Number of Shares
259,968.00
Current Holdings Value*
$13.00 Mil
% of Portfolio
1.35%
Total Estimate Gain
$-301,562.88
% of Total Estimate Gain
-2.31%

Amplius Wealth Advisors, LLC's JPMorgan Municipal ETF Holding Summary

As of 2025-03-31, Amplius Wealth Advisors, LLC held 259,968.00 shares of JPMorgan Municipal ETF(JMUB), totaling $13.00 Mil. This investment constitutes 1.35% of their stock portfolio, and Amplius Wealth Advisors, LLC now holds 0.51% of the outstanding JPMorgan Municipal ETF(JMUB) stock.

The initial trade took place in 2025Q1. And since then Amplius Wealth Advisors, LLC has made 1 purchases of JMUB, at an average price of $50.25, for a total of 259,968.00 shares. Based on historical transaction data and JMUB's current price of $49.09, Amplius Wealth Advisors, LLC's estimated gain on his JMUB holdings is $-301,562.88, reflecting a -2.31% gain to date.

Amplius Wealth Advisors, LLC JMUB ($49.09) Holding Chart

Amplius Wealth Advisors, LLC JMUB ($49.09) 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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