ACP
Aveo Capital Partners’s JPMorgan Municipal ETF JMUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-160,852
| Closed | -$7.97M | – | 87 |
|
|
2025
Q1 | $7.97M | Sell |
160,852
-95,226
| -37% | -$4.72M | 1.33% | 20 |
|
|
2024
Q4 | $12.8M | Sell |
256,078
-11,461
| -4% | -$575K | 1.41% | 14 |
|
|
2024
Q3 | $13.7M | Sell |
267,539
-1,475
| -0.5% | -$75.6K | 1.46% | 16 |
|
|
2024
Q2 | $13.6M | Buy |
269,014
+7,297
| +3% | +$368K | 1.54% | 15 |
|
|
2024
Q1 | $13.1M | Buy |
261,717
+107,033
| +69% | +$5.38M | 1.43% | 14 |
|
|
2023
Q4 | $7.88M | Buy |
154,684
+33,828
| +28% | +$1.72M | 0.95% | 28 |
|
|
2023
Q3 | $5.85M | Buy |
120,856
+5,368
| +5% | +$260K | 0.77% | 33 |
|
|
2023
Q2 | $5.8M | Buy |
115,488
+9,004
| +8% | +$452K | 0.74% | 41 |
|
|
2023
Q1 | $5.39M | Buy |
106,484
+46,137
| +76% | +$2.34M | 0.72% | 43 |
|
|
2022
Q4 | $3M | Buy |
+60,347
| New | +$3M | 0.45% | 53 |
|