Avantax Planning Partners’s JPMorgan Municipal ETF JMUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.5M | Buy |
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|
2025
Q1 | $27M | Buy |
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|
2024
Q4 | $24.8M | Buy |
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|
2024
Q3 | $24.7M | Sell |
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|
2024
Q2 | $27.5M | Sell |
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|
2024
Q1 | $28.6M | Sell |
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|
2023
Q4 | $29.7M | Buy |
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|
2023
Q3 | $23.1M | Sell |
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|
2023
Q2 | $27.1M | Sell |
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|
2023
Q1 | $27.9M | Sell |
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|
2022
Q4 | $27.8M | Buy |
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|
2022
Q3 | $12.7M | Sell |
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|
2022
Q2 | $15.4M | Buy |
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|
2022
Q1 | $13.3M | Buy |
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