Smith & Howard Wealth Management, LLC Jp Morgan Tr Mun ETF (De) Transaction History

Smith & Howard Wealth Management, LLC

$354 Million
Q3 2024

A detailed history of Smith & Howard Wealth Management, LLC transactions in Jp Morgan Tr Mun ETF (De) stock. As of the latest transaction made, Smith & Howard Wealth Management, LLC holds 309,559 shares of JMUB stock, worth $15.5 Million. This represents 4.49% of its overall portfolio holdings.

Number of Shares

309,559

Previous 282,002 9.77%

Holding current value

$15.5 Million

Previous $14.2 Million 11.71%

% of portfolio

4.49%

Previous 4.25%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	BUY	$50.15 - $51.27 $1.38 Million - $1.41 Million	27,557 Added 9.77%	309,559 $15.9 Million
Q2 2024 Jul 16, 2024	BUY	$49.92 - $50.63 $5.81 Million - $5.89 Million	116,432 Added 70.32%	282,002 $14.2 Million
Q1 2024 Apr 15, 2024	BUY	$50.54 - $51.04 $2.74 Million - $2.77 Million	54,292 Added 48.79%	165,570 $8.4 Million
Q4 2023 Feb 01, 2024	SELL	$47.66 - $51.17 $9.7 Million - $10.4 Million	-203,623 Reduced 64.66%	111,278 $5.67 Million
Q3 2023 Oct 13, 2023	BUY	$48.34 - $50.47 $15.2 Million - $15.9 Million	314,901 New	314,901 $15.2 Million

Others Institutions Holding JMUB

# of Institutions

275

Shares Held

26.5M

Call Options Held

Put Options Held

View Full List

About JP MORGAN TR MUN ETF (DE)

Ticker JMUB
Sector ETFs
Industry ETFs

More about JMUB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Smith & Howard Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Smith & Howard Wealth Management, LLC with notifications on news.

Account

Smith & Howard Wealth Management, LLC Jp Morgan Tr Mun ETF (De) Transaction History