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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
53+ 0.82% |
$2.63K - $2.69K
|
6.53K
$330K
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-95.2K- 37.19% |
$4.73M - $4.83M
|
161K
$8.14M
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-185- 3.06% |
$9.19K - $9.39K
|
5.86K
$296K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.07KNew |
$351K - $359K
|
7.07K
$358K
|
|
|
May 09, 2025
Q1 2025
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-27.5K- 81.51% |
$1.37M - $1.4M
|
6.24K
$315K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.68KNew |
$232K - $237K
|
4.68K
$237K
|
|
|
May 08, 2025
Q1 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
4.58KNew |
$227K - $232K
|
4.58K
$232K
|
|
|
May 08, 2025
Q1 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
4.11KNew |
$204K - $209K
|
4.11K
$208K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1K- 21.75% |
$49.7K - $50.8K
|
3.6K
$182K
|
|
|
May 06, 2025
Q1 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
9.25KNew |
$460K - $469K
|
9.25K
$468K
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-23.5K- 45.52% |
$1.17M - $1.19M
|
28.1K
$1.42M
|
|
|
May 01, 2025
Q1 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-105K- 80.99% |
$5.2M - $5.32M
|
24.6K
$1.24M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-210- 3.03% |
$10.4K - $10.7K
|
6.72K
$340K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-586- 50.91% |
$29.1K - $29.7K
|
565
$28.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
14.4K+ 36.41% |
$714K - $730K
|
53.8K
$2.72M
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-196- 3.59% |
$9.74K - $9.95K
|
5.27K
$267K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-20- 0.19% |
$994 - $1.02K
|
10.3K
$521K
|
|
|
Apr 21, 2025
Q1 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
4.08KNew |
$203K - $207K
|
4.08K
$206K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
BUY
|
- |
5.63K+ 17.12% |
$280K - $286K
|
38.5K
$1.95M
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1.43K- 9.26% |
$71.2K - $72.7K
|
14K
$710K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-17.6K- 5.28% |
$875K - $894K
|
316K
$16M
|
|
| Q4 2024 | |||||||
|
Aug 06, 2025
Q4 2024
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
2.3KNew |
$115K - $118K
|
2.3K
$116K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
1.04KNew |
$52.2K - $53.5K
|
1.04K
$52.8K
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-3.09K- 36.11% |
$154K - $158K
|
5.46K
$276K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.37KNew |
$68.7K - $70.4K
|
1.37K
$69.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.23KNew |
$411K - $422K
|
8.23K
$416K
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
34.1KNew |
$1.71M - $1.75M
|
34.1K
$1.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
2.47KNew |
$124K - $127K
|
2.47K
$125K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.98K+ 50.28% |
$99.1K - $102K
|
5.92K
$299K
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
984+ 16.01% |
$49.2K - $50.4K
|
7.13K
$361K
|
|
|
Feb 10, 2025
Q4 2024
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
10.6KNew |
$530K - $543K
|
10.6K
$536K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
45KNew |
$2.25M - $2.31M
|
45K
$2.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
2.75KNew |
$138K - $141K
|
2.75K
$139K
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
593KNew |
$29.6M - $30.4M
|
593K
$30M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
210New |
$10.5K - $10.8K
|
210
$10.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.83K+ 23.51% |
$91.7K - $93.9K
|
9.63K
$487K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
7.19KNew |
$360K - $369K
|
7.19K
$364K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.52K+ 16.67% |
$75.8K - $77.7K
|
10.6K
$537K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
11.8KNew |
$588K - $603K
|
11.8K
$595K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3+ 0.8% |
$150 - $154
|
376
$19K
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
6KNew |
$300K - $307K
|
6K
$303K
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
5.97KNew |
$299K - $306K
|
5.97K
$302K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
378+ 6.8% |
$18.9K - $19.4K
|
5.94K
$300K
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-11.1K- 70.23% |
$555K - $568K
|
4.7K
$238K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-13- 0.25% |
$650 - $666
|
5.12K
$259K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
7.98K+ 31.73% |
$400K - $409K
|
33.1K
$1.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
565New |
$28.3K - $29K
|
565
$28.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
5.32KNew |
$267K - $273K
|
5.32K
$269K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-110K- 91.86% |
$5.52M - $5.65M
|
9.76K
$494K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
61.3K+ 7.18% |
$3.07M - $3.14M
|
915K
$46.3M
|
|