Number of Shares
73,857.00
Current Holdings Value*
$3.69 Mil
% of Portfolio
4.5%
Total Estimate Gain
$-18,528.56
% of Total Estimate Gain
-0.50%

Red Mountain Financial, LLC's JPMorgan Municipal ETF Holding Summary

As of 2025-03-31, Red Mountain Financial, LLC held 73,857.00 shares of JPMorgan Municipal ETF(JMUB), totaling $3.69 Mil. This investment constitutes 4.5% of their stock portfolio, and Red Mountain Financial, LLC now holds 0.14% of the outstanding JPMorgan Municipal ETF(JMUB) stock.

The initial trade took place in 2023Q4. And since then Red Mountain Financial, LLC has made 4 purchases of JMUB, at an average price of $49.78, for a total of 73,857.00 shares. Based on historical transaction data and JMUB's current price of $49.53, Red Mountain Financial, LLC's estimated gain on his JMUB holdings is $-18,528.56, reflecting a -0.50% gain to date.

Red Mountain Financial, LLC JMUB ($49.53) Holding Chart

Red Mountain Financial, LLC JMUB ($49.53) 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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