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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
24.8KNew |
$1.24M - $1.27M
|
24.8K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23KNew |
$1.15M - $1.18M
|
23K
$1.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
22.5K+ 21.48% |
$1.13M - $1.15M
|
127K
$6.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
20.8K+ 17.48% |
$1.04M - $1.07M
|
140K
$7.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
20.5KNew |
$1.03M - $1.05M
|
20.5K
$1.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
20.5KNew |
$1.03M - $1.05M
|
20.5K
$1.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
19.9K+ 141.91% |
$996K - $1.02M
|
33.9K
$1.71M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
17.7K+ 223.64% |
$883K - $905K
|
25.6K
$1.29M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
16.2KNew |
$812K - $831K
|
16.2K
$817K
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
16K+ 80.28% |
$801K - $820K
|
36K
$1.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
15.6K+ 6.76% |
$779K - $798K
|
246K
$12.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
15.6K+ 2.69% |
$778K - $797K
|
594K
$29.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
15.5K+ 7.04% |
$773K - $792K
|
235K
$11.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
15.4KNew |
$772K - $790K
|
15.4K
$777K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
15.3K+ 22.43% |
$765K - $783K
|
83.4K
$4.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15.2K+ 6.44% |
$763K - $781K
|
252K
$12.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14.4K+ 19.13% |
$718K - $735K
|
89.4K
$4.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
13.5KNew |
$674K - $690K
|
13.5K
$678K
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
13.4K+ 12.18% |
$672K - $688K
|
124K
$6.23M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
13.4KNew |
$671K - $687K
|
13.4K
$675K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
12.9K+ 29.94% |
$645K - $660K
|
55.9K
$2.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
12.7K+ 531.6% |
$634K - $649K
|
15.1K
$758K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
12.2K+ 63.12% |
$612K - $627K
|
31.6K
$1.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.2K+ 31.89% |
$609K - $624K
|
50.3K
$2.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
12.1K+ 2.51% |
$605K - $620K
|
495K
$24.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
11.9K+ 4.13% |
$595K - $609K
|
300K
$15.1M
|
|
|
Jan 10, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
11.8K+ 294.7% |
$590K - $604K
|
15.8K
$795K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
11.8KNew |
$588K - $603K
|
11.8K
$592K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11.5K+ 3.04% |
$573K - $587K
|
388K
$19.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Friday Financial
Dubuque, IA |
BUY
|
- |
11.2KNew |
$559K - $573K
|
11.2K
$563K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
10.9KNew |
$547K - $560K
|
10.9K
$550K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
10.7K+ 3.77% |
$534K - $547K
|
294K
$14.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
10.6KNew |
$530K - $543K
|
10.6K
$534K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
10.6KNew |
$529K - $542K
|
10.6K
$533K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
10.4K+ 3.43% |
$519K - $531K
|
313K
$15.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
10.4K+ 9.49% |
$518K - $531K
|
120K
$6.02M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
10.3KNew |
$516K - $529K
|
10.3K
$520K
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
10.3KNew |
$514K - $527K
|
10.3K
$518K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
10.2K+ 34.92% |
$512K - $525K
|
39.6K
$1.99M
|
|
|
Feb 07, 2025
Q4 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
10.2K+ 11.78% |
$510K - $522K
|
96.7K
$4.87M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
9.91K+ 6.18% |
$496K - $508K
|
170K
$8.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
9.82K+ 188.48% |
$491K - $503K
|
15K
$757K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
BUY
|
- |
9.33K+ 188.85% |
$467K - $478K
|
14.3K
$718K
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
9.16K+ 27.93% |
$458K - $469K
|
42K
$2.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.16K+ 14.54% |
$458K - $469K
|
72.2K
$3.63M
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
9.05K+ 9.85% |
$453K - $464K
|
101K
$5.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
8.93KNew |
$447K - $458K
|
8.93K
$450K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
8.93K+ 549.57% |
$446K - $457K
|
10.5K
$531K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
8.69KNew |
$435K - $445K
|
8.69K
$438K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.23KNew |
$411K - $422K
|
8.23K
$414K
|