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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-800- 7.78% |
$40.1K - $41K
|
9.48K
$472K
|
|
|
Oct 31, 2024
Q3 2024
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-825- 5.01% |
$41.4K - $42.3K
|
15.6K
$779K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.02K- 2.09% |
$51K - $52.1K
|
47.6K
$2.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.03K- 5.32% |
$51.6K - $52.8K
|
18.3K
$912K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.03K- 4.36% |
$51.8K - $52.9K
|
22.6K
$1.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.48K- 0.55% |
$74K - $75.6K
|
268K
$13.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.76K- 8.32% |
$88.3K - $90.3K
|
19.4K
$967K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.8K- 0.6% |
$90.1K - $92.1K
|
296K
$14.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-2.19K- 15.01% |
$110K - $112K
|
12.4K
$619K
|
|
|
Oct 09, 2024
Q3 2024
|
Ferguson Shapiro LLC
|
SELL
|
- |
-2.23K- 18.21% |
$112K - $114K
|
10K
$500K
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-2.56K- 3.72% |
$128K - $131K
|
66.1K
$3.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-2.77K- 14.05% |
$139K - $142K
|
16.9K
$843K
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-3.16K- 9.53% |
$158K - $162K
|
30K
$1.49M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-3.43K- 67.87% |
$172K - $176K
|
1.62K
$80.9K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-3.89K- 10.79% |
$195K - $199K
|
32.2K
$1.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
SELL
|
- |
-3.95K- 49.6% |
$198K - $203K
|
4.02K
$200K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-4.43K- 14.85% |
$222K - $227K
|
25.4K
$1.27M
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-4.66K- 1.96% |
$234K - $239K
|
233K
$11.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-5.67K- 4.53% |
$284K - $291K
|
120K
$5.96M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.71K- 2.35% |
$286K - $293K
|
237K
$11.8M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.71K- 2.35% |
$286K - $293K
|
237K
$11.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-6.49K- 2.99% |
$325K - $333K
|
210K
$10.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
SELL
|
- |
-6.6K- 4.61% |
$331K - $339K
|
137K
$6.81M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-8.63K- 28.27% |
$433K - $442K
|
21.9K
$1.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-10.6K- 4.4% |
$532K - $544K
|
230K
$11.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-14.5K- 28.74% |
$725K - $741K
|
35.8K
$1.79M
|
|
|
Oct 21, 2024
Q3 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-27K- 25.69% |
$1.35M - $1.38M
|
78.1K
$3.89M
|
|
|
Oct 24, 2024
Q3 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-33.8K- 10.03% |
$1.69M - $1.73M
|
303K
$15.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-35.6K- 25.82% |
$1.79M - $1.83M
|
102K
$5.1M
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-40.5K- 32.77% |
$2.03M - $2.08M
|
83.1K
$4.14M
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-51.2K- 35.28% |
$2.57M - $2.62M
|
93.9K
$4.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-63.9K- 11.69% |
$3.2M - $3.28M
|
483K
$24.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-64.3K- 46.17% |
$3.23M - $3.3M
|
75K
$3.74M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-110K- 91.86% |
$5.52M - $5.65M
|
9.76K
$487K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-148K- 69.19% |
$7.42M - $7.58M
|
65.9K
$3.28M
|