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 23, 2025
Q3 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
4.24KNew |
$208K - $214K
|
4.24K
$215K
|
|
|
Oct 20, 2025
Q3 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
4.16KNew |
$204K - $211K
|
4.16K
$211K
|
|
|
Oct 10, 2025
Q3 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
3.48K+ 8.7% |
$171K - $176K
|
43.4K
$2.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
3.33K+ 70.02% |
$164K - $168K
|
8.09K
$410K
|
|
|
Oct 21, 2025
Q3 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
3.14K+ 12.29% |
$154K - $159K
|
28.7K
$1.45M
|
|
|
Oct 21, 2025
Q3 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
3.08K+ 6.33% |
$151K - $156K
|
51.7K
$2.62M
|
|
|
Oct 14, 2025
Q3 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
2.6K+ 3.82% |
$128K - $132K
|
70.7K
$3.58M
|
|
|
Oct 10, 2025
Q3 2025
|
Marion Wealth Management
|
BUY
|
- |
2.55K+ 11.9% |
$125K - $129K
|
23.9K
$1.21M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.49K+ 6.33% |
$122K - $126K
|
41.8K
$2.12M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.47K+ 9.81% |
$121K - $125K
|
27.6K
$1.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
2.34K+ 7.65% |
$115K - $118K
|
32.9K
$1.67M
|
|
|
Oct 22, 2025
Q3 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
2.14K+ 3.97% |
$105K - $108K
|
56K
$2.84M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.74K+ 3.69% |
$85.2K - $87.8K
|
48.8K
$2.47M
|
|
|
Oct 21, 2025
Q3 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
1.42K+ 4.52% |
$69.6K - $71.7K
|
32.8K
$1.66M
|
|
|
Oct 08, 2025
Q3 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
1.38K+ 26.57% |
$67.6K - $69.7K
|
6.56K
$333K
|
|
|
Oct 14, 2025
Q3 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
1.19K+ 8.3% |
$58.4K - $60.2K
|
15.5K
$787K
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
911+ 2.76% |
$44.7K - $46.1K
|
33.9K
$1.72M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
601+ 4.88% |
$29.5K - $30.4K
|
12.9K
$655K
|
|
|
Oct 24, 2025
Q3 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
543+ 5.28% |
$26.7K - $27.5K
|
10.8K
$549K
|
|
|
Oct 22, 2025
Q3 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
537+ 0.88% |
$26.4K - $27.2K
|
61.4K
$3.11M
|
|
|
Oct 14, 2025
Q3 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
400+ 3.29% |
$19.6K - $20.2K
|
12.6K
$638K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
350+ 4.11% |
$17.2K - $17.7K
|
8.86K
$449K
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
300+ 4.37% |
$14.7K - $15.2K
|
7.17K
$364K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
231+ 3.15% |
$11.3K - $11.7K
|
7.56K
$383K
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
228+ 0.6% |
$11.2K - $11.5K
|
38.3K
$1.94M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
91+ 1.97% |
$4.47K - $4.6K
|
4.72K
$239K
|
|
|
Oct 10, 2025
Q3 2025
|
Bowman & CO S.C.
|
BUY
|
- |
47+ 0.9% |
$2.31K - $2.38K
|
5.29K
$268K
|
|
|
Oct 08, 2025
Q3 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
20+ 0.32% |
$982 - $1.01K
|
6.24K
$316K
|
|
|
Oct 14, 2025
Q3 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
16+ 0.89% |
$785 - $809
|
1.81K
$91.9K
|
|
|
Oct 22, 2025
Q3 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
9New |
$442 - $455
|
9
$456
|
|
|
Oct 16, 2025
Q3 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1+ 16.67% |
$49.1 - $50.6
|
7
$355
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-10- 1.35% |
$491 - $506
|
729
$37K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-14- 0.07% |
$687 - $708
|
19.1K
$971K
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-18- 0.37% |
$884 - $910
|
4.83K
$245K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-75- 0.86% |
$3.68K - $3.79K
|
8.63K
$438K
|
|
|
Oct 20, 2025
Q3 2025
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-105- 0.87% |
$5.15K - $5.31K
|
12K
$608K
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-133- 0.96% |
$6.53K - $6.73K
|
13.7K
$697K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-221- 1.43% |
$10.8K - $11.2K
|
15.2K
$771K
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-385- 0.47% |
$18.9K - $19.5K
|
80.7K
$4.09M
|
|
|
Oct 07, 2025
Q3 2025
|
Strong Box Wealth, LLC
|
SELL
|
- |
-510- 3.06% |
$25K - $25.8K
|
16.1K
$818K
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
SELL
|
- |
-521- 5.74% |
$25.6K - $26.4K
|
8.56K
$434K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-540- 8.4% |
$26.5K - $27.3K
|
5.89K
$299K
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-633- 31.49% |
$31.1K - $32K
|
1.38K
$69.8K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.09K- 3.35% |
$53.4K - $55K
|
31.3K
$1.59M
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.16K- 17.65% |
$57K - $58.7K
|
5.42K
$275K
|
|
|
Oct 10, 2025
Q3 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.25K- 17.01% |
$61.4K - $63.2K
|
6.1K
$309K
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-1.8K- 3.54% |
$88.1K - $90.8K
|
48.9K
$2.48M
|
|
|
Oct 07, 2025
Q3 2025
|
Friday Financial
Dubuque, IA |
SELL
|
- |
-2.35K- 20.39% |
$116K - $119K
|
9.19K
$466K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-2.85K- 9.64% |
$140K - $144K
|
26.7K
$1.35M
|
|
|
Oct 15, 2025
Q3 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-3.07K- 5.96% |
$150K - $155K
|
48.3K
$2.45M
|