Number of Shares
543,162.00
Current Holdings Value*
$27.16 Mil
% of Portfolio
2.26%
Total Estimate Gain
$-342,896.17
% of Total Estimate Gain
-1.26%

1900 WEALTH MANAGEMENT LLC's JPMorgan Municipal ETF Holding Summary

As of 2025-03-31, 1900 WEALTH MANAGEMENT LLC held 543,162.00 shares of JPMorgan Municipal ETF(JMUB), totaling $27.16 Mil. This investment constitutes 2.26% of their stock portfolio, and 1900 WEALTH MANAGEMENT LLC now holds 1.02% of the outstanding JPMorgan Municipal ETF(JMUB) stock.

The initial trade took place in 2023Q4. And since then 1900 WEALTH MANAGEMENT LLC has made 6 purchases of JMUB, at an average price of $50.27, for a total of 543,162.00 shares. Based on historical transaction data and JMUB's current price of $49.64, 1900 WEALTH MANAGEMENT LLC's estimated gain on his JMUB holdings is $-342,896.17, reflecting a -1.26% gain to date.

1900 WEALTH MANAGEMENT LLC JMUB ($49.64) Holding Chart

1900 WEALTH MANAGEMENT LLC JMUB ($49.64) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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