Purchases and Sales Made in Q4 2024 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 2024. 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 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.26MNew |
$63.1M - $64.6M
|
1.26M
$63.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
736KNew |
$36.8M - $37.7M
|
736K
$37.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
683KNew |
$34.2M - $35M
|
683K
$34.4M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
596K+ 147.45% |
$29.8M - $30.5M
|
1M
$50.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
593KNew |
$29.6M - $30.4M
|
593K
$29.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
388KNew |
$19.4M - $19.9M
|
388K
$19.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
333KNew |
$16.7M - $17.1M
|
333K
$16.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
205K+ 64.88% |
$10.3M - $10.5M
|
521K
$26.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
191K+ 10.51% |
$9.56M - $9.79M
|
2.01M
$101M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
183K+ 93.35% |
$9.13M - $9.36M
|
378K
$19M
|
|
|
Feb 07, 2025
Q4 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
169K+ 54.47% |
$8.43M - $8.64M
|
478K
$24.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
163KNew |
$8.15M - $8.35M
|
163K
$8.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
160KNew |
$8.03M - $8.22M
|
160K
$8.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
153K+ 6.09% |
$7.63M - $7.82M
|
2.66M
$134M
|
|
|
Feb 12, 2025
Q4 2024
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
143KNew |
$7.14M - $7.32M
|
143K
$7.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
143K+ 461.41% |
$7.14M - $7.32M
|
174K
$8.75M
|
|
|
Feb 12, 2025
Q4 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
135K+ 51.72% |
$6.74M - $6.9M
|
395K
$19.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
111K+ 25.27% |
$5.57M - $5.71M
|
552K
$27.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
111K+ 47.83% |
$5.56M - $5.69M
|
343K
$17.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
91.4K+ 89.34% |
$4.57M - $4.68M
|
194K
$9.75M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
81.2K+ 9.62% |
$4.06M - $4.16M
|
925K
$46.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
69.6K+ 89.1% |
$3.48M - $3.57M
|
148K
$7.44M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
66.7K+ 262.44% |
$3.34M - $3.42M
|
92.2K
$4.64M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
65.3K+ 9.06% |
$3.26M - $3.34M
|
785K
$39.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
55.3KNew |
$2.76M - $2.83M
|
55.3K
$2.78M
|
|
|
Jan 21, 2025
Q4 2024
|
Asio Capital, LLC
|
BUY
|
- |
54.8K+ 11.82% |
$2.74M - $2.81M
|
519K
$26.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
52.2K+ 26.42% |
$2.61M - $2.68M
|
250K
$12.6M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
50.5K+ 11.11% |
$2.52M - $2.59M
|
505K
$25.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
48.9K+ 72.95% |
$2.44M - $2.5M
|
116K
$5.83M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
48.1K+ 284.36% |
$2.41M - $2.46M
|
65K
$3.27M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
47.1K+ 30.02% |
$2.36M - $2.42M
|
204K
$10.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
45KNew |
$2.25M - $2.31M
|
45K
$2.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
44.4K+ 14.45% |
$2.22M - $2.27M
|
351K
$17.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
38.5KNew |
$1.92M - $1.97M
|
38.5K
$1.94M
|
|
|
Feb 05, 2025
Q4 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
36.4KNew |
$1.82M - $1.86M
|
36.4K
$1.83M
|
|
|
Feb 10, 2025
Q4 2024
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
36.2KNew |
$1.81M - $1.85M
|
36.2K
$1.82M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
35.8K+ 365.4% |
$1.79M - $1.83M
|
45.6K
$2.29M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
35.6K+ 17.04% |
$1.78M - $1.82M
|
244K
$12.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
35.2K+ 276.59% |
$1.76M - $1.81M
|
48K
$2.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
34.1KNew |
$1.71M - $1.75M
|
34.1K
$1.72M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
32K+ 22.16% |
$1.6M - $1.64M
|
176K
$8.87M
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
30.7K+ 13.21% |
$1.54M - $1.58M
|
264K
$13.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
29.7K+ 9.23% |
$1.49M - $1.52M
|
352K
$17.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
29.1K+ 236.0% |
$1.46M - $1.49M
|
41.4K
$2.09M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
27.7K+ 44.04% |
$1.38M - $1.42M
|
90.5K
$4.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
27.6KNew |
$1.38M - $1.41M
|
27.6K
$1.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
27.5KNew |
$1.37M - $1.41M
|
27.5K
$1.38M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
27.4K+ 7775.57% |
$1.37M - $1.4M
|
27.7K
$1.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
26.8K+ 11.48% |
$1.34M - $1.37M
|
260K
$13.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
26.2KNew |
$1.31M - $1.34M
|
26.2K
$1.32M
|