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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
May 02, 2025
Q1 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
5.39K+ 7.23% |
$268K - $274K
|
80K
$3.98M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
5.14K+ 6.16% |
$256K - $261K
|
88.6K
$4.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Leverty Financial Group, LLC
|
BUY
|
- |
5.08KNew |
$253K - $258K
|
5.08K
$253K
|
|
|
Apr 28, 2025
Q1 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
4.93KNew |
$245K - $250K
|
4.93K
$245K
|
|
|
Apr 22, 2025
Q1 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
4.84KNew |
$240K - $246K
|
4.84K
$241K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
4.62K+ 14.3% |
$229K - $234K
|
36.9K
$1.84M
|
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
4.54KNew |
$226K - $231K
|
4.54K
$226K
|
|
|
May 02, 2025
Q1 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
4.36K+ 13.5% |
$216K - $221K
|
36.6K
$1.82M
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
4.11K+ 7.71% |
$204K - $209K
|
57.4K
$2.85M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.08KNew |
$203K - $207K
|
4.08K
$203K
|
|
|
Apr 21, 2025
Q1 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
4.08KNew |
$203K - $207K
|
4.08K
$203K
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
3.98K+ 60.65% |
$198K - $202K
|
10.5K
$524K
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
3.64K+ 29.04% |
$181K - $185K
|
16.2K
$804K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.56K+ 7.08% |
$177K - $181K
|
53.9K
$2.68M
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
3.23K+ 24.08% |
$161K - $164K
|
16.6K
$827K
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
3K+ 30.4% |
$149K - $152K
|
12.9K
$639K
|
|
|
Apr 28, 2025
Q1 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
2.7K+ 9.78% |
$134K - $137K
|
30.3K
$1.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
2.6K+ 7.71% |
$129K - $132K
|
36.2K
$1.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2.55K+ 0.81% |
$127K - $129K
|
315K
$15.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.33K+ 4.63% |
$116K - $118K
|
52.6K
$2.61M
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
2.28K+ 15.24% |
$113K - $116K
|
17.2K
$857K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.27K+ 10.24% |
$113K - $115K
|
24.5K
$1.22M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.14K+ 3.8% |
$107K - $109K
|
58.6K
$2.91M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.09K+ 1.23% |
$104K - $106K
|
172K
$8.57M
|
|
|
May 02, 2025
Q1 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
1.52K+ 7.45% |
$75.3K - $77K
|
21.9K
$1.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
1.5K+ 32.64% |
$74.5K - $76.1K
|
6.1K
$303K
|
|
|
Apr 24, 2025
Q1 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
1.41K+ 8.17% |
$70.1K - $71.6K
|
18.7K
$928K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1.39K+ 91.16% |
$69.2K - $70.7K
|
2.92K
$145K
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
1.36K+ 7.48% |
$67.4K - $68.9K
|
19.5K
$969K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
1.03K+ 5.14% |
$51K - $52.1K
|
21K
$1.05M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.02K+ 6.41% |
$50.8K - $51.9K
|
17K
$843K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
841+ 10.58% |
$41.8K - $42.7K
|
8.79K
$437K
|
|
|
May 02, 2025
Q1 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
841+ 2.54% |
$41.8K - $42.7K
|
33.9K
$1.69M
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
789+ 4.19% |
$39.2K - $40K
|
19.6K
$976K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
678+ 2.13% |
$33.7K - $34.4K
|
32.6K
$1.62M
|
|
|
Apr 28, 2025
Q1 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
623+ 0.85% |
$31K - $31.6K
|
73.9K
$3.67M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
619+ 5.09% |
$30.8K - $31.4K
|
12.8K
$635K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
594+ 3.36% |
$29.5K - $30.2K
|
18.3K
$909K
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
466+ 5.48% |
$23.2K - $23.7K
|
8.98K
$446K
|
|
|
Apr 23, 2025
Q1 2025
|
Ferguson Shapiro LLC
|
BUY
|
- |
458+ 3.56% |
$22.8K - $23.2K
|
13.3K
$663K
|
|
|
Apr 22, 2025
Q1 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
323+ 0.5% |
$16K - $16.4K
|
65.3K
$3.25M
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
259+ 1.78% |
$12.9K - $13.1K
|
14.8K
$736K
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
226+ 0.41% |
$11.2K - $11.5K
|
55.5K
$2.76M
|
|
|
Apr 30, 2025
Q1 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
198+ 2.52% |
$9.84K - $10.1K
|
8.04K
$400K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
84+ 0.82% |
$4.17K - $4.26K
|
10.4K
$515K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
73+ 0.82% |
$3.63K - $3.71K
|
9K
$448K
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
35+ 0.81% |
$1.74K - $1.78K
|
4.33K
$215K
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
28+ 0.36% |
$1.39K - $1.42K
|
7.73K
$384K
|