CPA
Clear Point Advisors’s JPMorgan Municipal ETF JMUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $798K | Sell |
16,072
-4,271
| -21% | -$212K | 0.67% | 40 |
|
|
2025
Q1 | $1.02M | Sell |
20,343
-346
| -2% | -$17.3K | 0.91% | 33 |
|
|
2024
Q4 | $1.04M | Sell |
20,689
-3,148
| -13% | -$158K | 0.89% | 31 |
|
|
2024
Q3 | $1.22M | Buy |
23,837
+1,258
| +6% | +$64.5K | 0.94% | 23 |
|
|
2024
Q2 | $1.14M | Sell |
22,579
-494
| -2% | -$24.9K | 0.93% | 24 |
|
|
2024
Q1 | $1.14M | Sell |
23,073
-2,394
| -9% | -$118K | 0.94% | 26 |
|
|
2023
Q4 | $1.29M | Buy |
+25,467
| New | +$1.29M | 1.14% | 17 |
|