Carson Wealth (CWM LLC)’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 | $23.4M | Sell |
470,403
-14,022
| -3% | -$696K | 0.08% | 211 |
|
|
2025
Q1 | $24.2M | Buy |
484,425
+473,876
| +4,492% | +$23.7M | 0.1% | 197 |
|
|
2024
Q4 | $529K | Buy |
10,549
+8,925
| +550% | +$448K | ﹤0.01% | 1351 |
|
|
2024
Q3 | $83K | Sell |
1,624
-3,431
| -68% | -$175K | ﹤0.01% | 2315 |
|
|
2024
Q2 | $255K | Buy |
5,055
+1,009
| +25% | +$50.9K | ﹤0.01% | 1462 |
|
|
2024
Q1 | $205K | Buy |
+4,046
| New | +$205K | ﹤0.01% | 1512 |
|