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 06, 2024
Q3 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
4.17KNew |
$209K - $214K
|
4.17K
$208K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.06KNew |
$204K - $208K
|
4.06K
$202K
|
|
|
Nov 13, 2024
Q3 2024
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
3.96KNew |
$198K - $203K
|
3.96K
$197K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.94KNew |
$198K - $202K
|
3.94K
$196K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.63K+ 23.38% |
$182K - $186K
|
19.1K
$954K
|
|
|
Oct 31, 2024
Q3 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
3.51K+ 30.55% |
$176K - $180K
|
15K
$748K
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
3.5K+ 81.47% |
$176K - $179K
|
7.8K
$389K
|
|
|
Oct 30, 2024
Q3 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
3.42K+ 5.01% |
$171K - $175K
|
71.6K
$3.57M
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
3.26K+ 1.09% |
$164K - $167K
|
302K
$15.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.02K+ 11.26% |
$151K - $155K
|
29.8K
$1.49M
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
3K+ 67.57% |
$150K - $154K
|
7.44K
$371K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3K+ 291.25% |
$150K - $154K
|
4.03K
$201K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.7K+ 9.23% |
$135K - $138K
|
31.9K
$1.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
2.69K+ 0.75% |
$135K - $138K
|
361K
$18M
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
2.52K+ 49.31% |
$126K - $129K
|
7.63K
$380K
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
2.35K+ 1.43% |
$118K - $121K
|
167K
$8.33M
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
2.33K+ 32.23% |
$117K - $120K
|
9.58K
$477K
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
2.28K+ 0.94% |
$114K - $117K
|
244K
$12.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.18K+ 15.65% |
$110K - $112K
|
16.1K
$804K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
2.09K+ 14.45% |
$105K - $107K
|
16.5K
$825K
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
2.05K+ 7.34% |
$103K - $105K
|
29.9K
$1.49M
|
|
|
Oct 09, 2024
Q3 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
1.98K+ 3.08% |
$99.4K - $102K
|
66.3K
$3.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.97K+ 43.84% |
$98.9K - $101K
|
6.47K
$322K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.94K+ 30.3% |
$97.1K - $99.3K
|
8.33K
$415K
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
1.92K+ 13.75% |
$96K - $98.2K
|
15.8K
$789K
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1.9K+ 17.06% |
$95.5K - $97.6K
|
13.1K
$651K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.74K+ 14.33% |
$87.4K - $89.4K
|
13.9K
$693K
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.7K+ 93.66% |
$85.3K - $87.2K
|
3.52K
$175K
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
BUY
|
- |
1.69K+ 1.88% |
$85K - $86.9K
|
91.8K
$4.58M
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
1.59K+ 11.11% |
$79.6K - $81.4K
|
15.9K
$791K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.52K+ 3.66% |
$76.3K - $78K
|
43.1K
$2.15M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.46K+ 9.7% |
$73.4K - $75.1K
|
16.6K
$825K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.36K+ 2.03% |
$68K - $69.5K
|
68K
$3.39M
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1.26K+ 5.57% |
$63.1K - $64.5K
|
23.8K
$1.19M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.14K+ 2.26% |
$57.4K - $58.7K
|
51.9K
$2.58M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.05K+ 8.34% |
$52.8K - $53.9K
|
13.7K
$681K
|
|
|
Oct 08, 2024
Q3 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
997+ 6.02% |
$50K - $51.1K
|
17.6K
$875K
|
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
995+ 3.52% |
$49.9K - $51K
|
29.3K
$1.46M
|
|
|
Oct 18, 2024
Q3 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
993+ 0.56% |
$49.8K - $50.9K
|
177K
$8.83M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
985+ 3.44% |
$49.4K - $50.5K
|
29.6K
$1.48M
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
969+ 12.8% |
$48.6K - $49.7K
|
8.54K
$426K
|
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
910+ 19.57% |
$45.6K - $46.7K
|
5.56K
$277K
|
|
|
Nov 12, 2024
Q3 2024
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
890+ 2.71% |
$44.6K - $45.6K
|
33.7K
$1.68M
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
781+ 11.48% |
$39.2K - $40K
|
7.58K
$378K
|
|
|
Oct 24, 2024
Q3 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
766+ 10.97% |
$38.4K - $39.3K
|
7.75K
$386K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
755+ 207.99% |
$37.9K - $38.7K
|
1.12K
$55.7K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
728+ 1.1% |
$36.5K - $37.3K
|
66.8K
$3.33M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
660+ 2.3% |
$33.1K - $33.8K
|
29.3K
$1.46M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
604+ 12.16% |
$30.3K - $31K
|
5.57K
$278K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
565New |
$28.3K - $29K
|
565
$28.2K
|