AllGen Financial Advisors, Inc. JMUB Holdings History
AllGen Financial Advisors, Inc.'s JPMorgan Municipal ETF Holding Summary
As of 2025-03-31, AllGen Financial Advisors, Inc. held 285,173.00 shares of JPMorgan Municipal ETF(JMUB), totaling $14.26 Mil. This investment constitutes 4.22% of their stock portfolio, and AllGen Financial Advisors, Inc. now holds 0.51% of the outstanding JPMorgan Municipal ETF(JMUB) stock.
The initial trade took place in 2022Q4. And since then AllGen Financial Advisors, Inc. has made 8 purchases of JMUB, at an average price of $49.67, for a total of 344,577.00 shares. In addition, there have been 2 sales at an average price of $50.77 for 59,404.00 shares. Based on historical transaction data and JMUB's current price of $49.17, AllGen Financial Advisors, Inc.'s estimated gain on his JMUB holdings is $-76,084.56, reflecting a -0.44% gain to date.
AllGen Financial Advisors, Inc. JMUB ($49.17) Holding Chart
AllGen Financial Advisors, Inc. JMUB ($49.17) 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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