BAKER TILLY WEALTH MANAGEMENT, LLC JMUB Holdings History
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 $49.19, BAKER TILLY WEALTH MANAGEMENT, LLC's estimated gain on his JMUB holdings is $-135,278.30, reflecting a -2.62% gain to date.
BAKER TILLY WEALTH MANAGEMENT, LLC JMUB ($49.19) Holding Chart
BAKER TILLY WEALTH MANAGEMENT, LLC JMUB ($49.19) 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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