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 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
17+ 0.28% |
$845 - $863
|
6.2K
$308K
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
14+ 0.22% |
$696 - $711
|
6.41K
$319K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1- 0.01% |
$49.7 - $50.8
|
8.29K
$412K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-20- 0.19% |
$994 - $1.02K
|
10.3K
$512K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-35- 0.58% |
$1.74K - $1.78K
|
5.95K
$296K
|
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
SELL
|
- |
-101- 1.91% |
$5.02K - $5.13K
|
5.2K
$258K
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-102- 1.35% |
$5.07K - $5.18K
|
7.48K
$372K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-119- 10.64% |
$5.91K - $6.04K
|
999
$49.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-123- 25.36% |
$6.11K - $6.24K
|
362
$18K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-127- 3.16% |
$6.31K - $6.45K
|
3.89K
$193K
|
|
|
Apr 22, 2025
Q1 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-134- 1.32% |
$6.66K - $6.8K
|
10K
$498K
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-196- 3.59% |
$9.74K - $9.95K
|
5.27K
$262K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-210- 3.03% |
$10.4K - $10.7K
|
6.72K
$334K
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-234- 2.08% |
$11.6K - $11.9K
|
11K
$548K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-242- 0.88% |
$12K - $12.3K
|
27.3K
$1.36M
|
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-296- 2.13% |
$14.7K - $15K
|
13.6K
$677K
|
|
|
Apr 21, 2025
Q1 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-346- 1.67% |
$17.2K - $17.6K
|
20.3K
$1.01M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-413- 4.6% |
$20.5K - $21K
|
8.57K
$426K
|
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-523- 0.39% |
$26K - $26.5K
|
133K
$6.59M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-586- 50.91% |
$29.1K - $29.7K
|
565
$28.1K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-673- 7.34% |
$33.4K - $34.2K
|
8.5K
$422K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-679- 5.22% |
$33.7K - $34.5K
|
12.3K
$613K
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
SELL
|
- |
-851- 0.84% |
$42.3K - $43.2K
|
100K
$4.97M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-865- 3.62% |
$43K - $43.9K
|
23.1K
$1.15M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-874- 8.71% |
$43.4K - $44.4K
|
9.16K
$455K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-940- 15.09% |
$46.7K - $47.7K
|
5.29K
$263K
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1.43K- 9.26% |
$71.2K - $72.7K
|
14K
$698K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.49K- 2.16% |
$74.2K - $75.8K
|
67.8K
$3.37M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.5K- 10.09% |
$74.5K - $76.1K
|
13.4K
$664K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-2.02K- 10.58% |
$100K - $102K
|
17.1K
$848K
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.19K- 4.5% |
$109K - $111K
|
46.4K
$2.31M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.64K- 18.71% |
$131K - $134K
|
11.5K
$570K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.7K- 12.81% |
$134K - $137K
|
18.4K
$913K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.75K- 6.74% |
$187K - $191K
|
52K
$2.58M
|
|
|
Apr 14, 2025
Q1 2025
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-5.4K- 31.26% |
$268K - $274K
|
11.9K
$590K
|
|
|
Apr 29, 2025
Q1 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-5.92K- 4.01% |
$294K - $300K
|
142K
$7.05M
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-6.87K- 50.44% |
$342K - $349K
|
6.75K
$336K
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-7.7K- 5.5% |
$382K - $391K
|
132K
$6.57M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-8.64K- 20.0% |
$429K - $438K
|
34.5K
$1.72M
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
SELL
|
- |
-10.5K- 31.68% |
$524K - $535K
|
22.7K
$1.13M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-13.8K- 5.7% |
$686K - $701K
|
228K
$11.3M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-17.6K- 5.28% |
$875K - $894K
|
316K
$15.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
SELL
|
- |
-18.6K- 14.03% |
$924K - $944K
|
114K
$5.66M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-27.5K- 50.0% |
$1.36M - $1.39M
|
27.5K
$1.36M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-59.9K- 64.96% |
$2.98M - $3.04M
|
32.3K
$1.61M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-68.5K- 35.37% |
$3.4M - $3.48M
|
125K
$6.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-69.4K- 14.51% |
$3.45M - $3.52M
|
409K
$20.3M
|
|
|
May 01, 2025
Q1 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-105K- 80.99% |
$5.2M - $5.32M
|
24.6K
$1.22M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-244K- 93.94% |
$12.1M - $12.4M
|
15.7K
$783K
|