Number of Shares
315,077.00
Current Holdings Value*
$15.75 Mil
% of Portfolio
3.95%
Total Estimate Gain
$-406,444.07
% of Total Estimate Gain
-2.56%

Stephens Consulting, LLC's JPMorgan Municipal ETF Holding Summary

As of 2025-03-31, Stephens Consulting, LLC held 315,077.00 shares of JPMorgan Municipal ETF(JMUB), totaling $15.75 Mil. This investment constitutes 3.95% of their stock portfolio, and Stephens Consulting, LLC now holds 0.59% of the outstanding JPMorgan Municipal ETF(JMUB) stock.

The initial trade took place in 2023Q2. And since then Stephens Consulting, LLC has made 8 purchases of JMUB, at an average price of $50.43, for a total of 315,077.00 shares. Based on historical transaction data and JMUB's current price of $49.14, Stephens Consulting, LLC's estimated gain on his JMUB holdings is $-406,444.07, reflecting a -2.56% gain to date.

Stephens Consulting, LLC JMUB ($49.14) Holding Chart

Stephens Consulting, LLC JMUB ($49.14) 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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