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 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
8.19K+ 7.23% |
$410K - $420K
|
121K
$6.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
8.13K+ 13.07% |
$407K - $417K
|
70.3K
$3.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
7.95K+ 108.86% |
$398K - $407K
|
15.2K
$768K
|
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
BUY
|
- |
7.72KNew |
$386K - $396K
|
7.72K
$389K
|
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
BUY
|
- |
7.71KNew |
$385K - $395K
|
7.71K
$388K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.54KNew |
$377K - $386K
|
7.54K
$380K
|
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
7.48K+ 10.66% |
$374K - $383K
|
77.7K
$3.91M
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
7.38K+ 21.76% |
$369K - $378K
|
41.3K
$2.08M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
7.19KNew |
$360K - $369K
|
7.19K
$362K
|
|
|
Feb 12, 2025
Q4 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
6.95K+ 10.48% |
$347K - $356K
|
73.2K
$3.69M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
6.9K+ 3.9% |
$345K - $354K
|
184K
$9.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
6.66K+ 21.46% |
$333K - $341K
|
37.7K
$1.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
6.63KNew |
$331K - $340K
|
6.63K
$334K
|
|
|
Feb 06, 2025
Q4 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
6.56KNew |
$328K - $336K
|
6.56K
$330K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.53K+ 15.47% |
$326K - $334K
|
48.7K
$2.45M
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
6.46K+ 2.65% |
$323K - $331K
|
250K
$12.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6.4K+ 5.63% |
$320K - $328K
|
120K
$6.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
6.22KNew |
$311K - $319K
|
6.22K
$313K
|
|
|
Feb 14, 2025
Q4 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
6.02K+ 5.04% |
$301K - $309K
|
126K
$6.32M
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
6K+ 63.29% |
$300K - $307K
|
15.5K
$779K
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
6KNew |
$300K - $307K
|
6K
$302K
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
5.97KNew |
$299K - $306K
|
5.97K
$301K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
5.67K+ 63.9% |
$284K - $291K
|
14.5K
$733K
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
5.48K+ 6.28% |
$274K - $281K
|
92.7K
$4.67M
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
5.41K+ 4.1% |
$270K - $277K
|
137K
$6.91M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
5.06K+ 6.17% |
$253K - $259K
|
87K
$4.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
4.99KNew |
$249K - $255K
|
4.99K
$251K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.83K+ 9.7% |
$242K - $248K
|
54.6K
$2.75M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.82K+ 37.13% |
$241K - $247K
|
17.8K
$896K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.78K+ 25.0% |
$239K - $245K
|
23.9K
$1.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
4.56KNew |
$228K - $234K
|
4.56K
$230K
|
|
|
Feb 03, 2025
Q4 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
4.5K+ 3.51% |
$225K - $230K
|
132K
$6.67M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
4.3KNew |
$215K - $220K
|
4.3K
$216K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.3KNew |
$215K - $220K
|
4.3K
$216K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.27K+ 14.3% |
$213K - $219K
|
34.1K
$1.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
4.15K+ 6.62% |
$207K - $213K
|
66.8K
$3.36M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.07K+ 9.37% |
$204K - $209K
|
47.6K
$2.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
4.02KNew |
$201K - $206K
|
4.02K
$202K
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
3.55K+ 5.9% |
$178K - $182K
|
63.7K
$3.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
3.45K+ 20.82% |
$172K - $177K
|
20K
$1.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
3.3K+ 38.6% |
$165K - $169K
|
11.8K
$596K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.19K+ 3.09% |
$159K - $163K
|
106K
$5.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.08K+ 5.77% |
$154K - $158K
|
56.5K
$2.84M
|
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
3.02K+ 10.32% |
$151K - $155K
|
32.3K
$1.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
3.01K+ 4.21% |
$151K - $154K
|
74.6K
$3.75M
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
2.97K+ 30.97% |
$148K - $152K
|
12.5K
$631K
|
|
|
Jan 23, 2025
Q4 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
2.85K+ 28.37% |
$142K - $146K
|
12.9K
$648K
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
2.79K+ 15.89% |
$140K - $143K
|
20.4K
$1.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
2.75KNew |
$138K - $141K
|
2.75K
$138K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.66K+ 8.99% |
$133K - $137K
|
32.3K
$1.63M
|