A detailed history of Bernardo Wealth Planning LLC transactions in Jp Morgan Tr Mun ETF (De) stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 18,209 shares of JMUB stock, worth $913,363. This represents 0.22% of its overall portfolio holdings.

Number of Shares
18,209
Previous 18,258 0.27%
Holding current value
$913,363
Previous $919,000 0.76%
% of portfolio
0.22%
Previous 0.25%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

SELL
$50.15 - $51.27 $2,457 - $2,512
-49 Reduced 0.27%
18,209 $926,000
Q2 2024

Jul 10, 2024

BUY
$49.92 - $50.63 $443,938 - $450,252
8,893 Added 94.96%
18,258 $919,000
Q1 2024

May 07, 2024

BUY
$50.54 - $51.04 $473,307 - $477,989
9,365 New
9,365 $475,000

Others Institutions Holding JMUB

About JP MORGAN TR MUN ETF (DE)


  • Ticker JMUB
  • Sector ETFs
  • Industry ETFs
More about JMUB
Track This Portfolio

Track Bernardo Wealth Planning LLC Portfolio

Follow Bernardo Wealth Planning LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bernardo Wealth Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bernardo Wealth Planning LLC with notifications on news.