HTG Investment Advisors, Inc. JMUB Holdings History
Number of Shares
90,182.00
Current Holdings Value*
$4.48 Mil
% of Portfolio
1.66%
Total Estimate Gain
$-113,528.18
% of Total Estimate Gain
-2.50%
HTG Investment Advisors, Inc.'s JPMorgan Municipal ETF Holding Summary
As of 2025-06-30, HTG Investment Advisors, Inc. held 90,182.00 shares of JPMorgan Municipal ETF(JMUB), totaling $4.48 Mil. This investment constitutes 1.66% of their stock portfolio, and HTG Investment Advisors, Inc. now holds 0.14% of the outstanding JPMorgan Municipal ETF(JMUB) stock.
The initial trade took place in 2024Q1. And since then HTG Investment Advisors, Inc. has made 6 purchases of JMUB, at an average price of $50.41, for a total of 90,182.00 shares. Based on historical transaction data and JMUB's current price of $49.15, HTG Investment Advisors, Inc.'s estimated gain on his JMUB holdings is $-113,528.18, reflecting a -2.50% gain to date.
HTG Investment Advisors, Inc. JMUB ($49.15) Holding Chart
HTG Investment Advisors, Inc. JMUB ($49.15) 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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