Legacy Financial Advisors, Inc. JMUB Holdings History
Legacy Financial Advisors, Inc.'s JPMorgan Municipal ETF Holding Summary
As of 2025-03-31, Legacy Financial Advisors, Inc. held 304,871.00 shares of JPMorgan Municipal ETF(JMUB), totaling $15.24 Mil. This investment constitutes 2.55% of their stock portfolio, and Legacy Financial Advisors, Inc. now holds 0.54% of the outstanding JPMorgan Municipal ETF(JMUB) stock.
The initial trade took place in 2023Q3. And since then Legacy Financial Advisors, Inc. has made 6 purchases of JMUB, at an average price of $49.90, for a total of 346,883.00 shares. In addition, there have been 1 sales at an average price of $49.19 for 42,012.00 shares. Based on historical transaction data and JMUB's current price of $49.52, Legacy Financial Advisors, Inc.'s estimated gain on his JMUB holdings is $-148,819.17, reflecting a -0.86% gain to date.
Legacy Financial Advisors, Inc. JMUB ($49.52) Holding Chart
Legacy Financial Advisors, Inc. JMUB ($49.52) 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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