Baron Silver Stevens Financial Advisors’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 | $7.25M | Sell |
146,102
-33,564
| -19% | -$1.67M | 1.16% | 22 |
|
|
2025
Q1 | $8.98M | Buy |
179,666
+42,343
| +31% | +$2.12M | 1.57% | 20 |
|
|
2024
Q4 | $6.89M | Buy |
137,323
+5,407
| +4% | +$271K | 1.17% | 21 |
|
|
2024
Q3 | $6.76M | Buy |
131,916
+6,837
| +5% | +$351K | 1.18% | 22 |
|
|
2024
Q2 | $6.3M | Buy |
125,079
+7,433
| +6% | +$374K | 1.19% | 21 |
|
|
2024
Q1 | $5.97M | Buy |
117,646
+19,683
| +20% | +$999K | 1.15% | 21 |
|
|
2023
Q4 | $4.99M | Buy |
97,963
+59,958
| +158% | +$3.06M | 1.05% | 22 |
|
|
2023
Q3 | $1.84M | Buy |
+38,005
| New | +$1.84M | 0.42% | 31 |
|