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 25, 2025
Q2 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-12.7K- 15.92% |
$617K - $639K
|
67.2K
$3.41M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-14K- 2.89% |
$680K - $704K
|
470K
$23.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-14.3K- 4.11% |
$693K - $718K
|
334K
$16.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-15.2K- 33.84% |
$737K - $764K
|
29.8K
$1.51M
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-15.3K- 11.56% |
$741K - $767K
|
117K
$5.93M
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-15.7K- 11.57% |
$761K - $788K
|
120K
$6.08M
|
|
|
Jul 31, 2025
Q2 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-19.3K- 6.58% |
$936K - $970K
|
275K
$13.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-19.3K- 19.5% |
$937K - $971K
|
79.8K
$4.05M
|
|
|
Aug 07, 2025
Q2 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-20.5K- 44.16% |
$993K - $1.03M
|
25.9K
$1.31M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-24.1K- 3.24% |
$1.17M - $1.21M
|
721K
$36.5M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-24.3K- 2.81% |
$1.18M - $1.22M
|
838K
$42.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-26.5K- 10.19% |
$1.28M - $1.33M
|
233K
$11.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-26.9K- 28.92% |
$1.31M - $1.35M
|
66.2K
$3.36M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-27.9K- 12.92% |
$1.35M - $1.4M
|
188K
$9.53M
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-33.6K- 18.68% |
$1.63M - $1.68M
|
146K
$7.41M
|
|
|
Aug 07, 2025
Q2 2025
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-35K- 12.27% |
$1.7M - $1.76M
|
250K
$12.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-37.2K- 28.05% |
$1.8M - $1.87M
|
95.3K
$4.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-41.2K- 24.1% |
$2M - $2.07M
|
130K
$6.58M
|
|
|
Jul 30, 2025
Q2 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-54K- 21.45% |
$2.61M - $2.71M
|
198K
$10M
|
|
|
Jul 17, 2025
Q2 2025
|
Asio Capital, LLC
|
SELL
|
- |
-69.6K- 12.33% |
$3.37M - $3.49M
|
495K
$25.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-74.7K- 52.66% |
$3.62M - $3.75M
|
67.1K
$3.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-82.1K- 73.63% |
$3.98M - $4.12M
|
29.4K
$1.49M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-85.8K- 68.57% |
$4.16M - $4.31M
|
39.3K
$1.99M
|
|
|
Aug 12, 2025
Q2 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-89.9K- 23.26% |
$4.36M - $4.51M
|
297K
$15M
|
|
|
Aug 08, 2025
Q2 2025
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-98.4K- 48.24% |
$4.77M - $4.94M
|
106K
$5.35M
|
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-154K- 31.05% |
$7.45M - $7.72M
|
341K
$17.3M
|