Next Level Wealth Planning, LLC JMUB Holdings History
Next Level Wealth Planning, LLC's JPMorgan Municipal ETF Holding Summary
As of 2025-03-31, Next Level Wealth Planning, LLC held 9,249.00 shares of JPMorgan Municipal ETF(JMUB), totaling $462,450.00. This investment constitutes 0.35% of their stock portfolio, and Next Level Wealth Planning, LLC now holds 0.02% of the outstanding JPMorgan Municipal ETF(JMUB) stock.
The initial trade took place in 2025Q1. And since then Next Level Wealth Planning, LLC has made 1 purchases of JMUB, at an average price of $50.25, for a total of 9,249.00 shares. Based on historical transaction data and JMUB's current price of $49.39, Next Level Wealth Planning, LLC's estimated gain on his JMUB holdings is $-7,954.14, reflecting a -1.71% gain to date.
Next Level Wealth Planning, LLC JMUB ($49.39) Holding Chart
Next Level Wealth Planning, LLC JMUB ($49.39) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
