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 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
45+ 0.12% |
$2.24K - $2.28K
|
37.7K
$1.87M
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
35+ 0.81% |
$1.74K - $1.78K
|
4.33K
$215K
|
|
May 13, 2025
Q1 2025
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
31+ 0.69% |
$1.54K - $1.57K
|
4.5K
$223K
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
28+ 0.36% |
$1.39K - $1.42K
|
7.73K
$383K
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
14+ 0.79% |
$696 - $711
|
1.78K
$88.2K
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
14+ 0.22% |
$696 - $711
|
6.41K
$317K
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
9+ 0.86% |
$447 - $457
|
1.05K
$52K
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
8+ 0.78% |
$398 - $406
|
1.03K
$51K
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
5+ 0.02% |
$248 - $254
|
20.5K
$1.02M
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2024 | |||||||
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
593KNew |
$29.6M - $30.4M
|
593K
$29.3M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
45KNew |
$2.25M - $2.31M
|
45K
$2.23M
|
|
Feb 05, 2025
Q4 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
36.4KNew |
$1.82M - $1.86M
|
36.4K
$1.8M
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
34.1KNew |
$1.71M - $1.75M
|
34.1K
$1.69M
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
29.6KNew |
$1.48M - $1.52M
|
29.6K
$1.46M
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
17.7K+ 223.64% |
$883K - $905K
|
25.6K
$1.27M
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
15.4KNew |
$772K - $790K
|
15.4K
$764K
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
11.8KNew |
$588K - $603K
|
11.8K
$582K
|
|
Feb 11, 2025
Q4 2024
|
Friday Financial
Dubuque, IA |
BUY
|
- |
11.2KNew |
$559K - $573K
|
11.2K
$553K
|
|
Feb 10, 2025
Q4 2024
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
10.6KNew |
$530K - $543K
|
10.6K
$525K
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.23KNew |
$411K - $422K
|
8.23K
$407K
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.54KNew |
$377K - $386K
|
7.54K
$373K
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
7.19KNew |
$360K - $369K
|
7.19K
$356K
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
6KNew |
$300K - $307K
|
6K
$297K
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
5.97KNew |
$299K - $306K
|
5.97K
$296K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.83K+ 9.7% |
$242K - $248K
|
54.6K
$2.71M
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
2.75KNew |
$138K - $141K
|
2.75K
$136K
|
|
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
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.98K+ 50.28% |
$99.1K - $102K
|
5.92K
$293K
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.83K+ 23.51% |
$91.7K - $93.9K
|
9.63K
$477K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.52K+ 16.67% |
$75.8K - $77.7K
|
10.6K
$525K
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.37KNew |
$68.7K - $70.4K
|
1.37K
$68K
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
1.04KNew |
$52.2K - $53.5K
|
1.04K
$51.7K
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
990+ 28.17% |
$49.5K - $50.7K
|
4.51K
$223K
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
984+ 16.01% |
$49.2K - $50.4K
|
7.13K
$353K
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
378+ 6.8% |
$18.9K - $19.4K
|
5.94K
$294K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
256New |
$12.8K - $13.1K
|
256
$12.7K
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
210New |
$10.5K - $10.8K
|
210
$10.4K
|
|
Jan 30, 2025
Q4 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
105+ 0.88% |
$5.25K - $5.38K
|
12.1K
$599K
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
25+ 12.95% |
$1.25K - $1.28K
|
218
$10.8K
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3+ 0.8% |
$150 - $154
|
376
$18.6K
|
|
Q3 2024 | |||||||
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
116K+ 40.09% |
$5.8M - $5.93M
|
404K
$20M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
61.3K+ 7.18% |
$3.07M - $3.14M
|
915K
$45.3M
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
13.1K+ 1170.64% |
$656K - $670K
|
14.2K
$703K
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
7.98K+ 31.73% |
$400K - $409K
|
33.1K
$1.64M
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
7.88K+ 5.51% |
$395K - $404K
|
151K
$7.46M
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
7.16KNew |
$359K - $367K
|
7.16K
$355K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
5.32KNew |
$267K - $273K
|
5.32K
$264K
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
4.83KNew |
$242K - $248K
|
4.83K
$239K
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
3K+ 67.57% |
$150K - $154K
|
7.44K
$368K
|