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

Beta Wealth Group, Inc.

$203 Million
Q3 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 210,180 shares of JMUB stock, worth $10.5 Million. This represents 5.32% of its overall portfolio holdings.

Number of Shares

210,180

Previous 216,666 2.99%

Holding current value

$10.5 Million

Previous $10.9 Million 1.28%

% of portfolio

5.32%

Previous 5.61%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

275

Shares Held

26.5M

Call Options Held

Put Options Held

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About JP MORGAN TR MUN ETF (DE)

Ticker JMUB
Sector ETFs
Industry ETFs

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