Avantax Planning Partners, Inc. Jp Morgan Tr Mun ETF (De) Transaction History

Avantax Planning Partners, Inc.

$2.81 Billion
Q1 2025

A detailed history of Avantax Planning Partners, Inc. transactions in Jp Morgan Tr Mun ETF (De) stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 539,662 shares of JMUB stock, worth $26.8 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares

539,662

Previous 494,780 9.07%

Holding current value

$26.8 Million

Previous $24.8 Million 8.75%

% of portfolio

0.96%

Previous 0.9%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	BUY	$49.69 - $50.76 $2.23 Million - $2.28 Million	44,882 Added 9.07%	539,662 $27 Million
Q4 2024 Feb 07, 2025	BUY	$50.02 - $51.24 $605,141 - $619,901	12,098 Added 2.51%	494,780 $24.8 Million
Q3 2024 Nov 13, 2024	SELL	$50.15 - $51.27 $3.2 Million - $3.28 Million	-63,891 Reduced 11.69%	482,682 $24.7 Million
Q2 2024 Aug 09, 2024	SELL	$49.92 - $50.63 $816,441 - $828,053	-16,355 Reduced 2.91%	546,573 $27.5 Million
Q1 2024 May 02, 2024	SELL	$50.54 - $51.04 $977,039 - $986,705	-19,332 Reduced 3.32%	562,928 $28.6 Million
Q4 2023 Feb 09, 2024	BUY	$47.66 - $51.17 $4.96 Million - $5.32 Million	103,995 Added 21.74%	582,260 $29.7 Million
Q3 2023 Nov 03, 2023	SELL	$48.34 - $50.47 $2.97 Million - $3.1 Million	-61,506 Reduced 11.39%	478,265 $23.1 Million
Q2 2023 Jul 17, 2023	SELL	$49.58 - $51.03 $538,339 - $554,083	-10,858 Reduced 1.97%	539,771 $27.1 Million
Q1 2023 Apr 20, 2023	SELL	$49.57 - $51.03 $459,860 - $473,405	-9,277 Reduced 1.66%	550,629 $27.9 Million
Q4 2022 Feb 09, 2023	BUY	$47.75 - $50.14 $14.2 Million - $14.9 Million	296,824 Added 112.83%	559,906 $27.8 Million
Q3 2022 Oct 14, 2022	SELL	$48.37 - $51.22 $2.24 Million - $2.37 Million	-46,340 Reduced 14.98%	263,082 $12.7 Million
Q2 2022 Jul 18, 2022	BUY	$49.21 - $51.35 $2.53 Million - $2.64 Million	51,459 Added 19.95%	309,422 $15.4 Million
Q1 2022 May 09, 2022	BUY	$51.25 - $54.82 $13.2 Million - $14.1 Million	257,963 New	257,963 $13.3 Million

Others Institutions Holding JMUB

# of Institutions

330

Shares Held

36.9M

Call Options Held

Put Options Held

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About JP MORGAN TR MUN ETF (DE)

Ticker JMUB
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Avantax Planning Partners, Inc. Jp Morgan Tr Mun ETF (De) Transaction History