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 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
2.62K+ 15.95% |
$131K - $134K
|
19.1K
$960K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
2.47KNew |
$124K - $127K
|
2.47K
$125K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
2.46K+ 61.24% |
$123K - $126K
|
6.48K
$326K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.45K+ 60.39% |
$123K - $126K
|
6.52K
$328K
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
2.31K+ 1.82% |
$116K - $119K
|
129K
$6.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.29K+ 11.54% |
$114K - $117K
|
22.1K
$1.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
2.17K+ 1.03% |
$109K - $111K
|
212K
$10.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
2.09K+ 48.38% |
$104K - $107K
|
6.4K
$322K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.03K+ 26.5% |
$101K - $104K
|
9.67K
$487K
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
2.01K+ 1.91% |
$100K - $103K
|
107K
$5.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.98K+ 50.28% |
$99.1K - $102K
|
5.92K
$298K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.83K+ 23.51% |
$91.7K - $93.9K
|
9.63K
$485K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1.53KNew |
$76.4K - $78.2K
|
1.53K
$76.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.52K+ 16.67% |
$75.8K - $77.7K
|
10.6K
$534K
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
1.4K+ 33.57% |
$70K - $71.7K
|
5.57K
$280K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.37KNew |
$68.7K - $70.4K
|
1.37K
$69.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.33KNew |
$66.7K - $68.3K
|
1.33K
$67.1K
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
1.26K+ 25.23% |
$62.8K - $64.3K
|
6.23K
$314K
|
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
1.2K+ 9.66% |
$60K - $61.5K
|
13.6K
$686K
|
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
990+ 28.17% |
$49.5K - $50.7K
|
4.51K
$227K
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
984+ 16.01% |
$49.2K - $50.4K
|
7.13K
$359K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
975+ 9.5% |
$48.8K - $50K
|
11.2K
$566K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
888+ 12.79% |
$44.4K - $45.5K
|
7.83K
$394K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
868New |
$43.4K - $44.5K
|
868
$43.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
841+ 1.31% |
$42.1K - $43.1K
|
65K
$3.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
822+ 4.87% |
$41.1K - $42.1K
|
17.7K
$891K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
783+ 1.14% |
$39.2K - $40.1K
|
69.3K
$3.49M
|
|
|
Feb 03, 2025
Q4 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
781+ 2.42% |
$39.1K - $40K
|
33.1K
$1.67M
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
773+ 2.38% |
$38.7K - $39.6K
|
33.3K
$1.67M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
755+ 0.86% |
$37.8K - $38.7K
|
88.4K
$4.45M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
640+ 3.51% |
$32K - $32.8K
|
18.8K
$949K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
600+ 9.23% |
$30K - $30.7K
|
7.1K
$357K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
553+ 1.71% |
$27.7K - $28.3K
|
32.9K
$1.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
512+ 12.94% |
$25.6K - $26.2K
|
4.47K
$225K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
498+ 5.87% |
$24.9K - $25.5K
|
8.98K
$452K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
490+ 7.6% |
$24.5K - $25.1K
|
6.93K
$349K
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
380+ 2.4% |
$19K - $19.5K
|
16.2K
$817K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
378+ 6.8% |
$18.9K - $19.4K
|
5.94K
$299K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
313+ 1.43% |
$15.7K - $16K
|
22.2K
$1.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
292+ 3.65% |
$14.6K - $15K
|
8.29K
$417K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
256New |
$12.8K - $13.1K
|
256
$12.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
245+ 4.22% |
$12.3K - $12.6K
|
6.05K
$304K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
210New |
$10.5K - $10.8K
|
210
$10.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
205+ 1.47% |
$10.3K - $10.5K
|
14.1K
$711K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
197+ 2.54% |
$9.85K - $10.1K
|
7.95K
$400K
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
175+ 0.52% |
$8.75K - $8.97K
|
33.6K
$1.69M
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Directions Inc
|
BUY
|
- |
156+ 0.87% |
$7.8K - $7.99K
|
18.1K
$913K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
150New |
$7.5K - $7.69K
|
150
$7.55K
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
146+ 0.49% |
$7.3K - $7.48K
|
30.1K
$1.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
132+ 0.1% |
$6.6K - $6.76K
|
138K
$6.96M
|