West Oak Capital, LLC Jp Morgan Tr Mun ETF (De) Transaction History

West Oak Capital, LLC

$2.83 Billion
Q4 2024

A detailed history of West Oak Capital, LLC transactions in Jp Morgan Tr Mun ETF (De) stock. As of the latest transaction made, West Oak Capital, LLC holds 4,700 shares of JMUB stock, worth $237,162. This represents 0.08% of its overall portfolio holdings.

Number of Shares

4,700

Previous 15,788 70.23%

Holding current value

$237,162

Previous $2.36 Million -0.0%

% of portfolio

0.08%

Previous 0.08%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	SELL	$50.02 - $51.24 $554,621 - $568,149	-11,088 Reduced 70.23%	4,700 $2.36 Million
Q4 2024 Jan 10, 2025	BUY	$50.02 - $51.24 $589,635 - $604,017	11,788 Added 294.7%	15,788 $2.36 Million
Q4 2023 Jan 17, 2024	BUY	$47.66 - $51.17 $47,660 - $51,170	1,000 Added 33.33%	4,000 $204,000
Q3 2023 Oct 05, 2023	BUY	$48.34 - $50.47 $48,340 - $50,470	1,000 Added 50.0%	3,000 $145,000
Q2 2023 Jul 19, 2023	BUY	$49.58 - $51.03 $24,790 - $25,515	500 Added 33.33%	2,000 $100,000
Q1 2022 Apr 20, 2022	SELL	$51.25 - $54.82 $51,250 - $54,820	-1,000 Reduced 40.0%	1,500 $77,000
Q3 2021 Oct 07, 2021	BUY	$54.97 - $55.72 $65,964 - $66,864	1,200 Added 92.31%	2,500 $137,000
Q4 2019 Jan 09, 2020	BUY	$53.58 - $54.67 $16,074 - $16,401	300 Added 30.0%	1,300 $70,000
Q2 2019 Jul 12, 2019	BUY	$52.46 - $53.61 $52,460 - $53,610	1,000 New	1,000 $53,000

Others Institutions Holding JMUB

# of Institutions

325

Shares Held

34.5M

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 West Oak Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on West Oak Capital, LLC with notifications on news.

Account

West Oak Capital, LLC Jp Morgan Tr Mun ETF (De) Transaction History