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 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-873- 0.43% |
$42.3K - $43.8K
|
202K
$10.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-911- 12.99% |
$44.1K - $45.7K
|
6.1K
$309K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-959- 11.57% |
$46.5K - $48.1K
|
7.33K
$372K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-978- 2.26% |
$47.4K - $49.1K
|
42.3K
$2.15M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1.01K- 3.7% |
$48.9K - $50.7K
|
26.3K
$1.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-1.04K- 10.01% |
$50.2K - $52K
|
9.31K
$472K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.1K- 5.31% |
$53.1K - $55K
|
19.5K
$990K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.38K- 29.86% |
$67K - $69.4K
|
3.25K
$165K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.48K- 8.66% |
$71.6K - $74.1K
|
15.6K
$790K
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-1.74K- 10.98% |
$84.5K - $87.5K
|
14.1K
$716K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.78K- 13.96% |
$86.4K - $89.5K
|
11K
$557K
|
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-1.81K- 4.3% |
$87.7K - $90.8K
|
40.2K
$2.04M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.87K- 13.99% |
$90.8K - $94K
|
11.5K
$584K
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-1.92K- 3.65% |
$93.1K - $96.4K
|
50.7K
$2.57M
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.98K- 19.32% |
$96K - $99.4K
|
8.27K
$419K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.05K- 2.91% |
$99.5K - $103K
|
68.4K
$3.47M
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-2.18K- 27.1% |
$106K - $109K
|
5.86K
$297K
|
|
|
Jul 17, 2025
Q2 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
SELL
|
- |
-2.38K- 3.76% |
$115K - $120K
|
60.9K
$3.09M
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-2.4K- 26.73% |
$116K - $120K
|
6.58K
$333K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.41K- 23.68% |
$117K - $121K
|
7.75K
$393K
|
|
|
Jul 16, 2025
Q2 2025
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-2.57K- 7.57% |
$125K - $129K
|
31.4K
$1.59M
|
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-2.77K- 4.88% |
$134K - $139K
|
53.9K
$2.73M
|
|
|
Jul 15, 2025
Q2 2025
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-2.8K- 0.68% |
$135K - $140K
|
406K
$20.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-2.8K- 8.11% |
$136K - $141K
|
31.7K
$1.61M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.92K- 15.92% |
$142K - $147K
|
15.4K
$783K
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-3.1K- 20.1% |
$150K - $156K
|
12.3K
$625K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-3.25K- 7.87% |
$157K - $163K
|
38.1K
$1.93M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.54K- 2.5% |
$171K - $178K
|
138K
$6.99M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.84K- 5.98% |
$186K - $193K
|
60.4K
$3.06M
|
|
|
Jul 21, 2025
Q2 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-4.09K- 38.82% |
$198K - $205K
|
6.45K
$327K
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-4.11K- 7.41% |
$199K - $207K
|
51.4K
$2.61M
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-4.16K- 4.07% |
$202K - $209K
|
98.2K
$4.98M
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-4.27K- 20.99% |
$207K - $214K
|
16.1K
$815K
|
|
|
Aug 01, 2025
Q2 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-4.3K- 6.59% |
$208K - $216K
|
60.9K
$3.09M
|
|
|
Aug 08, 2025
Q2 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-4.62K- 1.47% |
$224K - $232K
|
309K
$15.7M
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-4.69K- 12.95% |
$227K - $236K
|
31.5K
$1.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-5.9K- 47.85% |
$286K - $296K
|
6.43K
$326K
|
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-6K- 25.61% |
$291K - $301K
|
17.4K
$883K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-6.05K- 52.69% |
$293K - $303K
|
5.43K
$275K
|
|
|
Aug 12, 2025
Q2 2025
|
Martin Worley Group
Cottonwood Heights, UT |
SELL
|
- |
-6.13K- 4.06% |
$297K - $308K
|
145K
$7.35M
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-6.24K- 9.21% |
$303K - $313K
|
61.6K
$3.12M
|
|
|
Aug 11, 2025
Q2 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-6.32K- 1.52% |
$306K - $317K
|
409K
$20.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Mason & Associates Inc
|
SELL
|
- |
-6.85K- 30.13% |
$332K - $344K
|
15.9K
$805K
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-6.97K- 37.31% |
$338K - $350K
|
11.7K
$593K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-7.2K- 53.85% |
$349K - $361K
|
6.17K
$313K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-7.7K- 8.64% |
$373K - $386K
|
81.4K
$4.13M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.16K- 82.01% |
$396K - $410K
|
1.79K
$90.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-8.21K- 2.3% |
$398K - $412K
|
349K
$17.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-9.55K- 12.93% |
$463K - $479K
|
64.3K
$3.26M
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-9.66K- 10.9% |
$468K - $485K
|
78.9K
$4M
|