Number of Shares
115,801.00
Current Holdings Value*
$5.88 Mil
% of Portfolio
2.47%
Total Estimate Gain
$-15,112.22
% of Total Estimate Gain
-0.26%

Atlas Private Wealth Management, LLC's JPMorgan Municipal ETF Holding Summary

As of 2024-03-31, Atlas Private Wealth Management, LLC held 115,801.00 shares of JPMorgan Municipal ETF(JMUB), totaling $5.88 Mil. This investment constitutes 2.47% of their stock portfolio, and Atlas Private Wealth Management, LLC now holds -% of the outstanding JPMorgan Municipal ETF(JMUB) stock.

The initial trade took place in 2023Q4. And since then Atlas Private Wealth Management, LLC has made 2 purchases of JMUB, at an average price of $49.27, for a total of 115,801.00 shares. Based on historical transaction data and JMUB's current price of $49.14, Atlas Private Wealth Management, LLC's estimated gain on his JMUB holdings is $-15,112.22, reflecting a -0.26% gain to date.

Atlas Private Wealth Management, LLC JMUB ($49.14) Holding Chart

Atlas Private Wealth Management, LLC JMUB ($49.14) 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 %

Top Ranked Articles

  • 1