Legacy Financial Advisors, Inc. Jp Morgan Tr Mun ETF (De) Transaction History

Legacy Financial Advisors, Inc.

$602 Million
Q3 2025

A detailed history of Legacy Financial Advisors, Inc. transactions in Jp Morgan Tr Mun ETF (De) stock. As of the latest transaction made, Legacy Financial Advisors, Inc. holds 226,184 shares of JMUB stock, worth $11.4 Million. This represents 1.89% of its overall portfolio holdings.

Number of Shares

226,184

Previous 305,847 26.05%

Holding current value

$11.4 Million

Previous $15.2 Million 24.81%

% of portfolio

1.89%

Previous 2.88%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	SELL	$49.09 - $50.58 $3.91 Million - $4.03 Million	-79,663 Reduced 26.05%	226,184 $11.4 Million
Q2 2025 Aug 07, 2025	BUY	$48.46 - $50.2 $47,296 - $48,995	976 Added 0.32%	305,847 $15.2 Million
Q1 2025 May 14, 2025	BUY	$49.69 - $50.76 $549,124 - $560,948	11,051 Added 3.76%	304,871 $15.2 Million
Q4 2024 Feb 13, 2025	BUY	$50.02 - $51.24 $533,813 - $546,833	10,672 Added 3.77%	293,820 $14.7 Million
Q3 2024 Nov 13, 2024	BUY	$50.15 - $51.27 $556,013 - $568,430	11,087 Added 4.08%	283,148 $14.5 Million

Q2 2024 Aug 13, 2024	BUY	$49.92 - $50.63 $838,456 - $850,381	16,796 Added 6.58%	272,061 $13.7 Million
Q1 2024 May 14, 2024	BUY	$50.54 - $51.04 $2.32 Million - $2.34 Million	45,865 Added 21.9%	255,265 $13 Million
Q4 2023 Feb 06, 2024	SELL	$47.66 - $51.17 $2 Million - $2.15 Million	-42,012 Reduced 16.71%	209,400 $10.7 Million
Q3 2023 Nov 13, 2023	BUY	$48.34 - $50.47 $12.2 Million - $12.7 Million	251,412 New	251,412 $12.2 Million

Others Institutions Holding JMUB

# of Institutions

434

Shares Held

66.4M

Call Options Held

Put Options Held

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About JP MORGAN TR MUN ETF (DE)

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