Collaborative Wealth Managment Inc. Jp Morgan Tr Mun ETF (De) Transaction History

Collaborative Wealth Managment Inc.

$214 Million
Q4 2024

A detailed history of Collaborative Wealth Managment Inc. transactions in Jp Morgan Tr Mun ETF (De) stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 11,825 shares of JMUB stock, worth $595,625. This represents 0.28% of its overall portfolio holdings.

Number of Shares

11,825

Previous 13,066 9.5%

Holding current value

$595,625

Previous $669,000 11.36%

% of portfolio

0.28%

Previous 0.31%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	SELL	$50.02 - $51.24 $62,074 - $63,588	-1,241 Reduced 9.5%	11,825 $593,000
Q3 2024 Nov 12, 2024	BUY	$50.15 - $51.27 $95,485 - $97,618	1,904 Added 17.06%	13,066 $669,000
Q2 2024 Aug 09, 2024	BUY	$49.92 - $50.63 $42,481 - $43,086	851 Added 8.25%	11,162 $562,000
Q1 2024 May 10, 2024	BUY	$50.54 - $51.04 $212,116 - $214,214	4,197 Added 68.65%	10,311 $523,000
Q4 2023 Feb 07, 2024	BUY	$47.66 - $51.17 $53,617 - $57,566	1,125 Added 22.55%	6,114 $311,000
Q3 2023 Nov 09, 2023	BUY	$48.34 - $50.47 $241,168 - $251,794	4,989 New	4,989 $241,000

Others Institutions Holding JMUB

# of Institutions

325

Shares Held

34.5M

Call Options Held

Put Options Held

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About JP MORGAN TR MUN ETF (DE)

Ticker JMUB
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Collaborative Wealth Managment Inc. Jp Morgan Tr Mun ETF (De) Transaction History