Lwm Advisory Services, LLC Jp Morgan Tr Mun ETF (De) Transaction History

Lwm Advisory Services, LLC

$139 Million
Q4 2024

A detailed history of Lwm Advisory Services, LLC transactions in Jp Morgan Tr Mun ETF (De) stock. As of the latest transaction made, Lwm Advisory Services, LLC holds 132,395 shares of JMUB stock, worth $6.68 Million. This represents 4.78% of its overall portfolio holdings.

Number of Shares

132,395

Previous 127,900 3.51%

Holding current value

$6.68 Million

Previous $6.56 Million 1.25%

% of portfolio

4.78%

Previous 5.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	BUY	$50.02 - $51.24 $224,839 - $230,323	4,495 Added 3.51%	132,395 $6.64 Million
Q3 2024 Nov 13, 2024	BUY	$50.15 - $51.27 $24,272 - $24,814	484 Added 0.38%	127,900 $6.56 Million
Q2 2024 Aug 08, 2024	BUY	$49.92 - $50.63 $211,211 - $214,215	4,231 Added 3.43%	127,416 $6.42 Million
Q1 2024 May 09, 2024	BUY	$50.54 - $51.04 $519,753 - $524,895	10,284 Added 9.11%	123,185 $6.25 Million
Q4 2023 Feb 05, 2024	SELL	$47.66 - $51.17 $1.46 Million - $1.56 Million	-30,581 Reduced 21.31%	112,901 $5.75 Million
Q3 2023 Nov 02, 2023	BUY	$48.34 - $50.47 $107,894 - $112,649	2,232 Added 1.58%	143,482 $6.94 Million
Q2 2023 Aug 07, 2023	BUY	$49.58 - $51.03 $273,731 - $281,736	5,521 Added 4.07%	141,250 $7.09 Million
Q1 2023 May 02, 2023	BUY	$49.57 - $51.03 $746,722 - $768,715	15,064 Added 12.48%	135,729 $6.87 Million
Q4 2022 Feb 07, 2023	BUY	$47.75 - $50.14 $5.76 Million - $6.05 Million	120,665 New	120,665 $6 Million

Others Institutions Holding JMUB

# of Institutions

325

Shares Held

34.5M

Call Options Held

Put Options Held

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About JP MORGAN TR MUN ETF (DE)

Ticker JMUB
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Lwm Advisory Services, LLC Jp Morgan Tr Mun ETF (De) Transaction History