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 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
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
8.28KNew |
$401K - $415K
|
8.28K
$407K
|
|
|
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
|
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
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
3.87K+ 6.05% |
$192K - $196K
|
67.8K
$3.33M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
94.9K+ 202002.12% |
$4.72M - $4.82M
|
95K
$4.67M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
14.5K+ 81.26% |
$719K - $734K
|
32.3K
$1.59M
|
|
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-43.7K- 14.43% |
$2.17M - $2.22M
|
259K
$12.7M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
6.38KNew |
$317K - $324K
|
6.38K
$314K
|
|
|
May 16, 2025
Q1 2025
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-73- 0.65% |
$3.63K - $3.71K
|
11.2K
$549K
|
|
|
May 16, 2025
Q1 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
1.31K+ 1.96% |
$65.1K - $66.5K
|
68.1K
$3.35M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.81K+ 6536.67% |
$487K - $498K
|
9.96K
$490K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
93.2K+ 27.14% |
$4.63M - $4.73M
|
437K
$21.5M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
45+ 0.12% |
$2.24K - $2.28K
|
37.7K
$1.86M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8.2K- 17.24% |
$407K - $416K
|
39.4K
$1.94M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-655- 3.08% |
$32.5K - $33.2K
|
20.6K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
48.6K+ 16.23% |
$2.42M - $2.47M
|
348K
$17.1M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
11.5K+ 155.35% |
$574K - $586K
|
19K
$934K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
649KNew |
$32.2M - $32.9M
|
649K
$31.9M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
74+ 0.95% |
$3.68K - $3.76K
|
7.83K
$385K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.74KNew |
$285K - $291K
|
5.74K
$282K
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
6.75K+ 192.44% |
$335K - $342K
|
10.3K
$504K
|
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
1.96KNew |
$97.3K - $99.4K
|
1.96K
$96.4K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
11.7K+ 5.74% |
$582K - $595K
|
216K
$10.6M
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
42.1KNew |
$2.09M - $2.13M
|
42.1K
$2.07M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.93K+ 37.39% |
$145K - $149K
|
10.8K
$529K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.85K+ 4.21% |
$141K - $145K
|
70.4K
$3.47M
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
700+ 4.32% |
$34.8K - $35.5K
|
16.9K
$832K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-16K- 13.78% |
$793K - $810K
|
99.9K
$4.91M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.8K+ 12.11% |
$538K - $549K
|
100K
$4.93M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-19K- 11.86% |
$946K - $966K
|
141K
$6.96M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.75K- 36.15% |
$286K - $292K
|
10.2K
$500K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
595K+ 114.18% |
$29.6M - $30.2M
|
1.12M
$54.9M
|
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-6.13K- 45.47% |
$304K - $311K
|
7.35K
$361K
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
11.1KNew |
$553K - $565K
|
11.1K
$548K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-7.36K- 19.13% |
$366K - $373K
|
31.1K
$1.53M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
151K+ 25.47% |
$7.51M - $7.67M
|
745K
$36.6M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
191K+ 9.5% |
$9.49M - $9.69M
|
2.2M
$108M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
7.49K+ 20.92% |
$372K - $380K
|
43.3K
$2.13M
|
|
|
May 14, 2025
Q1 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-128K- 92.52% |
$6.36M - $6.49M
|
10.3K
$509K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.79K+ 9.4% |
$337K - $345K
|
79K
$3.88M
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
1.02K+ 117.74% |
$50.8K - $51.9K
|
1.89K
$93K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
91.2K+ 55.98% |
$4.53M - $4.63M
|
254K
$12.5M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
5+ 0.02% |
$248 - $254
|
20.5K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
11.1K+ 3.76% |
$549K - $561K
|
305K
$15M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
14.6KNew |
$724K - $740K
|
14.6K
$717K
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
4.88K+ 5.26% |
$242K - $248K
|
97.5K
$4.8M
|
|