Latest Institutional Purchases of Jp Morgan Tr Mun ETF (De) (JMUB)
This list provides information on the latest institutional transactions involving Jp Morgan Tr Mun ETF (De) (JMUB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
196K+ 758.53% |
$9.84M - $9.94M
|
221K
$11.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
177K+ 6.96% |
$8.9M - $8.98M
|
2.72M
$137M
|
|
|
Jan 06, 2026
Q4 2025
|
Collective Family Office LLC
|
BUY
|
- |
85.2K+ 13.6% |
$4.29M - $4.33M
|
711K
$36M
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
49.5K+ 43.89% |
$2.49M - $2.52M
|
162K
$8.21M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
45.9K+ 146.36% |
$2.31M - $2.33M
|
77.2K
$3.9M
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
38.2KNew |
$1.92M - $1.94M
|
38.2K
$1.93M
|
|
|
Jan 05, 2026
Q4 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
34.9K+ 10.88% |
$1.76M - $1.77M
|
356K
$18M
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
20.3KNew |
$1.02M - $1.03M
|
20.3K
$1.03M
|
|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
20.2K+ 18.0% |
$1.02M - $1.03M
|
132K
$6.69M
|
|
|
Jan 08, 2026
Q4 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
15.2KNew |
$766K - $773K
|
15.2K
$770K
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
12.4K+ 29.68% |
$626K - $631K
|
54.3K
$2.75M
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
12.1K+ 3.54% |
$607K - $613K
|
353K
$17.8M
|
|
|
Jan 07, 2026
Q4 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
11.6KNew |
$585K - $591K
|
11.6K
$588K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
10.8K+ 4.17% |
$542K - $547K
|
269K
$13.6M
|
|
|
Jan 09, 2026
Q4 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
10.3K+ 111.71% |
$517K - $522K
|
19.5K
$984K
|
|
|
Jan 07, 2026
Q4 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
5.59K+ 5.84% |
$282K - $284K
|
101K
$5.13M
|
|
|
Jan 02, 2026
Q4 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
5.41K+ 25.31% |
$272K - $275K
|
26.8K
$1.36M
|
|
|
Jan 08, 2026
Q4 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
5.02K+ 20.02% |
$253K - $255K
|
30.1K
$1.52M
|
|
|
Jan 08, 2026
Q4 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
4.14KNew |
$208K - $210K
|
4.14K
$210K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.61K+ 44.36% |
$131K - $133K
|
8.5K
$430K
|
|
|
Jan 08, 2026
Q4 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
1.99K+ 16.78% |
$100K - $101K
|
13.8K
$700K
|
|
|
Jan 07, 2026
Q4 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
242+ 4.33% |
$12.2K - $12.3K
|
5.83K
$295K
|
|
|
Jan 07, 2026
Q4 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
88+ 0.46% |
$4.43K - $4.47K
|
19.1K
$966K
|
|
|
Jan 08, 2026
Q4 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
19+ 0.3% |
$956 - $965
|
6.25K
$316K
|
|
|
Jan 08, 2026
Q4 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
15+ 0.23% |
$755 - $762
|
6.58K
$333K
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.09M+ 81.14% |
$53.5M - $55.1M
|
2.43M
$123M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
838K+ 375.75% |
$41.1M - $42.4M
|
1.06M
$53.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
827K+ 34.71% |
$40.6M - $41.8M
|
3.21M
$162M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
802K+ 26.48% |
$39.4M - $40.6M
|
3.83M
$194M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
734KNew |
$36M - $37.1M
|
734K
$37.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
683K+ 43.69% |
$33.5M - $34.6M
|
2.25M
$114M
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
546K+ 88.83% |
$26.8M - $27.6M
|
1.16M
$58.7M
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
BUY
|
- |
478KNew |
$23.5M - $24.2M
|
478K
$24.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
472KNew |
$23.2M - $23.9M
|
472K
$23.9M
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
372K+ 46.38% |
$18.3M - $18.8M
|
1.17M
$59.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
350K+ 104.72% |
$17.2M - $17.7M
|
684K
$34.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
267K+ 52.75% |
$13.1M - $13.5M
|
774K
$39.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
261KNew |
$12.8M - $13.2M
|
261K
$13.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
230K+ 203.67% |
$11.3M - $11.6M
|
343K
$17.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
220K+ 159.64% |
$10.8M - $11.1M
|
358K
$18.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
214K+ 7.85% |
$10.5M - $10.8M
|
2.94M
$149M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
200KNew |
$9.84M - $10.1M
|
200K
$10.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
186KNew |
$9.11M - $9.39M
|
186K
$9.39M
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
184K+ 62.85% |
$9.02M - $9.3M
|
476K
$24.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
165K+ 91.3% |
$8.12M - $8.36M
|
346K
$17.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
150K+ 13.63% |
$7.37M - $7.6M
|
1.25M
$63.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
145KNew |
$7.12M - $7.33M
|
145K
$7.33M
|
|
|
Oct 16, 2025
Q3 2025
|
Asio Capital, LLC
|
BUY
|
- |
130K+ 26.28% |
$6.39M - $6.58M
|
625K
$31.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
124K+ 11.68% |
$6.08M - $6.27M
|
1.18M
$59.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
119K+ 302.91% |
$5.85M - $6.03M
|
159K
$8.02M
|
|