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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
44.9K+ 9.07% |
$2.23M - $2.28M
|
540K
$26.7M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
44.4K+ 91.22% |
$2.21M - $2.26M
|
93.1K
$4.61M
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
42.3K+ 30.83% |
$2.1M - $2.15M
|
180K
$8.9M
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
42.1KNew |
$2.09M - $2.13M
|
42.1K
$2.08M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
38.4K+ 28.99% |
$1.91M - $1.95M
|
171K
$8.47M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
32KNew |
$1.59M - $1.62M
|
32K
$1.58M
|
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
BUY
|
- |
30.3K+ 11.51% |
$1.51M - $1.54M
|
294K
$14.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
26.5K+ 616.31% |
$1.32M - $1.34M
|
30.8K
$1.52M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
24.9KNew |
$1.24M - $1.26M
|
24.9K
$1.23M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
23.8K+ 19.2% |
$1.18M - $1.21M
|
147K
$7.3M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
22.4K+ 4.07% |
$1.12M - $1.14M
|
574K
$28.4M
|
|
|
Apr 23, 2025
Q1 2025
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
21.3K+ 22.04% |
$1.06M - $1.08M
|
118K
$5.84M
|
|
|
May 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
20.4K+ 5.16% |
$1.01M - $1.03M
|
415K
$20.6M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
18.9KNew |
$940K - $961K
|
18.9K
$937K
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
18.6K+ 38.86% |
$926K - $946K
|
66.6K
$3.3M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
17.6KNew |
$876K - $895K
|
17.6K
$873K
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
16.7K+ 7.11% |
$829K - $847K
|
252K
$12.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
16.6K+ 63.23% |
$825K - $842K
|
42.8K
$2.12M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
14.6KNew |
$724K - $740K
|
14.6K
$722K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
14.5K+ 81.26% |
$719K - $734K
|
32.3K
$1.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
14.4K+ 36.41% |
$714K - $730K
|
53.8K
$2.67M
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
14.3K+ 19.41% |
$713K - $728K
|
88.2K
$4.37M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
14.3KNew |
$711K - $726K
|
14.3K
$708K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
14.2K+ 11.68% |
$705K - $720K
|
136K
$6.72M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
13.1K+ 23.46% |
$652K - $666K
|
69.1K
$3.42M
|
|
|
May 02, 2025
Q1 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
12.7K+ 18.0% |
$629K - $643K
|
83K
$4.11M
|
|
|
May 12, 2025
Q1 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
12.2K+ 13.99% |
$605K - $618K
|
99.1K
$4.91M
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
11.9K+ 13.13% |
$590K - $603K
|
102K
$5.07M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
11.7K+ 5.74% |
$582K - $595K
|
216K
$10.7M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
11.5K+ 155.35% |
$574K - $586K
|
19K
$940K
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
11.1KNew |
$553K - $565K
|
11.1K
$551K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
11.1K+ 30.88% |
$552K - $564K
|
47.1K
$2.33M
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
11.1K+ 3.76% |
$549K - $561K
|
305K
$15.1M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
11K+ 1.19% |
$547K - $559K
|
936K
$46.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
10.9K+ 31.86% |
$540K - $552K
|
45K
$2.23M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.8K+ 12.11% |
$538K - $549K
|
100K
$4.96M
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
10.5K+ 13.5% |
$521K - $532K
|
88.1K
$4.36M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
10.4K+ 3.51% |
$516K - $527K
|
306K
$15.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.3K+ 276.92% |
$512K - $523K
|
14K
$695K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.81K+ 6536.67% |
$487K - $498K
|
9.96K
$493K
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
9.57K+ 3.82% |
$476K - $486K
|
260K
$12.9M
|
|
|
May 06, 2025
Q1 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
9.25KNew |
$460K - $469K
|
9.25K
$458K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
8.86K+ 264.76% |
$440K - $450K
|
12.2K
$604K
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
8.75K+ 191.76% |
$435K - $444K
|
13.3K
$659K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.51K+ 37.05% |
$423K - $432K
|
31.5K
$1.56M
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
8.49K+ 170.3% |
$422K - $431K
|
13.5K
$667K
|