Forvis Wealth Advisors, LLC Jp Morgan Tr Mun ETF (De) Transaction History

Forvis Wealth Advisors, LLC

$4.26 Billion
Q3 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Jp Morgan Tr Mun ETF (De) stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 843,601 shares of JMUB stock, worth $42.3 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares

843,601

Previous 771,143 9.4%

Holding current value

$42.3 Million

Previous $38.9 Million 11.33%

% of portfolio

1.02%

Previous 0.98%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$50.15 - $51.27 $3.63 Million - $3.71 Million	72,458 Added 9.4%	843,601 $43.3 Million
Q2 2024 Aug 09, 2024	BUY	$49.92 - $50.63 $2.19 Million - $2.23 Million	43,953 Added 6.04%	771,143 $38.9 Million
Q1 2024 Apr 19, 2024	BUY	$50.54 - $51.04 $10.6 Million - $10.7 Million	209,487 Added 40.46%	727,190 $36.9 Million
Q4 2023 Jan 11, 2024	BUY	$47.66 - $51.17 $6.98 Million - $7.5 Million	146,528 Added 39.48%	517,703 $26.4 Million
Q3 2023 Oct 25, 2023	BUY	$48.34 - $50.47 $3.17 Million - $3.31 Million	65,498 Added 21.43%	371,175 $18 Million
Q2 2023 Aug 08, 2023	BUY	$49.58 - $51.03 $4.66 Million - $4.79 Million	93,907 Added 44.34%	305,677 $15.4 Million
Q1 2023 Apr 26, 2023	BUY	$49.57 - $51.03 $10.5 Million - $10.8 Million	211,770 New	211,770 $10.7 Million

Others Institutions Holding JMUB

# of Institutions

275

Shares Held

26.5M

Call Options Held

Put Options Held

View Full List

About JP MORGAN TR MUN ETF (DE)

Ticker JMUB
Sector ETFs
Industry ETFs

More about JMUB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Forvis Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forvis Wealth Advisors, LLC with notifications on news.

Account

Forvis Wealth Advisors, LLC Jp Morgan Tr Mun ETF (De) Transaction History