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 30, 2025
Q4 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
105+ 0.88% |
$5.25K - $5.38K
|
12.1K
$609K
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
97+ 1.25% |
$4.85K - $4.97K
|
7.84K
$395K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
79+ 0.5% |
$3.95K - $4.05K
|
16K
$803K
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
66+ 0.86% |
$3.3K - $3.38K
|
7.7K
$388K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
54+ 0.86% |
$2.7K - $2.77K
|
6.33K
$319K
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
48+ 0.49% |
$2.4K - $2.46K
|
9.86K
$496K
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
41+ 0.12% |
$2.05K - $2.1K
|
34.8K
$1.75M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
25+ 12.95% |
$1.25K - $1.28K
|
218
$11K
|
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
BUY
|
- |
24+ 0.45% |
$1.2K - $1.23K
|
5.3K
$267K
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
21+ 0.46% |
$1.05K - $1.08K
|
4.6K
$231K
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
19+ 0.31% |
$950 - $974
|
6.18K
$311K
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
9+ 0.89% |
$450 - $461
|
1.02K
$51.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
9+ 0.87% |
$450 - $461
|
1.04K
$52.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4+ 1.08% |
$200 - $205
|
373
$18.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3+ 0.8% |
$150 - $154
|
376
$18.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-13- 0.25% |
$650 - $666
|
5.12K
$258K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-20- 0.18% |
$1K - $1.02K
|
11.3K
$567K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-22- 0.06% |
$1.1K - $1.13K
|
35.8K
$1.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-47- 1.13% |
$2.35K - $2.41K
|
4.13K
$208K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-108- 0.34% |
$5.4K - $5.53K
|
31.8K
$1.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-160- 0.51% |
$8K - $8.2K
|
31.1K
$1.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-162- 2.64% |
$8.1K - $8.3K
|
5.99K
$301K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-199- 99.5% |
$9.95K - $10.2K
|
1
$50.4
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-206- 2.7% |
$10.3K - $10.6K
|
7.43K
$374K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-206- 1.28% |
$10.3K - $10.6K
|
15.9K
$802K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-296- 5.31% |
$14.8K - $15.2K
|
5.27K
$266K
|
|
|
Feb 14, 2025
Q4 2024
|
Presidio Capital Management, LLC
|
SELL
|
- |
-378- 2.52% |
$18.9K - $19.4K
|
14.6K
$737K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-399- 0.6% |
$20K - $20.4K
|
65.7K
$3.31M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-454- 0.06% |
$22.7K - $23.3K
|
768K
$38.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-483- 27.38% |
$24.2K - $24.7K
|
1.28K
$64.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-483- 2.47% |
$24.2K - $24.7K
|
19.1K
$962K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-576- 6.91% |
$28.8K - $29.5K
|
7.75K
$390K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-656- 0.88% |
$32.8K - $33.6K
|
73.9K
$3.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-680- 16.89% |
$34K - $34.8K
|
3.35K
$168K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-898- 8.92% |
$44.9K - $46K
|
9.17K
$462K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-985- 10.37% |
$49.3K - $50.5K
|
8.51K
$429K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1K- 17.86% |
$50K - $51.2K
|
4.6K
$232K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.01K- 0.34% |
$50.3K - $51.5K
|
295K
$14.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-1.11K- 9.87% |
$55.6K - $57K
|
10.2K
$511K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.15K- 1.66% |
$57.5K - $58.9K
|
68.3K
$3.44M
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.24K- 9.5% |
$62.1K - $63.6K
|
11.8K
$595K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-1.58K- 3.04% |
$78.9K - $80.9K
|
50.3K
$2.53M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-1.58K- 9.56% |
$79.1K - $81.1K
|
15K
$753K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.59K- 7.01% |
$79.4K - $81.4K
|
21.1K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.6K- 9.14% |
$80K - $82K
|
15.9K
$801K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.61K- 6.33% |
$80.7K - $82.7K
|
23.9K
$1.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-1.73K- 11.06% |
$86.5K - $88.6K
|
13.9K
$700K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.8K- 7.78% |
$89.8K - $92K
|
21.3K
$1.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.02K- 13.42% |
$101K - $103K
|
13K
$655K
|