AAS
Avantax Advisory Services’s JPMorgan Municipal ETF JMUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.6M | Buy |
897,843
+862,471
| +2,438% | +$42.8M | 0.24% | 56 |
|
|
2025
Q1 | $1.77M | Buy |
35,372
+3,603
| +11% | +$180K | 0.01% | 798 |
|
|
2024
Q4 | $1.59M | Sell |
31,769
-108
| -0.3% | -$5.42K | 0.01% | 833 |
|
|
2024
Q3 | $1.63M | Buy |
31,877
+5,916
| +23% | +$303K | 0.01% | 789 |
|
|
2024
Q2 | $1.31M | Buy |
25,961
+21,739
| +515% | +$1.1M | 0.01% | 845 |
|
|
2024
Q1 | $214K | Buy |
+4,222
| New | +$214K | ﹤0.01% | 1507 |
|