Purchases and Sales Made in Q4 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
528K+ 356.28% |
$25.2M - $27M
|
676K
$33.7M
|
|
|
May 07, 2024
Q4 2023
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
486KNew |
$23.2M - $24.9M
|
486K
$24.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
480K+ 3444.28% |
$22.9M - $24.6M
|
494K
$24.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
400K+ 96.86% |
$19.1M - $20.5M
|
813K
$40.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
357K+ 29.68% |
$17M - $18.3M
|
1.56M
$77.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
323K+ 54.62% |
$15.4M - $16.5M
|
914K
$45.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
285KNew |
$13.6M - $14.6M
|
285K
$14.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
285KNew |
$13.6M - $14.6M
|
285K
$14.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
216K+ 1931.94% |
$10.3M - $11.1M
|
227K
$11.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
198KNew |
$9.46M - $10.2M
|
198K
$9.89M
|
|
|
Feb 09, 2024
Q4 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
192KNew |
$9.16M - $9.83M
|
192K
$9.58M
|
|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
178KNew |
$8.5M - $9.12M
|
178K
$8.89M
|
|
|
Mar 15, 2024
Q4 2023
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
168KNew |
$8.03M - $8.62M
|
168K
$8.4M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
147K+ 39.48% |
$6.98M - $7.5M
|
518K
$25.8M
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
BUY
|
- |
139K+ 134.77% |
$6.62M - $7.1M
|
242K
$12.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
110KNew |
$5.24M - $5.63M
|
110K
$5.48M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
106K+ 300.71% |
$5.05M - $5.42M
|
141K
$7.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
104K+ 21.74% |
$4.96M - $5.32M
|
582K
$29M
|
|
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
97.7K+ 367.65% |
$4.66M - $5M
|
124K
$6.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
94.8K+ 241.79% |
$4.52M - $4.85M
|
134K
$6.68M
|
|
|
Jan 30, 2024
Q4 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
93KNew |
$4.43M - $4.76M
|
93K
$4.64M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
89.9K+ 69.61% |
$4.29M - $4.6M
|
219K
$10.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
82.2K+ 126.83% |
$3.92M - $4.2M
|
147K
$7.32M
|
|
|
Feb 02, 2024
Q4 2023
|
Brio Consultants, LLC
|
BUY
|
- |
76.7KNew |
$3.65M - $3.92M
|
76.7K
$3.82M
|
|
|
Feb 07, 2024
Q4 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
60K+ 157.76% |
$2.86M - $3.07M
|
98K
$4.88M
|
|
|
Jan 31, 2024
Q4 2023
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
59.2KNew |
$2.82M - $3.03M
|
59.2K
$2.95M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
59.2KNew |
$2.82M - $3.03M
|
59.2K
$2.95M
|
|
|
Feb 09, 2024
Q4 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
54.7K+ 326.51% |
$2.6M - $2.8M
|
71.4K
$3.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
54.5KNew |
$2.6M - $2.79M
|
54.5K
$2.71M
|
|
|
Jan 12, 2024
Q4 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
49.8KNew |
$2.37M - $2.55M
|
49.8K
$2.48M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
49.4K+ 36.18% |
$2.35M - $2.53M
|
186K
$9.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
48.8KNew |
$2.32M - $2.5M
|
48.8K
$2.43M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
47.4KNew |
$2.26M - $2.43M
|
47.4K
$2.36M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
46.5K+ 37.8% |
$2.22M - $2.38M
|
170K
$8.45M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
41.1KNew |
$1.96M - $2.1M
|
41.1K
$2.05M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
38.3KNew |
$1.83M - $1.96M
|
38.3K
$1.91M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
37.6K+ 144.82% |
$1.79M - $1.92M
|
63.5K
$3.17M
|
|
|
Mar 11, 2024
Q4 2023
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
37.6KNew |
$1.79M - $1.92M
|
37.6K
$1.87M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
37.1K+ 73.51% |
$1.77M - $1.9M
|
87.5K
$4.36M
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
36.1KNew |
$1.72M - $1.85M
|
36.1K
$1.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
33.8K+ 27.99% |
$1.61M - $1.73M
|
155K
$7.71M
|
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
33.3KNew |
$1.59M - $1.71M
|
33.3K
$1.66M
|
|
|
Feb 09, 2024
Q4 2023
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
32.8KNew |
$1.56M - $1.68M
|
32.8K
$1.64M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
32.5K+ 88.73% |
$1.55M - $1.67M
|
69.2K
$3.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
30.1K+ 18.74% |
$1.44M - $1.54M
|
191K
$9.51M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
29.9K+ 14.99% |
$1.42M - $1.53M
|
229K
$11.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
29.2K+ 43.09% |
$1.39M - $1.5M
|
97K
$4.84M
|
|
|
Jan 17, 2024
Q4 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
26.4KNew |
$1.26M - $1.35M
|
26.4K
$1.32M
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
26.2KNew |
$1.25M - $1.34M
|
26.2K
$1.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
25.7KNew |
$1.22M - $1.31M
|
25.7K
$1.28M
|