Capital Advisors Wealth Management, LLC Jp Morgan Tr Mun ETF (De) Transaction History

Capital Advisors Wealth Management, LLC

  • $556 Million
  • Q4 2024

A detailed history of Capital Advisors Wealth Management, LLC transactions in Jp Morgan Tr Mun ETF (De) stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 14,961 shares of JMUB stock, worth $751,042. This represents 0.13% of its overall portfolio holdings.

Number of Shares
14,961
Previous 16,543 9.56%
Holding current value
$751,042
Previous $848,000 11.56%
% of portfolio
0.13%
Previous 0.16%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
SELL
$50.02 - $51.24 $79,131 - $81,061
-1,582 Reduced 9.56%
14,961 $750,000
Q3 2024

Oct 15, 2024
BUY
$50.15 - $51.27 $104,763 - $107,103
2,089 Added 14.45%
16,543 $848,000
Q2 2024

Jul 16, 2024
BUY
$49.92 - $50.63 $113,617 - $115,233
2,276 Added 18.69%
14,454 $728,000
Q1 2024

Apr 12, 2024
BUY
$50.54 - $51.04 $165,467 - $167,104
3,274 Added 36.77%
12,178 $617,000
Q4 2023

Jan 08, 2024
BUY
$47.66 - $51.17 $424,364 - $455,617
8,904 New
8,904 $453,000
Q2 2023

Jul 11, 2023
BUY
$49.58 - $51.03 $198,468 - $204,273
4,003 New
4,003 $201,000

Others Institutions Holding JMUB

# of Institutions
283
Shares Held
27.5M
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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