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

Congress Wealth Management LLC

  • $7.2 Billion
  • Q3 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 35,844 shares of JMUB stock, worth $1.81 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
35,844
Previous 50,303 28.74%
Holding current value
$1.81 Million
Previous $2.53 Million 27.51%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Nov 12, 2024
SELL
$50.15 - $51.27 $725,118 - $741,312
-14,459 Reduced 28.74%
35,844 $1.84 Million
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
275
Shares Held
26.5M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN TR MUN ETF (DE)

JMUB Quotes by TradingView
  • Ticker JMUB
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