Bernardo Wealth Planning LLC Jp Morgan Tr Mun ETF (De) Transaction History

Bernardo Wealth Planning LLC

$507 Million
Q3 2025

A detailed history of Bernardo Wealth Planning LLC transactions in Jp Morgan Tr Mun ETF (De) stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 27,069 shares of JMUB stock, worth $1.37 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

27,069

Previous 21,486 25.98%

Holding current value

$1.37 Million

Previous $1.07 Million 28.02%

% of portfolio

0.27%

Previous 0.23%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	BUY	$49.09 - $50.58 $274,069 - $282,388	5,583 Added 25.98%	27,069 $1.37 Million
Q2 2025 Aug 13, 2025	BUY	$48.46 - $50.2 $89,554 - $92,769	1,848 Added 9.41%	21,486 $1.07 Million
Q1 2025 Apr 22, 2025	BUY	$49.69 - $50.76 $39,205 - $40,049	789 Added 4.19%	19,638 $981,000
Q4 2024 Jan 16, 2025	BUY	$50.02 - $51.24 $32,012 - $32,793	640 Added 3.51%	18,849 $945,000
Q3 2024 Oct 18, 2024	SELL	$50.15 - $51.27 $2,457 - $2,512	-49 Reduced 0.27%	18,209 $926,000

Q2 2024 Jul 10, 2024	BUY	$49.92 - $50.63 $443,938 - $450,252	8,893 Added 94.96%	18,258 $919,000
Q1 2024 May 07, 2024	BUY	$50.54 - $51.04 $473,307 - $477,989	9,365 New	9,365 $475,000

Others Institutions Holding JMUB

# of Institutions

425

Shares Held

65.2M

Call Options Held

Put Options Held

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About JP MORGAN TR MUN ETF (DE)

Ticker JMUB
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Bernardo Wealth Planning LLC Jp Morgan Tr Mun ETF (De) Transaction History