Diversified Portfolios Inc’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 | $9.32M | Buy |
187,755
+40,311
| +27% | +$2M | 0.89% | 27 |
|
|
2025
Q1 | $7.37M | Buy |
147,444
+23,754
| +19% | +$1.19M | 0.78% | 29 |
|
|
2024
Q4 | $6.2M | Buy |
123,690
+13,430
| +12% | +$674K | 0.68% | 36 |
|
|
2024
Q3 | $5.65M | Buy |
110,260
+10,128
| +10% | +$519K | 0.64% | 36 |
|
|
2024
Q2 | $5.04M | Sell |
100,132
-31,011
| -24% | -$1.56M | 0.66% | 33 |
|
|
2024
Q1 | $6.65M | Buy |
131,143
+38,109
| +41% | +$1.93M | 0.94% | 24 |
|
|
2023
Q4 | $4.74M | Buy |
+93,034
| New | +$4.74M | 0.75% | 31 |
|