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 10, 2024
Q4 2023
|
Bowman & CO S.C.
|
BUY
|
- |
5.21KNew |
$248K - $267K
|
5.21K
$260K
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.67KNew |
$222K - $239K
|
4.67K
$233K
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
BUY
|
- |
4.5KNew |
$214K - $230K
|
4.5K
$224K
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
4.44KNew |
$212K - $227K
|
4.44K
$221K
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
4.4KNew |
$210K - $225K
|
4.4K
$219K
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
4.34KNew |
$207K - $222K
|
4.34K
$216K
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
4.24KNew |
$202K - $217K
|
4.24K
$211K
|
|
|
Jan 10, 2024
Q4 2023
|
Marion Wealth Management
|
BUY
|
- |
4.17KNew |
$199K - $213K
|
4.17K
$208K
|
|
|
Feb 09, 2024
Q4 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
4.12KNew |
$196K - $211K
|
4.12K
$205K
|
|
|
Jan 12, 2024
Q4 2023
|
Presidio Capital Management, LLC
|
BUY
|
- |
4.12KNew |
$196K - $211K
|
4.12K
$205K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.12KNew |
$196K - $211K
|
4.12K
$205K
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
4.11K+ 25.19% |
$196K - $210K
|
20.4K
$1.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4.03KNew |
$192K - $206K
|
4.03K
$201K
|
|
|
Jan 16, 2024
Q4 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
4.02K+ 2.41% |
$192K - $206K
|
171K
$8.52M
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
4KNew |
$191K - $205K
|
4K
$199K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.93KNew |
$187K - $201K
|
3.93K
$196K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.73K+ 32.74% |
$178K - $191K
|
15.1K
$753K
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
3.31K+ 76.06% |
$158K - $169K
|
7.66K
$382K
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
3.28K+ 13.99% |
$156K - $168K
|
26.7K
$1.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.12K+ 4.94% |
$149K - $160K
|
66.3K
$3.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1.87K+ 23.86% |
$89.1K - $95.6K
|
9.7K
$484K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.75K+ 23.22% |
$83.6K - $89.8K
|
9.31K
$464K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.49K+ 11.27% |
$71.1K - $76.3K
|
14.7K
$734K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.37KNew |
$65.5K - $70.3K
|
1.37K
$68.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.25K+ 3.14% |
$59.4K - $63.8K
|
40.9K
$2.04M
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1.13K+ 22.55% |
$53.6K - $57.6K
|
6.11K
$305K
|
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1.06K+ 10.92% |
$50.3K - $54K
|
10.7K
$535K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.01KNew |
$47.9K - $51.5K
|
1.01K
$50.1K
|
|
|
Jan 17, 2024
Q4 2023
|
West Oak Capital, LLC
|
BUY
|
- |
1K+ 33.33% |
$47.7K - $51.2K
|
4K
$199K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1KNew |
$47.7K - $51.2K
|
1K
$49.8K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1KNew |
$47.7K - $51.2K
|
1K
$49.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
805+ 2.34% |
$38.4K - $41.2K
|
35.1K
$1.75M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
788New |
$37.6K - $40.3K
|
788
$39.3K
|
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
675New |
$32.2K - $34.5K
|
675
$33.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
650+ 1.77% |
$31K - $33.3K
|
37.5K
$1.87M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
635+ 18.78% |
$30.3K - $32.5K
|
4.02K
$200K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
521New |
$24.8K - $26.7K
|
521
$26K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
502+ 12.11% |
$23.9K - $25.7K
|
4.65K
$232K
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
422+ 0.74% |
$20.1K - $21.6K
|
57.3K
$2.86M
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
420New |
$20K - $21.5K
|
420
$20.9K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
293+ 7.27% |
$14K - $15K
|
4.32K
$215K
|
|
|
Jan 10, 2024
Q4 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
274+ 4.63% |
$13.1K - $14K
|
6.2K
$309K
|
|
|
Feb 14, 2024
Q4 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
225+ 3.36% |
$10.7K - $11.5K
|
6.93K
$345K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
194+ 2.1% |
$9.25K - $9.93K
|
9.43K
$470K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
105New |
$5K - $5.37K
|
105
$5.23K
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
BUY
|
- |
52+ 0.16% |
$2.48K - $2.66K
|
32.2K
$1.6M
|
|
|
Aug 13, 2024
Q4 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
36+ 0.6% |
$1.72K - $1.84K
|
6.01K
$299K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
22+ 0.34% |
$1.05K - $1.13K
|
6.4K
$319K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
15+ 0.24% |
$715 - $768
|
6.2K
$309K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|