Number of Shares
146,102.00
Current Holdings Value*
$7.25 Mil
% of Portfolio
1.16%
Total Estimate Gain
$-107,941.27
% of Total Estimate Gain
-1.20%

Baron Silver Stevens Financial Advisors, LLC's JPMorgan Municipal ETF Holding Summary

As of 2025-06-30, Baron Silver Stevens Financial Advisors, LLC held 146,102.00 shares of JPMorgan Municipal ETF(JMUB), totaling $7.25 Mil. This investment constitutes 1.16% of their stock portfolio, and Baron Silver Stevens Financial Advisors, LLC now holds 0.23% of the outstanding JPMorgan Municipal ETF(JMUB) stock.

The initial trade took place in 2023Q3. And since then Baron Silver Stevens Financial Advisors, LLC has made 7 purchases of JMUB, at an average price of $49.86, for a total of 179,666.00 shares. In addition, there have been 1 sales at an average price of $49.41 for 33,564.00 shares. Based on historical transaction data and JMUB's current price of $49.23, Baron Silver Stevens Financial Advisors, LLC's estimated gain on his JMUB holdings is $-107,941.27, reflecting a -1.20% gain to date.

Baron Silver Stevens Financial Advisors, LLC JMUB ($49.23) Holding Chart

Baron Silver Stevens Financial Advisors, LLC JMUB ($49.23) 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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