A detailed history of Capital Advisors Wealth Management, LLC transactions in Jp Morgan Tr Mun ETF (De) stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 16,543 shares of JMUB stock, worth $836,579. This represents 0.16% of its overall portfolio holdings.

Number of Shares
16,543
Previous 14,454 14.45%
Holding current value
$836,579
Previous $728,000 16.48%
% of portfolio
0.16%
Previous 0.14%

Shares

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

Oct 15, 2024

BUY
$50.15 - $51.27 $104,763 - $107,103
2,089 Added 14.45%
16,543 $848,000
Q2 2024

Jul 16, 2024

BUY
$49.92 - $50.63 $113,617 - $115,233
2,276 Added 18.69%
14,454 $728,000
Q1 2024

Apr 12, 2024

BUY
$50.54 - $51.04 $165,467 - $167,104
3,274 Added 36.77%
12,178 $617,000
Q4 2023

Jan 08, 2024

BUY
$47.66 - $51.17 $424,364 - $455,617
8,904 New
8,904 $453,000
Q2 2023

Jul 11, 2023

BUY
$49.58 - $51.03 $198,468 - $204,273
4,003 New
4,003 $201,000

Others Institutions Holding JMUB

About JP MORGAN TR MUN ETF (DE)


  • Ticker JMUB
  • Sector ETFs
  • Industry ETFs
More about JMUB
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