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

Financial Strategies Group, Inc.

$423 Million
Q4 2024

A detailed history of Financial Strategies Group, Inc. transactions in Jp Morgan Tr Mun ETF (De) stock. As of the latest transaction made, Financial Strategies Group, Inc. holds 11,234 shares of JMUB stock, worth $563,946. This represents 0.13% of its overall portfolio holdings.

Number of Shares

11,234

Previous 10,259 9.5%

Holding current value

$563,946

Previous $525,000 7.24%

% of portfolio

0.13%

Previous 0.11%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$50.02 - $51.24 $48,769 - $49,959	975 Added 9.5%	11,234 $563,000
Q3 2024 Oct 31, 2024	SELL	$50.15 - $51.27 $13,841 - $14,150	-276 Reduced 2.62%	10,259 $525,000
Q2 2024 Jul 17, 2024	SELL	$49.92 - $50.63 $3,793 - $3,847	-76 Reduced 0.72%	10,535 $530,000
Q1 2024 Apr 18, 2024	BUY	$50.54 - $51.04 $233,141 - $235,447	4,613 Added 76.91%	10,611 $538,000
Q4 2023 Jan 30, 2024	SELL	$47.66 - $51.17 $1,763 - $1,893	-37 Reduced 0.61%	5,998 $305,000
Q3 2023 Oct 18, 2023	BUY	$48.34 - $50.47 $46,793 - $48,854	968 Added 19.1%	6,035 $291,000
Q2 2023 Jul 13, 2023	BUY	$49.58 - $51.03 $3,024 - $3,112	61 Added 1.22%	5,067 $254,000
Q1 2023 May 02, 2023	SELL	$49.57 - $51.03 $3,717 - $3,827	-75 Reduced 1.48%	5,006 $253,000
Q4 2022 Feb 10, 2023	SELL	$47.75 - $50.14 $94,736 - $99,477	-1,984 Reduced 28.08%	5,081 $252,000
Q3 2022 Oct 26, 2022	BUY	$48.37 - $51.22 $64,912 - $68,737	1,342 Added 23.45%	7,065 $0
Q2 2022 Aug 08, 2022	BUY	$49.21 - $51.35 $281,628 - $293,876	5,723 New	5,723 $286,000
Q1 2021 May 06, 2021	SELL	$54.28 - $55.56 $278,185 - $284,745	-5,125 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$54.15 - $55.12 $277,518 - $282,490	5,125 New	5,125 $282,000

Others Institutions Holding JMUB

# of Institutions

283

Shares Held

27.5M

Call Options Held

Put Options Held

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About JP MORGAN TR MUN ETF (DE)

Ticker JMUB
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Financial Strategies Group, Inc. Jp Morgan Tr Mun ETF (De) Transaction History