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
$45.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
665K+ 152.35% |
$32.2M - $33.4M
|
1.1M
$55.9M
|
|
|
Jul 25, 2025
Q2 2025
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
577K+ 489.22% |
$28M - $29M
|
695K
$35.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
570K+ 42.87% |
$27.6M - $28.6M
|
1.9M
$96.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
447K+ 40.04% |
$21.7M - $22.4M
|
1.56M
$79.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
316K+ 53.15% |
$15.3M - $15.9M
|
910K
$46.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
313K+ 120.94% |
$15.2M - $15.7M
|
573K
$29M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
301KNew |
$14.6M - $15.1M
|
301K
$15.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
293KNew |
$14.2M - $14.7M
|
293K
$14.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
269K+ 240.38% |
$13M - $13.5M
|
380K
$19.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
263K+ 60.96% |
$12.8M - $13.2M
|
695K
$35.3M
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
259K+ 47.68% |
$12.5M - $13M
|
802K
$40.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
246K+ 22.47% |
$11.9M - $12.4M
|
1.34M
$68M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
244K+ 16.04% |
$11.8M - $12.2M
|
1.76M
$89.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
223KNew |
$10.8M - $11.2M
|
223K
$11.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
212K+ 18.78% |
$10.3M - $10.7M
|
1.34M
$68.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
194K+ 7.68% |
$9.42M - $9.76M
|
2.73M
$138M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
182K+ 8.3% |
$8.84M - $9.16M
|
2.38M
$121M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
180K+ 96.63% |
$8.71M - $9.02M
|
366K
$18.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
180K+ 6.31% |
$8.7M - $9.02M
|
3.03M
$153M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
169K+ 168.23% |
$8.17M - $8.46M
|
269K
$13.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Washington Trust Bank
|
BUY
|
- |
132K+ 924.52% |
$6.41M - $6.64M
|
147K
$7.43M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
130KNew |
$6.32M - $6.54M
|
130K
$6.61M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
126KNew |
$6.09M - $6.3M
|
126K
$6.37M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
125K+ 13.38% |
$6.07M - $6.29M
|
1.06M
$53.8M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
120K+ 20.83% |
$5.8M - $6.01M
|
694K
$35.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
113KNew |
$5.47M - $5.67M
|
113K
$5.73M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
93.9KNew |
$4.55M - $4.72M
|
93.9K
$4.76M
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
93.9K+ 327.27% |
$4.55M - $4.71M
|
123K
$6.21M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
86.9K+ 271.52% |
$4.21M - $4.36M
|
119K
$6.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
86.1K+ 90.66% |
$4.17M - $4.32M
|
181K
$9.18M
|
|
|
Jul 17, 2025
Q2 2025
|
Leverty Financial Group, LLC
|
BUY
|
- |
84.7K+ 1667.26% |
$4.11M - $4.25M
|
89.8K
$4.55M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
76.4K+ 368.4% |
$3.7M - $3.84M
|
97.2K
$4.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
75.3KNew |
$3.65M - $3.78M
|
75.3K
$3.82M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
74.7K+ 13.85% |
$3.62M - $3.75M
|
614K
$31.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
66.4K+ 87.35% |
$3.22M - $3.34M
|
143K
$7.22M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
60.8K+ 141.85% |
$2.94M - $3.05M
|
104K
$5.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
60.2K+ 317.84% |
$2.92M - $3.02M
|
79.1K
$4.01M
|
|
|
Aug 08, 2025
Q2 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
60.1K+ 1219.37% |
$2.91M - $3.02M
|
65K
$3.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
57.9K+ 348.03% |
$2.81M - $2.91M
|
74.6K
$3.78M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
56.7K+ 24.84% |
$2.75M - $2.85M
|
285K
$14.4M
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
55.9K+ 21.89% |
$2.71M - $2.81M
|
311K
$15.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
53.1K+ 14.9% |
$2.57M - $2.66M
|
409K
$20.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
48KNew |
$2.32M - $2.41M
|
48K
$2.43M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
47.7K+ 88.54% |
$2.31M - $2.4M
|
102K
$5.15M
|
|
|
Jul 30, 2025
Q2 2025
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
47.4KNew |
$2.3M - $2.38M
|
47.4K
$2.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
46.9K+ 484.42% |
$2.27M - $2.35M
|
56.5K
$2.87M
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
45.9K+ 68.91% |
$2.22M - $2.3M
|
113K
$5.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
45.2KNew |
$2.19M - $2.27M
|
45.2K
$2.29M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
44.8KNew |
$2.17M - $2.25M
|
44.8K
$2.27M
|