Baker Tilly Wealth Management’s JPMorgan Municipal ETF JMUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.88M | Sell |
98,229
-4,163
| -4% | -$207K | 1.74% | 13 |
|
|
2025
Q1 | $5.12M | Buy |
102,392
+11,880
| +13% | +$594K | 2.01% | 11 |
|
|
2024
Q4 | $4.54M | Buy |
90,512
+27,672
| +44% | +$1.39M | 1.78% | 13 |
|
|
2024
Q3 | $3.22M | Buy |
62,840
+32,894
| +110% | +$1.69M | 1.43% | 12 |
|
|
2024
Q2 | $1.51M | Buy |
29,946
+19,275
| +181% | +$971K | 0.62% | 28 |
|
|
2024
Q1 | $541K | Buy |
10,671
+4,591
| +76% | +$233K | 0.1% | 229 |
|
|
2023
Q4 | $310K | Buy |
+6,080
| New | +$310K | 0.05% | 382 |
|