Number of Shares
117,149.00
Current Holdings Value*
$5.82 Mil
% of Portfolio
1.95%
Total Estimate Gain
$-177,697.72
% of Total Estimate Gain
-2.39%

OLYMPUS WEALTH MANAGEMENT, LLC's JPMorgan Municipal ETF Holding Summary

As of 2025-06-30, OLYMPUS WEALTH MANAGEMENT, LLC held 117,149.00 shares of JPMorgan Municipal ETF(JMUB), totaling $5.82 Mil. This investment constitutes 1.95% of their stock portfolio, and OLYMPUS WEALTH MANAGEMENT, LLC now holds 0.19% of the outstanding JPMorgan Municipal ETF(JMUB) stock.

The initial trade took place in 2024Q1. And since then OLYMPUS WEALTH MANAGEMENT, LLC has made 3 purchases of JMUB, at an average price of $50.67, for a total of 146,463.00 shares. In addition, there have been 3 sales at an average price of $50.44 for 29,314.00 shares. Based on historical transaction data and JMUB's current price of $49.22, OLYMPUS WEALTH MANAGEMENT, LLC's estimated gain on his JMUB holdings is $-177,697.72, reflecting a -2.39% gain to date.

OLYMPUS WEALTH MANAGEMENT, LLC JMUB ($49.22) Holding Chart

OLYMPUS WEALTH MANAGEMENT, LLC JMUB ($49.22) 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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