Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
126KNew |
$6.09M - $6.3M
|
126K
$6.22M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
66.4K+ 87.35% |
$3.22M - $3.34M
|
143K
$7.06M
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
55.9K+ 21.89% |
$2.71M - $2.81M
|
311K
$15.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
16.6KNew |
$807K - $836K
|
16.6K
$824K
|
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
12.8K+ 49.38% |
$622K - $644K
|
38.8K
$1.92M
|
|
|
Jul 08, 2025
Q2 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
12.1KNew |
$586K - $607K
|
12.1K
$599K
|
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
12K+ 52.69% |
$579K - $600K
|
34.6K
$1.72M
|
|
|
Jul 02, 2025
Q2 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
9.51KNew |
$461K - $477K
|
9.51K
$471K
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
8.28KNew |
$401K - $415K
|
8.28K
$410K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
5.05KNew |
$245K - $254K
|
5.05K
$250K
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
3.33K+ 9.1% |
$162K - $167K
|
40K
$1.98M
|
|
|
Jul 09, 2025
Q2 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
1.2K+ 7.77% |
$58.2K - $60.2K
|
16.6K
$824K
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
790+ 1.38% |
$38.3K - $39.7K
|
58.2K
$2.88M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
151+ 2.24% |
$7.32K - $7.58K
|
6.91K
$342K
|
|
|
Jul 09, 2025
Q2 2025
|
Bowman & CO S.C.
|
BUY
|
- |
47+ 0.9% |
$2.28K - $2.36K
|
5.25K
$260K
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
19+ 0.31% |
$921 - $954
|
6.22K
$308K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-120- 3.08% |
$5.82K - $6.02K
|
3.77K
$187K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-730- 0.13% |
$35.4K - $36.6K
|
572K
$28.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-873- 0.43% |
$42.3K - $43.8K
|
202K
$10M
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-2.18K- 27.1% |
$106K - $109K
|
5.86K
$290K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-3.25K- 7.87% |
$157K - $163K
|
38.1K
$1.88M
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-4.69K- 12.95% |
$227K - $236K
|
31.5K
$1.56M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-5.9K- 47.85% |
$286K - $296K
|
6.43K
$318K
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-15.3K- 11.56% |
$741K - $767K
|
117K
$5.79M
|