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
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-1.43K- 8.93% |
$71.6K - $72.6K
|
14.6K
$729K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.72K- 1.23% |
$85.8K - $87K
|
138K
$6.87M
|
|
|
Jul 18, 2024
Q2 2024
|
Mason & Associates Inc
|
SELL
|
- |
-1.93K- 5.66% |
$96.2K - $97.6K
|
32.1K
$1.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-2K- 0.5% |
$100K - $101K
|
400K
$19.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.37K- 13.82% |
$118K - $120K
|
14.8K
$737K
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.71K- 3.91% |
$135K - $137K
|
66.6K
$3.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-3.04K- 39.56% |
$152K - $154K
|
4.65K
$232K
|
|
|
Jul 16, 2024
Q2 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-3.36K- 5.32% |
$168K - $170K
|
59.8K
$2.98M
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.44K- 2.79% |
$172K - $174K
|
120K
$5.97M
|
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-4.02K- 21.97% |
$201K - $204K
|
14.3K
$712K
|
|
|
Jul 30, 2024
Q2 2024
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-4.81K- 12.77% |
$240K - $243K
|
32.8K
$1.64M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-7.35K- 19.75% |
$367K - $372K
|
29.9K
$1.49M
|
|
|
Jul 10, 2024
Q2 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-7.92K- 4.41% |
$395K - $401K
|
171K
$8.55M
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-8.02K- 10.53% |
$400K - $406K
|
68.1K
$3.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-11K- 7.13% |
$547K - $555K
|
143K
$7.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-11.8K- 5.23% |
$589K - $598K
|
214K
$10.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-13.7K- 56.76% |
$684K - $694K
|
10.4K
$520K
|
|
|
Aug 02, 2024
Q2 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-15.7K- 42.82% |
$783K - $794K
|
21K
$1.04M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-16.4K- 2.91% |
$816K - $828K
|
547K
$27.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-20.8K- 11.2% |
$1.04M - $1.05M
|
165K
$8.22M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-22K- 43.33% |
$1.1M - $1.11M
|
28.8K
$1.44M
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-22.6K- 54.79% |
$1.13M - $1.14M
|
18.6K
$929K
|
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-31K- 23.65% |
$1.55M - $1.57M
|
100K
$4.99M
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-46.3K- 16.31% |
$2.31M - $2.35M
|
238K
$11.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-48.6K- 29.93% |
$2.43M - $2.46M
|
114K
$5.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-92.3K- 85.38% |
$4.61M - $4.67M
|
15.8K
$787K
|
|
|
Jul 30, 2024
Q2 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-350K- 73.88% |
$17.5M - $17.7M
|
124K
$6.16M
|