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 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
790+ 13.41% |
$39.4K - $40K
|
6.68K
$333K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
715+ 1.09% |
$35.7K - $36.2K
|
66K
$3.29M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
671+ 11.62% |
$33.5K - $34K
|
6.44K
$321K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
612New |
$30.6K - $31K
|
612
$30.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
605+ 9.76% |
$30.2K - $30.6K
|
6.8K
$339K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
568+ 2.16% |
$28.4K - $28.8K
|
26.8K
$1.34M
|
|
|
Jul 30, 2024
Q2 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
555+ 6.42% |
$27.7K - $28.1K
|
9.2K
$458K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
450+ 62.94% |
$22.5K - $22.8K
|
1.17K
$58.1K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
450+ 5.38% |
$22.5K - $22.8K
|
8.82K
$440K
|
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
BUY
|
- |
316+ 0.97% |
$15.8K - $16K
|
33K
$1.65M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
309+ 3.55% |
$15.4K - $15.6K
|
9K
$449K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
217+ 2.01% |
$10.8K - $11K
|
11K
$548K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
183+ 240.79% |
$9.14K - $9.27K
|
259
$12.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
150+ 1.08% |
$7.49K - $7.59K
|
14.1K
$703K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
147+ 0.07% |
$7.34K - $7.44K
|
216K
$10.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
101New |
$5.04K - $5.11K
|
101
$5.03K
|
|
|
Jul 17, 2024
Q2 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
92+ 0.13% |
$4.59K - $4.66K
|
68.7K
$3.42M
|
|
|
Aug 09, 2024
Q2 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
83+ 0.75% |
$4.14K - $4.2K
|
11.2K
$557K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
73+ 0.14% |
$3.64K - $3.7K
|
52.9K
$2.64M
|
|
|
Aug 02, 2024
Q2 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
51+ 0.42% |
$2.55K - $2.58K
|
12.3K
$611K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
51+ 3.02% |
$2.55K - $2.58K
|
1.74K
$86.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
45+ 0.89% |
$2.25K - $2.28K
|
5.11K
$255K
|
|
|
Aug 06, 2024
Q2 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
18+ 0.29% |
$899 - $911
|
6.14K
$306K
|
|
|
Aug 15, 2024
Q2 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
13+ 0.33% |
$649 - $658
|
3.95K
$197K
|
|
|
Aug 15, 2024
Q2 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
9+ 0.91% |
$449 - $456
|
996
$49.6K
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
9+ 0.89% |
$449 - $456
|
1.02K
$51K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
5New |
$250 - $253
|
5
$249
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-10- 0.06% |
$499 - $506
|
15.9K
$793K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-19- 0.16% |
$948 - $962
|
11.6K
$578K
|
|
|
Jul 24, 2024
Q2 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-26- 0.49% |
$1.3K - $1.32K
|
5.23K
$261K
|
|
|
Aug 14, 2024
Q2 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-31- 0.29% |
$1.55K - $1.57K
|
10.7K
$535K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-39- 0.61% |
$1.95K - $1.97K
|
6.39K
$319K
|
|
|
Jul 17, 2024
Q2 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-76- 0.72% |
$3.79K - $3.85K
|
10.5K
$525K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-97- 2.18% |
$4.84K - $4.91K
|
4.35K
$217K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-106Closed |
$5.29K - $5.37K
|
0
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-113- 23.74% |
$5.64K - $5.72K
|
363
$18.1K
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-153- 2.99% |
$7.64K - $7.75K
|
4.97K
$248K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-209- 2.69% |
$10.4K - $10.6K
|
7.57K
$377K
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-400- 1.12% |
$20K - $20.3K
|
35.3K
$1.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-494- 2.14% |
$24.7K - $25K
|
22.6K
$1.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-591- 0.47% |
$29.5K - $29.9K
|
125K
$6.24M
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-750- 3.07% |
$37.4K - $38K
|
23.7K
$1.18M
|
|
|
Aug 12, 2024
Q2 2024
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-904- 2.76% |
$45.1K - $45.8K
|
31.8K
$1.59M
|
|
|
Jul 25, 2024
Q2 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-960- 1.39% |
$47.9K - $48.6K
|
68.1K
$3.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Keudell
|
SELL
|
- |
-1.03K- 1.13% |
$51.5K - $52.2K
|
90.1K
$4.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.08K- 1.08% |
$54.1K - $54.9K
|
98.9K
$4.93M
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.13K- 6.96% |
$56.4K - $57.2K
|
15.1K
$752K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.33K- 56.31% |
$66.2K - $67.1K
|
1.03K
$51.3K
|