Dynamic Advisor Solutions’s JPMorgan Municipal ETF JMUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $319K | Sell |
6,428
-5,897
| -48% | -$293K | 0.01% | 727 |
|
|
2025
Q1 | $616K | Sell |
12,325
-679
| -5% | -$34K | 0.02% | 534 |
|
|
2024
Q4 | $652K | Sell |
13,004
-2,015
| -13% | -$101K | 0.03% | 387 |
|
|
2024
Q3 | $770K | Buy |
15,019
+4,337
| +41% | +$222K | 0.02% | 519 |
|
|
2024
Q2 | $538K | Buy |
10,682
+2,550
| +31% | +$128K | 0.02% | 612 |
|
|
2024
Q1 | $413K | Buy |
+8,132
| New | +$413K | 0.01% | 651 |
|
|
2022
Q2 | – | Sell |
-4,475
| Closed | -$230K | – | 733 |
|
|
2022
Q1 | $230K | Hold |
4,475
| – | – | 0.02% | 641 |
|
|
2021
Q4 | $245K | Hold |
4,475
| – | – | 0.02% | 628 |
|
|
2021
Q3 | $246K | Buy |
+4,475
| New | +$246K | 0.02% | 634 |
|