
|
|
Aug 09, 2024
Q2 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
59.9K+ 272.74% |
$2.99M - $3.03M
|
81.9K
$4.08M
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
56.5K+ 42.58% |
$2.82M - $2.86M
|
189K
$9.43M
|
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
51.2K+ 54.51% |
$2.55M - $2.59M
|
145K
$7.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
50.3KNew |
$2.51M - $2.55M
|
50.3K
$2.51M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
48.9K+ 21.81% |
$2.44M - $2.48M
|
273K
$13.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
48.6KNew |
$2.43M - $2.46M
|
48.6K
$2.42M
|
|
|
Aug 12, 2024
Q2 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
45.9K+ 15.76% |
$2.29M - $2.32M
|
337K
$16.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
45.4K+ 8.81% |
$2.27M - $2.3M
|
561K
$28M
|
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
BUY
|
- |
44.3K+ 12.36% |
$2.21M - $2.24M
|
403K
$20.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
44K+ 6.04% |
$2.19M - $2.23M
|
771K
$38.4M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
42.9K+ 59.9% |
$2.14M - $2.17M
|
115K
$5.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
42K+ 286.3% |
$2.1M - $2.13M
|
56.7K
$2.83M
|
|
|
Jul 17, 2024
Q2 2024
|
Asio Capital, LLC
|
BUY
|
- |
40.6K+ 11.04% |
$2.03M - $2.05M
|
408K
$20.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
34.4K+ 13.01% |
$1.72M - $1.74M
|
299K
$14.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
34K+ 191.73% |
$1.7M - $1.72M
|
51.7K
$2.58M
|
|
|
Jul 22, 2024
Q2 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
33.9KNew |
$1.69M - $1.72M
|
33.9K
$1.69M
|
|
|
Jul 23, 2024
Q2 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
30.2KNew |
$1.51M - $1.53M
|
30.2K
$1.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
26.8K+ 71.25% |
$1.34M - $1.35M
|
64.3K
$3.21M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
26.2K+ 24.49% |
$1.31M - $1.33M
|
133K
$6.65M
|
|
|
Jul 11, 2024
Q2 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
25.1K+ 121.75% |
$1.25M - $1.27M
|
45.7K
$2.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
23.3KNew |
$1.16M - $1.18M
|
23.3K
$1.16M
|
|
|
Jul 17, 2024
Q2 2024
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
23.2K+ 19.28% |
$1.16M - $1.17M
|
143K
$7.14M
|
|
|
Aug 12, 2024
Q2 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
22.7K+ 12.75% |
$1.13M - $1.15M
|
201K
$10M
|
|
|
Aug 09, 2024
Q2 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
22.7K+ 11.09% |
$1.13M - $1.15M
|
227K
$11.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
21.7K+ 514.9% |
$1.09M - $1.1M
|
26K
$1.29M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
19.7K+ 4.55% |
$982K - $996K
|
452K
$22.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
19.3K+ 180.63% |
$962K - $976K
|
29.9K
$1.49M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
18.5K+ 2.59% |
$922K - $935K
|
731K
$36.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
17.6K+ 22.95% |
$877K - $890K
|
94.2K
$4.69M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
17.2KNew |
$857K - $869K
|
17.2K
$856K
|
|
|
Jul 18, 2024
Q2 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
17.1K+ 41.89% |
$854K - $866K
|
57.9K
$2.89M
|
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
16.8K+ 6.58% |
$838K - $850K
|
272K
$13.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
16.6K+ 7.89% |
$830K - $842K
|
227K
$11.3M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
16.5K+ 4.84% |
$826K - $837K
|
358K
$17.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
16.5KNew |
$822K - $833K
|
16.5K
$820K
|