Bernardo Wealth Planning LLC Jp Morgan Tr Mun ETF (De) Transaction History

Bernardo Wealth Planning LLC

  • $461 Million
  • Q2 2025

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 21,486 shares of JMUB stock, worth $1.08 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
21,486
Previous 19,638 9.41%
Holding current value
$1.08 Million
Previous $982,000 8.66%
% of portfolio
0.23%
Previous 0.23%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$48.46 - $50.2 $89,554 - $92,769
1,848 Added 9.41%
21,486 $1.07 Million
Q1 2025

Apr 22, 2025
BUY
$49.69 - $50.76 $39,205 - $40,049
789 Added 4.19%
19,638 $981,000
Q4 2024

Jan 16, 2025
BUY
$50.02 - $51.24 $32,012 - $32,793
640 Added 3.51%
18,849 $945,000
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

# of Institutions
382
Shares Held
54.5M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN TR MUN ETF (DE)

JMUB Quotes by TradingView
  • Ticker JMUB
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