Number of Shares
4,110.00
Current Holdings Value*
$205,510.00
% of Portfolio
0.15%
Total Estimate Gain
$-4,767.60
% of Total Estimate Gain
-2.31%

Forbes Financial Planning, Inc.'s JPMorgan Municipal ETF Holding Summary

As of 2025-03-31, Forbes Financial Planning, Inc. held 4,110.00 shares of JPMorgan Municipal ETF(JMUB), totaling $205,510.00. This investment constitutes 0.15% of their stock portfolio, and Forbes Financial Planning, Inc. now holds 0.01% of the outstanding JPMorgan Municipal ETF(JMUB) stock.

The initial trade took place in 2025Q1. And since then Forbes Financial Planning, Inc. has made 1 purchases of JMUB, at an average price of $50.25, for a total of 4,110.00 shares. Based on historical transaction data and JMUB's current price of $49.09, Forbes Financial Planning, Inc.'s estimated gain on his JMUB holdings is $-4,767.60, reflecting a -2.31% gain to date.

Forbes Financial Planning, Inc. JMUB ($49.09) Holding Chart

Forbes Financial Planning, Inc. JMUB ($49.09) 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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