CWM
Collaborative Wealth Management’s JPMorgan Municipal ETF JMUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $826K | Buy |
16,634
+1,432
| +9% | +$71.1K | 0.36% | 58 |
|
|
2025
Q1 | $760K | Buy |
15,202
+3,377
| +29% | +$169K | 0.36% | 56 |
|
|
2024
Q4 | $593K | Sell |
11,825
-1,241
| -9% | -$62.2K | 0.27% | 77 |
|
|
2024
Q3 | $670K | Buy |
13,066
+1,904
| +17% | +$97.6K | 0.3% | 73 |
|
|
2024
Q2 | $562K | Buy |
11,162
+851
| +8% | +$42.9K | 0.27% | 79 |
|
|
2024
Q1 | $523K | Buy |
10,311
+4,197
| +69% | +$213K | 0.26% | 86 |
|
|
2023
Q4 | $312K | Buy |
6,114
+1,125
| +23% | +$57.3K | 0.17% | 116 |
|
|
2023
Q3 | $241K | Buy |
+4,989
| New | +$241K | 0.14% | 140 |
|