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 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
5.05K+ 9.74% |
$252K - $256K
|
56.9K
$2.84M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.96K+ 20.97% |
$248K - $251K
|
28.6K
$1.43M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.91K+ 3.48% |
$245K - $248K
|
146K
$7.27M
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
4.89K+ 20.56% |
$244K - $248K
|
28.7K
$1.43M
|
|
|
Jul 22, 2024
Q2 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
4.74KNew |
$237K - $240K
|
4.74K
$236K
|
|
|
Aug 07, 2024
Q2 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
4.67KNew |
$233K - $236K
|
4.67K
$233K
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
4.3KNew |
$214K - $218K
|
4.3K
$214K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.26KNew |
$213K - $216K
|
4.26K
$212K
|
|
|
Aug 08, 2024
Q2 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
4.23K+ 3.43% |
$211K - $214K
|
127K
$6.35M
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
4.2KNew |
$210K - $213K
|
4.2K
$209K
|
|
|
Jul 18, 2024
Q2 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
4.2K+ 7.78% |
$210K - $212K
|
58.2K
$2.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.92K+ 15.5% |
$196K - $199K
|
29.2K
$1.46M
|
|
|
Aug 01, 2024
Q2 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
3.63K+ 14.75% |
$181K - $184K
|
28.3K
$1.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
3.52K+ 57.56% |
$176K - $178K
|
9.64K
$481K
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
3.48K+ 13.82% |
$174K - $176K
|
28.6K
$1.43M
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
3.35K+ 8.76% |
$167K - $169K
|
41.5K
$2.07M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
3.11K+ 53.93% |
$155K - $157K
|
8.87K
$442K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.03K+ 43.06% |
$151K - $153K
|
10.1K
$501K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.79K+ 57.53% |
$139K - $141K
|
7.64K
$381K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.72K+ 21.27% |
$136K - $138K
|
15.5K
$773K
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2.69K+ 67.2% |
$134K - $136K
|
6.69K
$333K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.64KNew |
$132K - $134K
|
2.64K
$131K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.55K+ 31.36% |
$127K - $129K
|
10.7K
$532K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.5K+ 8.7% |
$125K - $127K
|
31.3K
$1.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.38KNew |
$119K - $121K
|
2.38K
$119K
|
|
|
Jul 16, 2024
Q2 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
2.28K+ 18.69% |
$114K - $115K
|
14.5K
$720K
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
BUY
|
- |
2.24K+ 2.26% |
$112K - $113K
|
101K
$5.05M
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.2K+ 14.96% |
$110K - $112K
|
16.9K
$844K
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.13K+ 7.51% |
$106K - $108K
|
30.5K
$1.52M
|
|
|
Aug 01, 2024
Q2 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
2.12K+ 6.8% |
$106K - $107K
|
33.3K
$1.66M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.01K+ 2.46% |
$100K - $102K
|
83.5K
$4.16M
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
2K+ 29.93% |
$99.8K - $101K
|
8.68K
$433K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.82K+ 31.55% |
$91.1K - $92.3K
|
7.61K
$379K
|
|
|
Aug 13, 2024
Q2 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
1.8K+ 25.49% |
$89.8K - $91K
|
8.85K
$441K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.66K+ 9.42% |
$82.7K - $83.9K
|
19.3K
$959K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.56K+ 14.08% |
$77.7K - $78.8K
|
12.6K
$628K
|
|
|
Jul 26, 2024
Q2 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
1.48K+ 14.75% |
$73.8K - $74.8K
|
11.5K
$573K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.44K+ 7.29% |
$71.7K - $72.8K
|
21.2K
$1.05M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.4K+ 45.1% |
$69.8K - $70.8K
|
4.5K
$224K
|
|
|
Jul 09, 2024
Q2 2024
|
Marion Wealth Management
|
BUY
|
- |
1.34K+ 22.69% |
$66.8K - $67.8K
|
7.24K
$361K
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.33K+ 19.91% |
$66.4K - $67.3K
|
8.01K
$399K
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.18K+ 0.55% |
$58.7K - $59.5K
|
217K
$10.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.15KNew |
$57.5K - $58.3K
|
1.15K
$57.4K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.12KNew |
$55.8K - $56.6K
|
1.12K
$55.7K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.07K+ 21.46% |
$53.2K - $53.9K
|
6.03K
$300K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.06K+ 0.43% |
$53K - $53.7K
|
250K
$12.4M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
1.01K+ 24.94% |
$50.4K - $51.1K
|
5.06K
$252K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.01K+ 9.04% |
$50.4K - $51.1K
|
12.2K
$606K
|
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
1K+ 13.53% |
$49.9K - $50.6K
|
8.39K
$418K
|
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
851+ 8.25% |
$42.5K - $43.1K
|
11.2K
$556K
|