Purchases and Sales Made in Q2 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
862K+ 2438.29% |
$41.8M - $43.3M
|
898K
$44.3M
|
|
|
Jul 25, 2025
Q2 2025
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
577K+ 489.22% |
$28M - $29M
|
695K
$34.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
570K+ 42.87% |
$27.6M - $28.6M
|
1.9M
$93.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
316K+ 53.15% |
$15.3M - $15.9M
|
910K
$44.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
301KNew |
$14.6M - $15.1M
|
301K
$14.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
293KNew |
$14.2M - $14.7M
|
293K
$14.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
269K+ 240.38% |
$13M - $13.5M
|
380K
$18.8M
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
259K+ 47.68% |
$12.5M - $13M
|
802K
$39.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
246K+ 22.47% |
$11.9M - $12.4M
|
1.34M
$66.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
212K+ 18.78% |
$10.3M - $10.7M
|
1.34M
$66.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
194K+ 7.68% |
$9.42M - $9.76M
|
2.73M
$135M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
180K+ 96.63% |
$8.71M - $9.02M
|
366K
$18.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Washington Trust Bank
|
BUY
|
- |
132K+ 924.52% |
$6.41M - $6.64M
|
147K
$7.24M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
130KNew |
$6.32M - $6.54M
|
130K
$6.44M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
126KNew |
$6.09M - $6.3M
|
126K
$6.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
125K+ 13.38% |
$6.07M - $6.29M
|
1.06M
$52.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
113KNew |
$5.47M - $5.67M
|
113K
$5.58M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
93.9KNew |
$4.55M - $4.72M
|
93.9K
$4.64M
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
93.9K+ 327.27% |
$4.55M - $4.71M
|
123K
$6.05M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
86.9K+ 271.52% |
$4.21M - $4.36M
|
119K
$5.87M
|
|
|
Jul 17, 2025
Q2 2025
|
Leverty Financial Group, LLC
|
BUY
|
- |
84.7K+ 1667.26% |
$4.11M - $4.25M
|
89.8K
$4.43M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
76.4K+ 368.4% |
$3.7M - $3.84M
|
97.2K
$4.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
66.4K+ 87.35% |
$3.22M - $3.34M
|
143K
$7.04M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
60.8K+ 141.85% |
$2.94M - $3.05M
|
104K
$5.12M
|
|
|
Aug 08, 2025
Q2 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
60.1K+ 1219.37% |
$2.91M - $3.02M
|
65K
$3.21M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
57.9K+ 348.03% |
$2.81M - $2.91M
|
74.6K
$3.68M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
56.7K+ 24.84% |
$2.75M - $2.85M
|
285K
$14.1M
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
55.9K+ 21.89% |
$2.71M - $2.81M
|
311K
$15.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
53.1K+ 14.9% |
$2.57M - $2.66M
|
409K
$20.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
48KNew |
$2.32M - $2.41M
|
48K
$2.37M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
47.7K+ 88.54% |
$2.31M - $2.4M
|
102K
$5.02M
|
|
|
Jul 30, 2025
Q2 2025
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
47.4KNew |
$2.3M - $2.38M
|
47.4K
$2.34M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
44.8KNew |
$2.17M - $2.25M
|
44.8K
$2.21M
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
42.6K+ 136.88% |
$2.06M - $2.14M
|
73.7K
$3.64M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
42.6K+ 16.74% |
$2.06M - $2.14M
|
297K
$14.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
BUY
|
- |
42.4K+ 296.36% |
$2.05M - $2.13M
|
56.7K
$2.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
41.7K+ 265.08% |
$2.02M - $2.1M
|
57.5K
$2.84M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
39.7KNew |
$1.92M - $1.99M
|
39.7K
$1.96M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
37.3K+ 3.65% |
$1.81M - $1.87M
|
1.06M
$52.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
36.6K+ 11.61% |
$1.77M - $1.84M
|
352K
$17.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
34.8KNew |
$1.68M - $1.74M
|
34.8K
$1.72M
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
33.1K+ 110.64% |
$1.61M - $1.66M
|
63.1K
$3.12M
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
31.7K+ 71.14% |
$1.54M - $1.59M
|
76.3K
$3.77M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
31.4KNew |
$1.52M - $1.57M
|
31.4K
$1.55M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
31KNew |
$1.5M - $1.56M
|
31K
$1.53M
|
|
|
Aug 04, 2025
Q2 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
29.4KNew |
$1.42M - $1.48M
|
29.4K
$1.45M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
29.4KNew |
$1.42M - $1.47M
|
29.4K
$1.45M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
28.9K+ 4.49% |
$1.4M - $1.45M
|
673K
$33.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
28.5K+ 7.26% |
$1.38M - $1.43M
|
421K
$20.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
28K+ 74.56% |
$1.36M - $1.4M
|
65.5K
$3.23M
|