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 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
50.9KNew |
$2.46M - $2.57M
|
50.9K
$2.57M
|
|
|
Oct 24, 2023
Q3 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.29K- 4.89% |
$62.1K - $64.9K
|
25K
$1.26M
|
|
|
Oct 19, 2023
Q3 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-41.7K- 53.06% |
$2.02M - $2.1M
|
36.9K
$1.86M
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
20New |
$992 - $1.02K
|
20
$1.01K
|
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
BUY
|
- |
17.6KNew |
$873K - $898K
|
17.6K
$889K
|
|
| Q1 2023 | |||||||
|
Nov 30, 2023
Q1 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-7.58KClosed |
$376K - $387K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
845New |
$41.9K - $43.1K
|
845
$42.6K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
9.06KNew |
$449K - $462K
|
9.06K
$457K
|
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
813New |
$40.3K - $41.5K
|
813
$41K
|
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
SELL
|
- |
-30- 0.72% |
$1.49K - $1.53K
|
4.15K
$209K
|
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-2.84K- 37.11% |
$141K - $145K
|
4.81K
$243K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
400New |
$19.1K - $20.1K
|
400
$20.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
75.3KNew |
$3.59M - $3.77M
|
75.3K
$3.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
2New |
$95.5 - $100
|
2
$101
|
|
|
Jan 20, 2023
Q4 2022
|
Mjp Associates Inc
|
BUY
|
- |
81.1KNew |
$3.87M - $4.06M
|
81.1K
$4.09M
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
24.1KNew |
$1.15M - $1.21M
|
24.1K
$1.22M
|
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
11.5KNew |
$549K - $576K
|
11.5K
$580K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-4.15K- 6.94% |
$201K - $213K
|
55.7K
$2.81M
|
|
|
Nov 03, 2022
Q3 2022
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-1.8K- 10.89% |
$87.1K - $92.2K
|
14.7K
$743K
|
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
7.01KNew |
$339K - $359K
|
7.01K
$354K
|
|
| Q2 2022 | |||||||
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
2.76KNew |
$136K - $142K
|
2.76K
$139K
|
|
|
Aug 02, 2022
Q2 2022
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-38.9KClosed |
$1.91M - $2M
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
34+ 9.69% |
$1.67K - $1.75K
|
385
$19.4K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-478Closed |
$23.5K - $24.5K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
44.9KNew |
$2.3M - $2.46M
|
44.9K
$2.27M
|
|
|
May 16, 2022
Q1 2022
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-3.81KClosed |
$195K - $209K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-7.2KClosed |
$369K - $395K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-5.35KClosed |
$274K - $293K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-48Closed |
$2.46K - $2.63K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 04, 2021
Q2 2021
|
Graypoint LLC
|
SELL
|
- |
-3.72KClosed |
$203K - $206K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Apr 28, 2021
Q1 2021
|
Davenport & CO LLC
|
SELL
|
- |
-5KClosed |
$271K - $278K
|
0
$0
|
|