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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
13.1K+ 1170.64% |
$656K - $670K
|
14.2K
$711K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-3.89K- 10.79% |
$195K - $199K
|
32.2K
$1.61M
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
3K+ 67.57% |
$150K - $154K
|
7.44K
$373K
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
7.88K+ 5.51% |
$395K - $404K
|
151K
$7.55M
|
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
4.83KNew |
$242K - $248K
|
4.83K
$242K
|
|
| Q2 2024 | |||||||
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-13.4K- 93.56% |
$666K - $676K
|
919
$46.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.26KNew |
$213K - $216K
|
4.26K
$214K
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2.69K+ 67.2% |
$134K - $136K
|
6.69K
$335K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
8.82KNew |
$440K - $446K
|
8.82K
$442K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-10- 0.06% |
$499 - $506
|
15.9K
$798K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-106Closed |
$5.29K - $5.37K
|
0
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
450+ 62.94% |
$22.5K - $22.8K
|
1.17K
$58.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.64KNew |
$132K - $134K
|
2.64K
$132K
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
17.2KNew |
$857K - $869K
|
17.2K
$860K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.15KNew |
$57.5K - $58.3K
|
1.15K
$57.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
7K+ 99.87% |
$349K - $354K
|
14K
$702K
|
|
|
Jul 11, 2024
Q2 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
5.97KNew |
$298K - $302K
|
5.97K
$299K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
46.2KNew |
$2.33M - $2.36M
|
46.2K
$2.32M
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
5.41KNew |
$273K - $276K
|
5.41K
$271K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.37K+ 33.84% |
$372K - $376K
|
29.1K
$1.46M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.8K+ 36.22% |
$547K - $552K
|
40.7K
$2.04M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
4.83KNew |
$244K - $246K
|
4.83K
$242K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-6.35K- 99.23% |
$321K - $324K
|
49
$2.46K
|
|
|
May 09, 2024
Q1 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
26.4KNew |
$1.33M - $1.35M
|
26.4K
$1.32M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-45.7K- 96.3% |
$2.31M - $2.33M
|
1.76K
$88K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.19K+ 5.11% |
$60.1K - $60.7K
|
24.5K
$1.23M
|
|
|
Apr 30, 2024
Q1 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
5.47KNew |
$276K - $279K
|
5.47K
$274K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
17.1KNew |
$865K - $874K
|
17.1K
$858K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
500New |
$25.3K - $25.5K
|
500
$25.1K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
6KNew |
$303K - $306K
|
6K
$301K
|
|
|
Apr 16, 2024
Q1 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-200- 47.62% |
$10.1K - $10.2K
|
220
$11K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
5.86K+ 5.33% |
$296K - $299K
|
116K
$5.8M
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
5.41KNew |
$273K - $276K
|
5.41K
$271K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
8.24KNew |
$393K - $422K
|
8.24K
$413K
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
4.11K+ 25.19% |
$196K - $210K
|
20.4K
$1.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
105New |
$5K - $5.37K
|
105
$5.26K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
635+ 18.78% |
$30.3K - $32.5K
|
4.02K
$201K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
521New |
$24.8K - $26.7K
|
521
$26.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
21.8KNew |
$1.04M - $1.11M
|
21.8K
$1.09M
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
18.5KNew |
$881K - $946K
|
18.5K
$926K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.82K- 6.74% |
$135K - $144K
|
39.1K
$1.96M
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.37KNew |
$65.5K - $70.3K
|
1.37K
$68.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
14.2KNew |
$676K - $726K
|
14.2K
$711K
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-953- 9.29% |
$45.4K - $48.8K
|
9.31K
$466K
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
8.89KNew |
$424K - $455K
|
8.89K
$446K
|
|
|
Jan 11, 2024
Q4 2023
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
25.7KNew |
$1.22M - $1.31M
|
25.7K
$1.29M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
24.4KNew |
$1.16M - $1.25M
|
24.4K
$1.22M
|
|
| Q3 2023 | |||||||
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
3.26KNew |
$157K - $164K
|
3.26K
$163K
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2.11KNew |
$102K - $106K
|
2.11K
$106K
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
3.61K+ 36.25% |
$175K - $182K
|
13.6K
$680K
|
|