BAWC
Boyce & Associates Wealth Consulting’s JPMorgan Municipal ETF JMUB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.27M | Buy |
25,553
+3,687
| +17% | +$183K | 1.16% | 21 |
|
2025
Q1 | $1.09M | Buy |
21,866
+1,516
| +7% | +$75.8K | 1.09% | 23 |
|
2024
Q4 | $1.02M | Buy |
20,350
+2,791
| +16% | +$140K | 1.03% | 24 |
|
2024
Q3 | $900K | Buy |
17,559
+997
| +6% | +$51.1K | 0.94% | 21 |
|
2024
Q2 | $834K | Buy |
16,562
+6,310
| +62% | +$318K | 0.98% | 19 |
|
2024
Q1 | $520K | Buy |
+10,252
| New | +$520K | 0.67% | 27 |
|