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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-383- 1.68% |
$18.5K - $19.3K
|
22.5K
$1.12M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-590- 1.31% |
$28.5K - $29.8K
|
44.6K
$2.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.02K- 8.29% |
$49.1K - $51.2K
|
11.2K
$560K
|
|
|
Nov 13, 2023
Q3 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-1.17K- 40.24% |
$56.3K - $58.8K
|
1.73K
$86.2K
|
|
|
Oct 30, 2023
Q3 2023
|
Helen Stephens Group, LLC
|
SELL
|
- |
-1.22K- 0.73% |
$59.1K - $61.7K
|
167K
$8.32M
|
|
|
Oct 24, 2023
Q3 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.29K- 4.89% |
$62.1K - $64.9K
|
25K
$1.25M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.06K- 25.01% |
$99.7K - $104K
|
6.19K
$308K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.53K- 2.71% |
$122K - $128K
|
90.8K
$4.53M
|
|
|
Oct 19, 2023
Q3 2023
|
Mason & Associates Inc
|
SELL
|
- |
-2.65K- 7.55% |
$128K - $134K
|
32.4K
$1.61M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.16K- 5.9% |
$153K - $160K
|
50.5K
$2.51M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.23K- 3.32% |
$205K - $214K
|
123K
$6.13M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4.37K- 9.44% |
$211K - $221K
|
41.9K
$2.09M
|
|
|
Oct 18, 2023
Q3 2023
|
Keudell
|
SELL
|
- |
-5.83K- 6.05% |
$282K - $294K
|
90.4K
$4.51M
|
|
|
Oct 25, 2023
Q3 2023
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-6.04K- 30.02% |
$292K - $305K
|
14.1K
$701K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-8.03K- 41.77% |
$388K - $405K
|
11.2K
$558K
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-8.42K- 10.3% |
$407K - $425K
|
73.3K
$3.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-18.7K- 60.74% |
$905K - $945K
|
12.1K
$603K
|
|
|
Oct 19, 2023
Q3 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-41.7K- 53.06% |
$2.02M - $2.1M
|
36.9K
$1.84M
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-61.5K- 11.39% |
$2.97M - $3.1M
|
478K
$23.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-136K- 51.36% |
$6.6M - $6.89M
|
129K
$6.44M
|