Latest Institutional Transactions on Jp Morgan Tr Mun ETF (De) (JMUB)
This table provides information on the latest institutional transactions involving Jp Morgan Tr Mun ETF (De) (JMUB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
52.2K+ 26.42% |
$2.61M - $2.68M
|
250K
$12.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.27K+ 14.3% |
$213K - $219K
|
34.1K
$1.71M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-28.7K- 10.61% |
$1.44M - $1.47M
|
242K
$12.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
91.4K+ 89.34% |
$4.57M - $4.68M
|
194K
$9.72M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
20.8K+ 17.48% |
$1.04M - $1.07M
|
140K
$7.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
6.9K+ 3.9% |
$345K - $354K
|
184K
$9.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
2.31K+ 1.82% |
$116K - $119K
|
129K
$6.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
BUY
|
- |
24+ 0.45% |
$1.2K - $1.23K
|
5.3K
$266K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
378+ 6.8% |
$18.9K - $19.4K
|
5.94K
$298K
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
5.97KNew |
$299K - $306K
|
5.97K
$300K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.3KNew |
$215K - $220K
|
4.3K
$216K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
553+ 1.71% |
$27.7K - $28.3K
|
32.9K
$1.65M
|
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
7.95K+ 108.86% |
$398K - $407K
|
15.2K
$765K
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
773+ 2.38% |
$38.7K - $39.6K
|
33.3K
$1.67M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-1.58K- 3.04% |
$78.9K - $80.9K
|
50.3K
$2.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-1.58K- 9.56% |
$79.1K - $81.1K
|
15K
$751K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-13- 0.25% |
$650 - $666
|
5.12K
$257K
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
2.79K+ 15.89% |
$140K - $143K
|
20.4K
$1.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
2.46K+ 61.24% |
$123K - $126K
|
6.48K
$325K
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
2.97K+ 30.97% |
$148K - $152K
|
12.5K
$630K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
333KNew |
$16.7M - $17.1M
|
333K
$16.7M
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-11.1K- 70.23% |
$555K - $568K
|
4.7K
$236K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
12.2K+ 63.12% |
$612K - $627K
|
31.6K
$1.59M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
20.5KNew |
$1.03M - $1.05M
|
20.5K
$1.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-2.14K- 17.56% |
$107K - $109K
|
10K
$504K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
27.7K+ 44.04% |
$1.38M - $1.42M
|
90.5K
$4.54M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-454- 0.06% |
$22.7K - $23.3K
|
768K
$38.6M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
50.5K+ 11.11% |
$2.52M - $2.59M
|
505K
$25.3M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
10.3KNew |
$516K - $529K
|
10.3K
$518K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
8.19K+ 7.23% |
$410K - $420K
|
121K
$6.1M
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.71K- 2.35% |
$286K - $293K
|
237K
$11.9M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
3.5K+ 81.47% |
$176K - $179K
|
7.8K
$391K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
9.09KNew |
$456K - $466K
|
9.09K
$457K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
755+ 207.99% |
$37.9K - $38.7K
|
1.12K
$56.1K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
34.6K+ 10.11% |
$1.74M - $1.77M
|
377K
$18.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
7.98K+ 31.73% |
$400K - $409K
|
33.1K
$1.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
58K+ 15.15% |
$2.91M - $2.97M
|
441K
$22.1M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
14.9K+ 51.89% |
$745K - $762K
|
43.5K
$2.18M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.5K+ 1.13% |
$226K - $231K
|
404K
$20.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
38.2K+ 15.3% |
$1.92M - $1.96M
|
288K
$14.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
7.9KNew |
$396K - $405K
|
7.9K
$396K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.3K+ 49.55% |
$216K - $221K
|
13K
$652K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
177+ 0.26% |
$8.88K - $9.07K
|
69.4K
$3.49M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
115K+ 122.52% |
$5.77M - $5.9M
|
209K
$10.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
72.5K+ 9.4% |
$3.63M - $3.71M
|
844K
$42.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.94K+ 30.3% |
$97.1K - $99.3K
|
8.33K
$418K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
16.8K+ 2.99% |
$842K - $861K
|
578K
$29M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.48K+ 21.44% |
$275K - $281K
|
31K
$1.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
222K+ 236.94% |
$11.1M - $11.4M
|
316K
$15.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.36K+ 4.4% |
$218K - $223K
|
103K
$5.18M
|
|