Sequoia Financial Advisors, LLC Jp Morgan Tr Mun ETF (De) Transaction History

Sequoia Financial Advisors, LLC

$11.5 Billion
Q4 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Jp Morgan Tr Mun ETF (De) stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 92,168 shares of JMUB stock, worth $4.65 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

92,168

Previous 25,430 262.44%

Holding current value

$4.65 Million

Previous $1.3 Million 254.72%

% of portfolio

0.04%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$50.02 - $51.24 $3.34 Million - $3.42 Million	66,738 Added 262.44%	92,168 $4.62 Million
Q3 2024 Oct 21, 2024	SELL	$50.15 - $51.27 $222,365 - $227,331	-4,434 Reduced 14.85%	25,430 $1.3 Million
Q2 2024 Jul 15, 2024	SELL	$49.92 - $50.63 $366,912 - $372,130	-7,350 Reduced 19.75%	29,864 $1.5 Million
Q1 2024 Apr 30, 2024	SELL	$50.54 - $51.04 $2.54 Million - $2.57 Million	-50,329 Reduced 57.49%	37,214 $1.89 Million
Q4 2023 Jan 25, 2024	BUY	$47.66 - $51.17 $1.77 Million - $1.9 Million	37,089 Added 73.51%	87,543 $4.46 Million
Q3 2023 Nov 08, 2023	SELL	$48.34 - $50.47 $152,802 - $159,535	-3,161 Reduced 5.9%	50,454 $2.44 Million
Q2 2023 Aug 08, 2023	SELL	$49.58 - $51.03 $359,405 - $369,916	-7,249 Reduced 11.91%	53,615 $2.69 Million
Q1 2023 Apr 24, 2023	SELL	$49.57 - $51.03 $1.99 Million - $2.05 Million	-40,237 Reduced 39.8%	60,864 $3.08 Million
Q4 2022 Jan 17, 2023	BUY	$47.75 - $50.14 $4.83 Million - $5.07 Million	101,101 New	101,101 $0

Others Institutions Holding JMUB

# of Institutions

302

Shares Held

31.9M

Call Options Held

Put Options Held

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About JP MORGAN TR MUN ETF (DE)

Ticker JMUB
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Sequoia Financial Advisors, LLC Jp Morgan Tr Mun ETF (De) Transaction History