Beta Wealth Group’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 | $5.24M | Sell |
105,572
-98,378
| -48% | -$4.88M | 1.92% | 16 |
|
|
2025
Q1 | $10.2M | Sell |
203,950
-8,401
| -4% | -$420K | 3.66% | 4 |
|
|
2024
Q4 | $10.6M | Buy |
212,351
+2,171
| +1% | +$109K | 4.71% | 4 |
|
|
2024
Q3 | $10.8M | Sell |
210,180
-6,486
| -3% | -$333K | 4.86% | 3 |
|
|
2024
Q2 | $10.9M | Buy |
216,666
+7,442
| +4% | +$375K | 5.17% | 2 |
|
|
2024
Q1 | $10.6M | Buy |
209,224
+17,039
| +9% | +$865K | 5.16% | 3 |
|
|
2023
Q4 | $9.79M | Buy |
+192,185
| New | +$9.79M | 5.13% | 3 |
|