Capital Advisors Wealth Management’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 | $827K | Sell |
16,659
-582
| -3% | -$28.9K | 0.13% | 80 |
|
|
2025
Q1 | $862K | Buy |
17,241
+2,280
| +15% | +$114K | 0.15% | 74 |
|
|
2024
Q4 | $750K | Sell |
14,961
-1,582
| -10% | -$79.3K | 0.13% | 75 |
|
|
2024
Q3 | $848K | Buy |
16,543
+2,089
| +14% | +$107K | 0.16% | 72 |
|
|
2024
Q2 | $728K | Buy |
14,454
+2,276
| +19% | +$115K | 0.14% | 70 |
|
|
2024
Q1 | $618K | Buy |
12,178
+3,274
| +37% | +$166K | 0.13% | 75 |
|
|
2023
Q4 | $454K | Buy |
+8,904
| New | +$454K | 0.1% | 86 |
|
|
2023
Q3 | – | Sell |
-4,003
| Closed | -$201K | – | 139 |
|
|
2023
Q2 | $201K | Buy |
+4,003
| New | +$201K | 0.05% | 130 |
|