Number of Shares
16,072.00
Current Holdings Value*
$797,820.00
% of Portfolio
0.67%
Total Estimate Gain
$8,078.59
% of Total Estimate Gain
0.61%

Clear Point Advisors Inc.'s JPMorgan Municipal ETF Holding Summary

As of 2025-06-30, Clear Point Advisors Inc. held 16,072.00 shares of JPMorgan Municipal ETF(JMUB), totaling $797,820.00. This investment constitutes 0.67% of their stock portfolio, and Clear Point Advisors Inc. now holds 0.03% of the outstanding JPMorgan Municipal ETF(JMUB) stock.

The initial trade took place in 2023Q4. And since then Clear Point Advisors Inc. has made 1 purchases of JMUB, at an average price of $49.27, for a total of 26,725.00 shares. In addition, there have been 5 sales at an average price of $50.14 for 10,653.00 shares. Based on historical transaction data and JMUB's current price of $49.19, Clear Point Advisors Inc.'s estimated gain on his JMUB holdings is $8,078.59, reflecting a 0.61% gain to date.

Clear Point Advisors Inc. JMUB ($49.19) Holding Chart

Clear Point Advisors Inc. 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 %

Top Ranked Articles

  • 1