Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
297K+ 112.83% |
$14.2M - $14.9M
|
560K
$27.9M
|
|
Feb 14, 2023
Q4 2022
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
128K+ 327.58% |
$6.09M - $6.4M
|
167K
$8.3M
|
|
Feb 07, 2023
Q4 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
121KNew |
$5.76M - $6.05M
|
121K
$6.01M
|
|
Jan 20, 2023
Q4 2022
|
Keudell
|
BUY
|
- |
107KNew |
$5.09M - $5.35M
|
107K
$5.31M
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
101KNew |
$4.83M - $5.07M
|
101K
$5.04M
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
98.9KNew |
$4.72M - $4.96M
|
98.9K
$4.93M
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
92.2K+ 236.42% |
$4.4M - $4.62M
|
131K
$6.54M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
87.1K+ 1983.83% |
$4.16M - $4.37M
|
91.5K
$4.56M
|
|
Jan 20, 2023
Q4 2022
|
Mjp Associates Inc
|
BUY
|
- |
81.1KNew |
$3.87M - $4.06M
|
81.1K
$4.04M
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
75.3KNew |
$3.59M - $3.77M
|
75.3K
$3.75M
|
|
Feb 14, 2023
Q4 2022
|
Helen Stephens Group, LLC
|
BUY
|
- |
66K+ 88.29% |
$3.15M - $3.31M
|
141K
$7.01M
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
65.1KNew |
$3.11M - $3.26M
|
65.1K
$3.24M
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
60.3KNew |
$2.88M - $3.03M
|
60.3K
$3.01M
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
59.1K+ 26.19% |
$2.82M - $2.96M
|
285K
$14.2M
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
58.1K+ 65.99% |
$2.77M - $2.91M
|
146K
$7.28M
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
44.4KNew |
$2.12M - $2.23M
|
44.4K
$2.21M
|
|
Jan 25, 2023
Q4 2022
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
42.5KNew |
$2.03M - $2.13M
|
42.5K
$2.12M
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
41.8K+ 215.49% |
$2M - $2.1M
|
61.2K
$3.05M
|
|
Feb 28, 2024
Q4 2022
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
39.1KNew |
$1.87M - $1.96M
|
39.1K
$1.95M
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
38.9KNew |
$1.86M - $1.95M
|
38.9K
$1.94M
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
38K+ 118.74% |
$1.81M - $1.9M
|
70K
$3.49M
|
|
Jan 24, 2023
Q4 2022
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
37.2KNew |
$1.78M - $1.87M
|
37.2K
$1.85M
|
|
Jan 12, 2023
Q4 2022
|
Mason & Associates Inc
|
BUY
|
- |
35KNew |
$1.67M - $1.76M
|
35K
$1.75M
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
32.2KNew |
$1.54M - $1.61M
|
32.2K
$1.6M
|
|
Feb 15, 2023
Q4 2022
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
26.5KNew |
$1.27M - $1.33M
|
26.5K
$1.32M
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
BUY
|
- |
24.4KNew |
$1.17M - $1.22M
|
24.4K
$1.22M
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
24.2K+ 60.87% |
$1.16M - $1.21M
|
64K
$3.19M
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
24.1KNew |
$1.15M - $1.21M
|
24.1K
$1.2M
|
|
Jan 19, 2023
Q4 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
24.1KNew |
$1.15M - $1.21M
|
24.1K
$1.2M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
21.1KNew |
$1.01M - $1.06M
|
21.1K
$1.05M
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
20.4K+ 103.94% |
$973K - $1.02M
|
40K
$1.99M
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
19.5K+ 143.95% |
$930K - $976K
|
33K
$1.64M
|
|
Feb 10, 2023
Q4 2022
|
Nbt Bank N A
|
BUY
|
- |
18.8K+ 362.52% |
$898K - $943K
|
24K
$1.2M
|
|
Feb 14, 2023
Q4 2022
|
Apexium Financial, LP
|
BUY
|
- |
17.9KNew |
$854K - $897K
|
17.9K
$891K
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
17.8KNew |
$849K - $891K
|
17.8K
$886K
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
16.7K+ 14.62% |
$799K - $839K
|
131K
$6.54M
|
|
Feb 13, 2023
Q4 2022
|
Slow Capital, Inc.
|
BUY
|
- |
16.3K+ 3.95% |
$778K - $817K
|
429K
$21.4M
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
14.4K+ 24.83% |
$686K - $720K
|
72.2K
$3.6M
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13.8KNew |
$659K - $692K
|
13.8K
$688K
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13K+ 51.48% |
$622K - $653K
|
38.3K
$1.91M
|
|
Jan 17, 2023
Q4 2022
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
12.8K+ 8.76% |
$613K - $644K
|
159K
$7.94M
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
12KNew |
$571K - $600K
|
12K
$596K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11.7K+ 169.19% |
$560K - $588K
|
18.7K
$930K
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
11.5KNew |
$549K - $576K
|
11.5K
$573K
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
11KNew |
$525K - $552K
|
11K
$548K
|
|
Feb 14, 2023
Q4 2022
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
9.6KNew |
$459K - $481K
|
9.6K
$479K
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
8.98K+ 99.05% |
$429K - $450K
|
18.1K
$900K
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8.17KNew |
$390K - $410K
|
8.17K
$407K
|
|
Jan 12, 2023
Q4 2022
|
Transform Wealth, LLC
|
BUY
|
- |
7.64KNew |
$365K - $383K
|
7.64K
$381K
|
|
Nov 30, 2023
Q4 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
7.58KNew |
$362K - $380K
|
7.58K
$378K
|