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 %

Top Ranked Articles

  • 1