Axxcess Wealth Management’s JPMorgan Municipal ETF JMUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.04M | Sell |
81,398
-7,697
| -9% | -$382K | 0.09% | 170 |
|
|
2025
Q1 | $4.45M | Buy |
+89,095
| New | +$4.45M | 0.12% | 147 |
|
|
2024
Q4 | – | Sell |
-6,500
| Closed | -$333K | – | 900 |
|
|
2024
Q3 | $333K | Buy |
+6,500
| New | +$333K | 0.01% | 661 |
|
|
2024
Q1 | – | Sell |
-4,117
| Closed | -$210K | – | 899 |
|
|
2023
Q4 | $210K | Buy |
+4,117
| New | +$210K | 0.01% | 770 |
|