EFS
Essex Financial Services’s JPMorgan Municipal ETF JMUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $306K | Sell |
6,165
-7,195
| -54% | -$357K | 0.02% | 540 |
|
|
2025
Q1 | $668K | Sell |
13,360
-1,500
| -10% | -$75K | 0.05% | 318 |
|
|
2024
Q4 | $745K | Hold |
14,860
| – | – | 0.05% | 298 |
|
|
2024
Q3 | $753K | Buy |
14,860
+6,850
| +86% | +$347K | 0.05% | 298 |
|
|
2024
Q2 | $407K | Buy |
8,010
+2,120
| +36% | +$108K | 0.03% | 412 |
|
|
2024
Q1 | $299K | Sell |
5,890
-30
| -0.5% | -$1.52K | 0.03% | 425 |
|
|
2023
Q4 | $302K | Hold |
5,920
| – | – | 0.03% | 392 |
|
|
2023
Q3 | $286K | Hold |
5,920
| – | – | 0.03% | 380 |
|
|
2023
Q2 | $297K | Hold |
5,920
| – | – | 0.03% | 372 |
|
|
2023
Q1 | $300K | Hold |
5,920
| – | – | 0.03% | 381 |
|
|
2022
Q4 | $294K | Buy |
+5,920
| New | +$294K | 0.03% | 367 |
|