AFA
AllGen Financial Advisors’s JPMorgan Municipal ETF JMUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.4M | Sell |
250,195
-34,978
| -12% | -$1.74M | 3.34% | 8 |
|
|
2025
Q1 | $14.3M | Buy |
285,173
+7,610
| +3% | +$381K | 4.22% | 8 |
|
|
2024
Q4 | $13.9M | Sell |
277,563
-25,622
| -8% | -$1.28M | 4.67% | 6 |
|
|
2024
Q3 | $15.5M | Sell |
303,185
-33,782
| -10% | -$1.73M | 5.05% | 8 |
|
|
2024
Q2 | $17M | Buy |
336,967
+45,888
| +16% | +$2.31M | 6.44% | 6 |
|
|
2024
Q1 | $14.8M | Buy |
291,079
+102,246
| +54% | +$5.19M | 6.01% | 4 |
|
|
2023
Q4 | $9.62M | Buy |
188,833
+11,509
| +6% | +$587K | 5% | 7 |
|
|
2023
Q3 | $8.58M | Buy |
177,324
+630
| +0.4% | +$30.5K | 6.1% | 4 |
|
|
2023
Q2 | $8.88M | Buy |
176,694
+6,663
| +4% | +$335K | 5.59% | 4 |
|
|
2023
Q1 | $8.61M | Buy |
170,031
+3,457
| +2% | +$175K | 6.01% | 4 |
|
|
2022
Q4 | $8.28M | Buy |
166,574
+127,617
| +328% | +$6.34M | 5.94% | 4 |
|
|
2022
Q3 | $1.89M | Buy |
+38,957
| New | +$1.89M | 1.47% | 18 |
|