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

Summit Wealth Partners, LLC

  • $554 Billion
  • Q3 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 98,716 shares of JMUB stock, worth $4.99 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares
98,716
Previous 90,469 9.12%
Holding current value
$4.99 Million
Previous $4.49 Billion 10.94%
% of portfolio
0.9%
Previous 0.86%

Shares

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

Oct 21, 2025
BUY
$49.09 - $50.58 $404,845 - $417,133
8,247 Added 9.12%
98,716 $4.98 Billion
Q2 2025

Aug 11, 2025
BUY
$48.46 - $50.2 $1.04 Million - $1.07 Million
21,400 Added 30.98%
90,469 $4.49 Billion
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
425
Shares Held
65.2M
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
  • Industry ETFs
More about JMUB
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