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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2024
Q4 2023
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
25.6KNew |
$1.22M - $1.31M
|
25.6K
$1.28M
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
25.5KNew |
$1.21M - $1.3M
|
25.5K
$1.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
24.9KNew |
$1.19M - $1.27M
|
24.9K
$1.24M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
24.4KNew |
$1.16M - $1.25M
|
24.4K
$1.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
24.4KNew |
$1.16M - $1.25M
|
24.4K
$1.22M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
24.1K+ 24.54% |
$1.15M - $1.23M
|
122K
$6.09M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
21.8KNew |
$1.04M - $1.11M
|
21.8K
$1.08M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
20.8KNew |
$989K - $1.06M
|
20.8K
$1.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
20.1K+ 206.25% |
$958K - $1.03M
|
29.9K
$1.49M
|
|
|
Jan 19, 2024
Q4 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
19.5KNew |
$929K - $997K
|
19.5K
$971K
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
18.5KNew |
$881K - $946K
|
18.5K
$921K
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
18.4K+ 85.82% |
$877K - $941K
|
39.8K
$1.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
18.3KNew |
$873K - $937K
|
18.3K
$912K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
17.6K+ 4.36% |
$837K - $899K
|
420K
$21M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
16.9K+ 32.32% |
$803K - $862K
|
69K
$3.44M
|
|
|
Feb 08, 2024
Q4 2023
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
14.4K+ 102.07% |
$685K - $735K
|
28.4K
$1.42M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
14.2KNew |
$676K - $726K
|
14.2K
$707K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
13.8KNew |
$658K - $707K
|
13.8K
$689K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
13.7KNew |
$654K - $702K
|
13.7K
$684K
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
13.6K+ 11.02% |
$647K - $695K
|
137K
$6.82M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
13.3K+ 133.23% |
$634K - $681K
|
23.3K
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
13K+ 116.09% |
$621K - $667K
|
24.3K
$1.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
12.9KNew |
$616K - $661K
|
12.9K
$644K
|
|
|
Jan 17, 2024
Q4 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
12KNew |
$572K - $615K
|
12K
$599K
|
|
|
Feb 06, 2024
Q4 2023
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
11.5K+ 6.49% |
$549K - $589K
|
189K
$9.41M
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
11.3K+ 85.59% |
$541K - $581K
|
24.6K
$1.23M
|
|
|
Jan 12, 2024
Q4 2023
|
Ferguson Shapiro LLC
|
BUY
|
- |
11.3KNew |
$538K - $578K
|
11.3K
$563K
|
|
|
Jan 18, 2024
Q4 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
11KNew |
$527K - $565K
|
11K
$551K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
10.9KNew |
$520K - $559K
|
10.9K
$544K
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
10.4K+ 15.83% |
$493K - $530K
|
75.7K
$3.77M
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
10.3KNew |
$490K - $526K
|
10.3K
$512K
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
10.3K+ 34.34% |
$490K - $526K
|
40.2K
$2M
|
|
|
Jan 25, 2024
Q4 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
9.9KNew |
$472K - $507K
|
9.9K
$493K
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
9.2KNew |
$438K - $471K
|
9.2K
$459K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
8.9KNew |
$424K - $456K
|
8.9K
$444K
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
8.89KNew |
$424K - $455K
|
8.89K
$443K
|
|
|
Feb 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
8.24KNew |
$393K - $422K
|
8.24K
$411K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
7.87KNew |
$375K - $403K
|
7.87K
$392K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.76K+ 15.78% |
$370K - $397K
|
56.9K
$2.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
7.54KNew |
$359K - $386K
|
7.54K
$376K
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
7.3KNew |
$348K - $373K
|
7.3K
$364K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.03KNew |
$335K - $359K
|
7.03K
$350K
|
|
|
Feb 13, 2024
Q4 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
6.33KNew |
$301K - $324K
|
6.33K
$315K
|
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
6.11KNew |
$291K - $312K
|
6.11K
$304K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.09K+ 38.78% |
$290K - $311K
|
21.8K
$1.09M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
6.08KNew |
$290K - $311K
|
6.08K
$303K
|
|
|
Jan 29, 2024
Q4 2023
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
5.95KNew |
$283K - $304K
|
5.95K
$296K
|
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
5.74KNew |
$274K - $294K
|
5.74K
$286K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.74K+ 55.43% |
$274K - $294K
|
16.1K
$802K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
5.62K+ 4.53% |
$268K - $287K
|
130K
$6.46M
|