Headinvest, LLC Jp Morgan Tr Mun ETF (De) Transaction History

Headinvest, LLC

$497 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 13, 2022	SELL	$51.25 - $54.82 $274,187 - $293,287	-5,350 Closed	0 $0
Q4 2021 Feb 11, 2022	BUY	$54.63 - $55.1 $292,270 - $294,785	5,350 New	5,350 $293,000

Others Institutions Holding JMUB

# of Institutions

256

Shares Held

23.5M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

2.11M
Shares

$108 Million
0.05% of portfolio
Northwestern Mutual Wealth Management CO

1.13M
Shares

$58 Million
0.06% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

853K
Shares

$43.7 Million
0.06% of portfolio
Forvis Wealth Advisors, LLC

771K
Shares

$39.5 Million
0.98% of portfolio
Wealth Enhancement Advisory Services, LLC

731K
Shares

$37.4 Million
0.09% of portfolio

About JP MORGAN TR MUN ETF (DE)

Ticker JMUB
Sector ETFs
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