Purchases and Sales Made in Q3 2025 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 2025. 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 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
372K+ 46.38% |
$18.3M - $18.8M
|
1.17M
$59.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
214K+ 7.85% |
$10.5M - $10.8M
|
2.94M
$149M
|
|
|
Oct 07, 2025
Q3 2025
|
Leverty Financial Group, LLC
|
BUY
|
- |
151K+ 167.61% |
$7.39M - $7.62M
|
240K
$12.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Asio Capital, LLC
|
BUY
|
- |
130K+ 26.28% |
$6.39M - $6.58M
|
625K
$31.7M
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
116K+ 38.62% |
$5.71M - $5.88M
|
418K
$21.2M
|
|
|
Oct 06, 2025
Q3 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
86.3K+ 907.57% |
$4.24M - $4.36M
|
95.8K
$4.86M
|
|
|
Oct 21, 2025
Q3 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
64K+ 27.43% |
$3.14M - $3.24M
|
298K
$15.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
58.8K+ 16.07% |
$2.89M - $2.97M
|
424K
$21.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
58.4KNew |
$2.87M - $2.96M
|
58.4K
$2.96M
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
55.6K+ 19.53% |
$2.73M - $2.81M
|
341K
$17.3M
|
|
|
Oct 06, 2025
Q3 2025
|
Collective Family Office LLC
|
BUY
|
- |
53.7K+ 9.38% |
$2.64M - $2.72M
|
626K
$31.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
49.8K+ 48.06% |
$2.44M - $2.52M
|
153K
$7.78M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
48.8K+ 10.38% |
$2.4M - $2.47M
|
519K
$26.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
40.1K+ 50.2% |
$1.97M - $2.03M
|
120K
$6.08M
|
|
|
Oct 24, 2025
Q3 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
36K+ 62.58% |
$1.77M - $1.82M
|
93.5K
$4.74M
|
|
|
Oct 14, 2025
Q3 2025
|
Harbor Group, Inc.
|
BUY
|
- |
33KNew |
$1.62M - $1.67M
|
33K
$1.67M
|
|
|
Oct 07, 2025
Q3 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
31.8K+ 22.34% |
$1.56M - $1.61M
|
174K
$8.84M
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
27KNew |
$1.32M - $1.36M
|
27K
$1.37M
|
|
|
Oct 15, 2025
Q3 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
18.7K+ 5.32% |
$918K - $946K
|
370K
$18.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
18.3K+ 110.02% |
$900K - $927K
|
35K
$1.77M
|
|
|
Oct 02, 2025
Q3 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
16.9K+ 13.62% |
$828K - $853K
|
141K
$7.13M
|
|
|
Oct 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
16.3K+ 16.24% |
$802K - $826K
|
117K
$5.93M
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
13.9K+ 14.18% |
$684K - $705K
|
112K
$5.69M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
13.8K+ 46.94% |
$676K - $697K
|
43.1K
$2.19M
|
|
|
Oct 14, 2025
Q3 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
13.7K+ 10.92% |
$674K - $694K
|
139K
$7.06M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
13.4KNew |
$655K - $675K
|
13.4K
$677K
|
|
|
Oct 01, 2025
Q3 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
13.1K+ 158.47% |
$644K - $663K
|
21.4K
$1.08M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13K+ 86.33% |
$639K - $659K
|
28.1K
$1.42M
|
|
|
Oct 23, 2025
Q3 2025
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
12.8K+ 27.0% |
$628K - $647K
|
60.2K
$3.05M
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
12.7K+ 17.03% |
$623K - $642K
|
87.3K
$4.43M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
12.2KNew |
$599K - $617K
|
12.2K
$618K
|
|
|
Oct 02, 2025
Q3 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
9.57K+ 3.07% |
$470K - $484K
|
321K
$16.3M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
9.47K+ 93.83% |
$465K - $479K
|
19.6K
$991K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
9.46K+ 21.13% |
$464K - $478K
|
54.2K
$2.75M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
9.45K+ 7.25% |
$464K - $478K
|
140K
$7.09M
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
8.25K+ 9.12% |
$405K - $417K
|
98.7K
$5M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
8.11KNew |
$398K - $410K
|
8.11K
$411K
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
7.99K+ 11.88% |
$392K - $404K
|
75.2K
$3.81M
|
|
|
Oct 15, 2025
Q3 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
6.84K+ 17.61% |
$336K - $346K
|
45.7K
$2.31M
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
6.63K+ 3.36% |
$326K - $335K
|
204K
$10.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
6K+ 102.27% |
$294K - $303K
|
11.9K
$601K
|
|
|
Oct 10, 2025
Q3 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
5.91KNew |
$290K - $299K
|
5.91K
$299K
|
|
|
Oct 03, 2025
Q3 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
5.59KNew |
$274K - $282K
|
5.59K
$283K
|
|
|
Oct 22, 2025
Q3 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
5.58K+ 25.98% |
$274K - $282K
|
27.1K
$1.37M
|
|
|
Oct 20, 2025
Q3 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
5.22KNew |
$256K - $264K
|
5.22K
$264K
|
|
|
Oct 14, 2025
Q3 2025
|
True North Advisors, LLC
|
BUY
|
- |
4.99KNew |
$245K - $253K
|
4.99K
$253K
|
|
|
Oct 09, 2025
Q3 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
4.83K+ 70.01% |
$237K - $245K
|
11.7K
$595K
|
|
|
Oct 14, 2025
Q3 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
4.79K+ 3.78% |
$235K - $242K
|
131K
$6.67M
|
|
|
Oct 15, 2025
Q3 2025
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
4.46KNew |
$219K - $226K
|
4.46K
$226K
|
|
|
Oct 08, 2025
Q3 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
4.36K+ 21.07% |
$214K - $221K
|
25.1K
$1.27M
|