Number of Shares
89,830.00
Current Holdings Value*
$4.46 Mil
% of Portfolio
1.33%
Total Estimate Gain
$-33,015.32
% of Total Estimate Gain
-0.74%

Leverty Financial Group, LLC's JPMorgan Municipal ETF Holding Summary

As of 2025-06-30, Leverty Financial Group, LLC held 89,830.00 shares of JPMorgan Municipal ETF(JMUB), totaling $4.46 Mil. This investment constitutes 1.33% of their stock portfolio, and Leverty Financial Group, LLC now holds 0.14% of the outstanding JPMorgan Municipal ETF(JMUB) stock.

The initial trade took place in 2025Q1. And since then Leverty Financial Group, LLC has made 2 purchases of JMUB, at an average price of $49.46, for a total of 89,830.00 shares. Based on historical transaction data and JMUB's current price of $49.09, Leverty Financial Group, LLC's estimated gain on his JMUB holdings is $-33,015.32, reflecting a -0.74% gain to date.

Leverty Financial Group, LLC JMUB ($49.09) Holding Chart

Leverty Financial Group, LLC 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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