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
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
42.6K+ 136.88% |
$2.06M - $2.14M
|
73.7K
$3.74M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
42.6K+ 16.74% |
$2.06M - $2.14M
|
297K
$15M
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
BUY
|
- |
42.4K+ 296.36% |
$2.05M - $2.13M
|
56.7K
$2.87M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
41.7K+ 265.08% |
$2.02M - $2.1M
|
57.5K
$2.91M
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
40.3K+ 27.34% |
$1.95M - $2.02M
|
188K
$9.52M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
39.7KNew |
$1.92M - $1.99M
|
39.7K
$2.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
39.3KNew |
$1.9M - $1.97M
|
39.3K
$1.99M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
37.3K+ 3.65% |
$1.81M - $1.87M
|
1.06M
$53.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
36.6K+ 11.61% |
$1.77M - $1.84M
|
352K
$17.8M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
35.1K+ 5.05% |
$1.7M - $1.76M
|
730K
$37M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
34.8KNew |
$1.68M - $1.74M
|
34.8K
$1.76M
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
33.1K+ 110.64% |
$1.61M - $1.66M
|
63.1K
$3.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
32.6KNew |
$1.58M - $1.64M
|
32.6K
$1.65M
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
31.7K+ 71.14% |
$1.54M - $1.59M
|
76.3K
$3.87M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
31.4KNew |
$1.52M - $1.57M
|
31.4K
$1.59M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
31KNew |
$1.5M - $1.56M
|
31K
$1.57M
|
|
|
Aug 04, 2025
Q2 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
29.4KNew |
$1.42M - $1.48M
|
29.4K
$1.49M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
29.4KNew |
$1.42M - $1.47M
|
29.4K
$1.49M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
28.9K+ 4.49% |
$1.4M - $1.45M
|
673K
$34.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
28.5K+ 7.26% |
$1.38M - $1.43M
|
421K
$21.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
28.2K+ 360.76% |
$1.37M - $1.42M
|
36.1K
$1.83M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
28K+ 30.3% |
$1.36M - $1.41M
|
120K
$6.11M
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
28K+ 74.56% |
$1.36M - $1.4M
|
65.5K
$3.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
25.9K+ 4.0% |
$1.26M - $1.3M
|
675K
$34.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
25.4K+ 129.74% |
$1.23M - $1.28M
|
45K
$2.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
24.8K+ 49.57% |
$1.2M - $1.25M
|
74.9K
$3.79M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
24.8K+ 107.57% |
$1.2M - $1.24M
|
47.8K
$2.43M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
24.4K+ 44.72% |
$1.18M - $1.23M
|
79.1K
$4.01M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
24.4K+ 65.98% |
$1.18M - $1.23M
|
61.4K
$3.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
22.2K+ 267.36% |
$1.08M - $1.12M
|
30.5K
$1.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
22.1K+ 363.37% |
$1.07M - $1.11M
|
28.1K
$1.43M
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
21.4K+ 30.98% |
$1.04M - $1.07M
|
90.5K
$4.59M
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
20.8K+ 6.8% |
$1.01M - $1.04M
|
326K
$16.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
20.5K+ 4.97% |
$996K - $1.03M
|
434K
$22M
|
|
|
Aug 14, 2025
Q2 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
20KNew |
$969K - $1M
|
20K
$1.01M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
19.8K+ 243.87% |
$961K - $996K
|
28K
$1.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
19.2KNew |
$930K - $963K
|
19.2K
$973K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
18.7K+ 172.14% |
$906K - $939K
|
29.6K
$1.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
18.3K+ 318.72% |
$886K - $918K
|
24K
$1.22M
|
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
16.6KNew |
$807K - $836K
|
16.6K
$844K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
16.4KNew |
$797K - $826K
|
16.4K
$834K
|
|
|
Aug 14, 2025
Q2 2025
|
Compass Wealth Management, Llc/Ga
Atlanta, GA |
BUY
|
- |
16KNew |
$774K - $802K
|
16K
$810K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
15.1K+ 145.61% |
$732K - $758K
|
25.5K
$1.29M
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
14.4K+ 16.67% |
$696K - $721K
|
101K
$5.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
13.6K+ 28.86% |
$658K - $682K
|
60.6K
$3.07M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
13.3K+ 19.59% |
$644K - $667K
|
81.1K
$4.11M
|
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
12.8K+ 49.38% |
$622K - $644K
|
38.8K
$1.97M
|
|
|
Jul 17, 2025
Q2 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
12.3K+ 255.09% |
$598K - $620K
|
17.2K
$871K
|
|
|
Jul 08, 2025
Q2 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
12.1KNew |
$586K - $607K
|
12.1K
$613K
|
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
12K+ 52.69% |
$579K - $600K
|
34.6K
$1.76M
|