Capital Advisors Wealth Management’s JPMorgan Municipal ETF JMUB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.77M Buy
2025
Q2
$827K Sell
2025
Q1
$862K Buy
2024
Q4
$750K Sell
2024
Q3
$848K Buy
2024
Q2
$728K Buy
2024
Q1
$618K Buy
2023
Q4
$454K Buy
2023
Q3
Sell
2023
Q2
$201K Buy