Purchases and Sales Made in Q3 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2023
Q3 2023
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
315KNew |
$15.2M - $15.9M
|
315K
$15.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
268K+ 28.67% |
$13M - $13.5M
|
1.2M
$60M
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
251KNew |
$12.2M - $12.7M
|
251K
$12.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
199KNew |
$9.64M - $10.1M
|
199K
$9.94M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
193K+ 133.25% |
$9.35M - $9.76M
|
339K
$16.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
144K+ 3480.7% |
$6.96M - $7.27M
|
148K
$7.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
118K+ 130.04% |
$5.72M - $5.98M
|
209K
$10.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
110K+ 36.26% |
$5.31M - $5.55M
|
413K
$20.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
100K+ 2943.24% |
$4.84M - $5.05M
|
103K
$5.16M
|
|
|
Oct 11, 2023
Q3 2023
|
Goodman Advisory Group, LLC
|
BUY
|
- |
94.3KNew |
$4.56M - $4.76M
|
94.3K
$4.7M
|
|
|
Oct 31, 2023
Q3 2023
|
Asio Capital, LLC
|
BUY
|
- |
91.7K+ 42.37% |
$4.43M - $4.63M
|
308K
$15.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
BUY
|
- |
89.7K+ 677.57% |
$4.34M - $4.53M
|
103K
$5.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
77.3K+ 15.04% |
$3.73M - $3.9M
|
591K
$29.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
73.5K+ 81.32% |
$3.55M - $3.71M
|
164K
$8.17M
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
65.5K+ 21.43% |
$3.17M - $3.31M
|
371K
$18.5M
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
50.9KNew |
$2.46M - $2.57M
|
50.9K
$2.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
45.6K+ 14.84% |
$2.2M - $2.3M
|
352K
$17.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
41.9K+ 217.04% |
$2.03M - $2.12M
|
61.2K
$3.05M
|
|
|
Oct 31, 2023
Q3 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
38KNew |
$1.84M - $1.92M
|
38K
$1.89M
|
|
|
Nov 14, 2023
Q3 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
32.6K+ 37.68% |
$1.58M - $1.65M
|
119K
$5.94M
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
32.3K+ 8.72% |
$1.56M - $1.63M
|
403K
$20.1M
|
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
29.9KNew |
$1.45M - $1.51M
|
29.9K
$1.49M
|
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
26.5KNew |
$1.28M - $1.34M
|
26.5K
$1.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
26KNew |
$1.25M - $1.31M
|
26K
$1.29M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
25.4K+ 11.63% |
$1.23M - $1.28M
|
244K
$12.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
23.8K+ 21.07% |
$1.15M - $1.2M
|
137K
$6.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
18K+ 22.42% |
$869K - $907K
|
98.2K
$4.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
16.7KNew |
$809K - $845K
|
16.7K
$834K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
15.7KNew |
$759K - $792K
|
15.7K
$782K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
13.9KNew |
$674K - $704K
|
13.9K
$695K
|
|
|
Oct 11, 2023
Q3 2023
|
Cva Family Office, LLC
|
BUY
|
- |
13.4K+ 34.49% |
$647K - $675K
|
52.2K
$2.6M
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
13.3KNew |
$641K - $669K
|
13.3K
$661K
|
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
13.2KNew |
$640K - $668K
|
13.2K
$660K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
12.6K+ 24.26% |
$611K - $638K
|
64.8K
$3.23M
|
|
|
Oct 23, 2023
Q3 2023
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
10.3KNew |
$496K - $518K
|
10.3K
$511K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.75KNew |
$471K - $492K
|
9.75K
$486K
|
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
BUY
|
- |
9.62K+ 16.53% |
$465K - $485K
|
67.8K
$3.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
9.24KNew |
$447K - $466K
|
9.24K
$460K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.05KNew |
$341K - $356K
|
7.05K
$351K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.99K+ 12.44% |
$338K - $353K
|
63.1K
$3.15M
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
6.74K+ 26.69% |
$326K - $340K
|
32K
$1.59M
|
|
|
Oct 25, 2023
Q3 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
5.63KNew |
$272K - $284K
|
5.63K
$281K
|
|
|
Nov 07, 2023
Q3 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
5.56K+ 35.04% |
$269K - $281K
|
21.4K
$1.07M
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
5.37K+ 4.65% |
$259K - $271K
|
121K
$6.02M
|
|
|
Nov 09, 2023
Q3 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
5.04K+ 2.3% |
$244K - $255K
|
224K
$11.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
5K+ 44.64% |
$242K - $252K
|
16.2K
$807K
|
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
4.99KNew |
$241K - $252K
|
4.99K
$249K
|
|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
4.89K+ 4.14% |
$237K - $247K
|
123K
$6.14M
|
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
4.62K+ 7.6% |
$223K - $233K
|
65.4K
$3.26M
|
|
|
Oct 24, 2023
Q3 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
4.42K+ 19.96% |
$214K - $223K
|
26.6K
$1.32M
|