Atlas Private Wealth Management, LLC JMUB Holdings History
Number of Shares
115,801.00
Current Holdings Value*
$5.88 Mil
% of Portfolio
2.47%
Total Estimate Gain
$-20,902.27
% of Total Estimate Gain
-0.37%
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 $49.09, Atlas Private Wealth Management, LLC's estimated gain on his JMUB holdings is $-20,902.27, reflecting a -0.37% gain to date.
Atlas Private Wealth Management, LLC JMUB ($49.09) Holding Chart
Atlas Private Wealth Management, 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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