Smith & Howard Wealth Management, LLC JMUB Holdings History
Smith & Howard Wealth Management, LLC's JPMorgan Municipal ETF Holding Summary
As of 2025-03-31, Smith & Howard Wealth Management, LLC held 408,796.00 shares of JPMorgan Municipal ETF(JMUB), totaling $20.44 Mil. This investment constitutes 5.57% of their stock portfolio, and Smith & Howard Wealth Management, LLC now holds 0.77% of the outstanding JPMorgan Municipal ETF(JMUB) stock.
The initial trade took place in 2023Q3. And since then Smith & Howard Wealth Management, LLC has made 5 purchases of JMUB, at an average price of $50.13, for a total of 681,800.00 shares. In addition, there have been 2 sales at an average price of $49.46 for 273,004.00 shares. Based on historical transaction data and JMUB's current price of $49.53, Smith & Howard Wealth Management, LLC's estimated gain on his JMUB holdings is $-429,280.81, reflecting a -1.26% gain to date.
Smith & Howard Wealth Management, LLC JMUB ($49.53) Holding Chart
Smith & Howard Wealth Management, 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
