Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.09M+ 81.14% |
$53.5M - $55.1M
|
2.43M
$123M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
838K+ 375.75% |
$41.1M - $42.4M
|
1.06M
$53.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
827K+ 34.71% |
$40.6M - $41.8M
|
3.21M
$162M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
802K+ 26.48% |
$39.4M - $40.6M
|
3.83M
$194M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
734KNew |
$36M - $37.1M
|
734K
$37.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
683K+ 43.69% |
$33.5M - $34.6M
|
2.25M
$114M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
642K+ 33.79% |
$31.5M - $32.5M
|
2.54M
$129M
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
546K+ 88.83% |
$26.8M - $27.6M
|
1.16M
$58.7M
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
BUY
|
- |
478KNew |
$23.5M - $24.2M
|
478K
$24.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
472KNew |
$23.2M - $23.9M
|
472K
$23.9M
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
372K+ 46.38% |
$18.3M - $18.8M
|
1.17M
$59.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
350K+ 104.72% |
$17.2M - $17.7M
|
684K
$34.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
267K+ 52.75% |
$13.1M - $13.5M
|
774K
$39.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
261KNew |
$12.8M - $13.2M
|
261K
$13.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
230K+ 203.67% |
$11.3M - $11.6M
|
343K
$17.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
220K+ 159.64% |
$10.8M - $11.1M
|
358K
$18.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
214K+ 7.85% |
$10.5M - $10.8M
|
2.94M
$149M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
200KNew |
$9.84M - $10.1M
|
200K
$10.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
186KNew |
$9.11M - $9.39M
|
186K
$9.39M
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
184K+ 62.85% |
$9.02M - $9.3M
|
476K
$24.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
165K+ 91.3% |
$8.12M - $8.36M
|
346K
$17.5M
|
|
|
Oct 07, 2025
Q3 2025
|
Leverty Financial Group, LLC
|
BUY
|
- |
151K+ 167.61% |
$7.39M - $7.62M
|
240K
$12.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
150K+ 13.63% |
$7.37M - $7.6M
|
1.25M
$63.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
145KNew |
$7.12M - $7.33M
|
145K
$7.33M
|
|
|
Oct 16, 2025
Q3 2025
|
Asio Capital, LLC
|
BUY
|
- |
130K+ 26.28% |
$6.39M - $6.58M
|
625K
$31.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
124K+ 11.68% |
$6.08M - $6.27M
|
1.18M
$59.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
119K+ 302.91% |
$5.85M - $6.03M
|
159K
$8.02M
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
116K+ 38.62% |
$5.71M - $5.88M
|
418K
$21.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
116K+ 1955.57% |
$5.68M - $5.86M
|
122K
$6.16M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
112KNew |
$5.51M - $5.68M
|
112K
$5.68M
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
90.3KNew |
$4.43M - $4.57M
|
90.3K
$4.57M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
90.1K+ 259.41% |
$4.43M - $4.56M
|
125K
$6.32M
|
|
|
Nov 07, 2025
Q3 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
89K+ 302.92% |
$4.37M - $4.5M
|
118K
$5.99M
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
87.8KNew |
$4.31M - $4.44M
|
87.8K
$4.44M
|
|
|
Oct 06, 2025
Q3 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
86.3K+ 907.57% |
$4.24M - $4.36M
|
95.8K
$4.85M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
85.8K+ 291.84% |
$4.21M - $4.34M
|
115K
$5.83M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
68.5K+ 57.6% |
$3.36M - $3.46M
|
187K
$9.48M
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
67.1K+ 7.37% |
$3.3M - $3.4M
|
977K
$49.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
66.6K+ 22.44% |
$3.27M - $3.37M
|
363K
$18.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
64K+ 27.43% |
$3.14M - $3.24M
|
298K
$15M
|
|
|
Nov 12, 2025
Q3 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
61.7K+ 18.89% |
$3.03M - $3.12M
|
388K
$19.6M
|
|
|
Nov 06, 2025
Q3 2025
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
61.5K+ 8.84% |
$3.02M - $3.11M
|
757K
$38.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
58.8K+ 16.07% |
$2.89M - $2.97M
|
424K
$21.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
58.4KNew |
$2.87M - $2.96M
|
58.4K
$2.96M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
58.3K+ 7.99% |
$2.86M - $2.95M
|
789K
$39.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
57.2K+ 56.28% |
$2.81M - $2.89M
|
159K
$8.03M
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
55.6K+ 19.53% |
$2.73M - $2.81M
|
341K
$17.2M
|
|
|
Oct 06, 2025
Q3 2025
|
Collective Family Office LLC
|
BUY
|
- |
53.7K+ 9.38% |
$2.64M - $2.72M
|
626K
$31.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
49.8K+ 48.06% |
$2.44M - $2.52M
|
153K
$7.76M
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
49.3K+ 40.21% |
$2.42M - $2.49M
|
172K
$8.69M
|
|