Avantax Planning Partners, Inc. Jp Morgan Tr Mun ETF (De) Transaction History

Avantax Planning Partners, Inc.

$3.45 Billion
Q3 2025

A detailed history of Avantax Planning Partners, Inc. transactions in Jp Morgan Tr Mun ETF (De) stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 1,160,184 shares of JMUB stock, worth $58.7 Million. This represents 1.7% of its overall portfolio holdings.

Number of Shares

1,160,184

Previous 614,401 88.83%

Holding current value

$58.7 Million

Previous $30.5 Million 91.99%

% of portfolio

1.7%

Previous 0.98%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 31, 2025	BUY	$49.09 - $50.58 $26.8 Million - $27.6 Million	545,783 Added 88.83%	1,160,184 $58.6 Million
Q2 2025 Aug 11, 2025	BUY	$48.46 - $50.2 $3.62 Million - $3.75 Million	74,739 Added 13.85%	614,401 $30.5 Million
Q1 2025 Apr 28, 2025	BUY	$49.69 - $50.76 $2.23 Million - $2.28 Million	44,882 Added 9.07%	539,662 $27 Million
Q4 2024 Feb 07, 2025	BUY	$50.02 - $51.24 $605,141 - $619,901	12,098 Added 2.51%	494,780 $24.8 Million
Q3 2024 Nov 13, 2024	SELL	$50.15 - $51.27 $3.2 Million - $3.28 Million	-63,891 Reduced 11.69%	482,682 $24.7 Million

Q2 2024 Aug 09, 2024	SELL	$49.92 - $50.63 $816,441 - $828,053	-16,355 Reduced 2.91%	546,573 $27.5 Million
Q1 2024 May 02, 2024	SELL	$50.54 - $51.04 $977,039 - $986,705	-19,332 Reduced 3.32%	562,928 $28.6 Million
Q4 2023 Feb 09, 2024	BUY	$47.66 - $51.17 $4.96 Million - $5.32 Million	103,995 Added 21.74%	582,260 $29.7 Million
Q3 2023 Nov 03, 2023	SELL	$48.34 - $50.47 $2.97 Million - $3.1 Million	-61,506 Reduced 11.39%	478,265 $23.1 Million
Q2 2023 Jul 17, 2023	SELL	$49.58 - $51.03 $538,339 - $554,083	-10,858 Reduced 1.97%	539,771 $27.1 Million
Q1 2023 Apr 20, 2023	SELL	$49.57 - $51.03 $459,860 - $473,405	-9,277 Reduced 1.66%	550,629 $27.9 Million
Q4 2022 Feb 09, 2023	BUY	$47.75 - $50.14 $14.2 Million - $14.9 Million	296,824 Added 112.83%	559,906 $27.8 Million
Q3 2022 Oct 14, 2022	SELL	$48.37 - $51.22 $2.24 Million - $2.37 Million	-46,340 Reduced 14.98%	263,082 $12.7 Million
Q2 2022 Jul 18, 2022	BUY	$49.21 - $51.35 $2.53 Million - $2.64 Million	51,459 Added 19.95%	309,422 $15.4 Million
Q1 2022 May 09, 2022	BUY	$51.25 - $54.82 $13.2 Million - $14.1 Million	257,963 New	257,963 $13.3 Million

Others Institutions Holding JMUB

# of Institutions

425

Shares Held

65.2M

Call Options Held

Put Options Held

View Full List

About JP MORGAN TR MUN ETF (DE)

Ticker JMUB
Sector ETFs
Industry ETFs

More about JMUB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Planning Partners, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Planning Partners, Inc. with notifications on news.

Account

Avantax Planning Partners, Inc. Jp Morgan Tr Mun ETF (De) Transaction History