Smith & Howard Wealth Management, LLC Jp Morgan Tr Mun ETF (De) Transaction History

Smith & Howard Wealth Management, LLC

$353 Million
Q4 2024

A detailed history of Smith & Howard Wealth Management, LLC transactions in Jp Morgan Tr Mun ETF (De) stock. As of the latest transaction made, Smith & Howard Wealth Management, LLC holds 478,177 shares of JMUB stock, worth $24.1 Million. This represents 6.8% of its overall portfolio holdings.

Number of Shares

478,177

Previous 309,559 54.47%

Holding current value

$24.1 Million

Previous $15.9 Million 51.09%

% of portfolio

6.8%

Previous 4.49%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$50.02 - $51.24 $8.43 Million - $8.64 Million	168,618 Added 54.47%	478,177 $24 Million
Q3 2024 Oct 23, 2024	BUY	$50.15 - $51.27 $1.38 Million - $1.41 Million	27,557 Added 9.77%	309,559 $15.9 Million
Q2 2024 Jul 16, 2024	BUY	$49.92 - $50.63 $5.81 Million - $5.89 Million	116,432 Added 70.32%	282,002 $14.2 Million
Q1 2024 Apr 15, 2024	BUY	$50.54 - $51.04 $2.74 Million - $2.77 Million	54,292 Added 48.79%	165,570 $8.4 Million
Q4 2023 Feb 01, 2024	SELL	$47.66 - $51.17 $9.7 Million - $10.4 Million	-203,623 Reduced 64.66%	111,278 $5.67 Million
Q3 2023 Oct 13, 2023	BUY	$48.34 - $50.47 $15.2 Million - $15.9 Million	314,901 New	314,901 $15.2 Million

Others Institutions Holding JMUB

# of Institutions

325

Shares Held

34.5M

Call Options Held

Put Options Held

View Full List

About JP MORGAN TR MUN ETF (DE)

Ticker JMUB
Sector ETFs
Industry ETFs

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Smith & Howard Wealth Management, LLC Jp Morgan Tr Mun ETF (De) Transaction History