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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
3.33K+ 9.1% |
$162K - $167K
|
40K
$2.03M
|
|
|
Jul 17, 2025
Q2 2025
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
3.2K+ 2.81% |
$155K - $161K
|
117K
$5.94M
|
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
3.05K+ 12.05% |
$148K - $153K
|
28.4K
$1.44M
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
2.97KNew |
$144K - $149K
|
2.97K
$151K
|
|
|
Aug 14, 2025
Q2 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
2.78K+ 2.04% |
$135K - $140K
|
139K
$7.05M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.56K+ 29.93% |
$124K - $129K
|
11.1K
$564K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
2.54K+ 58.6% |
$123K - $127K
|
6.87K
$348K
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.5K+ 12.19% |
$121K - $126K
|
23K
$1.17M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.22K+ 3.2% |
$108K - $111K
|
71.6K
$3.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
2.09KNew |
$101K - $105K
|
2.09K
$106K
|
|
|
Aug 12, 2025
Q2 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
2.09K+ 14.1% |
$101K - $105K
|
16.9K
$857K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.98K+ 6.14% |
$96K - $99.5K
|
34.3K
$1.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
1.89K+ 11.14% |
$91.3K - $94.6K
|
18.8K
$953K
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
1.85K+ 10.49% |
$89.6K - $92.8K
|
19.5K
$988K
|
|
|
Aug 13, 2025
Q2 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
1.85K+ 9.41% |
$89.6K - $92.8K
|
21.5K
$1.09M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.8K+ 360.0% |
$87.2K - $90.4K
|
2.3K
$117K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.64K+ 5.33% |
$79.5K - $82.4K
|
32.4K
$1.64M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.58KNew |
$76.4K - $79.2K
|
1.58K
$80K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.52K+ 698.17% |
$73.8K - $76.4K
|
1.74K
$88.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.52K+ 23.74% |
$73.7K - $76.3K
|
7.92K
$402K
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1.43K+ 9.42% |
$69.4K - $71.9K
|
16.6K
$843K
|
|
|
Aug 27, 2025
Q2 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
1.23K+ 11.08% |
$59.8K - $61.9K
|
12.4K
$627K
|
|
|
Jul 09, 2025
Q2 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
1.2K+ 7.77% |
$58.2K - $60.2K
|
16.6K
$844K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.2K+ 3.24% |
$58K - $60.1K
|
38.1K
$1.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.14K+ 1.14% |
$55.1K - $57K
|
101K
$5.12M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.05K+ 7.51% |
$51.1K - $52.9K
|
15.1K
$765K
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.03K+ 4.2% |
$49.8K - $51.6K
|
25.5K
$1.29M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
1.02K+ 7.64% |
$49.3K - $51.1K
|
14.3K
$727K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1K+ 12.5% |
$48.5K - $50.2K
|
9K
$456K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
977New |
$47.3K - $49K
|
977
$49.5K
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
976+ 0.32% |
$47.3K - $49K
|
306K
$15.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
895+ 2.37% |
$43.4K - $44.9K
|
38.6K
$1.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
891+ 4.62% |
$43.2K - $44.7K
|
20.2K
$1.02M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
871+ 4.76% |
$42.2K - $43.7K
|
19.2K
$971K
|
|
|
Aug 13, 2025
Q2 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
856+ 1.26% |
$41.5K - $43K
|
68.9K
$3.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
842+ 13.2% |
$40.8K - $42.3K
|
7.22K
$366K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
839+ 4.42% |
$40.7K - $42.1K
|
19.8K
$1M
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
790+ 1.38% |
$38.3K - $39.7K
|
58.2K
$2.95M
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
706+ 1.66% |
$34.2K - $35.4K
|
43.2K
$2.19M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
671+ 1.14% |
$32.5K - $33.7K
|
59.3K
$3.01M
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
644+ 14.18% |
$31.2K - $32.3K
|
5.19K
$263K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
530+ 0.51% |
$25.7K - $26.6K
|
105K
$5.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
509+ 10.72% |
$24.7K - $25.6K
|
5.26K
$267K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
504+ 1.46% |
$24.4K - $25.3K
|
35K
$1.78M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
500New |
$24.2K - $25.1K
|
500
$25.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
483+ 188.67% |
$23.4K - $24.2K
|
739
$37.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
465+ 0.37% |
$22.5K - $23.3K
|
127K
$6.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
451+ 2.03% |
$21.9K - $22.6K
|
22.7K
$1.15M
|
|
|
Aug 05, 2025
Q2 2025
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
451+ 10.02% |
$21.9K - $22.6K
|
4.95K
$251K
|
|
|
Aug 12, 2025
Q2 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
411+ 0.42% |
$19.9K - $20.6K
|
98K
$4.97M
|