Latest Institutional Purchases of Jp Morgan Tr Mun ETF (De) (JMUB)
This list provides information on the latest institutional transactions involving Jp Morgan Tr Mun ETF (De) (JMUB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
126KNew |
$6.09M - $6.3M
|
126K
$6.22M
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
55.9K+ 21.89% |
$2.71M - $2.81M
|
311K
$15.4M
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
12.8K+ 49.38% |
$622K - $644K
|
38.8K
$1.92M
|
|
Jul 08, 2025
Q2 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
12.1KNew |
$586K - $607K
|
12.1K
$599K
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
12K+ 52.69% |
$579K - $600K
|
34.6K
$1.72M
|
|
Jul 02, 2025
Q2 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
9.51KNew |
$461K - $477K
|
9.51K
$471K
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
8.28KNew |
$401K - $415K
|
8.28K
$410K
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
5.05KNew |
$245K - $254K
|
5.05K
$250K
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
790+ 1.38% |
$38.3K - $39.7K
|
58.2K
$2.88M
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
151+ 2.24% |
$7.32K - $7.58K
|
6.91K
$342K
|
|
Jul 09, 2025
Q2 2025
|
Bowman & CO S.C.
|
BUY
|
- |
47+ 0.9% |
$2.28K - $2.36K
|
5.25K
$260K
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
19+ 0.31% |
$921 - $954
|
6.22K
$308K
|
|
Q1 2025 | |||||||
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
2.53MNew |
$126M - $129M
|
2.53M
$125M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
753K+ 199.12% |
$37.4M - $38.2M
|
1.13M
$56M
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
649KNew |
$32.2M - $32.9M
|
649K
$32.1M
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
595K+ 114.18% |
$29.6M - $30.2M
|
1.12M
$55.3M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
474K+ 4492.14% |
$23.5M - $24.1M
|
484K
$24M
|
|
Apr 24, 2025
Q1 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
402K+ 432.85% |
$20M - $20.4M
|
495K
$24.5M
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
360K+ 48.89% |
$17.9M - $18.3M
|
1.1M
$54.3M
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
356KNew |
$17.7M - $18.1M
|
356K
$17.6M
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
299K+ 122.17% |
$14.8M - $15.2M
|
543K
$26.9M
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
260KNew |
$12.9M - $13.2M
|
260K
$12.9M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
259K+ 20.52% |
$12.9M - $13.1M
|
1.52M
$75.2M
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
254K+ 100.94% |
$12.6M - $12.9M
|
507K
$25.1M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
237K+ 30.18% |
$11.8M - $12M
|
1.02M
$50.6M
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
214K+ 19.19% |
$10.6M - $10.9M
|
1.33M
$65.8M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
205K+ 52.86% |
$10.2M - $10.4M
|
593K
$29.4M
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
191K+ 9.5% |
$9.49M - $9.69M
|
2.2M
$109M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
189K+ 7.09% |
$9.37M - $9.58M
|
2.85M
$141M
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
151K+ 25.47% |
$7.51M - $7.67M
|
745K
$36.9M
|
|
May 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
143KNew |
$7.12M - $7.27M
|
143K
$7.09M
|
|
May 06, 2025
Q1 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
126KNew |
$6.27M - $6.41M
|
126K
$6.25M
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
125K+ 23.99% |
$6.19M - $6.32M
|
644K
$31.9M
|
|
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
121KNew |
$6.02M - $6.15M
|
121K
$6M
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
109K+ 61.99% |
$5.43M - $5.55M
|
286K
$14.1M
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
94.9K+ 202002.12% |
$4.72M - $4.82M
|
95K
$4.7M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
93.2K+ 27.14% |
$4.63M - $4.73M
|
437K
$21.6M
|
|
May 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
93K+ 338.55% |
$4.62M - $4.72M
|
120K
$5.96M
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
91.2K+ 55.98% |
$4.53M - $4.63M
|
254K
$12.6M
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
89.1KNew |
$4.43M - $4.52M
|
89.1K
$4.41M
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
67.7K+ 27.55% |
$3.37M - $3.44M
|
314K
$15.5M
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
66.7K+ 20.48% |
$3.32M - $3.39M
|
393K
$19.4M
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
66.2K+ 145.31% |
$3.29M - $3.36M
|
112K
$5.54M
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
63.3KNew |
$3.14M - $3.21M
|
63.3K
$3.13M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
62.4K+ 17.76% |
$3.1M - $3.17M
|
414K
$20.5M
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
58.6K+ 45.96% |
$2.91M - $2.97M
|
186K
$9.21M
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
50KNew |
$2.49M - $2.54M
|
50K
$2.48M
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
48.6K+ 16.23% |
$2.42M - $2.47M
|
348K
$17.3M
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
47.1KNew |
$2.34M - $2.39M
|
47.1K
$2.33M
|
|
Apr 17, 2025
Q1 2025
|
Asio Capital, LLC
|
BUY
|
- |
46K+ 8.87% |
$2.29M - $2.34M
|
565K
$28M
|