Purchases and Sales Made in Q1 2025 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 2025. 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 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
474K+ 4492.14% |
$23.5M - $24.1M
|
484K
$24.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
402K+ 432.85% |
$20M - $20.4M
|
495K
$24.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
356KNew |
$17.7M - $18.1M
|
356K
$17.7M
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
299K+ 122.17% |
$14.8M - $15.2M
|
543K
$27M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
260KNew |
$12.9M - $13.2M
|
260K
$12.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
237K+ 30.18% |
$11.8M - $12M
|
1.02M
$50.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
214K+ 19.19% |
$10.6M - $10.9M
|
1.33M
$66.1M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
125K+ 23.99% |
$6.19M - $6.32M
|
644K
$32M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
109K+ 61.99% |
$5.43M - $5.55M
|
286K
$14.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
89.1KNew |
$4.43M - $4.52M
|
89.1K
$4.43M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
BUY
|
- |
68.6K+ 13.6% |
$3.41M - $3.48M
|
573K
$28.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
67.7K+ 27.55% |
$3.37M - $3.44M
|
314K
$15.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
66.7K+ 20.48% |
$3.32M - $3.39M
|
393K
$19.5M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
66.2K+ 145.31% |
$3.29M - $3.36M
|
112K
$5.56M
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
63.3KNew |
$3.14M - $3.21M
|
63.3K
$3.15M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
58.6K+ 45.96% |
$2.91M - $2.97M
|
186K
$9.24M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
47.1KNew |
$2.34M - $2.39M
|
47.1K
$2.34M
|
|
|
Apr 17, 2025
Q1 2025
|
Asio Capital, LLC
|
BUY
|
- |
46K+ 8.87% |
$2.29M - $2.34M
|
565K
$28.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
44.9K+ 9.07% |
$2.23M - $2.28M
|
540K
$26.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
BUY
|
- |
30.3K+ 11.51% |
$1.51M - $1.54M
|
294K
$14.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
30.1K+ 121.06% |
$1.49M - $1.53M
|
54.9K
$2.73M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
26.5K+ 616.31% |
$1.32M - $1.34M
|
30.8K
$1.53M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
23.8K+ 19.2% |
$1.18M - $1.21M
|
147K
$7.33M
|
|
|
Apr 23, 2025
Q1 2025
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
21.3K+ 22.04% |
$1.06M - $1.08M
|
118K
$5.87M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
20.8K+ 101.23% |
$1.03M - $1.05M
|
41.3K
$2.05M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
19K+ 10.31% |
$942K - $963K
|
203K
$10.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
16.6K+ 63.23% |
$825K - $842K
|
42.8K
$2.13M
|
|
|
Apr 21, 2025
Q1 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
15.5K+ 148.33% |
$771K - $788K
|
26K
$1.29M
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
14.4K+ 36.41% |
$714K - $730K
|
53.8K
$2.68M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
14.3KNew |
$711K - $726K
|
14.3K
$711K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
14.2K+ 11.68% |
$705K - $720K
|
136K
$6.74M
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
11.9K+ 13.13% |
$590K - $603K
|
102K
$5.09M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
11K+ 16.99% |
$549K - $561K
|
76.1K
$3.78M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
10.9K+ 31.86% |
$540K - $552K
|
45K
$2.24M
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
10.5K+ 13.5% |
$521K - $532K
|
88.1K
$4.38M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
10.4K+ 3.51% |
$516K - $527K
|
306K
$15.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.3K+ 276.92% |
$512K - $523K
|
14K
$697K
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
8.75K+ 191.76% |
$435K - $444K
|
13.3K
$662K
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
8.49K+ 170.3% |
$422K - $431K
|
13.5K
$670K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
8.4K+ 23.2% |
$417K - $426K
|
44.6K
$2.22M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
8.32KNew |
$413K - $422K
|
8.32K
$413K
|
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
8.22K+ 5.75% |
$408K - $417K
|
151K
$7.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
8.06K+ 19.53% |
$400K - $409K
|
49.3K
$2.45M
|
|
|
Apr 08, 2025
Q1 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
8.05K+ 54.98% |
$400K - $408K
|
22.7K
$1.13M
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
7.69K+ 22.1% |
$382K - $390K
|
42.5K
$2.11M
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
6.59K+ 85.35% |
$327K - $334K
|
14.3K
$711K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
5.89K+ 18.62% |
$293K - $299K
|
37.5K
$1.87M
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
BUY
|
- |
5.63K+ 17.12% |
$280K - $286K
|
38.5K
$1.91M
|
|
|
Apr 23, 2025
Q1 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
5.56K+ 2.23% |
$276K - $282K
|
255K
$12.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5.4K+ 1.53% |
$268K - $274K
|
357K
$17.8M
|