Bartlett & Co 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 | $766K | Sell |
15,436
-2,922
| -16% | -$145K | 0.01% | 286 |
|
|
2025
Q1 | $918K | Sell |
18,358
-2,697
| -13% | -$135K | 0.01% | 260 |
|
|
2024
Q4 | $1.06M | Sell |
21,055
-1,588
| -7% | -$79.9K | 0.02% | 245 |
|
|
2024
Q3 | $1.16M | Sell |
22,643
-1,032
| -4% | -$52.9K | 0.02% | 240 |
|
|
2024
Q2 | $1.19M | Sell |
23,675
-750
| -3% | -$37.8K | 0.02% | 236 |
|
|
2024
Q1 | $1.24M | Hold |
24,425
| – | – | 0.02% | 246 |
|
|
2023
Q4 | $1.25M | Buy |
+24,425
| New | +$1.25M | 0.02% | 252 |
|