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 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
10.9K+ 8.19% |
$548K - $560K
|
144K
$7.19M
|
|
|
Nov 04, 2024
Q3 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
10.5K+ 20.22% |
$525K - $536K
|
62.2K
$3.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.3K+ 18.1% |
$515K - $526K
|
67K
$3.34M
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
10.1K+ 10.11% |
$508K - $519K
|
110K
$5.5M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
10.1KNew |
$505K - $516K
|
10.1K
$502K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
9.69K+ 9594.06% |
$486K - $497K
|
9.79K
$488K
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
9.64K+ 13.35% |
$484K - $494K
|
81.9K
$4.08M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
9.41K+ 46.52% |
$472K - $483K
|
29.6K
$1.48M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
9.09KNew |
$456K - $466K
|
9.09K
$453K
|
|
|
Oct 18, 2024
Q3 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
9.03K+ 37.97% |
$453K - $463K
|
32.8K
$1.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
8.42K+ 5.77% |
$422K - $432K
|
154K
$7.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
7.98K+ 31.73% |
$400K - $409K
|
33.1K
$1.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
7.9KNew |
$396K - $405K
|
7.9K
$394K
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
7.88K+ 5.51% |
$395K - $404K
|
151K
$7.51M
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
7.86K+ 7.76% |
$394K - $403K
|
109K
$5.44M
|
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
7.84K+ 75.11% |
$393K - $402K
|
18.3K
$911K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
7.58K+ 85.5% |
$380K - $389K
|
16.5K
$820K
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
7.54K+ 144.94% |
$378K - $386K
|
12.7K
$635K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.46K+ 74.18% |
$374K - $382K
|
17.5K
$872K
|
|
|
Nov 12, 2024
Q3 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
7.3KNew |
$366K - $374K
|
7.3K
$364K
|
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
7.16KNew |
$359K - $367K
|
7.16K
$357K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
7.11K+ 1.78% |
$357K - $365K
|
407K
$20.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.94KNew |
$348K - $356K
|
6.94K
$346K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.9K+ 22.05% |
$346K - $354K
|
38.2K
$1.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
6.85K+ 85.52% |
$344K - $351K
|
14.9K
$741K
|
|
|
Oct 28, 2024
Q3 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
6.84K+ 5.47% |
$343K - $351K
|
132K
$6.57M
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
6.72K+ 6.77% |
$337K - $344K
|
106K
$5.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
6.5KNew |
$326K - $333K
|
6.5K
$324K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.5KNew |
$326K - $333K
|
6.5K
$324K
|
|
|
Oct 30, 2024
Q3 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
6.37K+ 4.84% |
$319K - $327K
|
138K
$6.88M
|
|
|
Oct 15, 2024
Q3 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
6.21K+ 10.73% |
$312K - $319K
|
64.1K
$3.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.92K+ 22.79% |
$297K - $303K
|
31.9K
$1.59M
|
|
|
Oct 28, 2024
Q3 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
5.69K+ 2.5% |
$285K - $292K
|
233K
$11.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.48K+ 21.44% |
$275K - $281K
|
31K
$1.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
5.32KNew |
$267K - $273K
|
5.32K
$265K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
5.21KNew |
$261K - $267K
|
5.21K
$260K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.01K+ 33.91% |
$251K - $257K
|
19.8K
$987K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
4.94KNew |
$248K - $253K
|
4.94K
$246K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.88K+ 2.15% |
$245K - $250K
|
232K
$11.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
4.86K+ 6.97% |
$244K - $249K
|
74.5K
$3.71M
|
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
4.83KNew |
$242K - $248K
|
4.83K
$241K
|
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
4.59K+ 15.2% |
$230K - $235K
|
34.8K
$1.73M
|
|
|
Nov 04, 2024
Q3 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
4.58K+ 5.59% |
$230K - $235K
|
86.5K
$4.31M
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
4.58KNew |
$229K - $235K
|
4.58K
$228K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.5K+ 1.13% |
$226K - $231K
|
404K
$20.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.48K+ 9.89% |
$225K - $230K
|
49.8K
$2.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.36K+ 4.4% |
$218K - $223K
|
103K
$5.15M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.34K+ 40.6% |
$218K - $222K
|
15K
$749K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.3K+ 49.55% |
$216K - $221K
|
13K
$647K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.18K+ 5.01% |
$210K - $214K
|
87.6K
$4.37M
|