Beta Wealth Group, Inc. JMUB Holdings History
Beta Wealth Group, Inc.'s JPMorgan Municipal ETF Holding Summary
As of 2025-03-31, Beta Wealth Group, Inc. held 203,950.00 shares of JPMorgan Municipal ETF(JMUB), totaling $10.20 Mil. This investment constitutes 3.66% of their stock portfolio, and Beta Wealth Group, Inc. now holds 0.37% of the outstanding JPMorgan Municipal ETF(JMUB) stock.
The initial trade took place in 2023Q4. And since then Beta Wealth Group, Inc. has made 4 purchases of JMUB, at an average price of $49.37, for a total of 218,837.00 shares. In addition, there have been 2 sales at an average price of $50.52 for 14,887.00 shares. Based on historical transaction data and JMUB's current price of $49.39, Beta Wealth Group, Inc.'s estimated gain on his JMUB holdings is $22,199.24, reflecting a 0.21% gain to date.
Beta Wealth Group, Inc. JMUB ($49.39) Holding Chart
Beta Wealth Group, Inc. JMUB ($49.39) 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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