EverSource Wealth Advisors’s JPMorgan Municipal ETF JMUB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $50.7K | Sell |
1,022
-89
| -8% | -$4.42K | ﹤0.01% | 1597 |
|
2025
Q1 | $55.6K | Sell |
1,111
-170
| -13% | -$8.5K | ﹤0.01% | 1188 |
|
2024
Q4 | $64.2K | Sell |
1,281
-483
| -27% | -$24.2K | ﹤0.01% | 1076 |
|
2024
Q3 | $90.5K | Buy |
1,764
+22
| +1% | +$1.13K | 0.01% | 831 |
|
2024
Q2 | $88.6K | Buy |
1,742
+51
| +3% | +$2.59K | 0.01% | 847 |
|
2024
Q1 | $84.8K | Buy |
+1,691
| New | +$84.8K | 0.01% | 770 |
|