Latest Institutional Transactions on Jp Morgan Tr Mun ETF (De) (JMUB)
This table provides information on the latest institutional transactions involving Jp Morgan Tr Mun ETF (De) (JMUB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
822+ 4.87% |
$41.1K - $42.1K
|
17.7K
$888K
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
2.01K+ 1.91% |
$100K - $103K
|
107K
$5.37M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
975+ 9.5% |
$48.8K - $50K
|
11.2K
$564K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-898- 8.92% |
$44.9K - $46K
|
9.17K
$460K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-9.03K- 1.71% |
$452K - $463K
|
519K
$26.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-4.46K- 20.53% |
$223K - $228K
|
17.3K
$866K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-296- 5.31% |
$14.8K - $15.2K
|
5.27K
$265K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
15.3K+ 22.43% |
$765K - $783K
|
83.4K
$4.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
6KNew |
$300K - $307K
|
6K
$301K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
3.3K+ 38.6% |
$165K - $169K
|
11.8K
$594K
|
|
|
Jan 23, 2025
Q4 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
2.85K+ 28.37% |
$142K - $146K
|
12.9K
$646K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
15.4KNew |
$772K - $790K
|
15.4K
$774K
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
30.7K+ 13.21% |
$1.54M - $1.58M
|
264K
$13.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
9.05K+ 9.85% |
$453K - $464K
|
101K
$5.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-20- 0.18% |
$1K - $1.02K
|
11.3K
$565K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
292+ 3.65% |
$14.6K - $15K
|
8.29K
$416K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
10.4K+ 9.49% |
$518K - $531K
|
120K
$6M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4+ 1.08% |
$200 - $205
|
373
$18.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
5.06K+ 6.17% |
$253K - $259K
|
87K
$4.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
3.01K+ 4.21% |
$151K - $154K
|
74.6K
$3.74M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
26.2KNew |
$1.31M - $1.34M
|
26.2K
$1.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
7.38K+ 21.76% |
$369K - $378K
|
41.3K
$2.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1K- 17.86% |
$50K - $51.2K
|
4.6K
$231K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.02K- 13.42% |
$101K - $103K
|
13K
$653K
|
|
|
Jan 21, 2025
Q4 2024
|
Asio Capital, LLC
|
BUY
|
- |
54.8K+ 11.82% |
$2.74M - $2.81M
|
519K
$26M
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
6K+ 63.29% |
$300K - $307K
|
15.5K
$777K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
4.99KNew |
$249K - $255K
|
4.99K
$250K
|
|
|
Jan 17, 2025
Q4 2024
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
SELL
|
- |
-4.11K- 3.01% |
$205K - $210K
|
133K
$6.65M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
29.7K+ 9.23% |
$1.49M - $1.52M
|
352K
$17.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.66K+ 8.99% |
$133K - $137K
|
32.3K
$1.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
27.6KNew |
$1.38M - $1.41M
|
27.6K
$1.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.78K+ 25.0% |
$239K - $245K
|
23.9K
$1.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.59K- 7.01% |
$79.4K - $81.4K
|
21.1K
$1.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.08K+ 5.77% |
$154K - $158K
|
56.5K
$2.84M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-399- 0.6% |
$20K - $20.4K
|
65.7K
$3.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
3.55K+ 5.9% |
$178K - $182K
|
63.7K
$3.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
97+ 1.25% |
$4.85K - $4.97K
|
7.84K
$394K
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
19+ 0.31% |
$950 - $974
|
6.18K
$310K
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
5.41K+ 4.1% |
$270K - $277K
|
137K
$6.89M
|
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
1.2K+ 9.66% |
$60K - $61.5K
|
13.6K
$684K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
9.91K+ 6.18% |
$496K - $508K
|
170K
$8.55M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
55.3KNew |
$2.76M - $2.83M
|
55.3K
$2.77M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
640+ 3.51% |
$32K - $32.8K
|
18.8K
$946K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
48.1K+ 284.36% |
$2.41M - $2.46M
|
65K
$3.26M
|
|
|
Jan 16, 2025
Q4 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
4.56KNew |
$228K - $234K
|
4.56K
$229K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.27K+ 14.3% |
$213K - $219K
|
34.1K
$1.71M
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
52.2K+ 26.42% |
$2.61M - $2.68M
|
250K
$12.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-28.7K- 10.61% |
$1.44M - $1.47M
|
242K
$12.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
91.4K+ 89.34% |
$4.57M - $4.68M
|
194K
$9.72M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
20.8K+ 17.48% |
$1.04M - $1.07M
|
140K
$7.02M
|