Congress Wealth Management LLC Jp Morgan Tr Mun ETF (De) Transaction History

Congress Wealth Management LLC

$6.12 Billion
Q2 2024

A detailed history of Congress Wealth Management LLC transactions in Jp Morgan Tr Mun ETF (De) stock. As of the latest transaction made, Congress Wealth Management LLC holds 50,303 shares of JMUB stock, worth $2.58 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

50,303

Holding current value

$2.58 Million

% of portfolio

0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	BUY	$49.92 - $50.63 $2.51 Million - $2.55 Million	50,303 New	50,303 $2.53 Million
Q3 2023 Oct 30, 2023	SELL	$48.34 - $50.47 $28,520 - $29,777	-590 Reduced 1.31%	44,598 $2.16 Million
Q2 2023 Jul 13, 2023	SELL	$49.58 - $51.03 $43,977 - $45,263	-887 Reduced 1.93%	45,188 $2.27 Million
Q1 2023 Apr 14, 2023	SELL	$49.57 - $51.03 $163,680 - $168,501	-3,302 Reduced 6.69%	46,075 $2.33 Million
Q4 2022 Feb 02, 2023	SELL	$47.75 - $50.14 $23 Million - $24.2 Million	-482,045 Reduced 90.71%	49,377 $2.45 Million
Q3 2022 Nov 08, 2022	SELL	$48.37 - $51.22 $447,470 - $473,836	-9,251 Reduced 1.71%	531,422 $25.7 Million
Q2 2022 Aug 11, 2022	BUY	$49.21 - $51.35 $26.6 Million - $27.8 Million	540,673 New	540,673 $27 Million

Others Institutions Holding JMUB

# of Institutions

256

Shares Held

23.5M

Call Options Held

Put Options Held

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About JP MORGAN TR MUN ETF (DE)

Ticker JMUB
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Congress Wealth Management LLC Jp Morgan Tr Mun ETF (De) Transaction History