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
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-37- 0.61% |
$1.76K - $1.89K
|
6K
$299K
|
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-63- 1.12% |
$3K - $3.22K
|
5.57K
$277K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-63- 1.44% |
$3K - $3.22K
|
4.32K
$215K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-105- 2.29% |
$5K - $5.37K
|
4.49K
$224K
|
|
|
Jan 22, 2024
Q4 2023
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-204- 0.31% |
$9.72K - $10.4K
|
65.2K
$3.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-556- 8.57% |
$26.5K - $28.5K
|
5.93K
$296K
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-670- 0.43% |
$31.9K - $34.3K
|
155K
$7.72M
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-953- 9.29% |
$45.4K - $48.8K
|
9.31K
$464K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.1K- 99.91% |
$52.4K - $56.3K
|
1
$49.8
|
|
|
Feb 14, 2024
Q4 2023
|
Keudell
|
SELL
|
- |
-1.99K- 2.2% |
$94.7K - $102K
|
88.5K
$4.41M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-2.1K- 11.21% |
$100K - $107K
|
16.6K
$829K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-2.39K- 50.29% |
$114K - $122K
|
2.36K
$118K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.5K- 20.63% |
$119K - $128K
|
9.61K
$479K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.82K- 6.74% |
$135K - $144K
|
39.1K
$1.95M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-3.38K- 8.57% |
$161K - $173K
|
36K
$1.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-3.43K- 2.88% |
$163K - $175K
|
116K
$5.77M
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-3.63K- 5.27% |
$173K - $186K
|
65.3K
$3.25M
|
|
|
Jan 29, 2024
Q4 2023
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-4.64K- 12.72% |
$221K - $237K
|
31.8K
$1.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.65K- 2.32% |
$269K - $289K
|
238K
$11.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.07K- 26.99% |
$289K - $311K
|
16.4K
$818K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-6.71K- 23.8% |
$320K - $343K
|
21.5K
$1.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-10.4K- 4.63% |
$494K - $531K
|
214K
$10.6M
|
|
|
Feb 05, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-11.8K- 25.03% |
$563K - $605K
|
35.4K
$1.77M
|
|
|
Aug 28, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-11.8K- 25.03% |
$563K - $605K
|
35.4K
$1.77M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-12.4K- 3.67% |
$591K - $635K
|
326K
$16.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-15.9K- 7.59% |
$758K - $813K
|
194K
$9.65M
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
SELL
|
- |
-17.5K- 75.29% |
$834K - $895K
|
5.74K
$286K
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-18K- 68.11% |
$860K - $923K
|
8.45K
$421K
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-24.4K- 33.21% |
$1.16M - $1.25M
|
49K
$2.44M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-24.7K- 27.24% |
$1.18M - $1.27M
|
66.1K
$3.29M
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-26.4K- 33.85% |
$1.26M - $1.35M
|
51.6K
$2.57M
|
|
|
Feb 05, 2024
Q4 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-30.6K- 21.31% |
$1.46M - $1.56M
|
113K
$5.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-30.9K- 50.46% |
$1.47M - $1.58M
|
30.3K
$1.51M
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-42K- 16.71% |
$2M - $2.15M
|
209K
$10.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-88.5K- 93.87% |
$4.22M - $4.53M
|
5.78K
$288K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-97.4K- 94.17% |
$4.64M - $4.99M
|
6.04K
$301K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-142K- 86.72% |
$6.77M - $7.27M
|
21.8K
$1.08M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-173K- 73.17% |
$8.26M - $8.87M
|
63.5K
$3.17M
|
|
|
Jan 11, 2024
Q4 2023
|
Asio Capital, LLC
|
SELL
|
- |
-197K- 63.79% |
$9.37M - $10.1M
|
112K
$5.56M
|
|
|
Feb 01, 2024
Q4 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-204K- 64.66% |
$9.7M - $10.4M
|
111K
$5.55M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-262K- 74.3% |
$12.5M - $13.4M
|
90.6K
$4.51M
|