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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-6.97K- 37.31% |
$338K - $350K
|
11.7K
$576K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-8.21K- 2.3% |
$398K - $412K
|
349K
$17.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
60.8K+ 141.85% |
$2.94M - $3.05M
|
104K
$5.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
1.02K+ 7.64% |
$49.3K - $51.1K
|
14.3K
$705K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
180K+ 96.63% |
$8.71M - $9.02M
|
366K
$18M
|
|
|
Jul 15, 2025
Q2 2025
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-2.8K- 0.68% |
$135K - $140K
|
406K
$20M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.64K+ 5.33% |
$79.5K - $82.4K
|
32.4K
$1.59M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.58KNew |
$76.4K - $79.2K
|
1.58K
$77.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
301KNew |
$14.6M - $15.1M
|
301K
$14.8M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
208+ 2.45% |
$10.1K - $10.4K
|
8.71K
$428K
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
367+ 3.28% |
$17.8K - $18.4K
|
11.5K
$568K
|
|
|
Jul 14, 2025
Q2 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
4.76KNew |
$231K - $239K
|
4.76K
$234K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
871+ 4.76% |
$42.2K - $43.7K
|
19.2K
$942K
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-4.11K- 7.41% |
$199K - $207K
|
51.4K
$2.53M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
31.4KNew |
$1.52M - $1.57M
|
31.4K
$1.54M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
41.7K+ 265.08% |
$2.02M - $2.1M
|
57.5K
$2.83M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
56.7K+ 24.84% |
$2.75M - $2.85M
|
285K
$14M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
355+ 4.41% |
$17.2K - $17.8K
|
8.41K
$414K
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-37.2K- 28.05% |
$1.8M - $1.87M
|
95.3K
$4.69M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.05K+ 7.51% |
$51.1K - $52.9K
|
15.1K
$742K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
570K+ 42.87% |
$27.6M - $28.6M
|
1.9M
$93.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
7.23K+ 53.68% |
$351K - $363K
|
20.7K
$1.02M
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-650- 7.1% |
$31.5K - $32.6K
|
8.51K
$418K
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-4.16K- 4.07% |
$202K - $209K
|
98.2K
$4.83M
|
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
12K+ 52.69% |
$579K - $600K
|
34.6K
$1.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Bowman & CO S.C.
|
BUY
|
- |
47+ 0.9% |
$2.28K - $2.36K
|
5.25K
$258K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
151+ 2.24% |
$7.32K - $7.58K
|
6.91K
$340K
|
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
16.6KNew |
$807K - $836K
|
16.6K
$819K
|
|
|
Jul 09, 2025
Q2 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
1.2K+ 7.77% |
$58.2K - $60.2K
|
16.6K
$819K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-5.9K- 47.85% |
$286K - $296K
|
6.43K
$316K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-3.25K- 7.87% |
$157K - $163K
|
38.1K
$1.87M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
66.4K+ 87.35% |
$3.22M - $3.34M
|
143K
$7.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
3.33K+ 9.1% |
$162K - $167K
|
40K
$1.97M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
126KNew |
$6.09M - $6.3M
|
126K
$6.18M
|
|
|
Jul 08, 2025
Q2 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
12.1KNew |
$586K - $607K
|
12.1K
$595K
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
790+ 1.38% |
$38.3K - $39.7K
|
58.2K
$2.86M
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-2.18K- 27.1% |
$106K - $109K
|
5.86K
$288K
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-15.3K- 11.56% |
$741K - $767K
|
117K
$5.75M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
5.05KNew |
$245K - $254K
|
5.05K
$249K
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-873- 0.43% |
$42.3K - $43.8K
|
202K
$9.94M
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
19+ 0.31% |
$921 - $954
|
6.22K
$306K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-120- 3.08% |
$5.82K - $6.02K
|
3.77K
$185K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-730- 0.13% |
$35.4K - $36.6K
|
572K
$28.2M
|
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
12.8K+ 49.38% |
$622K - $644K
|
38.8K
$1.91M
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
55.9K+ 21.89% |
$2.71M - $2.81M
|
311K
$15.3M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
8.28KNew |
$401K - $415K
|
8.28K
$407K
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-4.69K- 12.95% |
$227K - $236K
|
31.5K
$1.55M
|
|
|
Jul 02, 2025
Q2 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
9.51KNew |
$461K - $477K
|
9.51K
$468K
|
|
| Q1 2025 | |||||||
|
Jul 18, 2025
Q1 2025
|
Cyr Financial Inc.
Hennepin, IL |
SELL
|
- |
-12.3K- 71.84% |
$613K - $627K
|
4.84K
$238K
|
|
|
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
121KNew |
$6.02M - $6.15M
|
121K
$5.96M
|
|