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 17, 2025
Q1 2025
|
Mason & Associates Inc
|
SELL
|
- |
-10.5K- 31.68% |
$524K - $535K
|
22.7K
$1.12M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
84+ 0.82% |
$4.17K - $4.26K
|
10.4K
$510K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-940- 15.09% |
$46.7K - $47.7K
|
5.29K
$260K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
1.03K+ 5.14% |
$51K - $52.1K
|
21K
$1.03M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
14.2K+ 11.68% |
$705K - $720K
|
136K
$6.67M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
10.4K+ 3.51% |
$516K - $527K
|
306K
$15M
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
10.5K+ 13.5% |
$521K - $532K
|
88.1K
$4.34M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
4.62K+ 14.3% |
$229K - $234K
|
36.9K
$1.82M
|
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-296- 2.13% |
$14.7K - $15K
|
13.6K
$669K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.33K+ 4.63% |
$116K - $118K
|
52.6K
$2.59M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
260KNew |
$12.9M - $13.2M
|
260K
$12.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
14.3KNew |
$711K - $726K
|
14.3K
$703K
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1.43K- 9.26% |
$71.2K - $72.7K
|
14K
$691K
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-102- 1.35% |
$5.07K - $5.18K
|
7.48K
$368K
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
3.64K+ 29.04% |
$181K - $185K
|
16.2K
$796K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
47.1KNew |
$2.34M - $2.39M
|
47.1K
$2.32M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-17.6K- 5.28% |
$875K - $894K
|
316K
$15.5M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-118K- 27.32% |
$5.9M - $6.05M
|
314K
$15.4M
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
29.6KNew |
$1.48M - $1.52M
|
29.6K
$1.46M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
1.04KNew |
$52.2K - $53.5K
|
1.04K
$51.4K
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-3.09K- 36.11% |
$154K - $158K
|
5.46K
$269K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-24.5K- 51.38% |
$1.22M - $1.25M
|
23.2K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.54KNew |
$377K - $386K
|
7.54K
$371K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.23KNew |
$411K - $422K
|
8.23K
$405K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.37KNew |
$68.7K - $70.4K
|
1.37K
$67.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
2.47KNew |
$124K - $127K
|
2.47K
$122K
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
34.1KNew |
$1.71M - $1.75M
|
34.1K
$1.68M
|
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
990+ 28.17% |
$49.5K - $50.7K
|
4.51K
$222K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
17.7K+ 223.64% |
$883K - $905K
|
25.6K
$1.26M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.98K+ 50.28% |
$99.1K - $102K
|
5.92K
$291K
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
984+ 16.01% |
$49.2K - $50.4K
|
7.13K
$351K
|
|
|
Feb 10, 2025
Q4 2024
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
10.6KNew |
$530K - $543K
|
10.6K
$521K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
45KNew |
$2.25M - $2.31M
|
45K
$2.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
593KNew |
$29.6M - $30.4M
|
593K
$29.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
2.75KNew |
$138K - $141K
|
2.75K
$135K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
25+ 12.95% |
$1.25K - $1.28K
|
218
$10.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
210New |
$10.5K - $10.8K
|
210
$10.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
36.4KNew |
$1.82M - $1.86M
|
36.4K
$1.79M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.83K+ 23.51% |
$91.7K - $93.9K
|
9.63K
$474K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
7.19KNew |
$360K - $369K
|
7.19K
$354K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.52K+ 16.67% |
$75.8K - $77.7K
|
10.6K
$522K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
11.8KNew |
$588K - $603K
|
11.8K
$579K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
256New |
$12.8K - $13.1K
|
256
$12.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.83K+ 9.7% |
$242K - $248K
|
54.6K
$2.69M
|
|
|
Jan 30, 2025
Q4 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
105+ 0.88% |
$5.25K - $5.38K
|
12.1K
$595K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3+ 0.8% |
$150 - $154
|
376
$18.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
6KNew |
$300K - $307K
|
6K
$295K
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
5.97KNew |
$299K - $306K
|
5.97K
$294K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
378+ 6.8% |
$18.9K - $19.4K
|
5.94K
$292K
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-11.1K- 70.23% |
$555K - $568K
|
4.7K
$231K
|
|