Number of Shares
142,500.00
Current Holdings Value*
$7.07 Mil
% of Portfolio
0.32%
Total Estimate Gain
$-118,429.45
% of Total Estimate Gain
-1.63%

Chesley Taft & Associates LLC's JPMorgan Municipal ETF Holding Summary

As of 2025-06-30, Chesley Taft & Associates LLC held 142,500.00 shares of JPMorgan Municipal ETF(JMUB), totaling $7.07 Mil. This investment constitutes 0.32% of their stock portfolio, and Chesley Taft & Associates LLC now holds 0.23% of the outstanding JPMorgan Municipal ETF(JMUB) stock.

The initial trade took place in 2024Q1. And since then Chesley Taft & Associates LLC has made 5 purchases of JMUB, at an average price of $50.02, for a total of 145,265.00 shares. In addition, there have been 1 sales at an average price of $50.88 for 2,765.00 shares. Based on historical transaction data and JMUB's current price of $49.17, Chesley Taft & Associates LLC's estimated gain on his JMUB holdings is $-118,429.45, reflecting a -1.63% gain to date.

Chesley Taft & Associates LLC JMUB ($49.17) Holding Chart

Chesley Taft & Associates LLC JMUB ($49.17) 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 %

Top Ranked Articles

  • 1