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 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-108- 0.34% |
$5.4K - $5.53K
|
31.8K
$1.58M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-483- 27.38% |
$24.2K - $24.7K
|
1.28K
$63.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
2.75KNew |
$138K - $141K
|
2.75K
$137K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
596K+ 147.45% |
$29.8M - $30.5M
|
1M
$49.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
169K+ 54.47% |
$8.43M - $8.64M
|
478K
$23.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-2.45K- 8.17% |
$122K - $125K
|
27.5K
$1.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
66.7K+ 262.44% |
$3.34M - $3.42M
|
92.2K
$4.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
593KNew |
$29.6M - $30.4M
|
593K
$29.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Directions Inc
|
BUY
|
- |
156+ 0.87% |
$7.8K - $7.99K
|
18.1K
$905K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
245+ 4.22% |
$12.3K - $12.6K
|
6.05K
$302K
|
|
|
Feb 06, 2025
Q4 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
6.22KNew |
$311K - $319K
|
6.22K
$310K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.15K- 1.66% |
$57.5K - $58.9K
|
68.3K
$3.41M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
27.4K+ 7775.57% |
$1.37M - $1.4M
|
27.7K
$1.38M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.45K+ 60.39% |
$123K - $126K
|
6.52K
$325K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.26MNew |
$63.1M - $64.6M
|
1.26M
$62.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
6.56KNew |
$328K - $336K
|
6.56K
$327K
|
|
|
Feb 05, 2025
Q4 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
69.6K+ 89.1% |
$3.48M - $3.57M
|
148K
$7.37M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.61K- 6.33% |
$80.7K - $82.7K
|
23.9K
$1.19M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
2.62K+ 15.95% |
$131K - $134K
|
19.1K
$952K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
38.5KNew |
$1.92M - $1.97M
|
38.5K
$1.92M
|
|
|
Feb 05, 2025
Q4 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
36.4KNew |
$1.82M - $1.86M
|
36.4K
$1.81M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
210New |
$10.5K - $10.8K
|
210
$10.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.82K+ 37.13% |
$241K - $247K
|
17.8K
$888K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
736KNew |
$36.8M - $37.7M
|
736K
$36.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
25+ 12.95% |
$1.25K - $1.28K
|
218
$10.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
388KNew |
$19.4M - $19.9M
|
388K
$19.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
29.1K+ 236.0% |
$1.46M - $1.49M
|
41.4K
$2.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
66+ 0.86% |
$3.3K - $3.38K
|
7.7K
$384K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
7.19KNew |
$360K - $369K
|
7.19K
$359K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.03K+ 26.5% |
$101K - $104K
|
9.67K
$483K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
8.93K+ 549.57% |
$446K - $457K
|
10.5K
$526K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.83K+ 23.51% |
$91.7K - $93.9K
|
9.63K
$480K
|
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
3.02K+ 10.32% |
$151K - $155K
|
32.3K
$1.61M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
10.2K+ 34.92% |
$512K - $525K
|
39.6K
$1.97M
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
175+ 0.52% |
$8.75K - $8.97K
|
33.6K
$1.68M
|
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
7.48K+ 10.66% |
$374K - $383K
|
77.7K
$3.87M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-11K- 16.54% |
$552K - $566K
|
55.7K
$2.78M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
498+ 5.87% |
$24.9K - $25.5K
|
8.98K
$448K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
81.2K+ 9.62% |
$4.06M - $4.16M
|
925K
$46.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
4.5K+ 3.51% |
$225K - $230K
|
132K
$6.61M
|
|
|
Feb 03, 2025
Q4 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
781+ 2.42% |
$39.1K - $40K
|
33.1K
$1.65M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
16.2KNew |
$812K - $831K
|
16.2K
$810K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-5.2K- 8.89% |
$260K - $266K
|
53.3K
$2.66M
|
|
|
Feb 03, 2025
Q4 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
841+ 1.31% |
$42.1K - $43.1K
|
65K
$3.24M
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
41+ 0.12% |
$2.05K - $2.1K
|
34.8K
$1.74M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.52K+ 16.67% |
$75.8K - $77.7K
|
10.6K
$529K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-35K- 9.69% |
$1.75M - $1.79M
|
326K
$16.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
11.8KNew |
$588K - $603K
|
11.8K
$587K
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
2.17K+ 1.03% |
$109K - $111K
|
212K
$10.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
1.4K+ 33.57% |
$70K - $71.7K
|
5.57K
$278K
|