Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
196K+ 758.53% |
$9.84M - $9.94M
|
221K
$11.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
177K+ 6.96% |
$8.9M - $8.98M
|
2.72M
$137M
|
|
|
Jan 12, 2026
Q4 2025
|
Harbor Group, Inc.
|
BUY
|
- |
115K+ 349.06% |
$5.79M - $5.85M
|
148K
$7.49M
|
|
|
Jan 06, 2026
Q4 2025
|
Collective Family Office LLC
|
BUY
|
- |
85.2K+ 13.6% |
$4.29M - $4.33M
|
711K
$36M
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
78.8K+ 45.23% |
$3.97M - $4.01M
|
253K
$12.8M
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
61K+ 102.1% |
$3.07M - $3.1M
|
121K
$6.11M
|
|
|
Jan 12, 2026
Q4 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
55.5KNew |
$2.79M - $2.82M
|
55.5K
$2.81M
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
49.5K+ 43.89% |
$2.49M - $2.52M
|
162K
$8.21M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
45.9K+ 146.36% |
$2.31M - $2.33M
|
77.2K
$3.9M
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
38.2KNew |
$1.92M - $1.94M
|
38.2K
$1.93M
|
|
|
Jan 12, 2026
Q4 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
36.3K+ 12.22% |
$1.83M - $1.85M
|
334K
$16.9M
|
|
|
Jan 05, 2026
Q4 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
34.9K+ 10.88% |
$1.76M - $1.77M
|
356K
$18M
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
30.2K+ 7.12% |
$1.52M - $1.54M
|
455K
$23M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
29.1K+ 2453.59% |
$1.46M - $1.48M
|
30.3K
$1.53M
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
20.3KNew |
$1.02M - $1.03M
|
20.3K
$1.03M
|
|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
20.2K+ 18.0% |
$1.02M - $1.03M
|
132K
$6.69M
|
|
|
Jan 14, 2026
Q4 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
19.8KNew |
$996K - $1.01M
|
19.8K
$1M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
17.4K+ 45.39% |
$876K - $884K
|
55.8K
$2.82M
|
|
|
Jan 08, 2026
Q4 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
15.2KNew |
$766K - $773K
|
15.2K
$770K
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
12.4K+ 29.68% |
$626K - $631K
|
54.3K
$2.75M
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
12.1K+ 3.54% |
$607K - $613K
|
353K
$17.8M
|
|
|
Jan 07, 2026
Q4 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
11.6KNew |
$585K - $591K
|
11.6K
$588K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
10.8K+ 4.17% |
$542K - $547K
|
269K
$13.6M
|
|
|
Jan 13, 2026
Q4 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
10.5K+ 7.53% |
$528K - $533K
|
150K
$7.58M
|
|
|
Jan 09, 2026
Q4 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
10.3K+ 111.71% |
$517K - $522K
|
19.5K
$984K
|
|
|
Jan 12, 2026
Q4 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
8.74K+ 6.61% |
$440K - $444K
|
141K
$7.12M
|
|
|
Jan 14, 2026
Q4 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
8.7K+ 20.02% |
$438K - $442K
|
52.1K
$2.64M
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
7.74K+ 6.69% |
$390K - $393K
|
124K
$6.25M
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
6.29K+ 76.82% |
$317K - $320K
|
14.5K
$733K
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
5.61KNew |
$282K - $285K
|
5.61K
$284K
|
|
|
Jan 07, 2026
Q4 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
5.59K+ 5.84% |
$282K - $284K
|
101K
$5.13M
|
|
|
Jan 02, 2026
Q4 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
5.41K+ 25.31% |
$272K - $275K
|
26.8K
$1.36M
|
|
|
Jan 12, 2026
Q4 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
5.19K+ 41.23% |
$261K - $263K
|
17.8K
$898K
|
|
|
Jan 08, 2026
Q4 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
5.02K+ 20.02% |
$253K - $255K
|
30.1K
$1.52M
|
|
|
Jan 12, 2026
Q4 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
4.3KNew |
$216K - $218K
|
4.3K
$217K
|
|
|
Jan 08, 2026
Q4 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
4.14KNew |
$208K - $210K
|
4.14K
$210K
|
|
|
Jan 14, 2026
Q4 2025
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
3.71K+ 83.19% |
$187K - $189K
|
8.17K
$413K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.83K+ 1.84% |
$142K - $144K
|
156K
$7.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
2.71K+ 6.55% |
$137K - $138K
|
44.1K
$2.23M
|
|
|
Jan 14, 2026
Q4 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
2.68K+ 5.9% |
$135K - $136K
|
48K
$2.43M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.61K+ 44.36% |
$131K - $133K
|
8.5K
$430K
|
|
|
Jan 13, 2026
Q4 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2.58K+ 0.7% |
$130K - $131K
|
373K
$18.9M
|
|
|
Jan 16, 2026
Q4 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
2.45K+ 12.62% |
$123K - $125K
|
21.9K
$1.11M
|
|
|
Jan 15, 2026
Q4 2025
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
2.36K+ 37.91% |
$119K - $120K
|
8.6K
$435K
|
|
|
Jan 08, 2026
Q4 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
1.99K+ 16.78% |
$100K - $101K
|
13.8K
$700K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
1.9KNew |
$95.5K - $96.4K
|
1.9K
$96K
|
|
|
Jan 13, 2026
Q4 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
1.23K+ 1.71% |
$61.8K - $62.3K
|
72.8K
$3.68M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.2KNew |
$60.2K - $60.8K
|
1.2K
$60.5K
|
|
|
Jan 12, 2026
Q4 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
1.08K+ 18.32% |
$54.5K - $55K
|
6.99K
$354K
|
|
|
Jan 13, 2026
Q4 2025
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
812+ 13.32% |
$40.9K - $41.3K
|
6.91K
$350K
|
|