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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.83K+ 23.51% |
$91.7K - $93.9K
|
9.63K
$485K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
8.93K+ 549.57% |
$446K - $457K
|
10.5K
$531K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.03K+ 26.5% |
$101K - $104K
|
9.67K
$487K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
7.19KNew |
$360K - $369K
|
7.19K
$362K
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
66+ 0.86% |
$3.3K - $3.38K
|
7.7K
$388K
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
16.2KNew |
$812K - $831K
|
16.2K
$817K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-5.2K- 8.89% |
$260K - $266K
|
53.3K
$2.68M
|
|
|
Feb 03, 2025
Q4 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
841+ 1.31% |
$42.1K - $43.1K
|
65K
$3.27M
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
175+ 0.52% |
$8.75K - $8.97K
|
33.6K
$1.69M
|
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
7.48K+ 10.66% |
$374K - $383K
|
77.7K
$3.91M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-11K- 16.54% |
$552K - $566K
|
55.7K
$2.81M
|
|
|
Feb 03, 2025
Q4 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
781+ 2.42% |
$39.1K - $40K
|
33.1K
$1.67M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
498+ 5.87% |
$24.9K - $25.5K
|
8.98K
$452K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
81.2K+ 9.62% |
$4.06M - $4.16M
|
925K
$46.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
4.5K+ 3.51% |
$225K - $230K
|
132K
$6.67M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
11.8KNew |
$588K - $603K
|
11.8K
$592K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-35K- 9.69% |
$1.75M - $1.79M
|
326K
$16.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.52K+ 16.67% |
$75.8K - $77.7K
|
10.6K
$534K
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
41+ 0.12% |
$2.05K - $2.1K
|
34.8K
$1.75M
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
1.4K+ 33.57% |
$70K - $71.7K
|
5.57K
$281K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
256New |
$12.8K - $13.1K
|
256
$12.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
755+ 0.86% |
$37.8K - $38.7K
|
88.4K
$4.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
3.45K+ 20.82% |
$172K - $177K
|
20K
$1.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-13K- 12.28% |
$651K - $667K
|
92.9K
$4.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-3.15K- 13.21% |
$157K - $161K
|
20.7K
$1.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
2.17K+ 1.03% |
$109K - $111K
|
212K
$10.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
783+ 1.14% |
$39.2K - $40.1K
|
69.3K
$3.49M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3+ 0.8% |
$150 - $154
|
376
$18.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-11.5K- 4.28% |
$573K - $587K
|
256K
$12.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
105+ 0.88% |
$5.25K - $5.38K
|
12.1K
$610K
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-3.63K- 4.16% |
$182K - $186K
|
83.7K
$4.22M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1.53KNew |
$76.4K - $78.2K
|
1.53K
$76.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.83K+ 9.7% |
$242K - $248K
|
54.6K
$2.75M
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
9.16K+ 27.93% |
$458K - $469K
|
42K
$2.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
13.4K+ 12.18% |
$672K - $688K
|
124K
$6.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
313+ 1.43% |
$15.7K - $16K
|
22.2K
$1.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
197+ 2.54% |
$9.85K - $10.1K
|
7.95K
$400K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
24.8KNew |
$1.24M - $1.27M
|
24.8K
$1.25M
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
1.26K+ 25.23% |
$62.8K - $64.3K
|
6.23K
$314K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
32K+ 22.16% |
$1.6M - $1.64M
|
176K
$8.88M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-162- 2.64% |
$8.1K - $8.3K
|
5.99K
$301K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-985- 10.37% |
$49.3K - $50.5K
|
8.51K
$429K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-206- 1.28% |
$10.3K - $10.6K
|
15.9K
$802K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-29.7K- 45.05% |
$1.48M - $1.52M
|
36.2K
$1.82M
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
26.8K+ 11.48% |
$1.34M - $1.37M
|
260K
$13.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-1.73K- 11.06% |
$86.5K - $88.6K
|
13.9K
$700K
|
|
|
Jan 27, 2025
Q4 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
6.63KNew |
$331K - $340K
|
6.63K
$334K
|
|
|
Jan 27, 2025
Q4 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
8.13K+ 13.07% |
$407K - $417K
|
70.3K
$3.54M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
490+ 7.6% |
$24.5K - $25.1K
|
6.93K
$349K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
12.9K+ 29.94% |
$645K - $660K
|
55.9K
$2.82M
|