Number of Shares
572,480.00
Current Holdings Value*
$28.42 Mil
% of Portfolio
7.3%
Total Estimate Gain
$-603,960.63
% of Total Estimate Gain
-1.87%

COLLECTIVE FAMILY OFFICE LLC's JPMorgan Municipal ETF Holding Summary

As of 2025-06-30, COLLECTIVE FAMILY OFFICE LLC held 572,480.00 shares of JPMorgan Municipal ETF(JMUB), totaling $28.42 Mil. This investment constitutes 7.3% of their stock portfolio, and COLLECTIVE FAMILY OFFICE LLC now holds 0.93% of the outstanding JPMorgan Municipal ETF(JMUB) stock.

The initial trade took place in 2021Q3. And since then COLLECTIVE FAMILY OFFICE LLC has made 11 purchases of JMUB, at an average price of $50.28, for a total of 643,839.00 shares. In addition, there have been 5 sales at an average price of $49.58 for 71,359.00 shares. Based on historical transaction data and JMUB's current price of $49.31, COLLECTIVE FAMILY OFFICE LLC's estimated gain on his JMUB holdings is $-603,960.63, reflecting a -1.87% gain to date.

COLLECTIVE FAMILY OFFICE LLC JMUB ($49.31) Holding Chart

COLLECTIVE FAMILY OFFICE LLC JMUB ($49.31) 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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