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 |
---|---|---|---|---|---|---|---|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
17.1KNew |
$865K - $874K
|
17.1K
$864K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.8K+ 36.22% |
$547K - $552K
|
40.7K
$2.05M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.37K+ 33.84% |
$372K - $376K
|
29.1K
$1.47M
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
6KNew |
$303K - $306K
|
6K
$303K
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
5.86K+ 5.33% |
$296K - $299K
|
116K
$5.84M
|
|
Apr 30, 2024
Q1 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
5.47KNew |
$276K - $279K
|
5.47K
$276K
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
5.41KNew |
$273K - $276K
|
5.41K
$273K
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
5.41KNew |
$273K - $276K
|
5.41K
$273K
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
4.83KNew |
$244K - $246K
|
4.83K
$243K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.19K+ 5.11% |
$60.1K - $60.7K
|
24.5K
$1.24M
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
500New |
$25.3K - $25.5K
|
500
$25.2K
|
|
Q4 2023 | |||||||
Jan 11, 2024
Q4 2023
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
25.7KNew |
$1.22M - $1.31M
|
25.7K
$1.3M
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
24.4KNew |
$1.16M - $1.25M
|
24.4K
$1.23M
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
21.8KNew |
$1.04M - $1.11M
|
21.8K
$1.1M
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
18.5KNew |
$881K - $946K
|
18.5K
$933K
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
14.2KNew |
$676K - $726K
|
14.2K
$716K
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
8.89KNew |
$424K - $455K
|
8.89K
$449K
|
|
Feb 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
8.24KNew |
$393K - $422K
|
8.24K
$416K
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
4.11K+ 25.19% |
$196K - $210K
|
20.4K
$1.03M
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.37KNew |
$65.5K - $70.3K
|
1.37K
$69.3K
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
635+ 18.78% |
$30.3K - $32.5K
|
4.02K
$203K
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
521New |
$24.8K - $26.7K
|
521
$26.3K
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
105New |
$5K - $5.37K
|
105
$5.3K
|
|
Q3 2023 | |||||||
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
50.9KNew |
$2.46M - $2.57M
|
50.9K
$2.57M
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
3.61K+ 36.25% |
$175K - $182K
|
13.6K
$685K
|
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
3.26KNew |
$157K - $164K
|
3.26K
$164K
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2.11KNew |
$102K - $106K
|
2.11K
$106K
|
|
Q2 2023 | |||||||
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
BUY
|
- |
17.6KNew |
$873K - $898K
|
17.6K
$888K
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
20New |
$992 - $1.02K
|
20
$1.01K
|
|
Q1 2023 | |||||||
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
9.06KNew |
$449K - $462K
|
9.06K
$457K
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
845New |
$41.9K - $43.1K
|
845
$42.6K
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
813New |
$40.3K - $41.5K
|
813
$41K
|
|
Q4 2022 | |||||||
Jan 20, 2023
Q4 2022
|
Mjp Associates Inc
|
BUY
|
- |
81.1KNew |
$3.87M - $4.06M
|
81.1K
$4.09M
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
75.3KNew |
$3.59M - $3.77M
|
75.3K
$3.8M
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
24.1KNew |
$1.15M - $1.21M
|
24.1K
$1.22M
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
11.5KNew |
$549K - $576K
|
11.5K
$580K
|
|
Feb 14, 2023
Q4 2022
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
400New |
$19.1K - $20.1K
|
400
$20.2K
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
2New |
$95.5 - $100
|
2
$101
|
|
Q3 2022 | |||||||
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
7.01KNew |
$339K - $359K
|
7.01K
$354K
|
|
Q2 2022 | |||||||
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
2.76KNew |
$136K - $142K
|
2.76K
$139K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
34+ 9.69% |
$1.67K - $1.75K
|
385
$19.4K
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
44.9KNew |
$2.3M - $2.46M
|
44.9K
$2.27M
|