Beaumont 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 | $1.64M | Sell |
32,959
-556
| -2% | -$27.6K | 0.12% | 107 |
|
|
2025
Q1 | $1.68M | Buy |
33,515
+1,365
| +4% | +$68.3K | 0.13% | 108 |
|
|
2024
Q4 | $1.61M | Hold |
32,150
| – | – | 0.12% | 110 |
|
|
2024
Q3 | $1.65M | Sell |
32,150
-3,888
| -11% | -$199K | 0.13% | 101 |
|
|
2024
Q2 | $1.82M | Hold |
36,038
| – | – | 0.15% | 95 |
|
|
2024
Q1 | $1.83M | Hold |
36,038
| – | – | 0.15% | 90 |
|
|
2023
Q4 | $1.84M | Sell |
36,038
-3,379
| -9% | -$172K | 0.17% | 85 |
|
|
2023
Q3 | $1.91M | Sell |
39,417
-284
| -0.7% | -$13.7K | 0.19% | 77 |
|
|
2023
Q2 | $1.99M | Sell |
39,701
-616
| -2% | -$30.9K | 0.18% | 82 |
|
|
2023
Q1 | $2.04M | Buy |
40,317
+1,436
| +4% | +$72.7K | 0.21% | 68 |
|
|
2022
Q4 | $1.93M | Sell |
38,881
-16,782
| -30% | -$834K | 0.19% | 78 |
|
|
2022
Q3 | $2.7M | Sell |
55,663
-4,152
| -7% | -$201K | 0.26% | 53 |
|
|
2022
Q2 | $2.99M | Buy |
+59,815
| New | +$2.99M | 0.27% | 60 |
|