Beta Wealth Group, Inc. Jp Morgan Tr Mun ETF (De) Transaction History

Beta Wealth Group, Inc.

$206 Million
Q4 2024

A detailed history of Beta Wealth Group, Inc. transactions in Jp Morgan Tr Mun ETF (De) stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 212,351 shares of JMUB stock, worth $10.7 Million. This represents 5.17% of its overall portfolio holdings.

Number of Shares

212,351

Previous 210,180 1.03%

Holding current value

$10.7 Million

Previous $10.8 Million 1.17%

% of portfolio

5.17%

Previous 5.32%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$50.02 - $51.24 $108,593 - $111,242	2,171 Added 1.03%	212,351 $10.6 Million
Q3 2024 Nov 01, 2024	SELL	$50.15 - $51.27 $325,272 - $332,537	-6,486 Reduced 2.99%	210,180 $10.8 Million
Q2 2024 Aug 12, 2024	BUY	$49.92 - $50.63 $371,504 - $376,788	7,442 Added 3.56%	216,666 $10.9 Million
Q1 2024 May 14, 2024	BUY	$50.54 - $51.04 $861,151 - $869,670	17,039 Added 8.87%	209,224 $10.6 Million
Q4 2023 Feb 09, 2024	BUY	$47.66 - $51.17 $9.16 Million - $9.83 Million	192,185 New	192,185 $9.79 Million

Others Institutions Holding JMUB

# of Institutions

298

Shares Held

30.4M

Call Options Held

Put Options Held

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About JP MORGAN TR MUN ETF (DE)

Ticker JMUB
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Beta Wealth Group, Inc. Jp Morgan Tr Mun ETF (De) Transaction History