Number of Shares
98,229.00
Current Holdings Value*
$4.88 Mil
% of Portfolio
1.74%
Total Estimate Gain
$-136,172.19
% of Total Estimate Gain
-2.63%

BAKER TILLY WEALTH MANAGEMENT, LLC's JPMorgan Municipal ETF Holding Summary

As of 2025-06-30, BAKER TILLY WEALTH MANAGEMENT, LLC held 98,229.00 shares of JPMorgan Municipal ETF(JMUB), totaling $4.88 Mil. This investment constitutes 1.74% of their stock portfolio, and BAKER TILLY WEALTH MANAGEMENT, LLC now holds 0.16% of the outstanding JPMorgan Municipal ETF(JMUB) stock.

The initial trade took place in 2023Q4. And since then BAKER TILLY WEALTH MANAGEMENT, LLC has made 6 purchases of JMUB, at an average price of $50.52, for a total of 102,392.00 shares. In addition, there have been 1 sales at an average price of $49.41 for 4,163.00 shares. Based on historical transaction data and JMUB's current price of $49.18, BAKER TILLY WEALTH MANAGEMENT, LLC's estimated gain on his JMUB holdings is $-136,172.19, reflecting a -2.63% gain to date.

BAKER TILLY WEALTH MANAGEMENT, LLC JMUB ($49.18) Holding Chart

BAKER TILLY WEALTH MANAGEMENT, LLC JMUB ($49.18) 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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