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 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
390New |
$18.9K - $19.6K
|
390
$19.8K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
379+ 0.73% |
$18.4K - $19K
|
52.3K
$2.65M
|
|
|
Aug 08, 2025
Q2 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
377+ 0.15% |
$18.3K - $18.9K
|
260K
$13.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
367+ 3.28% |
$17.8K - $18.4K
|
11.5K
$585K
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
355+ 4.41% |
$17.2K - $17.8K
|
8.41K
$426K
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
340+ 5.31% |
$16.5K - $17.1K
|
6.75K
$342K
|
|
|
Jul 15, 2025
Q2 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
300+ 2.53% |
$14.5K - $15.1K
|
12.2K
$617K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
258+ 1.04% |
$12.5K - $13K
|
25.1K
$1.27M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
208+ 2.45% |
$10.1K - $10.4K
|
8.71K
$441K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
193New |
$9.35K - $9.69K
|
193
$9.79K
|
|
|
Aug 01, 2025
Q2 2025
|
Planning Directions Inc
|
BUY
|
- |
175+ 0.9% |
$8.48K - $8.79K
|
19.7K
$997K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
151+ 2.24% |
$7.32K - $7.58K
|
6.91K
$350K
|
|
|
Aug 01, 2025
Q2 2025
|
Ferguson Shapiro LLC
|
BUY
|
- |
123+ 0.92% |
$5.96K - $6.17K
|
13.5K
$682K
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
120+ 6.35% |
$5.82K - $6.02K
|
2.01K
$102K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
119+ 11.91% |
$5.77K - $5.97K
|
1.12K
$56.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
81+ 0.9% |
$3.93K - $4.07K
|
9.08K
$461K
|
|
|
Aug 05, 2025
Q2 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
50+ 0.42% |
$2.42K - $2.51K
|
11.8K
$600K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
50New |
$2.42K - $2.51K
|
50
$2.54K
|
|
|
Jul 09, 2025
Q2 2025
|
Bowman & CO S.C.
|
BUY
|
- |
47+ 0.9% |
$2.28K - $2.36K
|
5.25K
$266K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
43+ 0.89% |
$2.08K - $2.16K
|
4.85K
$246K
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
19+ 0.31% |
$921 - $954
|
6.22K
$315K
|
|
|
Jul 29, 2025
Q2 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
16+ 0.9% |
$775 - $803
|
1.8K
$91.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
15+ 1.0% |
$727 - $753
|
1.51K
$76.5K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
9+ 0.86% |
$436 - $452
|
1.06K
$53.7K
|
|
|
Oct 02, 2025
Q2 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
6New |
$291 - $301
|
6
$304
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1New |
$48.5 - $50.2
|
1
$50.7
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1+ 0.01% |
$48.5 - $50.2
|
19.1K
$969K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-35- 0.17% |
$1.7K - $1.76K
|
21K
$1.06M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-85- 0.26% |
$4.12K - $4.27K
|
32.5K
$1.65M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-89- 8.01% |
$4.31K - $4.47K
|
1.02K
$51.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-120- 3.08% |
$5.82K - $6.02K
|
3.77K
$191K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-142- 10.13% |
$6.88K - $7.13K
|
1.26K
$63.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-200- 2.79% |
$9.69K - $10K
|
6.96K
$353K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-203- 2.3% |
$9.84K - $10.2K
|
8.61K
$437K
|
|
|
Jul 22, 2025
Q2 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-273- 2.72% |
$13.2K - $13.7K
|
9.75K
$494K
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
SELL
|
- |
-281- 0.22% |
$13.6K - $14.1K
|
126K
$6.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-300- 4.26% |
$14.5K - $15.1K
|
6.74K
$342K
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-413- 2.96% |
$20K - $20.7K
|
13.5K
$686K
|
|
|
Aug 14, 2025
Q2 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-500- 11.1% |
$24.2K - $25.1K
|
4.01K
$203K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-556- 1.66% |
$26.9K - $27.9K
|
33K
$1.67M
|
|
|
Aug 08, 2025
Q2 2025
|
Firestone Capital Management
|
SELL
|
- |
-562- 7.27% |
$27.2K - $28.2K
|
7.17K
$364K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-582- 3.38% |
$28.2K - $29.2K
|
16.7K
$845K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-650- 7.1% |
$31.5K - $32.6K
|
8.51K
$431K
|
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-682- 1.38% |
$33K - $34.2K
|
48.6K
$2.47M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-730- 0.13% |
$35.4K - $36.6K
|
572K
$29M
|
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-738- 6.69% |
$35.8K - $37K
|
10.3K
$522K
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-763- 5.21% |
$37K - $38.3K
|
13.9K
$703K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-853- 2.17% |
$41.3K - $42.8K
|
38.5K
$1.95M
|