Evergreen Private Wealth LLC Jp Morgan Tr Mun ETF (De) Transaction History

Evergreen Private Wealth LLC

$214 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 16, 2024	SELL	$50.54 - $51.04 $10,108 - $10,208	-200 Reduced 47.62%	220 $11.2 Million
Q4 2023 Feb 08, 2024	BUY	$47.66 - $51.17 $20,017 - $21,491	420 New	420 $21.4 Million

Others Institutions Holding JMUB

# of Institutions

330

Shares Held

36.9M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

2.66M
Shares

$132 Million
0.06% of portfolio
Northwestern Mutual Wealth Management CO

2.01M
Shares

$99.8 Million
0.09% of portfolio
Wealth Enhancement Advisory Services, LLC

1.33M
Shares

$66.1 Million
0.14% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.26M
Shares

$62.7 Million
0.02% of portfolio
Envestnet Asset Management Inc

1.02M
Shares

$50.8 Million
0.02% of portfolio

About JP MORGAN TR MUN ETF (DE)

Ticker JMUB
Sector ETFs
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