FSG
Financial Strategies Group’s JPMorgan Municipal ETF JMUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $716K | Buy |
14,495
+3,334
| +30% | +$165K | 0.15% | 61 |
|
|
2025
Q1 | $547K | Sell |
11,161
-73
| -0.6% | -$3.58K | 0.13% | 64 |
|
|
2024
Q4 | $560K | Buy |
11,234
+975
| +10% | +$48.6K | 0.13% | 57 |
|
|
2024
Q3 | $521K | Sell |
10,259
-276
| -3% | -$14K | 0.12% | 54 |
|
|
2024
Q2 | $532K | Sell |
10,535
-76
| -0.7% | -$3.84K | 0.13% | 51 |
|
|
2024
Q1 | $534K | Buy |
10,611
+4,613
| +77% | +$232K | 0.14% | 51 |
|
|
2023
Q4 | $303K | Sell |
5,998
-37
| -0.6% | -$1.87K | 0.09% | 67 |
|
|
2023
Q3 | $290K | Buy |
6,035
+968
| +19% | +$46.5K | 0.09% | 66 |
|
|
2023
Q2 | $255K | Buy |
5,067
+61
| +1% | +$3.06K | 0.08% | 70 |
|
|
2023
Q1 | $253K | Sell |
5,006
-75
| -1% | -$3.8K | 0.1% | 71 |
|
|
2022
Q4 | $252K | Sell |
5,081
-1,984
| -28% | -$98.6K | 0.1% | 73 |
|
|
2022
Q3 | $342K | Buy |
7,065
+1,342
| +23% | +$65K | 0.16% | 61 |
|
|
2022
Q2 | $286K | Buy |
+5,723
| New | +$286K | 0.12% | 71 |
|
|
2021
Q1 | – | Sell |
-5,125
| Closed | -$282K | – | 73 |
|
|
2020
Q4 | $282K | Buy |
+5,125
| New | +$282K | 0.16% | 54 |
|