Summit Financial Strategies, Inc. Jp Morgan Tr Mun ETF (De) Transaction History

Summit Financial Strategies, Inc.

$998 Million
Q2 2025

A detailed history of Summit Financial Strategies, Inc. transactions in Jp Morgan Tr Mun ETF (De) stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 79,795 shares of JMUB stock, worth $3.93 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares

79,795

Previous 99,130 19.5%

Holding current value

$3.93 Million

Previous $4.96 Million 20.08%

% of portfolio

0.4%

Previous 0.54%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	SELL	$48.46 - $50.2 $936,974 - $970,617	-19,335 Reduced 19.5%	79,795 $3.96 Million
Q1 2025 May 12, 2025	BUY	$49.69 - $50.76 $604,528 - $617,546	12,166 Added 13.99%	99,130 $4.96 Million
Q4 2024 Jan 22, 2025	BUY	$50.02 - $51.24 $252,851 - $259,018	5,055 Added 6.17%	86,964 $4.36 Million
Q3 2024 Oct 16, 2024	BUY	$50.15 - $51.27 $483,646 - $494,447	9,644 Added 13.35%	81,909 $4.2 Million
Q2 2024 Jul 19, 2024	BUY	$49.92 - $50.63 $3.41 Million - $3.46 Million	68,319 Added 1731.35%	72,265 $3.64 Million
Q1 2024 May 09, 2024	SELL	$50.54 - $51.04 $120,285 - $121,475	-2,380 Reduced 37.62%	3,946 $200,000
Q4 2023 Feb 13, 2024	BUY	$47.66 - $51.17 $301,497 - $323,701	6,326 New	6,326 $322,000

Others Institutions Holding JMUB

# of Institutions

361

Shares Held

46.5M

Call Options Held

Put Options Held

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About JP MORGAN TR MUN ETF (DE)

Ticker JMUB
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Summit Financial Strategies, Inc. Jp Morgan Tr Mun ETF (De) Transaction History