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 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
4.39KNew |
$212K - $221K
|
4.39K
$219K
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
4.35KNew |
$210K - $219K
|
4.35K
$217K
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
4.15KNew |
$200K - $209K
|
4.15K
$207K
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.02K+ 11.27% |
$194K - $203K
|
39.7K
$1.98M
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
3.61K+ 36.25% |
$175K - $182K
|
13.6K
$676K
|
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
3.26KNew |
$157K - $164K
|
3.26K
$162K
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
3.23K+ 70.19% |
$156K - $163K
|
7.83K
$390K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
3.22K+ 9.62% |
$156K - $162K
|
36.7K
$1.83M
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.15K+ 12.59% |
$152K - $159K
|
28.2K
$1.41M
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.13K+ 70.69% |
$151K - $158K
|
7.55K
$376K
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.02K+ 9.37% |
$146K - $152K
|
35.2K
$1.76M
|
|
Oct 10, 2023
Q3 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
2.99K+ 8.84% |
$144K - $151K
|
36.8K
$1.83M
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
BUY
|
- |
2.64K+ 19.26% |
$127K - $133K
|
16.3K
$813K
|
|
Oct 18, 2023
Q3 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
2.3K+ 3.46% |
$111K - $116K
|
68.9K
$3.43M
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
2.23K+ 1.58% |
$108K - $113K
|
143K
$7.15M
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
2.13K+ 81.64% |
$103K - $108K
|
4.75K
$237K
|
|
Oct 13, 2023
Q3 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
2.13K+ 3.37% |
$103K - $108K
|
65.4K
$3.26M
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2.11KNew |
$102K - $106K
|
2.11K
$105K
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2K+ 50.0% |
$96.7K - $101K
|
6K
$299K
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.41K+ 28.25% |
$67.9K - $70.9K
|
6.38K
$318K
|
|
Nov 03, 2023
Q3 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.2K+ 5.41% |
$58.1K - $60.7K
|
23.4K
$1.17M
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.19K+ 11.7% |
$57.6K - $60.2K
|
11.4K
$567K
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.05K+ 29.74% |
$50.9K - $53.1K
|
4.59K
$229K
|
|
Oct 05, 2023
Q3 2023
|
West Oak Capital, LLC
|
BUY
|
- |
1K+ 50.0% |
$48.3K - $50.5K
|
3K
$150K
|
|
Oct 18, 2023
Q3 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
968+ 19.1% |
$46.8K - $48.9K
|
6.04K
$301K
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
BUY
|
- |
937+ 4.2% |
$45.3K - $47.3K
|
23.2K
$1.16M
|
|
Nov 13, 2023
Q3 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
900+ 15.52% |
$43.5K - $45.4K
|
6.7K
$334K
|
|
Oct 26, 2023
Q3 2023
|
Nbt Bank N A
|
BUY
|
- |
835+ 2.49% |
$40.4K - $42.1K
|
34.3K
$1.71M
|
|
Oct 16, 2023
Q3 2023
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
630+ 0.36% |
$30.5K - $31.8K
|
177K
$8.84M
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
477+ 0.39% |
$23.1K - $24.1K
|
124K
$6.18M
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
451+ 0.8% |
$21.8K - $22.8K
|
56.9K
$2.84M
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
436+ 65.56% |
$21.1K - $22K
|
1.1K
$54.9K
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
385+ 3.86% |
$18.6K - $19.4K
|
10.4K
$516K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
357+ 0.73% |
$17.3K - $18K
|
49.2K
$2.45M
|
|
Nov 03, 2023
Q3 2023
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
345+ 0.96% |
$16.7K - $17.4K
|
36.4K
$1.82M
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
311+ 0.8% |
$15K - $15.7K
|
39.2K
$1.95M
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
285New |
$13.8K - $14.4K
|
285
$14.2K
|
|
Oct 13, 2023
Q3 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
44+ 0.75% |
$2.13K - $2.22K
|
5.92K
$295K
|
|
Aug 13, 2024
Q3 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
34+ 0.57% |
$1.64K - $1.72K
|
5.97K
$298K
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
23+ 21.3% |
$1.11K - $1.16K
|
131
$6.53K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
17+ 0.42% |
$822 - $858
|
4.03K
$201K
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
13+ 0.13% |
$628 - $656
|
9.99K
$498K
|
|
Oct 10, 2023
Q3 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
8+ 0.01% |
$387 - $404
|
156K
$7.76M
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2+ 0.03% |
$96.7 - $101
|
6.49K
$323K
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 06, 2023
Q3 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-193- 0.6% |
$9.33K - $9.74K
|
32.1K
$1.6M
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-207- 0.26% |
$10K - $10.4K
|
78K
$3.89M
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-281- 1.48% |
$13.6K - $14.2K
|
18.7K
$934K
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-284- 0.72% |
$13.7K - $14.3K
|
39.4K
$1.96M
|