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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
1.5K+ 32.64% |
$74.5K - $76.1K
|
6.1K
$300K
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.19K- 4.5% |
$109K - $111K
|
46.4K
$2.28M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
89.1KNew |
$4.43M - $4.52M
|
89.1K
$4.38M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
67.7K+ 27.55% |
$3.37M - $3.44M
|
314K
$15.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1.39K+ 91.16% |
$69.2K - $70.7K
|
2.92K
$144K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-586- 50.91% |
$29.1K - $29.7K
|
565
$27.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-5.92K- 4.01% |
$294K - $300K
|
142K
$6.97M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
237K+ 30.18% |
$11.8M - $12M
|
1.02M
$50.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
1.36K+ 7.48% |
$67.4K - $68.9K
|
19.5K
$959K
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
6.59K+ 85.35% |
$327K - $334K
|
14.3K
$704K
|
|
|
Apr 28, 2025
Q1 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
4.93KNew |
$245K - $250K
|
4.93K
$243K
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-234- 2.08% |
$11.6K - $11.9K
|
11K
$543K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-2.02K- 10.58% |
$100K - $102K
|
17.1K
$839K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.75K- 6.74% |
$187K - $191K
|
52K
$2.56M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
5.14K+ 6.16% |
$256K - $261K
|
88.6K
$4.36M
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
3K+ 30.4% |
$149K - $152K
|
12.9K
$632K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
5.89K+ 18.62% |
$293K - $299K
|
37.5K
$1.85M
|
|
|
Apr 28, 2025
Q1 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
2.7K+ 9.78% |
$134K - $137K
|
30.3K
$1.49M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.14K+ 3.8% |
$107K - $109K
|
58.6K
$2.88M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
44.9K+ 9.07% |
$2.23M - $2.28M
|
540K
$26.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
14.4K+ 36.41% |
$714K - $730K
|
53.8K
$2.65M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
841+ 10.58% |
$41.8K - $42.7K
|
8.79K
$432K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
356KNew |
$17.7M - $18.1M
|
356K
$17.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
2.28K+ 15.24% |
$113K - $116K
|
17.2K
$848K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-27.5K- 50.0% |
$1.36M - $1.39M
|
27.5K
$1.35M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-119- 10.64% |
$5.91K - $6.04K
|
999
$49.1K
|
|
|
Apr 23, 2025
Q1 2025
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
21.3K+ 22.04% |
$1.06M - $1.08M
|
118K
$5.8M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-20- 0.19% |
$994 - $1.02K
|
10.3K
$507K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-123- 25.36% |
$6.11K - $6.24K
|
362
$17.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
8.32KNew |
$413K - $422K
|
8.32K
$409K
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-196- 3.59% |
$9.74K - $9.95K
|
5.27K
$259K
|
|
|
Apr 23, 2025
Q1 2025
|
Ferguson Shapiro LLC
|
BUY
|
- |
458+ 3.56% |
$22.8K - $23.2K
|
13.3K
$656K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-59.9K- 64.96% |
$2.98M - $3.04M
|
32.3K
$1.59M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
619+ 5.09% |
$30.8K - $31.4K
|
12.8K
$628K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
73+ 0.82% |
$3.63K - $3.71K
|
9K
$443K
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
789+ 4.19% |
$39.2K - $40K
|
19.6K
$966K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.56K+ 7.08% |
$177K - $181K
|
53.9K
$2.65M
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
14+ 0.22% |
$696 - $711
|
6.41K
$315K
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
23.8K+ 19.2% |
$1.18M - $1.21M
|
147K
$7.25M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.27K+ 10.24% |
$113K - $115K
|
24.5K
$1.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.08KNew |
$203K - $207K
|
4.08K
$201K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.64K- 18.71% |
$131K - $134K
|
11.5K
$564K
|
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
BUY
|
- |
30.3K+ 11.51% |
$1.51M - $1.54M
|
294K
$14.5M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
678+ 2.13% |
$33.7K - $34.4K
|
32.6K
$1.6M
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
BUY
|
- |
5.63K+ 17.12% |
$280K - $286K
|
38.5K
$1.89M
|
|
|
Apr 21, 2025
Q1 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
4.08KNew |
$203K - $207K
|
4.08K
$201K
|
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
8.22K+ 5.75% |
$408K - $417K
|
151K
$7.43M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
125K+ 23.99% |
$6.19M - $6.32M
|
644K
$31.7M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.09K+ 1.23% |
$104K - $106K
|
172K
$8.48M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2.55K+ 0.81% |
$127K - $129K
|
315K
$15.5M
|