Avestar Capital’s JPMorgan Municipal ETF JMUB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-20,431
Closed -$1.04M 425
2023
Q4
$1.04M Buy
20,431
+4,111
+25% +$210K 0.12% 98
2023
Q3
$789K Buy
16,320
+2,636
+19% +$128K 0.11% 104
2023
Q2
$687K Sell
13,684
-785
-5% -$39.4K 0.11% 98
2023
Q1
$733K Buy
14,469
+605
+4% +$30.6K 0.13% 87
2022
Q4
$690K Sell
13,864
-158
-1% -$7.87K 0.13% 99
2022
Q3
$679K Sell
14,022
-1,467
-9% -$71K 0.17% 77
2022
Q2
$773K Buy
+15,489
New +$773K 0.19% 68