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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
629+ 49.92% |
$30.9K - $31.8K
|
1.89K
$95.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
BUY
|
- |
1.14KNew |
$56.1K - $57.8K
|
1.14K
$57.8K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.01K+ 3.26% |
$49.4K - $50.9K
|
31.9K
$1.61M
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
30.6K+ 67.93% |
$1.5M - $1.55M
|
75.5K
$3.82M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.61K+ 2.51% |
$226K - $233K
|
188K
$9.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
319+ 1.25% |
$15.7K - $16.1K
|
25.8K
$1.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
55+ 0.15% |
$2.7K - $2.78K
|
36.8K
$1.86M
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
546K+ 88.83% |
$26.8M - $27.6M
|
1.16M
$58.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
10KNew |
$492K - $507K
|
10K
$507K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
9.96K+ 2.43% |
$489K - $504K
|
419K
$21.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
SELL
|
- |
-579K- 43.17% |
$28.4M - $29.3M
|
763K
$38.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-4.22K- 3.52% |
$207K - $214K
|
116K
$5.86M
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
12.7KNew |
$626K - $644K
|
12.7K
$644K
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
10.9KNew |
$536K - $552K
|
10.9K
$552K
|
|
|
Oct 30, 2025
Q3 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-29- 0.45% |
$1.42K - $1.47K
|
6.42K
$325K
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
6.87KNew |
$337K - $347K
|
6.87K
$347K
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
57+ 0.07% |
$2.8K - $2.88K
|
79K
$3.99M
|
|
|
Oct 29, 2025
Q3 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
28.6KNew |
$1.4M - $1.44M
|
28.6K
$1.44M
|
|
|
Oct 29, 2025
Q3 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
23.2KNew |
$1.14M - $1.17M
|
23.2K
$1.17M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
45+ 0.22% |
$2.21K - $2.28K
|
20.2K
$1.02M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
5.59K+ 9.08% |
$274K - $283K
|
67.1K
$3.4M
|
|
|
Oct 29, 2025
Q3 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
4.77KNew |
$234K - $241K
|
4.77K
$241K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
642K+ 33.79% |
$31.5M - $32.5M
|
2.54M
$129M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.04K+ 17.68% |
$99.9K - $103K
|
13.6K
$686K
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
90.3KNew |
$4.43M - $4.57M
|
90.3K
$4.57M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
340+ 0.86% |
$16.7K - $17.2K
|
40K
$2.02M
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
124K+ 11.68% |
$6.08M - $6.27M
|
1.18M
$59.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
31.1KNew |
$1.53M - $1.57M
|
31.1K
$1.57M
|
|
|
Oct 28, 2025
Q3 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
49.2K+ 33.67% |
$2.41M - $2.49M
|
195K
$9.88M
|
|
|
Oct 28, 2025
Q3 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-1.3K- 8.08% |
$63.7K - $65.7K
|
14.8K
$747K
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-350- 2.64% |
$17.2K - $17.7K
|
12.9K
$652K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
200KNew |
$9.84M - $10.1M
|
200K
$10.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.18K+ 8.55% |
$107K - $110K
|
27.7K
$1.4M
|
|
|
Oct 28, 2025
Q3 2025
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-19K- 7.6% |
$933K - $961K
|
231K
$11.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.69K+ 7.72% |
$181K - $187K
|
51.5K
$2.61M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
10.6K+ 18.69% |
$520K - $536K
|
67.3K
$3.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
22.2KNew |
$1.09M - $1.12M
|
22.2K
$1.12M
|
|
|
Oct 27, 2025
Q3 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-70- 0.83% |
$3.44K - $3.54K
|
8.34K
$422K
|
|
|
Oct 27, 2025
Q3 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-72.6K- 26.45% |
$3.56M - $3.67M
|
202K
$10.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-91.1K- 26.1% |
$4.47M - $4.61M
|
258K
$13M
|
|
|
Oct 24, 2025
Q3 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
58.4KNew |
$2.87M - $2.96M
|
58.4K
$2.96M
|
|
|
Oct 24, 2025
Q3 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-7.6K- 17.59% |
$373K - $384K
|
35.6K
$1.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-39.8K- 82.92% |
$1.95M - $2.01M
|
8.19K
$414K
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
300+ 4.37% |
$14.7K - $15.2K
|
7.17K
$363K
|
|
|
Oct 24, 2025
Q3 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
36K+ 62.58% |
$1.77M - $1.82M
|
93.5K
$4.73M
|
|
|
Oct 24, 2025
Q3 2025
|
Washington Trust Bank
|
SELL
|
- |
-8.14K- 5.55% |
$399K - $412K
|
138K
$7M
|
|
|
Oct 24, 2025
Q3 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
543+ 5.28% |
$26.7K - $27.5K
|
10.8K
$548K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
214K+ 7.85% |
$10.5M - $10.8M
|
2.94M
$149M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-385- 0.47% |
$18.9K - $19.5K
|
80.7K
$4.08M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.09K- 3.35% |
$53.4K - $55K
|
31.3K
$1.58M
|
|