Congress 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 | $2.1M | Sell |
42,337
-978
| -2% | -$48.5K | 0.02% | 545 |
|
|
2025
Q1 | $2.17M | Buy |
43,315
+7,493
| +21% | +$375K | 0.03% | 476 |
|
|
2024
Q4 | $1.8M | Sell |
35,822
-22
| -0.1% | -$1.1K | 0.02% | 428 |
|
|
2024
Q3 | $1.84M | Sell |
35,844
-14,459
| -29% | -$741K | 0.02% | 436 |
|
|
2024
Q2 | $2.53M | Buy |
+50,303
| New | +$2.53M | 0.04% | 327 |
|
|
2023
Q4 | – | Sell |
-44,598
| Closed | -$2.16M | – | 644 |
|
|
2023
Q3 | $2.16M | Sell |
44,598
-590
| -1% | -$28.5K | 0.04% | 293 |
|
|
2023
Q2 | $2.27M | Sell |
45,188
-887
| -2% | -$44.6K | 0.05% | 245 |
|
|
2023
Q1 | $2.33M | Sell |
46,075
-3,302
| -7% | -$167K | 0.06% | 251 |
|
|
2022
Q4 | $2.45M | Sell |
49,377
-482,045
| -91% | -$24M | 0.06% | 244 |
|
|
2022
Q3 | $25.7M | Sell |
531,422
-9,251
| -2% | -$448K | 0.69% | 28 |
|
|
2022
Q2 | $27M | Buy |
+540,673
| New | +$27M | 0.69% | 27 |
|