Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
394K+ 200.27% |
$19M - $20.2M
|
590K
$29.4M
|
|
Oct 12, 2022
Q3 2022
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
146KNew |
$7.09M - $7.5M
|
146K
$7.3M
|
|
Nov 14, 2022
Q3 2022
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
128K+ 78.59% |
$6.18M - $6.55M
|
291K
$14.5M
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
100K+ 706.19% |
$4.85M - $5.13M
|
114K
$5.7M
|
|
Nov 10, 2022
Q3 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
53.4K+ 24.55% |
$2.58M - $2.73M
|
271K
$13.5M
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
49.2K+ 126.79% |
$2.38M - $2.52M
|
88K
$4.39M
|
|
Oct 14, 2022
Q3 2022
|
Collective Family Office LLC
|
BUY
|
- |
48KNew |
$2.32M - $2.46M
|
48K
$2.39M
|
|
Feb 14, 2023
Q3 2022
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
39KNew |
$1.88M - $2M
|
39K
$1.94M
|
|
Oct 24, 2022
Q3 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
24.9K+ 93.64% |
$1.21M - $1.28M
|
51.5K
$2.57M
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
21.5K+ 180.77% |
$1.04M - $1.1M
|
33.4K
$1.66M
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
19.7K+ 51.44% |
$951K - $1.01M
|
57.9K
$2.88M
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
19.6KNew |
$948K - $1M
|
19.6K
$977K
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16K+ 67.39% |
$774K - $820K
|
39.8K
$1.98M
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
13.5KNew |
$654K - $693K
|
13.5K
$674K
|
|
Oct 26, 2022
Q3 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
11.9K+ 33.27% |
$575K - $609K
|
47.6K
$2.37M
|
|
Oct 11, 2022
Q3 2022
|
Helen Stephens Group, LLC
|
BUY
|
- |
10.7K+ 16.79% |
$520K - $550K
|
74.7K
$3.72M
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.3KNew |
$498K - $527K
|
10.3K
$513K
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.04K+ 70.69% |
$389K - $412K
|
19.4K
$968K
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
7.01KNew |
$339K - $359K
|
7.01K
$349K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.93KNew |
$335K - $355K
|
6.93K
$345K
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.07K+ 31.54% |
$293K - $311K
|
25.3K
$1.26M
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
5.2KNew |
$252K - $266K
|
5.2K
$259K
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.53KNew |
$219K - $232K
|
4.53K
$226K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.39KNew |
$212K - $225K
|
4.39K
$219K
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
4.36KNew |
$211K - $223K
|
4.36K
$217K
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
4.17KNew |
$202K - $213K
|
4.17K
$208K
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
3.38KNew |
$164K - $173K
|
3.38K
$169K
|
|
Nov 14, 2022
Q3 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
2.53K+ 7.12% |
$123K - $130K
|
38.1K
$1.9M
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.47K+ 54.37% |
$119K - $126K
|
7.01K
$349K
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.81K+ 181200.0% |
$87.6K - $92.8K
|
1.81K
$90.4K
|
|
Oct 26, 2022
Q3 2022
|
Financial Strategies Group, Inc.
|
BUY
|
- |
1.34K+ 23.45% |
$64.9K - $68.7K
|
7.07K
$352K
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.19K+ 15.03% |
$57.3K - $60.7K
|
9.07K
$452K
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.01K+ 23.04% |
$48.8K - $51.6K
|
5.38K
$268K
|
|
Nov 14, 2022
Q3 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1KNew |
$48.4K - $51.2K
|
1K
$49.8K
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
900New |
$43.5K - $46.1K
|
900
$44.9K
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
810+ 32.67% |
$39.2K - $41.5K
|
3.29K
$164K
|
|
Oct 26, 2022
Q3 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
184New |
$8.9K - $9.42K
|
184
$9.17K
|
|
Nov 07, 2022
Q3 2022
|
Windsor Group LTD
|
BUY
|
- |
9+ 0.22% |
$435 - $461
|
4.18K
$208K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 25, 2022
Q3 2022
|
Hartford Financial Management Inc.
|
SELL
|
- |
-72- 0.34% |
$3.48K - $3.69K
|
21.4K
$1.06M
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-569- 81.29% |
$27.5K - $29.1K
|
131
$6.53K
|
|
Nov 08, 2022
Q3 2022
|
Nbt Bank N A
|
SELL
|
- |
-720- 12.18% |
$34.8K - $36.9K
|
5.19K
$259K
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-1.42K- 3.51% |
$68.6K - $72.7K
|
39K
$1.94M
|
|
Oct 26, 2022
Q3 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-1.47K- 9.47% |
$71K - $75.1K
|
14K
$699K
|
|
Nov 03, 2022
Q3 2022
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-1.8K- 10.89% |
$87.1K - $92.2K
|
14.7K
$734K
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.85K- 29.06% |
$89.7K - $95K
|
4.53K
$226K
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.41K- 2.36% |
$117K - $123K
|
99.7K
$4.97M
|
|
Nov 14, 2022
Q3 2022
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-3.97KClosed |
$192K - $203K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-4.15K- 6.94% |
$201K - $213K
|
55.7K
$2.77M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.22K- 3.52% |
$397K - $421K
|
226K
$11.2M
|