Independent Advisor Alliance Jp Morgan Tr Mun ETF (De) Transaction History

Independent Advisor Alliance

$2.95 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 07, 2025	BUY	$50.02 - $51.24 $2.25 Million - $2.31 Million	44,991 New	44,991 $2.26 Million

Others Institutions Holding JMUB

# of Institutions

355

Shares Held

45.1M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

2.85M
Shares

$141 Million
0.06% of portfolio
Meeder Advisory Services, Inc. Dublin, OH

2.53M
Shares

$125 Million
7.59% of portfolio
Northwestern Mutual Wealth Management CO

2.2M
Shares

$109 Million
0.09% of portfolio
Wealth Enhancement Advisory Services, LLC

1.9M
Shares

$94 Million
0.17% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.52M
Shares

$75.2 Million
0.03% of portfolio

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 Independent Advisor Alliance, based on Form 13F filings with the SEC.

News

Stay updated on Independent Advisor Alliance with notifications on news.