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 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-2.14K- 17.56% |
$107K - $109K
|
10K
$505K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.35K- 3.46% |
$118K - $120K
|
65.6K
$3.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-2.45K- 8.17% |
$122K - $125K
|
27.5K
$1.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.75K- 42.47% |
$137K - $141K
|
3.72K
$187K
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-3.15K- 13.21% |
$157K - $161K
|
20.7K
$1.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-3.27K- 7.03% |
$163K - $167K
|
43.2K
$2.17M
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-3.63K- 4.16% |
$182K - $186K
|
83.7K
$4.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
SELL
|
- |
-4.11K- 3.01% |
$205K - $210K
|
133K
$6.67M
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-4.46K- 20.53% |
$223K - $228K
|
17.3K
$869K
|
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-4.58K- 25.05% |
$229K - $235K
|
13.7K
$690K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-5.2K- 8.89% |
$260K - $266K
|
53.3K
$2.68M
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-5.88K- 12.96% |
$294K - $301K
|
39.5K
$1.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-8.97K- 84.78% |
$449K - $460K
|
1.61K
$81.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-9.03K- 1.71% |
$452K - $463K
|
519K
$26.1M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-11K- 16.54% |
$552K - $566K
|
55.7K
$2.81M
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-11.1K- 70.23% |
$555K - $568K
|
4.7K
$237K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-11.5K- 4.28% |
$573K - $587K
|
256K
$12.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-12.3K- 38.58% |
$616K - $631K
|
19.6K
$987K
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-13K- 12.28% |
$651K - $667K
|
92.9K
$4.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-24.5K- 51.38% |
$1.22M - $1.25M
|
23.2K
$1.17M
|
|
|
Feb 12, 2025
Q4 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-25.6K- 8.45% |
$1.28M - $1.31M
|
278K
$14M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-28.7K- 10.61% |
$1.44M - $1.47M
|
242K
$12.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-29.7K- 45.05% |
$1.48M - $1.52M
|
36.2K
$1.82M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-35K- 9.69% |
$1.75M - $1.79M
|
326K
$16.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-41.9K- 14.87% |
$2.1M - $2.15M
|
240K
$12.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-356K- 87.32% |
$17.8M - $18.2M
|
51.6K
$2.6M
|