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 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
9.64K+ 6.53% |
$481K - $488K
|
157K
$8.05M
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
7K+ 99.87% |
$349K - $354K
|
14K
$718K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.44K- 2.79% |
$172K - $174K
|
120K
$6.14M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.72K+ 21.27% |
$136K - $138K
|
15.5K
$795K
|
|
|
Jul 25, 2024
Q2 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-960- 1.39% |
$47.9K - $48.6K
|
68.1K
$3.49M
|
|
|
Jul 24, 2024
Q2 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-26- 0.49% |
$1.3K - $1.32K
|
5.23K
$268K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.44KNew |
$322K - $326K
|
6.44K
$330K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.12KNew |
$55.8K - $56.6K
|
1.12K
$57.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
11.6K+ 20.13% |
$577K - $585K
|
69K
$3.54M
|
|
|
Jul 23, 2024
Q2 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
30.2KNew |
$1.51M - $1.53M
|
30.2K
$1.55M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
3.11K+ 53.93% |
$155K - $157K
|
8.87K
$455K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.6KNew |
$279K - $283K
|
5.6K
$287K
|
|
|
Jul 23, 2024
Q2 2024
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
150+ 1.08% |
$7.49K - $7.59K
|
14.1K
$723K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
5New |
$250 - $253
|
5
$256
|
|
|
Jul 22, 2024
Q2 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
4.74KNew |
$237K - $240K
|
4.74K
$243K
|
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-31K- 23.65% |
$1.55M - $1.57M
|
100K
$5.13M
|
|
|
Jul 22, 2024
Q2 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
33.9KNew |
$1.69M - $1.72M
|
33.9K
$1.74M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
26.2K+ 24.49% |
$1.31M - $1.33M
|
133K
$6.84M
|
|
|
Jul 19, 2024
Q2 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
68.3K+ 1731.35% |
$3.41M - $3.46M
|
72.3K
$3.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
574K+ 205.89% |
$28.7M - $29.1M
|
853K
$43.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
74.3K+ 34.67% |
$3.71M - $3.76M
|
289K
$14.8M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
715+ 1.09% |
$35.7K - $36.2K
|
66K
$3.38M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.07K+ 21.46% |
$53.2K - $53.9K
|
6.03K
$309K
|
|
|
Jul 19, 2024
Q2 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-11K- 7.13% |
$547K - $555K
|
143K
$7.32M
|
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
7.15K+ 16.41% |
$357K - $362K
|
50.7K
$2.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
8.37K+ 63.96% |
$418K - $424K
|
21.5K
$1.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
217+ 2.01% |
$10.8K - $11K
|
11K
$563K
|
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
12.8K+ 186.25% |
$639K - $648K
|
19.7K
$1.01M
|
|
|
Jul 19, 2024
Q2 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-1.43K- 8.93% |
$71.6K - $72.6K
|
14.6K
$749K
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-153- 2.99% |
$7.64K - $7.75K
|
4.97K
$255K
|
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
6.15KNew |
$307K - $311K
|
6.15K
$315K
|
|
|
Jul 18, 2024
Q2 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
6.98KNew |
$348K - $353K
|
6.98K
$358K
|
|
|
Jul 18, 2024
Q2 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
17.1K+ 41.89% |
$854K - $866K
|
57.9K
$2.97M
|
|
|
Jul 18, 2024
Q2 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
4.2K+ 7.78% |
$210K - $212K
|
58.2K
$2.98M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
5.15KNew |
$257K - $261K
|
5.15K
$264K
|
|
|
Jul 18, 2024
Q2 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
7.43K+ 6.32% |
$371K - $376K
|
125K
$6.41M
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
19.3K+ 180.63% |
$962K - $976K
|
29.9K
$1.54M
|
|
|
Jul 18, 2024
Q2 2024
|
Mason & Associates Inc
|
SELL
|
- |
-1.93K- 5.66% |
$96.2K - $97.6K
|
32.1K
$1.65M
|
|
|
Jul 17, 2024
Q2 2024
|
Asio Capital, LLC
|
BUY
|
- |
40.6K+ 11.04% |
$2.03M - $2.05M
|
408K
$20.9M
|
|
|
Jul 17, 2024
Q2 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-76- 0.72% |
$3.79K - $3.85K
|
10.5K
$540K
|
|
|
Jul 17, 2024
Q2 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
92+ 0.13% |
$4.59K - $4.66K
|
68.7K
$3.52M
|
|
|
Jul 17, 2024
Q2 2024
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
23.2K+ 19.28% |
$1.16M - $1.17M
|
143K
$7.34M
|
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
BUY
|
- |
316+ 0.97% |
$15.8K - $16K
|
33K
$1.69M
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.13K- 6.96% |
$56.4K - $57.2K
|
15.1K
$773K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
18.5K+ 2.59% |
$922K - $935K
|
731K
$37.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
116K+ 70.32% |
$5.81M - $5.89M
|
282K
$14.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.91K+ 3.48% |
$245K - $248K
|
146K
$7.48M
|
|
|
Jul 16, 2024
Q2 2024
|
Keudell
|
SELL
|
- |
-1.03K- 1.13% |
$51.5K - $52.2K
|
90.1K
$4.62M
|
|
|
Jul 16, 2024
Q2 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
17.6K+ 22.95% |
$877K - $890K
|
94.2K
$4.83M
|