Purchases and Sales Made in Q1 2024 in Jp Morgan Tr Mun ETF (De) (JMUB)
This table provides information about the institutional ownership of Jp Morgan Tr Mun ETF (De) (JMUB) during Q1 2024. The information is specifically focused on institutions that hold shares of JP MORGAN TR MUN ETF (DE).
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
818+ 20.29% |
$41.3K - $41.8K
|
4.85K
$245K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
703+ 6.44% |
$35.5K - $35.9K
|
11.6K
$587K
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
BUY
|
- |
585+ 1.67% |
$29.6K - $29.9K
|
35.7K
$1.81M
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
BUY
|
- |
556+ 1.73% |
$28.1K - $28.4K
|
32.7K
$1.65M
|
|
|
May 01, 2024
Q1 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
509+ 1.41% |
$25.7K - $26K
|
36.6K
$1.85M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
500New |
$25.3K - $25.5K
|
500
$25.3K
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
486+ 6.66% |
$24.6K - $24.8K
|
7.78K
$393K
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
472+ 10.16% |
$23.9K - $24.1K
|
5.12K
$259K
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
449+ 0.59% |
$22.7K - $22.9K
|
76.2K
$3.85M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
366New |
$18.5K - $18.7K
|
366
$18.5K
|
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
355+ 6.18% |
$17.9K - $18.1K
|
6.1K
$308K
|
|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
312+ 46.22% |
$15.8K - $15.9K
|
987
$49.9K
|
|
|
May 03, 2024
Q1 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
235+ 1.7% |
$11.9K - $12K
|
14.1K
$710K
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
187+ 0.46% |
$9.45K - $9.54K
|
41.2K
$2.08M
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
90+ 0.16% |
$4.55K - $4.59K
|
57.4K
$2.9M
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
85+ 4.91% |
$4.3K - $4.34K
|
1.82K
$91.7K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
76New |
$3.84K - $3.88K
|
76
$3.84K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
62+ 47.33% |
$3.13K - $3.16K
|
193
$9.75K
|
|
|
May 10, 2024
Q1 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
52+ 0.47% |
$2.63K - $2.65K
|
11.1K
$561K
|
|
|
Apr 15, 2024
Q1 2024
|
Bowman & CO S.C.
|
BUY
|
- |
44+ 0.84% |
$2.22K - $2.25K
|
5.26K
$266K
|
|
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
36+ 0.34% |
$1.82K - $1.84K
|
10.8K
$544K
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
17+ 0.28% |
$859 - $868
|
6.12K
$310K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
8+ 0.8% |
$404 - $408
|
1.01K
$51.2K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
8+ 0.06% |
$404 - $408
|
13.7K
$694K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$50.5 - $51
|
0
$0
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-10- 0.04% |
$505 - $510
|
23.2K
$1.17M
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-30- 0.51% |
$1.52K - $1.53K
|
5.89K
$298K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-45- 1.0% |
$2.27K - $2.3K
|
4.44K
$225K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-73- 9.26% |
$3.69K - $3.73K
|
715
$36.1K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-158- 2.66% |
$7.99K - $8.06K
|
5.77K
$292K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-179- 62.81% |
$9.05K - $9.14K
|
106
$5.36K
|
|
|
Apr 16, 2024
Q1 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-200- 47.62% |
$10.1K - $10.2K
|
220
$11.1K
|
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-450- 1.76% |
$22.7K - $23K
|
25.2K
$1.27M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-723- 7.53% |
$36.5K - $36.9K
|
8.88K
$449K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-770- 1.17% |
$38.9K - $39.3K
|
65.3K
$3.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-1.32K- 0.46% |
$66.8K - $67.4K
|
284K
$14.4M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.41K- 8.78% |
$71.4K - $72.1K
|
14.7K
$742K
|
|
|
May 15, 2024
Q1 2024
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-1.84K- 31.83% |
$92.9K - $93.9K
|
3.94K
$199K
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2K- 4.98% |
$101K - $102K
|
38.2K
$1.93M
|
|
|
May 09, 2024
Q1 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-2.38K- 37.62% |
$120K - $121K
|
3.95K
$199K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-2.39K- 9.4% |
$121K - $122K
|
23.1K
$1.17M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.63K- 1.58% |
$183K - $185K
|
226K
$11.4M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.63K- 22.09% |
$183K - $185K
|
12.8K
$646K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.7K- 1.69% |
$187K - $189K
|
215K
$10.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-4.3K- 15.1% |
$217K - $219K
|
24.1K
$1.22M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-6.35K- 99.23% |
$321K - $324K
|
49
$2.48K
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-8.04K- 15.58% |
$406K - $410K
|
43.6K
$2.2M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.13K- 6.55% |
$462K - $466K
|
130K
$6.58M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.85K- 14.86% |
$498K - $502K
|
56.4K
$2.85M
|