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

Summit Financial Strategies, Inc.

  • $1.08 Billion
  • Q3 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 119,851 shares of JMUB stock, worth $6.08 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares
119,851
Previous 79,795 50.2%
Holding current value
$6.08 Million
Previous $3.96 Million 52.69%
% of portfolio
0.56%
Previous 0.4%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
BUY
$49.09 - $50.58 $1.97 Million - $2.03 Million
40,056 Added 50.2%
119,851 $6.05 Million
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
395
Shares Held
55.4M
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
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More about JMUB
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