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 |
---|---|---|---|---|---|---|---|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-8K- 75.61% |
$398K - $406K
|
2.58K
$127K
|
|
May 09, 2025
Q1 2025
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-27.5K- 81.51% |
$1.37M - $1.4M
|
6.24K
$307K
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.68KNew |
$232K - $237K
|
4.68K
$230K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-1.32K- 8.24% |
$65.3K - $66.7K
|
14.6K
$720K
|
|
May 08, 2025
Q1 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
4.11KNew |
$204K - $209K
|
4.11K
$202K
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
32KNew |
$1.59M - $1.62M
|
32K
$1.57M
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
38.4K+ 28.99% |
$1.91M - $1.95M
|
171K
$8.41M
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-268- 1.96% |
$13.3K - $13.6K
|
13.4K
$659K
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
4.09K+ 53.07% |
$203K - $207K
|
11.8K
$580K
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
3.38K+ 28.56% |
$168K - $171K
|
15.2K
$748K
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
14.3K+ 19.41% |
$713K - $728K
|
88.2K
$4.34M
|
|
May 08, 2025
Q1 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
4.58KNew |
$227K - $232K
|
4.58K
$225K
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
4.75KNew |
$236K - $241K
|
4.75K
$234K
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-88.5K- 12.96% |
$4.4M - $4.49M
|
594K
$29.2M
|
|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-8.4K- 3.96% |
$417K - $426K
|
204K
$10M
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1K- 21.75% |
$49.7K - $50.8K
|
3.6K
$177K
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
14+ 0.79% |
$696 - $711
|
1.78K
$87.6K
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
2.53MNew |
$126M - $129M
|
2.53M
$125M
|
|
May 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
93K+ 338.55% |
$4.62M - $4.72M
|
120K
$5.93M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
189K+ 7.09% |
$9.37M - $9.58M
|
2.85M
$140M
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
5K+ 89.75% |
$248K - $254K
|
10.6K
$520K
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-1.75K- 0.45% |
$87K - $88.8K
|
387K
$19M
|
|
May 06, 2025
Q1 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
9.25KNew |
$460K - $469K
|
9.25K
$455K
|
|
May 06, 2025
Q1 2025
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
7.61K+ 2.74% |
$378K - $386K
|
285K
$14M
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
69+ 5.18% |
$3.43K - $3.5K
|
1.4K
$69K
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
13.1K+ 23.46% |
$652K - $666K
|
69.1K
$3.4M
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.6K+ 11.34% |
$179K - $183K
|
35.4K
$1.74M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
753K+ 199.12% |
$37.4M - $38.2M
|
1.13M
$55.6M
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-112- 1.72% |
$5.57K - $5.69K
|
6.4K
$315K
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
17.6KNew |
$876K - $895K
|
17.6K
$867K
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-6.98K- 25.16% |
$347K - $354K
|
20.7K
$1.02M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
4.04K+ 4.57% |
$201K - $205K
|
92.4K
$4.55M
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-23.5K- 45.52% |
$1.17M - $1.19M
|
28.1K
$1.38M
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
199+ 1.04% |
$9.89K - $10.1K
|
19.3K
$949K
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.68K- 4.63% |
$83.3K - $85.1K
|
34.5K
$1.7M
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
9+ 0.86% |
$447 - $457
|
1.05K
$51.6K
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
24.9KNew |
$1.24M - $1.26M
|
24.9K
$1.22M
|
|
May 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
143KNew |
$7.12M - $7.27M
|
143K
$7.05M
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
28+ 0.36% |
$1.39K - $1.42K
|
7.73K
$380K
|
|
May 02, 2025
Q1 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
5.39K+ 7.23% |
$268K - $274K
|
80K
$3.93M
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
66.2K+ 145.31% |
$3.29M - $3.36M
|
112K
$5.5M
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
3.23K+ 24.08% |
$161K - $164K
|
16.6K
$819K
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-242- 0.88% |
$12K - $12.3K
|
27.3K
$1.34M
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.02K+ 6.41% |
$50.8K - $51.9K
|
17K
$834K
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
360K+ 48.89% |
$17.9M - $18.3M
|
1.1M
$53.9M
|
|
May 01, 2025
Q1 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-105K- 80.99% |
$5.2M - $5.32M
|
24.6K
$1.21M
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
259+ 1.78% |
$12.9K - $13.1K
|
14.8K
$728K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
474K+ 4492.14% |
$23.5M - $24.1M
|
484K
$23.8M
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
8.4K+ 23.2% |
$417K - $426K
|
44.6K
$2.19M
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-413- 4.6% |
$20.5K - $21K
|
8.57K
$421K
|