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 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
10.9K+ 6.35% |
$530K - $549K
|
183K
$9.29M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.86KNew |
$478K - $495K
|
9.86K
$500K
|
|
|
Jul 02, 2025
Q2 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
9.51KNew |
$461K - $477K
|
9.51K
$482K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
9.36KNew |
$453K - $470K
|
9.36K
$474K
|
|
|
Aug 08, 2025
Q2 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
8.3KNew |
$402K - $417K
|
8.3K
$421K
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
8.28KNew |
$401K - $415K
|
8.28K
$420K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
7.74K+ 53.1% |
$375K - $389K
|
22.3K
$1.13M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
7.69K+ 62.99% |
$373K - $386K
|
19.9K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.48K+ 9.47% |
$362K - $375K
|
86.5K
$4.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.47K+ 1.26% |
$362K - $375K
|
601K
$30.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
7.46K+ 102.32% |
$362K - $374K
|
14.8K
$748K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.24K+ 2.53% |
$351K - $363K
|
293K
$14.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
7.23K+ 53.68% |
$351K - $363K
|
20.7K
$1.05M
|
|
|
Jul 23, 2025
Q2 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
7.2K+ 8.67% |
$349K - $361K
|
90.2K
$4.57M
|
|
|
Aug 01, 2025
Q2 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
7.11KNew |
$345K - $357K
|
7.11K
$360K
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
6.92K+ 6.92% |
$335K - $347K
|
107K
$5.42M
|
|
|
Aug 05, 2025
Q2 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
6.89K+ 4.81% |
$334K - $346K
|
150K
$7.61M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
6.82KNew |
$330K - $342K
|
6.82K
$346K
|
|
|
Aug 13, 2025
Q2 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
6.43K+ 21.24% |
$312K - $323K
|
36.7K
$1.86M
|
|
|
Aug 12, 2025
Q2 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
6.06K+ 6.86% |
$293K - $304K
|
94.3K
$4.78M
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
5.92KNew |
$287K - $297K
|
5.92K
$300K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
5.67K+ 28330.0% |
$275K - $284K
|
5.69K
$288K
|
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
BUY
|
- |
5.32K+ 4.4% |
$258K - $267K
|
126K
$6.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
5.22K+ 40.63% |
$253K - $262K
|
18.1K
$916K
|
|
|
Aug 05, 2025
Q2 2025
|
Marion Wealth Management
|
BUY
|
- |
5.22K+ 32.23% |
$253K - $262K
|
21.4K
$1.08M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
5.05KNew |
$245K - $254K
|
5.05K
$256K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5.01K+ 24.87% |
$243K - $252K
|
25.2K
$1.28M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.87K+ 15.06% |
$236K - $244K
|
37.2K
$1.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
4.81KNew |
$233K - $241K
|
4.81K
$244K
|
|
|
Jul 14, 2025
Q2 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
4.76KNew |
$231K - $239K
|
4.76K
$241K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
4.63KNew |
$224K - $232K
|
4.63K
$235K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.62KNew |
$224K - $232K
|
4.62K
$234K
|
|
|
Aug 04, 2025
Q2 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
4.58KNew |
$222K - $230K
|
4.58K
$232K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
4.57KNew |
$221K - $229K
|
4.57K
$232K
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
4.45K+ 50.56% |
$215K - $223K
|
13.2K
$671K
|
|
|
Aug 08, 2025
Q2 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
4.37K+ 3.63% |
$212K - $219K
|
125K
$6.33M
|
|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
4.17KNew |
$202K - $209K
|
4.17K
$211K
|
|
|
Jul 30, 2025
Q2 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
4.15K+ 4.71% |
$201K - $208K
|
92.3K
$4.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.15KNew |
$201K - $208K
|
4.15K
$210K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
4.14K+ 69.5% |
$200K - $208K
|
10.1K
$511K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.08K+ 24.06% |
$198K - $205K
|
21K
$1.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
4.04KNew |
$196K - $203K
|
4.04K
$205K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
4.04KNew |
$196K - $203K
|
4.04K
$205K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
3.76K+ 5.85% |
$182K - $189K
|
68.1K
$3.45M
|
|
|
Jul 15, 2025
Q2 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
3.69K+ 16.86% |
$179K - $185K
|
25.6K
$1.3M
|
|
|
Aug 08, 2025
Q2 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
3.52K+ 66.56% |
$171K - $177K
|
8.81K
$447K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
3.42K+ 12.47% |
$166K - $172K
|
30.9K
$1.57M
|
|
|
Jul 15, 2025
Q2 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
3.35K+ 5.13% |
$162K - $168K
|
68.7K
$3.48M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.35K+ 81.97% |
$162K - $168K
|
7.43K
$376K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
3.33K+ 29.87% |
$162K - $167K
|
14.5K
$735K
|