Bernardo Wealth Planning’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 | $1.07M | Buy |
21,486
+1,848
| +9% | +$91.8K | 0.23% | 49 |
|
|
2025
Q1 | $982K | Buy |
19,638
+789
| +4% | +$39.5K | 0.24% | 47 |
|
|
2024
Q4 | $939K | Buy |
18,849
+640
| +4% | +$31.9K | 0.22% | 46 |
|
|
2024
Q3 | $926K | Sell |
18,209
-49
| -0.3% | -$2.49K | 0.22% | 45 |
|
|
2024
Q2 | $920K | Buy |
18,258
+8,893
| +95% | +$448K | 0.25% | 45 |
|
|
2024
Q1 | $475K | Buy |
+9,365
| New | +$475K | 0.13% | 60 |
|