Cape Investment Advisory’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 | $86.4K | Buy |
1,740
+1,522
| +698% | +$75.6K | 0.03% | 287 |
|
2025
Q1 | $10.9K | Hold |
218
| – | – | ﹤0.01% | 585 |
|
2024
Q4 | $10.9K | Buy |
218
+25
| +13% | +$1.25K | ﹤0.01% | 566 |
|
2024
Q3 | $9.9K | Hold |
193
| – | – | ﹤0.01% | 565 |
|
2024
Q2 | $9.72K | Hold |
193
| – | – | ﹤0.01% | 531 |
|
2024
Q1 | $9.79K | Buy |
193
+62
| +47% | +$3.15K | ﹤0.01% | 556 |
|
2023
Q4 | $6.68K | Hold |
131
| – | – | ﹤0.01% | 734 |
|
2023
Q3 | $6.34K | Buy |
131
+23
| +21% | +$1.11K | ﹤0.01% | 628 |
|
2023
Q2 | $5.43K | Hold |
108
| – | – | ﹤0.01% | 640 |
|
2023
Q1 | $5.47K | Buy |
+108
| New | +$5.47K | ﹤0.01% | 648 |
|