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

Forvis Wealth Advisors, LLC

  • $3.91 Billion
  • Q1 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 727,190 shares of JMUB stock, worth $36.6 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares
727,190
Previous 517,703 40.46%
Holding current value
$36.6 Million
Previous $26.4 Million 39.86%
% of portfolio
0.94%
Previous 0.74%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
223
Shares Held
19.7M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN TR MUN ETF (DE)

JMUB Quotes by TradingView
  • Ticker JMUB
  • Sector ETFs
  • Industry ETFs
More about JMUB
Track This Portfolio

Track Forvis Wealth Advisors, LLC Portfolio

Follow Forvis Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email