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 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
550+ 5.12% |
$27.6K - $28.2K
|
11.3K
$562K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
536+ 7.18% |
$26.9K - $27.5K
|
8K
$399K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
533+ 4.85% |
$26.7K - $27.3K
|
11.5K
$574K
|
|
|
Oct 24, 2024
Q3 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
495+ 1.56% |
$24.8K - $25.4K
|
32.3K
$1.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
484+ 0.38% |
$24.3K - $24.8K
|
128K
$6.37M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
478+ 0.9% |
$24K - $24.5K
|
53.4K
$2.66M
|
|
|
Oct 29, 2024
Q3 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
436+ 0.73% |
$21.9K - $22.4K
|
60.2K
$3M
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
391New |
$19.6K - $20K
|
391
$19.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
358+ 1.92% |
$18K - $18.4K
|
19K
$947K
|
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
BUY
|
- |
343+ 1.07% |
$17.2K - $17.6K
|
32.5K
$1.62M
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
333+ 0.57% |
$16.7K - $17.1K
|
58.5K
$2.92M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
331+ 1.72% |
$16.6K - $17K
|
19.6K
$976K
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
308+ 6.6% |
$15.4K - $15.8K
|
4.98K
$248K
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
300+ 3.26% |
$15K - $15.4K
|
9.5K
$473K
|
|
|
Oct 24, 2024
Q3 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
254+ 1.18% |
$12.7K - $13K
|
21.7K
$1.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
200New |
$10K - $10.3K
|
200
$9.97K
|
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
194New |
$9.73K - $9.95K
|
194
$9.67K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
188+ 1.13% |
$9.43K - $9.64K
|
16.9K
$841K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
177+ 0.26% |
$8.88K - $9.07K
|
69.4K
$3.46M
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
167+ 1.73% |
$8.38K - $8.56K
|
9.81K
$489K
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
156+ 1.86% |
$7.82K - $8K
|
8.55K
$426K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
121+ 2.01% |
$6.07K - $6.2K
|
6.15K
$306K
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
110+ 2.62% |
$5.52K - $5.64K
|
4.31K
$215K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
97+ 1.27% |
$4.86K - $4.97K
|
7.75K
$386K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
93+ 35.91% |
$4.66K - $4.77K
|
352
$17.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
83+ 0.74% |
$4.16K - $4.26K
|
11.3K
$561K
|
|
|
Nov 07, 2024
Q3 2024
|
Bowman & CO S.C.
|
BUY
|
- |
46+ 0.88% |
$2.31K - $2.36K
|
5.28K
$263K
|
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
24+ 0.27% |
$1.2K - $1.23K
|
8.88K
$442K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
22+ 1.26% |
$1.1K - $1.13K
|
1.76K
$87.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
18+ 0.29% |
$903 - $923
|
6.16K
$307K
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
17+ 1.71% |
$853 - $872
|
1.01K
$50.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
9+ 0.88% |
$451 - $461
|
1.03K
$51.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3+ 0.82% |
$150 - $154
|
369
$18.4K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-6- 0.15% |
$301 - $308
|
3.95K
$197K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-19- 0.37% |
$953 - $974
|
5.13K
$256K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-44- 0.03% |
$2.21K - $2.26K
|
157K
$7.83M
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-49- 0.27% |
$2.46K - $2.51K
|
18.2K
$908K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-59- 0.09% |
$2.96K - $3.02K
|
63K
$3.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-100- 0.09% |
$5.02K - $5.13K
|
114K
$5.67M
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-155- 1.26% |
$7.77K - $7.95K
|
12.2K
$606K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-170- 3.91% |
$8.53K - $8.72K
|
4.18K
$208K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-172- 2.67% |
$8.63K - $8.82K
|
6.27K
$313K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-179- 0.77% |
$8.98K - $9.18K
|
23.1K
$1.15M
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-254- 1.5% |
$12.7K - $13K
|
16.7K
$832K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-276- 2.62% |
$13.8K - $14.2K
|
10.3K
$511K
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-295- 4.84% |
$14.8K - $15.1K
|
5.8K
$289K
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-447- 0.65% |
$22.4K - $22.9K
|
68.5K
$3.42M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-521- 5.79% |
$26.1K - $26.7K
|
8.48K
$423K
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-711- 2.15% |
$35.7K - $36.5K
|
32.3K
$1.61M
|