Purchases and Sales Made in Q3 2024 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 2024. 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 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
687K+ 60.71% |
$34.4M - $35.2M
|
1.82M
$90.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
394K+ 18.66% |
$19.8M - $20.2M
|
2.51M
$125M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
222K+ 236.94% |
$11.1M - $11.4M
|
316K
$15.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
116K+ 40.09% |
$5.8M - $5.93M
|
404K
$20.1M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
115K+ 122.52% |
$5.77M - $5.9M
|
209K
$10.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
105K+ 48.59% |
$5.28M - $5.4M
|
322K
$16.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
105KNew |
$5.26M - $5.38M
|
105K
$5.23M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
81.7K+ 43.18% |
$4.1M - $4.19M
|
271K
$13.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
81K+ 70.68% |
$4.06M - $4.15M
|
196K
$9.75M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
76.3K+ 16.87% |
$3.82M - $3.91M
|
528K
$26.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
72.5K+ 9.4% |
$3.63M - $3.71M
|
844K
$42M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
70.1K+ 10.79% |
$3.52M - $3.6M
|
720K
$35.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
66.2K+ 30.73% |
$3.32M - $3.4M
|
282K
$14M
|
|
|
Nov 06, 2024
Q3 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
62.6KNew |
$3.14M - $3.21M
|
62.6K
$3.12M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
61.3K+ 7.18% |
$3.07M - $3.14M
|
915K
$45.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
59.6K+ 29.68% |
$2.99M - $3.06M
|
260K
$13M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
58K+ 15.15% |
$2.91M - $2.97M
|
441K
$22M
|
|
|
Oct 10, 2024
Q3 2024
|
Asio Capital, LLC
|
BUY
|
- |
55.5K+ 13.58% |
$2.78M - $2.84M
|
464K
$23.1M
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
BUY
|
- |
51.6K+ 12.82% |
$2.59M - $2.65M
|
454K
$22.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
50.8K+ 30.12% |
$2.55M - $2.6M
|
219K
$10.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
50.7K+ 66.44% |
$2.54M - $2.6M
|
127K
$6.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
38.2K+ 15.3% |
$1.92M - $1.96M
|
288K
$14.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
38K+ 5.2% |
$1.91M - $1.95M
|
769K
$38.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
34.6K+ 10.11% |
$1.74M - $1.77M
|
377K
$18.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
33.8K+ 12.38% |
$1.7M - $1.73M
|
307K
$15.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
32.9K+ 109.84% |
$1.65M - $1.69M
|
62.8K
$3.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
30.5K+ 53.51% |
$1.53M - $1.56M
|
87.4K
$4.35M
|
|
|
Oct 23, 2024
Q3 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
27.6K+ 9.77% |
$1.38M - $1.41M
|
310K
$15.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
26.2K+ 15.29% |
$1.31M - $1.34M
|
198K
$9.85M
|
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
25.1K+ 40.42% |
$1.26M - $1.29M
|
87.2K
$4.35M
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
24.9K+ 26.44% |
$1.25M - $1.28M
|
119K
$5.93M
|
|
|
Oct 07, 2024
Q3 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
24.5K+ 53.59% |
$1.23M - $1.26M
|
70.2K
$3.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
BUY
|
- |
19.8K+ 23.25% |
$994K - $1.02M
|
105K
$5.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
19.7K+ 169.39% |
$986K - $1.01M
|
31.3K
$1.56M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
18.3K+ 255.1% |
$918K - $938K
|
25.5K
$1.27M
|
|
|
Nov 07, 2024
Q3 2024
|
Planning Directions Inc
|
BUY
|
- |
18KNew |
$901K - $922K
|
18K
$896K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
16.8K+ 2.99% |
$842K - $861K
|
578K
$28.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
16.4K+ 11.43% |
$825K - $843K
|
160K
$7.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.1K+ 95.86% |
$760K - $777K
|
30.9K
$1.54M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
14.9K+ 51.89% |
$745K - $762K
|
43.5K
$2.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
14KNew |
$700K - $715K
|
14K
$695K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
13.4K+ 46.48% |
$671K - $686K
|
42.2K
$2.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
13.1K+ 1170.64% |
$656K - $670K
|
14.2K
$707K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
12.9K+ 12.85% |
$647K - $662K
|
113K
$5.65M
|
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
12.5K+ 59.7% |
$627K - $641K
|
33.5K
$1.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
12.5K+ 167.37% |
$626K - $640K
|
19.9K
$994K
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
12K+ 36.01% |
$602K - $616K
|
45.4K
$2.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
11.7K+ 1914.54% |
$588K - $601K
|
12.3K
$614K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
11.1K+ 31.48% |
$558K - $570K
|
46.4K
$2.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
11.1K+ 4.08% |
$556K - $568K
|
283K
$14.1M
|