Summit Wealth Partners, LLC Jp Morgan Tr Mun ETF (De) Transaction History

Summit Wealth Partners, LLC

$487 Billion
Q4 2024

A detailed history of Summit Wealth Partners, LLC transactions in Jp Morgan Tr Mun ETF (De) stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 55,945 shares of JMUB stock, worth $2.81 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares

55,945

Previous 43,055 29.94%

Holding current value

$2.81 Million

Previous $2.21 Billion 27.1%

% of portfolio

0.58%

Previous 0.43%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$50.02 - $51.24 $644,757 - $660,483	12,890 Added 29.94%	55,945 $2.81 Billion
Q3 2024 Oct 28, 2024	BUY	$50.15 - $51.27 $76,278 - $77,981	1,521 Added 3.66%	43,055 $2.21 Billion
Q2 2024 Sep 11, 2024	BUY	$49.92 - $50.63 $167,082 - $169,458	3,347 Added 8.76%	41,534 $2.09 Billion
Q1 2024 Sep 11, 2024	SELL	$50.54 - $51.04 $101,080 - $102,080	-2,000 Reduced 4.98%	38,187 $1.94 Billion
Q4 2023 Sep 11, 2024	BUY	$47.66 - $51.17 $489,563 - $525,618	10,272 Added 34.34%	40,187 $2.05 Billion
Q3 2023 Sep 11, 2024	BUY	$48.34 - $50.47 $1.45 Million - $1.51 Million	29,915 New	29,915 $1.45 Billion

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
Sector ETFs
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Summit Wealth Partners, LLC Jp Morgan Tr Mun ETF (De) Transaction History