Oakwell Private Wealth Management, LLC JMUB Holdings History
Oakwell Private Wealth Management, LLC's JPMorgan Municipal ETF Holding Summary
As of 2025-03-31, Oakwell Private Wealth Management, LLC held 143,273.00 shares of JPMorgan Municipal ETF(JMUB), totaling $7.16 Mil. This investment constitutes 1.98% of their stock portfolio, and Oakwell Private Wealth Management, LLC now holds 0.26% of the outstanding JPMorgan Municipal ETF(JMUB) stock.
The initial trade took place in 2025Q1. And since then Oakwell Private Wealth Management, LLC has made 1 purchases of JMUB, at an average price of $50.25, for a total of 143,273.00 shares. Based on historical transaction data and JMUB's current price of $49.22, Oakwell Private Wealth Management, LLC's estimated gain on his JMUB holdings is $-148,287.55, reflecting a -2.06% gain to date.
Oakwell Private Wealth Management, LLC JMUB ($49.22) Holding Chart
Oakwell Private 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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