Arkadios Wealth Advisors’s JPMorgan Municipal ETF JMUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $572K | Sell |
11,519
-1,873
| -14% | -$93K | 0.02% | 780 |
|
|
2025
Q1 | $670K | Sell |
13,392
-268
| -2% | -$13.4K | 0.03% | 595 |
|
|
2024
Q4 | $685K | Hold |
13,660
| – | – | 0.04% | 430 |
|
|
2024
Q3 | $700K | Buy |
13,660
+1,052
| +8% | +$53.9K | 0.04% | 422 |
|
|
2024
Q2 | $635K | Buy |
12,608
+1,556
| +14% | +$78.4K | 0.04% | 403 |
|
|
2024
Q1 | $561K | Buy |
11,052
+3,178
| +40% | +$161K | 0.04% | 362 |
|
|
2023
Q4 | $401K | Buy |
+7,874
| New | +$401K | 0.03% | 434 |
|