Cooper Financial Group’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 | – | Sell |
-6,530
| Closed | -$327K | – | 395 |
|
2025
Q1 | $327K | Buy |
6,530
+53
| +0.8% | +$2.65K | 0.04% | 296 |
|
2024
Q4 | $325K | Buy |
6,477
+2,460
| +61% | +$123K | 0.04% | 297 |
|
2024
Q3 | $206K | Sell |
4,017
-3,953
| -50% | -$203K | 0.03% | 371 |
|
2024
Q2 | $401K | Buy |
+7,970
| New | +$401K | 0.06% | 250 |
|
2024
Q1 | – | Sell |
-5,739
| Closed | -$292K | – | 360 |
|
2023
Q4 | $292K | Sell |
5,739
-17,490
| -75% | -$891K | 0.05% | 273 |
|
2023
Q3 | $1.12M | Buy |
23,229
+937
| +4% | +$45.3K | 0.27% | 86 |
|
2023
Q2 | $1.12M | Sell |
22,292
-3,694
| -14% | -$186K | 0.28% | 84 |
|
2023
Q1 | $1.32M | Buy |
25,986
+1,586
| +7% | +$80.3K | 0.35% | 67 |
|
2022
Q4 | $1.21M | Buy |
+24,400
| New | +$1.21M | 0.37% | 65 |
|