Summit Wealth Partners, LLC Jp Morgan Tr Mun ETF (De) Transaction History

Summit Wealth Partners, LLC

$493 Billion
Q1 2025

A detailed history of Summit Wealth Partners, LLC transactions in Jp Morgan Tr Mun ETF (De) stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 69,069 shares of JMUB stock, worth $3.43 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares

69,069

Previous 55,945 23.46%

Holding current value

$3.43 Million

Previous $2.81 Billion 23.09%

% of portfolio

0.7%

Previous 0.58%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$49.69 - $50.76 $652,131 - $666,174	13,124 Added 23.46%	69,069 $3.45 Billion
Q4 2024 Jan 27, 2025	BUY	$50.02 - $51.24 $644,757 - $660,483	12,890 Added 29.94%	55,945 $2.81 Billion
Q3 2024 Oct 28, 2024	BUY	$50.15 - $51.27 $76,278 - $77,981	1,521 Added 3.66%	43,055 $2.21 Billion
Q2 2024 Sep 11, 2024	BUY	$49.92 - $50.63 $167,082 - $169,458	3,347 Added 8.76%	41,534 $2.09 Billion
Q1 2024 Sep 11, 2024	SELL	$50.54 - $51.04 $101,080 - $102,080	-2,000 Reduced 4.98%	38,187 $1.94 Billion
Q4 2023 Sep 11, 2024	BUY	$47.66 - $51.17 $489,563 - $525,618	10,272 Added 34.34%	40,187 $2.05 Billion
Q3 2023 Sep 11, 2024	BUY	$48.34 - $50.47 $1.45 Million - $1.51 Million	29,915 New	29,915 $1.45 Billion

Others Institutions Holding JMUB

# of Institutions

346

Shares Held

44M

Call Options Held

Put Options Held

View Full List

About JP MORGAN TR MUN ETF (DE)

Ticker JMUB
Sector ETFs
Industry ETFs

More about JMUB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth Partners, LLC with notifications on news.

Account

Summit Wealth Partners, LLC Jp Morgan Tr Mun ETF (De) Transaction History