APP
Avantax Planning Partners’s JPMorgan Municipal ETF JMUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.5M | Buy |
614,401
+74,739
| +14% | +$3.71M | 0.97% | 20 |
|
|
2025
Q1 | $27M | Buy |
539,662
+44,882
| +9% | +$2.24M | 0.96% | 20 |
|
|
2024
Q4 | $24.8M | Buy |
494,780
+12,098
| +3% | +$607K | 0.89% | 21 |
|
|
2024
Q3 | $24.7M | Sell |
482,682
-63,891
| -12% | -$3.28M | 0.89% | 19 |
|
|
2024
Q2 | $27.5M | Sell |
546,573
-16,355
| -3% | -$824K | 0.89% | 19 |
|
|
2024
Q1 | $28.6M | Sell |
562,928
-19,332
| -3% | -$981K | 0.93% | 20 |
|
|
2023
Q4 | $29.7M | Buy |
582,260
+103,995
| +22% | +$5.3M | 1.13% | 17 |
|
|
2023
Q3 | $23.1M | Sell |
478,265
-61,506
| -11% | -$2.98M | 0.97% | 19 |
|
|
2023
Q2 | $27.1M | Sell |
539,771
-10,858
| -2% | -$545K | 1.08% | 19 |
|
|
2023
Q1 | $27.9M | Sell |
550,629
-9,277
| -2% | -$470K | 1.13% | 16 |
|
|
2022
Q4 | $27.8M | Buy |
559,906
+296,824
| +113% | +$14.7M | 1.1% | 15 |
|
|
2022
Q3 | $12.7M | Sell |
263,082
-46,340
| -15% | -$2.24M | 0.57% | 26 |
|
|
2022
Q2 | $15.4M | Buy |
309,422
+51,459
| +20% | +$2.57M | 0.66% | 23 |
|
|
2022
Q1 | $13.3M | Buy |
+257,963
| New | +$13.3M | 0.53% | 23 |
|